slurp! cloud user manual

Terato Tech

Slurp! User’s Manual Click here to go to website

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Table of Contents

Log in to account • Update outlet information. 3

Report • Check transactions, monthly and daily sales. 7• View visitors counts. 9• View payments. 10• View activities. 11• Check customer’s status. 13

Menu • Add, edit, and delete menu. 15• Add new tags. 15• Add or edit item modifiers. 16

Inventory • Add, view and edit inventory. 19

Staff • Add, edit, and delete staff. 21

Badge • Add, edit, and delete badge. 23

Voucher • Add voucher. 24

Points • View Points. 25

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Log in to account

❖ Enter the email and password that had been given to Sign In. Once signed in, you can always change the email and password according to your preference.

❖ Once signed in, you will see the dashboard that shows your summary sales report. You can change the date or period of sales shown here from the top right selection menu.

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• Update outlet information

❖ Click on Profile to update the outlet information. Fill in your outlet information and click Save.

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❖ You can upload the outlet logo and background image by clicking Choose File. Select the image of your choice, then click Upload.

❖ Fill in your profile information and click Submit. To change your password, enter your current password, fill in your new password below, then click Update Password.

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❖ Click on the arrows to choose your preferred currency and taxes from the drop down menus. Once set, click on Save.

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Report

• Check transactions, monthly and daily sales

❖ To view monthly sales, choose the Year from the selection menu on the report site.

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❖ Mouse over the bars to view the actual amounts. Refer to the legend in the bottom right to identify the individual bars. You can view the report in Excel by clicking on Download as CSV.

❖ For the Daily Sales report, you can customize the time range by selecting the Date(s) in the selection menu.

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❖ You can also customise the time range for the transactions report. To view a detailed report of each transaction, click on Details.

❖ You will be able to view the ordered items, form of payment, discounts given and other details regarding the transaction.

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❖ You can download different reports in Excel format by clicking on the respective buttons under the Export section. You can also choose to download reports for specific items only by choosing from the selection of tags you have set for your menu items.

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• View visitors counts

❖ In the Visits tab, you can view the visitor counts by the hour by selecting the Date provided at top of the selection date.

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• View payments

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❖ In the Payments tab, you can view all payments that have been done by customers. You can also view monthly and daily payments, using cash, credit card and voucher. Click the Download as CSV button to download the payments report.

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• View activities.

❖ In the Activities tab, you can view the total amount of cash in and cash out, according to time range. You can also view the Cashflow Report and Cashier Session Report.

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• Check customer’s status.

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❖ In the Customers tab, you can check the number of total customers and their order histories. Clicking on any of the orders listed in their histories will show you the full transaction. You can also reward badges to customers here.

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Menu

• Add, edit, and delete menu.

❖ You can add a new menu item in the menu tab by clicking +New Menu. Fill in all the necessary details, then click Add New Menu to save.

Click � to edit that item’s details. Click � to delete it from the menu.

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• Add new tags.

❖ Add a new tag in the menu by clicking +New Tag. Click Add New Tag to save.

• Add or edit item modifiers.

❖ To add a new item modifier or edit an existing one, simply click on any menu item’s name or edit button. This will open the item’s edit page.

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❖ Scroll to the bottom of the edit page to add or edit item modifiers. Click on � to edit

an item modifier. Click on � to delete an item modifier. Clicking � in the top right will bring up the modifier edit menu like below.

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❖ Fill in the fields and click Save to add a new modifier to the item.

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Inventory

• Add, view and edit inventory.

❖ Add a new inventory item by clicking on +New Item in the Inventory tab.

❖ In the pop-up menu, key in the details and click Add Item.

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❖ By clicking on the� button for each inventory item, you can edit and make inventory adjustments. You can also view the adjustment history of the inventory item.

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Staff• Add, edit, and delete staff.

❖ You can view all current staff in the Staff tab. If you would like delete a staff profile, just

click � . By clicking +New Staff, you can create a new staff profile.

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❖ Fill in the details, then click Create New Staff to save.

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❖ To edit an existing staff profile, just click on it and a form will appear as below.

❖ After editing the details, click Update Staff to save the changes.

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Badge

• Add, edit, and delete badge.

❖ View and edit your badges in the badges tab. To add a new badge, click +New Badge, then fill in the necessary details in the pop up form and click Create New Badge to

save. You can also delete a badge by clicking � .

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❖ To edit existing badges, click � and a new form will be shown as below.

❖ Make changes to the badge details, or view the current badge holders here.

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Voucher

• Add voucher.

❖ You can create a voucher by clicking � in the voucher tab. A form will appear, prompting you to enter information for the new voucher. Click Submit after filling in the details.

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Points

❖ Click on Points to view the analytics of the point of sales.

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