Customer table ordering

Site operations

Operations command center

Active service ↻ Refresh data

Enterprise Intelligence

System-wide multi-unit benchmarks

🧾 All Orders 👥 All Staff 👤 All Customers

📊 Venue Benchmarks 🧾 Enterprise Orders 👥 Enterprise Staff 👤 Enterprise Guests

Total Network Gross $3,158.50 Across all 3 restaurants today

Network Occupancy 11 / 15 Tables 73.3% system-wide table utilization

Network Average Check $48.20 Across all dining rooms

Network Labor Cost % 23.8% Target ceiling: < 28.0%

Comparative Benchmarks

Restaurant Venue Performance Matrix

Live comparative operational metrics across all operating restaurants in the franchise network.

⊞ Grid ☰ List

Restaurant / Venue	Today's Sales	Paid Checks	Table Occupancy	Staff Active	Avg Check	Labor %	Top Velocity Item	Action

Enterprise Transaction Ledger

System-wide orders (all restaurants)

⊞ Grid ☰ List

Export Enterprise CSV

📊 Venue Benchmarks 🧾 Enterprise Orders 👥 Enterprise Staff 👤 Enterprise Guests

Restaurant / Venue All restaurants/sites Status All statuses Paid Active / Partial Voided Search orders

Order	Restaurant	Table	Server	Items & Options	Status	Total

Showing system-wide orders across all restaurant venues.

Enterprise Identity & Access

System-wide staff logins & credentials

⊞ Grid ☰ List

Cross-tenant security

📊 Venue Benchmarks 🧾 Enterprise Orders 👥 Enterprise Staff 👤 Enterprise Guests

Restaurant / Venue All restaurants/sites Role All roles Global Admin Site Admin Staff Manager Server Station Lead Search staff

Staff Member	Assigned Venue	Role	Username	Contact	Account Status	Actions

Displaying all staff accounts and assigned properties across the network.

Enterprise Customer Directory

System-wide customer accounts & guest sessions

⊞ Grid ☰ List

Cross-restaurant loyalty

📊 Venue Benchmarks 🧾 Enterprise Orders 👥 Enterprise Staff 👤 Enterprise Guests

Search customers & guests

Guest / Customer	Primary / Recent Venue	Current Table Session	Dietary & Allergies	Session Status

Master directory of all guest sessions and saved customer profiles.

Admin

Order search

⊞ Grid ☰ List

Export XLSX

From To Status All Paid Partial Voided Search

Order	Table	Server	Items	Options	Status	Total

Exports use the selected date range and filters.

Analysis

Item performance

Live sample

Menu setup

Menu item records

Admin editable

Add Menu Item Back to list Search items

All Food Drinks Dessert Drafts Only

Show inactive items

⊞ Grid ☰ List

Editor mode Creating new item

Blank/default values will create a new unpublished menu item draft.

Add item Edit selected Copy selected

1. Basics & Taxes 2. Routing & Category 3. Photo & Media 4. Modifiers & Steps 5. Allergens

Selected existing item

Basics Item details

Name, price, and the short description customers see on the menu.

Item name Required Price Required Description

Taxation Assigned Tax Classes

Select 1 or more tax classes applicable to this item. Each class adds its percentage to the item price.

Combined Item Tax: 5.00% (+$0.80 on $16.00)

Classification Routing & categories

Where the item appears on the menu and which station prepares it.

Top category Food Drinks Dessert Specials Happy Hour Second category Appetizers Pasta Pizza Mains Station Kitchen Bar Dessert Default course Appetizer Main

Media Item image

No image selected

Menu image Image path or URL Remove image

Customization & Modifiers Customer Wizard Steps

Assign and order the steps customer completes when customizing this item (e.g. Size, Toppings, Cooking Temp). Order matters on each item.

Order & Step Class & Rule Pricing Mode Reorder / Remove

Add Wizard Step: + Add Step to Item ⚙️ Manage Wizard Steps

Legacy / Quick Inline Options

Optional choices page title Optional choice max selections

Name Price Default

Add optional choice

Paid extras page title

Name Price

Add paid extra

Allergens Menu item contains

Add restaurant-specific allergen

Add allergen option

Create new draft item Save changes to selected item Create copy as new draft Cancel / Back to list Reload saved values Archive selected item Reactivate selected

Optional choices and paid extras use row editors below. Customers see a two-step wizard when ordering.

