How Do I?

A collection of articles on how to use and get the best out of posBoss

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105 articles in this collection
Written by Brent Wimmers and Tricia Andersson
posBoss Ipad App

Using the posBoss iPad till app - team training.

Quick videos - orders, payment, refunds, tabs, accounts, printing, cash up, surcharge, wastage, hospo, email receipts and vouchers.
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - The basics

Short video on how to navigate and use the posBoss iPad app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Creating an Order

Short video on how to create an order on the app and some tips - swipe and double tap.
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Customer Tabs

Short video on creating, parking and managing a tab
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Written by Brent Wimmers
Updated over a week ago

Moving, merging and splitting tabs

How to move items and orders between tabs and tables
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Processing Payments

Short video on how to process payments of an order or tab
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Refunds

Short video on how to process a refund in the app
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Written by Brent Wimmers
Updated over a week ago

How to use Pre-Defined Tabs

Create frequently used tab numbers or names
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Written by Brent Wimmers
Updated over a week ago

Searching menu items on the posBoss iPad app.

How to search and display menu items on the posBoss iPad app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Printer Settings

Short video on setting up your printers in the app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Accounts

How to create and manage customer accounts in the app
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Clearing the balance on accounts

Short video on how to pay an account by clearing the balance so you can create an invoice summary for invoicing from your financial system.
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Prepaid Gift Vouchers

Short video on creating, taking payment and using prepaid vouchers
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Written by Brent Wimmers
Updated over a week ago

Archive an Account or Voucher

How to archive or delete an account or voucher.
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Email Receipts

Short video on how to send a receipt by email
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Cash Up

Short video on how to prepare and submit the cash up
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Written by Brent Wimmers
Updated over a week ago

How to manage card tipping with posBoss

How do I add card tips to a bill?
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Written by Brent Wimmers
Updated over a week ago

Change over iPads to a new posBoss account (business changeover)

How do I change over posBoss on the iPads for a new owner or account?
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Written by Brent Wimmers
Updated over a week ago

Entering existing pre-paid vouchers into posBoss

How do I transfer all my old vouchers into posBoss?
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Public Holiday Surcharges

Short video on how to set up a surcharge for a public holiday
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Written by Brent Wimmers
Updated over a week ago

posBoss iPad app - Switching Menus

Short video on how to create and switch between menus
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Written by Brent Wimmers
Updated over a week ago

Accounts - Printing or saving a PDF of an itemised summary

How to print an itemised summary and receipt for an account
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Written by Brent Wimmers
Updated over a week ago

How do I view voids in posBoss

How can I look at what is voided on the till, and by whom?
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Written by Brent Wimmers
Updated over a week ago

Setting up Table Layout

Control your floor by setting up table maps
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Written by Brent Wimmers
Updated over a week ago

Swap the posBoss till app onto a new iPad

How to remove posBoss from an old iPad and have the same till running on the new one.
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Written by Brent Wimmers
Updated over a week ago

How to rename a tab

How to edit a tab name, print a tab summary or delete a tab
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Written by Tricia Andersson
Updated over a week ago

How to reprint an order docket

Need to reprint an order docket that was lost or didn't print?
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Written by Tricia Andersson
Updated over a week ago

Set up manual updates on your iPad

Setting your iPad up so it won't install posBoss automatically (usually during service)
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Written by Brent Wimmers
Updated over a week ago

Print multiple order dockets or double dockets.

Need to print to multiple / double dockets from one printer?
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Written by Brent Wimmers
Updated over a week ago

Find your Star Ethernet printer's IP address

How to check your printer's IP Network address as it might have changed
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Written by Brent Wimmers
Updated over a week ago

Wastage

How do I record wastage?
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Written by Brent Wimmers
Updated over a week ago
posBoss Management Site - posbosshq.com

How do I print or save a PDF of a page on the posBoss Management site?

Print or PDF account summaries, reports, cash ups and more from the Management site
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Written by Brent Wimmers
Updated over a week ago

Receipt Settings - Where do I set up my receipts and GST / ABN?

