Recipes¶
Configuration templates and recipes for common scenarios.
Recipes provides quick-start templates for standard configurations and deployment scenarios. Use recipes to quickly set up common configurations.
Navigation: Admin → Tools → Recipes
Understanding Recipes¶
Recipes are pre-configured templates that include:
- User roles and permissions
- Register classes and settings
- Payment types configuration
- Tax settings
- Discount rules
- Pricing templates
- Notification templates
Available Recipes¶
Organization Type Recipes¶
Small Retail - Single register setup - Basic user roles (Cashier, Manager, Admin) - Simple tax configuration - Cash/card payment only - Basic discounting
Multi-Store Chain - Multiple register setup - Hierarchical user roles - Complex tax by location - Multiple payment methods - Advanced discounting
Quick Service - Counter-service setup - Fast transaction processing - Minimal user roles - Limited payment options - Speed-focused configuration
Hospitality - Server-based sales - Table/room management - Tips/gratuity handling - Multiple service levels - Reservation integration
Feature Recipes¶
Email Receipts - Email configuration - SMTP/Gmail/Office365 setup - Receipt template - Customer email capture - Delivery testing
Gift Cards - Gift card payment type - Redemption rules - Balance tracking - Expiration policy - Reporting
Loyalty Program - Customer points system - Tier structure - Redemption rules - Reporting - Communication templates
Inventory Management - Item tracking - Low stock alerts - Reorder points - Vendor management - Cycle counting
Using Recipes¶
Apply Recipe¶
- Go to Tools → Recipes
- Select desired recipe
- Review what it configures
- Click Apply Recipe
- Confirm changes
- System applies template
- Customize as needed
Customizing Recipe¶
After applying template:
- Review suggested settings
- Modify as needed:
- User roles
- Permissions
- Pricing
- Taxes
- Payments
- Test configuration
- Deploy to production
Recipe Components¶
User Roles & Permissions¶
Recipes include standard roles:
- Admin - Full access
- Manager - Store management
- Supervisor - Shift oversight
- Cashier - POS operations
Can customize permissions after applying.
Register Classes¶
Recipes configure register settings:
- Drawer mode (Clerk/Register)
- Inactivity timeout
- Receipt settings
- Display options
- Manager authorization limits
Payment Configuration¶
Recipes set up payment types:
- Cash handling
- Card processing
- Gift cards
- Store credit
- Payment restrictions
Pricing & Discounts¶
Recipes include pricing templates:
- Price sheets
- Discount rules ($ and %)
- Promotions
- Discount limits
Tax Configuration¶
Recipes configure tax settings:
- Tax rates by location
- Tax-exempt items
- Tax categories
- Reporting rules
Comparing Recipes¶
Recipe Comparison¶
View side-by-side comparison:
- Select multiple recipes
- Compare settings
- Identify differences
- Choose best fit
Hybrid Approach¶
Combine multiple recipes:
- Start with base recipe
- Apply additional features
- Customize all settings
- Test thoroughly
Creating Custom Recipes¶
Save Current Configuration as Recipe¶
- Configure system as desired
- Go to Tools → Recipes
- Click Save as Recipe
- Enter name and description
- Save
- Recipe available for reuse
Recipe Library¶
Build library of:
- Proven configurations
- Different business types
- Feature combinations
- Regional variations
Useful for:
- Quick setup of new locations
- Standardizing across chain
- Disaster recovery
- Template documentation