Menu items

Menu Architecture

Menu Item Wizard Steps

Define reusable wizard step classes (e.g. Pizza Size, Extra Toppings, Cook Temp). Steps can declare dependent pricing based on parent selections.

+ New Wizard Step Back to list

⊞ Grid ☰ List

Wizard step classes

Step Class Definition Edit Wizard Step

Configure step rules, options, and dependent pricing tiers.

Step Class Name (Admin) Internal administrative identifier for this step class

Wizard Step Title (Guest Label) Title presented to the guest during customization

Selection Type Single Choice (Radio - pick exactly 1) Multiple Choice (Checkbox - multi-select) Allow guest to choose one or multiple items

Required Step? Yes - Customer must make a selection No - Optional step Whether this step must be completed to proceed

Max Selections Max choices allowed for multi-choice steps

Pricing Dependency (Parent Step) None (Independent / Flat Pricing) Calculate choice prices based on a previous step

Step Choices / Options + Add Choice

Save Wizard Step Cancel Delete Step

Menu releases

Menu versions & publishing wizard

Review unpublished drafts, publish catalog releases, and inspect or restore historical snapshots.

Historical safe

🚀 Publish Wizard 🕰️ Historical Snapshots & Rollbacks

1 Target Items & Scope 2 Release Details 3 Review & Publish

Publish scope Select items to publish

Inspect exactly which items and draft modifications will become live for customers upon release.

Publish Scope Publish all pending items Publish selected item only Publish entire catalog snapshot

Select Menu Item

Items to be published in this batch 0 items

Continue to Release Details →

Version metadata Release labeling & audit notes

Assign a semantic release tag and description to track this version in historical logs.

Version number Required Version description Change summary Item lifecycle status Published Hidden from new ordering Archived / deleted

← Back to Items Review & Confirm Release →

Pre-flight check Confirm publication to live ordering

Verify customer impact before broadcasting this release to table sessions and kiosks.

Version

-

Items in Release

-

Scope

-

✓ Customer ordering menus update immediately for newly opened tables

✓ Pending draft changes will be cleared and merged into production

✓ Full catalog snapshot will be saved for 1-click historical rollback

✓ Historical order item receipts remain 100% immutable

← Back to Details Publish menu version

Ordered items keep menu item version and immutable snapshots, so archived items still appear correctly on receipts and reports.

Item Actions: Archive selected item Preview order snapshot

Catalog Rollbacks

Historical menu versions & restorable snapshots

Inspect any previous version's full menu items, prices, and modifiers before restoring.

Version to restore: 👁️ Inspect version Restore selected version

Historical Snapshot Inspector

Version Snapshot

Published details

×

Close ↺ Restore this version to live menu

Menu setup

Availability & daily limits

Control live 86 status, daily stock limits, and scheduled service windows across all menu items.

+ Edit Item Limits Back to list

⊞ Grid ☰ List

Live Inventory & Cutoffs Item Availability & Limits

Manage real-time 86 status, daily inventory caps, and scheduled ordering cutoffs.

⚡ 86 Item Now 🔄 Reset Count

Stock Limits & Real-Time Count

Menu item Required Status Available Low stock Sold out / 86 Ingredient warning

Daily limit Sold today

-1 +1

Stock Level: Unlimited In Stock

Ingredient dependency note

Scheduled Day & Time Cutoffs

Staff manager action Warn only Hide item from new ordering Restore item visibility Visible day Every day Sunday Monday Tuesday Wednesday Thursday Friday Saturday

Visible from Visible until

Restrict this item to specific days or service hours (e.g. Brunch specials or Happy Hour). Choosing "Every day" allows 24/7 ordering.

Save availability & timing Save time window only Staff manager hide item Back to list Show inactive availability rules

Daily limit defaults to 0 for unlimited. Existing submitted items stay in workflow; pending carts show warnings if availability changes.