Where can I set up my printed and emailed customer receipts with my logo, GST/ABN and company information?
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Written by Brent Wimmers
Updated over a week ago

Switching between menus

How to create new menus and switch them live when ready.
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Written by Brent Wimmers
Updated over a week ago

Stock - Ingredients Moved Summary

What is displayed in the Ingredients Moved Summary report?
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Written by Brent Wimmers
Updated over a week ago

Order Reminders on the dashboard

Setting up your suppliers so you are reminded on the dashboard when ordering is due.
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Written by Brent Wimmers
Updated over a week ago

History - of transactions and orders on the management site

How do I find an old transaction or order? How do I re-send a customer receipt?
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Written by Brent Wimmers
Updated over a week ago

Accounts & Vouchers - Management Site

What is displayed & what can you do with accounts & vouchers on the management site?
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Written by Brent Wimmers
Updated over a week ago

posBoss cash up reporting graph

A daily snapshot of variances and sales progress based on your daily averages.
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Written by Brent Wimmers
Updated over a week ago

posBoss Passwords

Where do I find and how do I reset my posBoss password?
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Written by Brent Wimmers
Updated over a week ago

Changing your posBoss email address / posBoss login / Billing email

How do I change the email address for my posBoss account login or subscription tax receipts?
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Written by Brent Wimmers
Updated over a week ago

Sell Items by Weight or Volume

How do I sell items by kilogram, gram, litre or millilitre?
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Written by Brent Wimmers
Updated over a week ago

Staff Sales Summary Reporting

Can I see a breakdown of sales by staff member?
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Written by Brent Wimmers
Updated over a week ago

Can I copy a mod group or duplicate an item's mods?

Can we set up mod option sets or copy an item and its mods?
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Written by Brent Wimmers
Updated over a week ago

Sending posBoss cash ups to Xero

How to export your daily sales to Xero from posBoss
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Written by Brent Wimmers
Updated over a week ago

Can I place my posBoss subscription on Hold?

Season over or shutting down for a while? Can I put my account on hold?
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Written by Brent Wimmers
Updated over a week ago

How to remove/add a product from your stocktake

Remove an ingredient from your stocktake or remove a product from posBoss altogether.
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Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Table Positions

Set up position / cover numbers on your dockets
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Written by Brent Wimmers
Updated over a week ago

Restaurant Setup - Course Breaks

How print orders by section - entree, main and dessert etc
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Written by Brent Wimmers
Updated over a week ago

Recipe Builder

How do I set up recipe builder to calculate my cost of goods sold and manage my ingredients moved?
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Written by Brent Wimmers
Updated over a week ago

Cash Up

How do I cash up? Make changes to a cash up? Export a cash up? Where do I change my float?
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Written by Brent Wimmers
Updated over a week ago

Emoji Staff Logins - Initial Setup

Improve comms at the pass & track which staff member created an order or made a payment.
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Written by Brent Wimmers
Updated over a week ago

Making Sections for Optional Mods

Can I split up optional mods into their own sections?
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Written by Brent Wimmers
Updated over a week ago

Create Logins for the Management Site

How to set up new accounts for access to the posBoss Management Site.
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Written by Brent Wimmers
Updated over a week ago

How do I update or delete Mods?

How to update, rename or change pricing on a mod
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Written by Brent Wimmers
Updated over a week ago

Why am I now paying for Regulr and Paperless?

Forgot to remove Safe Hands Initiative from my subscription. What do I do now?
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Written by Brent Wimmers
Updated over a week ago

Stocktake and Stock Invoices

How to enter invoices and run stocktake in posBoss
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Written by Brent Wimmers
Updated over a week ago

Optimal Menu Setup

Tips on how to best set up your menu
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Written by Brent Wimmers
Updated over a week ago
Regulr

Regulr Payouts - How to view what you're getting paid through Stripe

Review what payments are coming through stripe and what payments have failed.
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Written by Brent Wimmers
Updated over a week ago

Regulr - My outlet is LIVE, what now?

How do I accept orders? I can't see Regulr orders arrive.
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Written by Brent Wimmers
Updated over a week ago

Regulr Success Step 1 - Plan your Specials and Discounts

Planning your menu, prices, specials and discount strategies for mobile sales with Regulr
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Written by Brent Wimmers
Updated over a week ago

Regulr Success Step 2 - Schedule and Complete Promotions

Get your Regulr marketing promotions and materials complete and out in the wild!
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Written by Brent Wimmers
Updated over a week ago

Regulr Success Step 3 - Test, Review and Tweak

Review your Regulr promotions and tweak your marketing strategy to get the best results.
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do I start and stop trading?

