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Abacus Front End Training Series
Abacus Front End Training Series

A series of videos help you get started and refresh your knowledge

Kevin avatar
Written by Kevin
Updated over a week ago

▶️ View the complete playlist on YouTube here!

1. Logging into Abacus POS

  • Logging into the POS for the first time

  • Switching between different user accounts

  • Customising the log in screen for the best security

2. Opening and closing the POS Register

  • Opening the POS register at the beginning of trade for the day

  • Closing the POS register at the end of trade for the day

  • Printing reports at the end of trade for the day

  • Variances when closing the cash register at the end of trade for the day

3. Accessing commonly used features on Abacus POS

  • Using the home button to quickly return to the POS screen

  • Accessing the remote screen sharing function on the POS

  • Accessing the live chat support function on the POS

  • Registering a new customer to the database on the POS

  • Starting a new order for a registered customer

  • Viewing order history for a registered customer

  • Changing the details for a registered customer

  • Performing a Master Sync

  • Switching between different POS menus

  • Creating a new reservation for a customer on the POS

4. Restaurant Mode, merging tables and transferring items and orders

  • Enabling Restaurant mode so you can offer your customers table service

  • Merging tables together and unmerging them

  • Transferring items between different tables

  • Transferring an order from one table to another

5. Starting orders with different order types

  • Assigning a table number to an order manually

  • Starting a takeaway order with a customer name

  • Starting a buzzer order with a buzzer number - Starting a delivery order with delivery address

6. Customising an order and creating an open item

  • Switching between two different POS menus

  • Selecting variant options for products

  • Removing variants from products

  • Creating an open item and adding it to the POS menu

7. Setting the number of portions for a product

  • Adding portions to a product

  • Removing portions from a product

8. Marking a product as sold out, new or popular

  • Marking products as sold out

  • Marking products as popular

  • Marking products as new

  • Removing the sold out, popular and new symbols from products

9. Setting the default order type and adding a customer name to an order

  • Setting the default order type to eat in or takeaway

  • Starting a takeaway order with a customer name

  • Setting takeaway orders to always prompt for the customer name

10. Applying discounts to items and orders

  • Applying discounts to an individual item added to an order

  • Applying a discount to an entire order

11. Adding notes to items and orders

  • Adding notes to individual items added to an order

  • Adding a note to an entire order

12. Processing cash, credit card and split payment orders

  • Processing cash payments on the POS

  • Printing and emailing receipts after taking payment for an order

  • Processing credit card payments with an EFTPOS terminal that is not integrated with the POS

  • Processing split payments by item

  • Processing split payments by portion

  • Processing split payments by number of guests

13. Delaying printing of items and orders

  • Delaying printing of an individual item to a production printer

  • Delaying printing of an entire order to a production printer

14. Editing the POS menu on the iPad

  • Accessing the menu editor

  • Changing the name of a tab on the POS menu

  • Changing the colour of a tab on the POS menu

  • Reordering tabs and repositioning products on the POS menu

  • Adding a new product to a tab on the POS menu with price, category and printer location information

  • Adjusting the price of an existing product on the POS menu

  • Adding a new tab to the POS menu

  • Adding an image to a product on the POS menu

  • Removing a product from the POS menu

  • Adding a group within a tab on the POS menu

  • Removing a group from a tab on the POS menu

  • Changing the name of a POS menu

15. Refunding and deleting orders

  • Processing a refund for a paid order

  • Reprinting a receipt for a paid order

  • Deleting a paid order

  • Filtering through invoices on the Order History screen

  • Pushing orders to the server

16. Printing a bill and reprinting an order docket

  • Printing a bill for an unpaid order from the Table Map screen

  • Printing a bill for an unpaid order from the Held Orders screen

  • Reprinting an unpaid order from the Held Orders screen

  • Deleting an unpaid order from the Held Orders screen

  • Duplicating an existing unpaid order from the Held Orders screen

  • Clearing an unpaid order from the POS screen

17. Clocking in and clocking out of user accounts

  • Adjusting the clock in/clock out options on the POS

  • Clocking into a user account

  • Clocking out of a user account

18. Adjusting the Abacus POS app settings

  • Adjusting the different app settings on the POS

  • Restricting privileges for staff accounts

19. Cash pay in and cash pay out

  • Performing a cash pay in from the POS Register screen

  • Performing a cash pay out from the POS Register screen

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