Menu items

Site hours

Service periods & cutoffs

Ordering gates

🕒 Service Periods & Site Hours 🍹 Specials & Happy Hour

Add Service Period Back to list

⊞ Grid ☰ List

Show inactive periods

Service-period editor Create or update site hours & category cutoffs

Manage site operating hours, recurring schedules, and category cutoffs (e.g. food stops at 11:00 PM while drinks serve until 1:30 AM). Holiday periods override regular schedules. If open time and close time are identical, the site is closed and ordering is disabled.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Service period Dinner Lunch Brunch Late night Holiday / Special Closure Canada Day Override Christmas Day Closure New Year's Eve Extended Start date End date

Holiday / Special date override (Overrides regular weekly schedule)

Days of week Active service days

All Days Weekdays Weekends

Mon Tue Wed Thu Fri Sat Sun

Closed during this period / all day (Sets open = close time, ordering blocked)

Open time Required Close time Required

Category-level cutoffs Operating station cutoffs (Order cutoff times by menu category)

For example: food kitchen ordering stops at 11:00 PM while beer, wine & drinks continue until 1:30 AM.

Food & Kitchen cutoff Beer, Wine & Drinks cutoff Dessert cutoff

Cart cutoff behavior Warn and remove unavailable items Require staff manager approval Allow grace period Override permission Staff manager or site admin Site admin only Server with manager approval Holiday/special hours note

Save service period Cancel Test cutoff rule Override ordering

Add Special / Happy Hour Back to list

⊞ Grid ☰ List

Show inactive specials

Specials & Happy Hour editor Configure time-limited discounted items and customer menu categories

Assign items to Happy Hour or Specials with active date ranges, days of week, and start/end time windows. Items will appear in that category in the customer menu. If no items are on active happy hour or specials, the category is automatically hidden.

Special category Happy Hour Specials Promotion title / window Happy hour Late night special Brunch special Chef feature special Custom time discount Special menu item Required Discount type Fixed price Percent off (%) Amount off ($) Special price / value Start date End date

Days of week Active days for special

All Days Weekdays Weekends

Mon Tue Wed Thu Fri Sat Sun

Special start time Special end time Add-to-cart grace minutes Submit-from-cart grace minutes

Save discount grace Cancel Preview special

Customers may browse outside hours, but order submission requires an open table session, active service period, and open station cutoff unless an authorized override is used.

Site routing

Item station printing

Per restaurant

+ Route Item to Station Back to list Preview tickets Show inactive routes

⊞ Grid ☰ List

Routing item Select a menu item to route

Saving updates which station app and printer/PDF output receives the selected item.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Menu item Prep station Grill Cold Fryer Pasta Pizza Bar Dessert Printer Kitchen Epson TM-88 Bar Star TSP Dessert Counter Printer PDF output No print - screen only

Save item route Cancel / Back to list

Each restaurant/site controls which station app and printer receives each item.

Android print agent

Station app print jobs

MVP path

+ Register Station App Back to list Simulate offline Simulate recovery Show inactive print agents

⊞ Grid ☰ List

Print agent mode Register or configure one Android station app

Select the station app, tablet device name, Epson printer, and connection method.

Station app Grill Fryer Bar Expo PDF fallback Android device name Epson printer/output Kitchen Epson TM-88 Bar Star TSP PDF output Connection LAN USB Bluetooth Browser PDF

Register station app Cancel / Back to list

Global admin can monitor station Android apps, failed ticket jobs, and printer fallback for any restaurant/site.

Global admin

Restaurants & site admins

Multi-site

Add Restaurant/Site Back to list

⊞ Grid ☰ List

Record workflow Browse restaurants before editing

Use a specific site action so global changes never feel random.

1. Tenant Identity & Admin 2. Operational Status 3. Domain & QR URLs

Identity Restaurant and admin

Site ID, display name, admin contact, and access scope for this tenant.

Site ID Restaurant/site name Required Site admin email Required Access scope Single site Multiple sites Global admin Default timezone

Status Operational state

Read-only and disabled sites block new orders or admin changes.

