Manual for Catering Portal

Wizarpos Catering Portal Operation Guide

1. Overview of Functions

The Wizarpos Catering Portal is a web-based backend management system. Restaurant businesses use this system for various editing and settings related to dishes, membership, and marketing, as well as viewing sales data. The system provides the following main functions:

1. Dish Management

Merchants upload various types of dishes in the backend, such as hot dishes, cold dishes, Western cuisine, dim sum, and snacks. Dishes are customized by specifications, taste, preparation method, and additional ingredients to meet different customer ordering needs. Both waitstaff and customers can see the corresponding dishes when using the ordering system.

2. Marketing Activities

Merchants can set up various online and offline marketing activities through the backend, such as discounts, full reductions, special prices, point malls, and consumption vouchers, providing diners with diverse dining experiences.

3. Table Management

Merchants can create various table categories in the backend, such as hall or private room, and then create various tables under these categories.

4. Sales Management

Merchants can view various business reports, sales documents, consumption statistics, refund statistics, and tip statistics in the backend.

5. Points Mall

Merchants can configure activities for exchanging goods with points, such as exchanging 100 points for a bottle of cola or 500 points for a dish, increasing user consumption enthusiasm and interest. Waitstaff use handheld devices to scan customer redemption codes to exchange goods for customers.

6. Chain Stores

If a merchant has multiple stores, the system supports chain store functionality. Customers can register as members at any store, and the member balance is universally applicable across stores. Coupons obtained from consumption can also be used at any store.

2. Login

Open the merchant catering management backend (hereinafter referred to as the backend). For the first login, merchants must use the initial account and password provided by the system to log in. The system supports multi-language login, which can be switched independently.

The system is divided into official and trial versions. Users can click Demo Tour to enter the trial version interface without logging in. In the trial version, merchants cannot perform add, delete, or modify operations, only view data. After logging into the trial version, the top right of the interface displays the current status as Demo merchants.

Note: Unless otherwise stated, this document defaults to the official version interface.

The official version interface is as follows:

2.1 Homepage

After successfully logging in, users are redirected to the homepage. The homepage displays the store's operating data, such as the number and amount of orders for the current week and month. Below, line or bar charts display data for the week's order count, dish sales, and monthly order count and dish sales.

Password modification and logout: Users can click the account in the top right corner to change the password or log out.

The process is as follows: Enter the old password and the new password twice, click confirm, and the account modification is complete.

3. Transaction Records

3.1 Transaction Records

By clicking the Trans List menu, users can view all transaction records of the merchant, searchable by time range, payment type, payment method, etc.

Transaction records include comprehensive and detailed payment information, including device terminal, table number, payment type, and payment amount.

3.2 Transaction Summary

By clicking the Trans Report menu, users can view the merchant's transaction data summary, searchable by time range.

The transaction summary includes online and offline orders, payment methods, order payment count, and payment amount.

Based on the time range, users can query the transaction amount summary for various payment methods within the period.

3.3 Settlement Records

By clicking the Billing Records menu, users can view the merchant's settlement records.

Merchant settlement refers to the fees the merchant needs to pay to the payment channel providers. The actual settlement amount is displayed based on the connected payment channel and is usually settled to the merchant through a T+1 method.

4. Dish Management

4.1 Dish Categories

By clicking Dishes Category, users enter the dish category menu, where merchants can create dish categories, supporting up to two levels.

By clicking Add, merchants can input category names and codes, supporting enabling and disabling categories for in-store ordering (POS) and H5 ordering (consumer end).

4.2 Dish Details

By clicking Dishes Details, users enter the dish details menu, where all dishes are created.

Dishes support image uploads, visible to both merchants and customers. Additionally, merchants can set dish specifications, tastes, additional ingredients, and preparation methods. All dishes can be exported as an xls document.

Exported dish tables are as follows:

Creating a dish: Click Add, input the dish name, select category, unit, and choose dish specifications and other parameters to create a dish.

Select specifications, taste, additional ingredients, preparation methods, and other methods to create a complete dish. The specific selected parameters need to be created in the dish properties menu in advance.

4.3 Dish Properties

By clicking Food Properties, users enter the dish properties menu, where merchants can create basic properties of dishes.

These include settings for dish specifications, tastes, additional ingredients, and preparation methods, which merchants can create independently.

In the "spec" attribute, merchants can set the portion size, such as large, medium, small, or other specifications. Different specifications correspond to different dish prices.

By clicking the Taste attribute, merchants can set the dish taste.

By clicking Add, enter the taste name, and merchants will cater according to the selected taste, which does not involve dish pricing.

Add-on allows users to view and add additional ingredients or side dishes, which can be priced separately. For example, if a customer orders a steak and chooses side dishes like eggs and ham, these are the side dishes, which support multiple selections.

By clicking Add, create side dish names and prices.

By clicking Cooking Method, merchants can create preparation methods for dishes, such as steaming, frying, boiling, etc., which do not affect dish prices.

By clicking Add Method, create a method name for dishes.

4.4 Combo Meals

By clicking Combo Meal, users enter the combo meal page. Combo meals are a sales method for combining dishes.

By clicking Add, create a combo meal by entering the dish name, selecting category and description.

Choose different dishes, enter quantity, price, packaging fee, support image upload, click confirm button, and the combo is created.