How to display on Regulr when you are and aren't taking orders
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Written by Brent Wimmers
Updated over a week ago

Regulr - How can my customers pay when using Regulr?

What are the options for payment with posBoss and Regulr?
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Written by Brent Wimmers
Updated over a week ago

Regulr - Manually invoice a Regulr bill through Stripe

Can I send an invoice to a Regulr customer? How does a Regulr customer change credit card after a payment failure
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do I get Regulr items to print?

How to set up items on your Regulr menu so they print on order dockets.
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do I set up "Pick up time"

How to add a time so customers can request when to pick up their treats
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Written by Brent Wimmers
Updated over a week ago

Regulr - How can I add a contact number?

Can I communicate with customers in Regulr to tell them when it's ready?
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do I handle age restricted sales?

How do I handle age restricted sales through Regulr
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do I find and manage failed payments?

How do I know who has or hasn't paid there Regulr bill and what can I then do about it?
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Written by Brent Wimmers
Updated over a week ago

Regulr - Can I set up Delivery options?

Does Regulr allow for pick up and delivery options?
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do sales appear in cash ups and reporting?

Where do I see my Regulr sales on the dashboard and in reports?
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Written by Brent Wimmers
Updated over a week ago

Regulr - Can it make a DING sound when orders come in?

Can regulr make a sound to notify when new orders arrive?
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Written by Brent Wimmers
Updated over a week ago

Regulr - How to refund a Regulr payment in Stripe

I need to process a refund for a Regulr customer
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Written by Brent Wimmers
Updated over a week ago

How to pay off a Regulr tab in-store

How do I pay a mobile order off by cash or card?
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Written by Brent Wimmers
Updated over a week ago

Regulr - Remove a Regulr order from a mobile account.

How can I fix it up when a customer accidentally orders twice, or when I need to remove an order from their account.
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Written by Brent Wimmers
Updated over a week ago

Regulr - Is there a limit or countdown of items in Regulr?

How do I remove items that are not currently available in Regulr
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Written by Brent Wimmers
Updated over a week ago

Regulr - Promote Promote Promote!

Now you have Regulr live, how do you best promote it?
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Written by Brent Wimmers
Updated over a week ago

Regulr - How do I remove Regulr from my subscription

How do I remove my outlet from the Regulr app, and remove it from my posBoss account?
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Written by Brent Wimmers
Updated over a week ago
Integrated Payments

Changing/switching eftpos provider or switching terminals

What do I need to change in posBoss to switch to a new integrated eftpos provider or change to a new terminal?
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Login to PayClip on posBoss

How to login to the BNZ PayClip in the posBoss iPad Till App.
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Admin Functions

How to check for updates to the PayClip software, toggle contactless payments and enable signature verification.
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - Taking payments

How payments work when posBoss is integrated with PayClip
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Written by Brent Wimmers
Updated over a week ago

BNZ PayClip - I forgot my PIN

How to get back on track when you can't remember your BNZ 6-digit PIN
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Written by Brent Wimmers
Updated over a week ago

Tyro Eftpos - Tyro Settings Page

How to disconnect, manage settlements and enable or disable eftpos receipt information.
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Written by Brent Wimmers
Updated over a week ago

Tyro - Can I refund a Tip made on Tyro with posBoss integration?

Can I refund tip amounts using Tyro and posBoss?
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Written by Brent Wimmers
Updated over a week ago

Tyro - Can I refund a surcharge amount made on Tyro with posBoss integration?

Can I refund a portion/total amount of a surcharge using posBoss and Tyro?
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Written by Brent Wimmers
Updated over a week ago

Tips and Surcharges with Smartpay SmartConnect

How does the tipping and surcharge work with posBoss and Smartpay terminals?
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Written by Brent Wimmers
Updated over a week ago

Square - Processing payments

Processing a payment with posBoss and Square.
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Written by Brent Wimmers
Updated over a week ago

Square - Process a refund

How to process a refund with posBoss and Square.
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Written by Brent Wimmers
Updated over a week ago

Square - Troubleshooting issues

What to do if you can't setup or take payments with posBoss and Square...
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Written by Brent Wimmers
Updated over a week ago