Restaurant/site status Active Read only Disabled Status reason

URLs Customer ordering links

QR codes and table links use the base URL plus customer path.

Environment base URL Customer QR path

Create site & admin Save restaurant/site changes Save environment URL Use current URL Invite admin Update site status Cancel / Back to list Show inactive sites

Restaurant and site mean the same tenant in this product.

Permissions

Role matrix

Site scoped

+ Add / Override Permission Back to list Preview matrix Apply MVP defaults

⊞ Grid ☰ List

Permission mode Create or update one permission rule

Choose role, permission, mode, and site. Save permission adds or overrides a matrix row.

Role Global Admin Site Admin Staff Manager Server Station Lead Kitchen Staff Bartender Accountant / Analyst Permission Process refund Void unpaid item Comp item or bill Correct paid bill Approve discount Cancel submitted item 86 menu item Move or merge table Approve first device order Reopen closed table Close server shift for another server Create server login Publish menu version Configure Stripe/Twilio Configure Twilio provider Create restaurant/site Edit site admin accounts Disable/read-only restaurant site Export restricted reports Mode Allowed Requires staff manager approval Requires site admin approval Denied Restaurant/site

Save permission Cancel / Back to list

Role permissions are configurable per restaurant/site and all changes are audit logged.

Global admin

All-site configuration access

⊞ Grid ☰ List

Platform scope

🧭 Cross-Tenant Config Matrix 👤 Enterprise User Governance

Config Matrix Inspect or jump to any tenant configuration area

Filter by restaurant or view all sites, then launch the specific configuration screen with full audit logging.

Restaurant/site Downtown Bistro Airport Taproom Riverside Bistro All restaurants/sites Configuration area Menu, modifiers & specials Tables, QR & floor layout Stations, printers & PDF output Stripe, tax, tips & accounting Staff, roles & permissions Retention, privacy & audit logs Environment base URL & QR links Operational status

View configuration

User Governance Cross-tenant user lifecycle & security actions

Update role access, suspend, soft-delete, reactivate, reset MFA/OTP, or move a staff/admin account across venues.

User account User action Update role/access Suspend user Soft delete user Reactivate user Reset MFA/OTP Resend invite Move user to another site

Apply user account action

Global admins can view any restaurant/site configuration and manage user accounts across sites.

Troubleshoot

Assume user session

Audited

🕵️ Assume User Session 📜 Support Session Audit Log

Live Support Temporarily inspect a restaurant role or user session

Choose the target restaurant, role, user session, and support reason. All assumed sessions are recorded in the audit log.

Restaurant/site Downtown Bistro Airport Taproom Riverside Bistro Role to view Customer Server Staff Manager Station Lead Site Admin Specific user/session Reason

Assume selected view Return to global admin

Audit History Recorded support & assumed user sessions

⊞ Grid ☰ List

Global admin can temporarily view what a customer, staff member, or site admin sees. The action is logged for audit.

Site setup

Station management

Site scoped

Add Station Back to list

Templates: 🍳 Hot Line 🍸 Bar Wells 🥗 Cold Expo 🍰 Pastry/Dessert

⊞ Grid ☰ List

Station editor Create or update one station

Stations are used by menu items, item routing, print agents, and station app ticket views.

Identity Site and station name

Which restaurant owns this station and how it appears on tickets and admin lists.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Existing station Station name Required

Routing Type, printer, and display order

Controls default ticket routing and where kitchen/bar output is sent.

Station type Kitchen Bar Expo Dessert Other Default printer/output Kitchen Epson TM-88 Bar Star TSP Dessert Counter Printer PDF output No print - screen only Display order

Status Operational state

Disabled stations stay in history but stop receiving new routed items.

Status Active Disabled

Save station Cancel / Back to list Disable station Soft delete station Restore station Show inactive stations

Site admins manage stations before assigning menu items to those station apps and printer outputs.