5. Sales Management

5.1 Business Reports

By clicking Total Report, users can query transaction data summaries for the merchant within a specific time period, querying total member recharge, total discounts, and full refunds.

5.2 Sales Documents

By clicking Sales Report, users can view the merchant's sales documents. Merchants can query based on sales orders, types, and time ranges, supporting report export operations.

5.3 Order Source

By clicking Order Report, users can view the source statistics of the merchant's sales documents. Sources are divided into dine-in and online ordering, showing transaction amounts, quantities, and transaction methods.

5.4 Sales Statistics

By clicking Dish Report, users enter the sales statistics menu, displaying the sales quantity and sales amount summary of dishes.

5.5 Refund Statistics

By clicking Refund Report, users enter the refund statistics menu. Merchants can statistically analyze by time range, refund name, quantity, and amount.

5.6 Tip Statistics

By clicking Tip Report, users enter the tip statistics menu. Merchants can query the total amount of tips and details for waitstaff based on the time range.

By clicking Details, query tip amount details and associated sales order numbers.

6. Table Management

By clicking Table Manager, users enter the table management menu, allowing merchants to create all tables in the store. If tables are categorized, such as hall or private room, categories can also be created.

Tables can be bound to a waiter, and table QR codes can be exported. Users scan the table QR code to order when they arrive.

By clicking Table QR Code, download the table QR code, supporting bulk export of all table QR codes.

7. Membership Management

7.1 Member Information

By clicking Membership, users can query all registered member information under the merchant (member registration requires users to scan the merchant or table QR code). Members' email, balance, details, etc., can be viewed, and merchants can freeze or unfreeze members.

By clicking Detail, view detailed member information.

7.2 Member Transaction Records

By clicking Member Trans, merchants can view members' recharge records, consumption records, and points records.

By clicking Sales Report, view member consumption records.

By clicking Points Report, view member points records.

8. Marketing Center

8.1 Marketing Activities

By clicking Promotion, merchants can create different marketing activities. The same marketing activity cannot be created twice simultaneously.

By clicking Details, view the details of marketing activities.

By clicking Create Marketing Activity, create activities such as full reductions, special offers, discounts, points mall, consumption coupons, combo meals, earn points for consumption, member recharge, and member registration activities.

By clicking Full Discount, create full reduction activities.

By clicking Special Offer, create special price activities, selecting one or more products for settings.

After selecting the products for special pricing, enter the special price amount to complete the setup.

By clicking Discount, create discount activities, applying discounts according to the set amount. For example, if spending 100 earns a 10% discount, then it's a 90% price.

By clicking Points Mall, create points mall activities, allowing points to be exchanged for goods.

Select products available for exchange, enter the points required for exchange, the total number of products available, and the limit per user.

By clicking Member Consumption Coupon, create consumption coupon activities.

Enter the specific amount, select the coupon specification template to be given, and click confirm to complete the setup.

By clicking Earn points for members spending, create activities where members earn points for consumption. Enter a name, description, select time, and set the specified amount to earn specified points. Customers can exchange products in the points mall.

Member recharge activities can be created by date, offering coupons, balance, and points.

Member registration activities allow first-time registered members to receive points and membership coupons.

8.2 Full Reduction and Discount Statistics

By clicking Promotion Report, view marketing activity statistics. Merchants can view full reduction and discount statistics.

8.3 Create Coupon Templates

By clicking Tickets, merchants can create coupon templates. The coupons given in member consumption coupon activities are created here.

By clicking Add, create a new coupon template. After completing the required information, click confirm to complete the new template.

By clicking Detail, view the coupon template details, and click Delete to remove.

9. System Settings

9.1 Store Information

By clicking Merchant Info, view detailed information about the merchant.

By clicking Edit, support editing merchant information.

9.2 Account Management

By clicking Account Manage, view and create operators and managers for the merchant. The manager is mainly for backend management, while operators mainly operate handheld POS terminals but can also log into the backend to view data. Permissions can be authorized by the administrator.

By clicking Edit, view and modify account information.

Administrators can also click Terminal Setting in the top right corner of the page to set a security password, which is used for secure verification during refund transactions at store terminals.

9.3 Authorization Management

By clicking Role Manage, enter authorization management. Administrators can set role authorizations for managers and operators.

Based on the selected menus, set menus as visible or not.

9.4 Parameter Configuration

By clicking Parameter Setting, configure the H5 ordering program's page settings, advertisement carousel, merchant icon and homepage image, recommended dishes, large screen carousel, and custom order status.

By clicking Network print settings, configure the kitchen slip printer used in the restaurant. When a waiter or user places an order, the dish slip will be notified to the kitchen printer via the network, and the printer will print the kitchen slip, allowing chefs to prepare dishes according to it.

By clicking Other pay setting, create other payment methods used during POS checkout.

By clicking Large screen rotating image settings, create carousel images for the large screen machine. The large screen is a device used in stores for user ordering, allowing users to place orders on the large screen.

Large screen carousel, set the D22 large screen terminal, carousel images.

Custom order status allows custom takeaway order statuses.

9.5 Delivery Settings

By clicking Pickup Setting, set the merchant's takeaway pickup point. Users can order through the H5 merchant store and choose in-store pickup.

Merchants can create pickup point information, filling in the pickup point name and address information, etc.