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Pratham POS Documentation

website·Indexed 32 days ago

https://www.docs.prathampos.com

User guides and administrative reference for Pratham POS, covering point-of-sale operations, restaurant management, and system configuration. Includes instructions for order processing, payments, table reservations, loyalty programs, delivery zone setup, and hardware integration such as CAS weighing scales and printers.

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What's inside Pratham POS

  1. Overview of Item Tags and their purpose

    Item Tags are used to label menu items with customer-facing information such as dietary preferences (e.g., Vegan) and allergens (e.g., Contains nuts).

    Distinction from other tag types:

    • Item Tags: Dietary and menu labels shown on products.
    • Tags (under Settings): General-purpose, name-only labels.
    • Kitchen Tags: Used to route items to specific kitchen printers or stations (configured under Location Items).

  2. Overview of Product Attributes in PrathamPOS

    Product attributes are reusable options or rules (such as size, spice level, or add-on choices) that can be linked to individual menu items. Each attribute can contain multiple values, each with its own price and display order. Attributes must be created in the Product Attributes screen before they can be attached to products in the Item Library or item attribute settings.

    Access Path: Sidebar → Master Data Management → Product Attributes

  3. Overview of POS Printer and Receipt Settings

    All receipt and printer configurations are located under POS Settings → Printers. The Printers screen is organized into six tabs:

    • Receipt Settings: Configure layouts for customer and kitchen receipts.
    • Label Printer: Configure item label stickers.
    • Customer Info: Configure customer detail slips for delivery orders.
    • Bill Printer: Manage the main bill printer connection.
    • KOT Printers: Manage kitchen order ticket printers.
    • Manage Printers: Add, edit, or remove printers.

  4. Overview of Marketing Campaigns

    The Marketing Campaigns screen allows users to send outbound SMS or email messages to specific customer groups for promotions, birthdays, feedback requests, or HTML newsletters. It is used for outbound communication only and is distinct from checkout discounts or online banners (which use Promo Codes or Online Promotions). To use this feature, your plan must include campaign tools (SMS & email) and you must have at least one Customer Group configured.

  5. Overview of supported printer types in Pratham POS

    Pratham POS supports several printer roles to handle different restaurant operations:

    • Bill Printer (Main): Required. Prints customer receipts after payment.
    • Kitchen Printer (KOT): Optional. Prints order tickets for kitchen staff when orders are placed or updated.
    • Bump Printer: Optional. Prints compact slips for orders removed from a Kitchen Display System (KDS).
    • Label Printer: Optional. Prints small stickers for packaged items.
    • Customer Info Printer: Optional. Prints slips with customer contact details, primarily for delivery.

  6. Overview of the PrathamPOS Loyalty Program

    The Loyalty Program module allows merchants to automatically reward repeat customers. It requires the 'Customer loyalty' add-on. The system features a guided setup wizard for initial configuration and a comprehensive dashboard for ongoing management of earning rules, rewards, VIP tiers, time-limited promotions, and member points.

  7. Overview of Pratham ResPOS Admin web app

    The Pratham ResPOS Admin web app is the management interface for store staff, managers, and support. It provides centralized control over reports, master data, inventory, orders, and system settings. Access to specific menus and features is controlled by the organization's administrator based on user roles and permissions.

  8. Overview of Tax Groups in PrathamPOS

    Tax Groups define how tax is applied at specific locations. They allow administrators to link a tax rate (or mark as exempt), determine if pricing is inclusive or exclusive, and assign the tax to specific products, categories, order types, deals, or whole-order charges (Surcharge, Service, Delivery).

    Prerequisite: Tax Rates must be created in the Tax Rates section before they can be linked to a Tax Group.

  9. Overview of Recipe Management

    Recipes in Pratham POS are used to link a finished menu product to the specific ingredients it requires. This functionality enables food costing, margin estimates, and automatic stock deduction upon sale. To access the Recipes screen, navigate to Sidebar → Inventory Management → Recipes. Before creating recipes, ensure that both finished products and ingredient products are set up in the item library with inventory tracking enabled.

  10. Overview of Split Payment methods in Pratham POS

    Pratham POS provides two distinct methods for splitting a bill among multiple customers. The choice of method depends on whether the group wants to divide the total cost equally or pay for specific items they ordered.

    Split methodDescriptionBest for
    Split amount evenlyDivides the total bill into equal shares. Items are not assigned to individuals.Groups happy to pay the same amount each.
    Split by Item SelectionEach person pays only for the specific items assigned to them.Tables where individuals pay for their own orders.

    Availability Constraints:

    • Split amount evenly: Available if the order has at least 1 item and no payment has been taken.
    • Split by Item Selection: Available if the order has 2 or more items, or one item with a whole-number quantity of 2 or more. A single item with quantity 1 cannot be split by item.

  11. Overview of Half & Half functionality

    Half & Half allows customers to combine two different items into a single line item. Each half is selected independently and can have its own specific modifiers. This feature must be enabled per item in the Admin Portal. Pricing rules, surcharges, or adjustments based on the category combination of the two halves are also configured in the Admin Portal.

  12. Overview of Customer Groups in PrathamPOS

    Customer groups allow administrators to create segments (e.g., VIP, corporate, or staff discount) and assign registered customers to them. These groups are used to target promotions, pricing, and reporting.

    Key Constraints:

    • Only registered customers from the Customers screen can be added to a group; guest checkout profiles cannot be assigned.
    • Groups are scoped to the logged-in user's specific restaurant/outlet.
    • Groups should be created before setting up marketing campaigns or promo rules that depend on them.