Tax & Accounting

Tax classes & accounting rules

Multi-class tax engine

📊 Tax Classes 💵 Tips & Gratuity Rules 🧾 Receipt Sequence & Audit 📋 Active Rule Summary

Tax Setup

Configurable Tax Classes (% of Item Price)

Configure tax classes as percentage rates. Each menu item can be assigned 1 or more of these classes.

⊞ Grid ☰ List

Tax Class Name	Code	Rate (%)	Default for New Items	Status	Actions

+ Add / Edit Tax Class

Tax Class Name * Receipt Code * Rate (% of item price) * Description Default for new menu items

Save Tax Class Cancel

+ New Tax Class Save All Tax Classes Reset to Presets

Tip & Gratuity Policy Tip ownership, auto-gratuity, and service charges

Configure how tips, party auto-gratuities, and service charges are calculated and taxed.

Tip ownership Assigned server Payment-taking server Shift tip pool Configurable per restaurant/site Auto-gratuity % Auto-gratuity party size Extra tip on auto-gratuity Allowed Not allowed Service charge % Service charge taxability Taxable Non-taxable Follow item tax category Discount tax rule Discount before tax Discount after tax Food tax % Alcohol tax % Item tax override %

Save accounting rules Manager edit tip

Receipt Numbering & Audit Sequential numbering, refund receipts, and alcohol verification

Set receipt sequence prefixes and audit rules for voided bills and age-restricted items.

Receipt sequence prefix Next receipt number Refund/void receipt rule Issue separate linked receipt record Reissue original with adjustment record Alcohol audit fields Server ID check + delivery staff Server ID check only Manager approval required

Save receipt & audit rules

Show inactive accounting rules

Tips are per bill/payment. Tip edits require staff manager approval before shift closeout.

Compliance

Terms, privacy & retention

Policy controlled

📜 Terms & Consent 🛡️ Customer Data Requests 🗄️ Retention Policies

Terms version Consent rule Before first order Before payment At account signup

Terms/privacy editor Create a new customer consent version

Publishing a new version requires customers with older accepted versions to accept again before ordering.

Terms and privacy agreement text

Publish new terms version

Privacy Subject Requests Export, anonymize, or delete guest personal data

Financial ledger records remain intact while guest PII is exported or anonymized.

Customer request Export customer data Delete customer account Anonymize customer history Customer identifier

Process privacy request

Audit & Telemetry Retention Retention windows for financial and click logs

Configure how long financial audit records and low-risk telemetry are retained.

Financial/audit log retention Low-risk click log retention

Save compliance rules

Financial records are retained while customer identifiers can be anonymized.

Onboarding

Launch checklist & training mode

Test safe

🧭 Guided Setup Wizard ✅ Launch Checklist 🧪 Training & Sandbox Mode

Site launch progress Restaurant setup wizard

0% complete

Readiness Sign-off Update individual launch checklist items

Track verification status for each operational area before opening the restaurant for live orders.

Checklist item Site profile Tables QR codes Menu Modifiers Stations Printer/PDF Stripe Twilio Staff Tax/tip rules Test order Status Complete Needs review Not started

Save checklist

Staff Training Sandbox Practice orders, payments, and tickets safely

Simulated orders and payments in training mode are excluded from live accounting reports.

Demo/test mode Enabled Disabled Demo action

Run demo action

Training/test mode keeps non-live orders, payments, and prints out of live reports.

Compliance

Age-restricted items

ID required

+ Add / Edit Age Rule Back to list Server verified ID

⊞ Grid ☰ List

Age rule mode Configure age verification rule

Set minimum age, customer confirmation prompt, and server ID verification requirement.

Category or item Alcohol category Wine Beer Smoked Margarita Minimum age Required Customer confirmation Required before add to cart Required before submit order Server delivery rule Verify ID before delivery Verify ID before order send

Save age rule Cancel / Back to list

Customers confirm age, and server still verifies ID before delivery.

Tables

QR PDF generator

Print ready

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Table range QR base URL Print layout 4 per page 6 per page Table tent

Generate QR PDF Generate Testing QR PDF Refresh preview

Generated sheets include restaurant name, table number, scan QR code, and ordering prompt (Testing QR PDF also includes table URL and site ID).

