posBoss

Use one email address across a number of sites in posBoss

Multiple sites - Change my current posBoss logins to one master email address

How do I email an account summary to a customer or save a copy to attach to an invoice?

Email account summaries to customers

Print or PDF account summaries, reports, cash ups and more from the Management site

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

Where can I set up my printed and emailed customer receipts with my logo, GST/ABN and company information?

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

How to create new menus and switch them live when ready.

Switching between menus

What is displayed in the Ingredients Moved Summary report?

Stock - Ingredients Moved Summary

Setting up your suppliers so you are reminded on the dashboard when ordering is due.

Order Reminders on the dashboard

How do I find an old transaction or order? How do I re-send a customer receipt?

History - of transactions and orders on the management site

What is displayed & what can you do with accounts & vouchers on the management site?

Accounts & Vouchers - Management Site

A daily snapshot of variances and sales progress based on your daily averages.

posBoss cash up reporting graph

Where do I find and how do I reset my posBoss password?

posBoss Passwords

How do I change the email address for my posBoss account login or subscription tax receipts?

Changing your posBoss email address / posBoss login / Billing email

How do I sell items by kilogram, gram, litre or millilitre?

Sell Items by Weight or Volume

Can I see a breakdown of sales by staff member?

Staff Sales Summary Reporting

Can we set up mod option sets or copy an item and its modifications?

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

How to export your daily sales to Xero from posBoss

Sending posBoss cash ups to Xero

Season over or shutting down for a while? Can I put my account on hold?

Can I place my posBoss subscription on Hold?

Remove an ingredient from your stocktake or remove a product from posBoss altogether.

How to remove/add a product from your stocktake

Set up position / cover numbers on your dockets

Restaurant Setup - Table Positions

How print orders by section - entree, main and dessert etc

Restaurant Setup - Course Breaks

How do I set up recipe builder to calculate my cost of goods sold? How do I add products and suppliers?

Recipe Builder

How do I cash up? Make changes to a cash up? Export a cash up? Where do I change my float?

Cash Up

Improve comms at the pass & track which staff member created an order or made a payment.

Emoji Staff Logins - Initial Setup

Can I split up optional modifications into their own sections?

Making Sections for Optional Mods

How to set up new accounts for access to the posBoss Management Site.

Create Logins for the Management Site

How to update, rename or change pricing on a modification

How do I update or delete Mods?

How to enter invoices and run stocktake in posBoss

Stocktake and Stock Invoices

Optimal Menu Setup

Brent Wimmers

posBoss Management Site - posbosshq.com

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