Site admin

Staff user records

Site scoped

Add User Back to list

Fast Onboard: 🍽️ Fast Server 🍸 Fast Bartender 🍳 Fast Line Cook

Show inactive users

⊞ Grid ☰ List

Login form mode Creating new staff login

Fill in staff details and create a new enabled or disabled login.

1. Identity & Role 2. Contact & Address 3. Password & Access

Identity Site, username, and role

Restaurant scope, username (or email at sign-in), and the role this person receives in staff apps.

Restaurant/site Downtown Bistro Riverside Bistro Airport Taproom Username Required User name Required Role Global Admin Site Admin Staff Manager Server Station Lead Kitchen/Bar Staff Bartender Kitchen Staff Status Enabled Disabled

Contact Reachability and address

At least one of email or phone is required for invites and account recovery.

Email Email or phone required Phone number Address line 1 Address line 2 City Province Country Postal code

Credentials Password and access

Leave blank when editing unless you intend to rotate the password.

Password

Create user Cancel / Back to list Send invite Deactivate user Reactivate login Show inactive logins

Site admins can create staff logins only for restaurants/sites they can access.

Payments

Stripe settings

Test mode

Publishable key Secret key Webhook secret Payment domain Mode Test Live Statement descriptor

Save Stripe config Send test webhook

Apple Pay and Google Pay require a verified payment domain before live use.

Receipts

Printers & receipt text

Site scoped

🖨️ Printer Outputs & Tax 📝 Receipt Header & Footer 🗂️ Saved Templates

Printers Output devices and tax

Kitchen, receipt, and shift report destinations plus the tax rate applied on bills.

Kitchen printer/output Receipt printer/output Shift report printer/output Tax rate %

Header Receipt header lines

Printed above bill details on email, PDF, and printed receipts.

Line text

Add header line

Footer Receipt footer lines

Printed below totals and payment details.

Line text

Add footer line

Save receipt settings Preview receipt template Print shift report

Show inactive receipt templates

Printed and emailed receipts use restaurant message text and aggregate duplicate items.

Global admin

Twilio settings

Global scope

Account SID Auth token Messaging service SID From number OTP template Region US/Canada International

Save Twilio config Send test SMS

Only global admins can manage SMS provider credentials.

Operations

Realtime & session reliability

1. Session & Fraud Guardrails 2. Timeouts & Reconnect Timers 3. Cleanup Rules & Load Testing

Production guardrails

Location radius meters Max devices per table First order from new device Server approval for suspicious joins Always require server approval Allow within device limit Copied/old QR behavior Block unless live session token matches Require server approval Allow browsing only Table close behavior Invalidate customer sessions and carts Invalidate sessions but keep unpaid bill visible Require manager approval if active carts exist

Save guardrails

Socket reconnect seconds Stale session cleanup minutes Cart draft expiry minutes Pending payment warning minutes Table stale warning hours Station disconnect warning minutes

Save timer thresholds

Run cleanup check Plan 1,000 device load test

Fraud controls and reconnect behavior protect live table ordering during service.

Operations

Monitoring & health checks

Live Service Monitors Health Checks & Alert Drills

Live service

Run health checks Create test alert

Tracks failed payments, failed printer/PDF jobs, station disconnects, stuck sessions, stale carts, long unpaid bills, unresolved splits, SMS/OTP failures, and Stripe webhook issues.

Operations

Backups & restore

Backup Policy & Trigger Snapshots & Restore History

Daily + PITR

Backup frequency Daily Every 6 hours Point-in-time recovery Enabled Disabled Restore scope Single restaurant/site Full platform Export site

Run backup Export site data Run restore drill

Backups, exports, restore jobs, and restore drills are audit logged.

Support

Incident tickets

+ Open incident Resolve latest Back to incidents Audit trail

Severity P2 service degraded P1 service down P3 needs review Affected site Table/session/payment Resolution notes

Create incident

Restaurant admins can open support tickets tied to a site, table, session, payment, station, or printer job.

Audit

Click action log

⊞ Grid ☰ List

All roles

Every customer, staff, station, and admin click action is captured with actor surface and timestamp.