swiftpos Help Guides

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swiftpos Help Guides

How To

How To

How To Index

API

Configure The POS API Interface

Obtain An Authorisation Token

Obtain An Integrator Key

Swagger Testing / Diagnosing

Test swiftpos Admin API

See more

Back Office

Access Logs

Add A Keyboard

Add A Layout To A Keyboard

Add An Allergen

Add A POS Key To A Layout

Add A Surcharge PLU

Add A Surcharge

Add A Terminal

Add A Training Terminal

Add Images To swiftpos

Change The Image Of An Allergen

Combo - Burger Meal Deal

Configure A POS Key

Configure For Warehouse Requisitioning

Configure Ingredients / Nutrients On Product Labels

Create A Clerk Group

Create A Clerk Security Group

Create A Clerk / Staff Member Record

Declare / Undeclare Product Allergens

Delete A Terminal

Edit An Allergen

Exempt A Media From GST

Floor Plans

Import The Chart Of Accounts Into swiftpos

Lock A Terminal To An Event Area

Manage Families

Manage Ingredients

Manage Nutrients

Request A Software Registration

Requisition From A Warehouse

Set A Layout As Home / Master Layout

See more

Clerks / Staff

Assign A New ID

Assign A New PIN

Change A PIN

Clock In / Out

Configure The Default POS Clerk

Preview Shift / Time Clock Data

See more

Cloud

Activate A swiftpos Location

Add And Configure A swiftpos Location

Authenticate A Venue With swiftpos Cloud

Cloud Onboard A Venue

Combos

Upsize A Combo Item

Downsize A Combo Item

Customers / Members

Add A Clerk / Staff Member

Add A Member To An Order / Sale

Configure For Member Logins

Create A Guest / Non-Member Classification

Create A Guest / Non-Member Order Member

Create Or Reset A Member Password

Configure Venue Manager For Patron Logins

Sign In As A Member

Sign In / Out As A Clerk / Staff Member

See more

Events

How To Register Attendance To A Session

Create And Manage Menus

Configure For Event Service Mode

Import Events

Manage Areas

Manage Area Types

Manage Catalogues

Manage Events

Manage Event Types

Manage Menus

Manage Questions

Manage Rules

Pre-Order For An Event

Transfer A Device Locked To An Event Area between Locations

See more

Events Portal

Configure What Is Displayed In The Events Portal

Display Questions In The Events Portal

Manage Events Portal

Use Events Portal For The First Time

Guests

Support Guest / Non-Member Orders

Items / Products

Configure For Allergens

Configure Products For Web Based Applications

Create Post Links

Declare Allergens

Detect Allergens

Manage Blackhawk Products

Manage Product Notes

Product Photographs

Sell A Package Of Products

See more

KVS

Access The Configuration Tabs In Settings

Add KVS To Touch

Launch KVS

Member Portal

Access And Use The Member Portal

Notify

Login / Log Off

Manage Users

Manage Wait Times

Use NOTIFY For The First Time

Oolio Pay

Apply A Surcharge

Getting Started

How To Configure For Tipping

Onboard An Oolio Pay Device

OrderAway

Clone A Profile

Configure A Card Payment Surcharge

Configure Auto Finalising

Configure For Account Charges & ePurse Cash

Configure For Age Confirmation

Configure For Vouchers

Configure Upselling For Add-Ons

Configure Upselling For Advertising

Create A Profile

Delete A Profile

Delivery Service Options

Enable / Disable A Profile

Manage Profiles

Pickup

Online Payment Discounts

OrderAway

Redeem Gift Cards / Vouchers In OrderAway

Submit Without Payment

Upsell

Use OrderAway For The First Time

See more

Orders / Sales

Access The Manage Orders Screen

Apply A Sale Type To A Sale

Configure Orders

Display The Subtotal In An Alternate Currency

Group Orders

Manage Orders

Manage Orders

Order Again

Redirect Orders

Refund An Order / Sale

Schedule An Order / Sale

Subtotal An Order / Sale

See more

POS Keys

Multi Link (#999) POS Key

Self Service

Configure Self Service?

swiftPOS

Import A Windows Authentication Certificate

Tables

Finalise Tables To Cash

Lookup A Bistro Table / TAB / Table

Open A Bistro Table / TAB / Table

Order At Table

Print Table Guest Bills

Reopen A Closed Table

Review A TAB / Table

Save A Table

See more

Thirsty Camel Hump Club

Redeem A Thirsty Camel Hump Club Offer

Touch

Activate / Issue / Load A Blackhawk Gift Card

Cancel / Refund / Void A Blackhawk Digital Account Top Up

Cancel / Refund / Void A Blackhawk Gift Card

Change The Quantity

Check The Balance Of A Vii Gift Card

Enrol A Finger Print

Enter A Price

Manage Gift Cards / Vouchers

Print A Suite Daily Report

Review Transactions

Show Suites

View Vii Gift Card Transactions

Activate / Issue / Load A Vii Gift Card

Print A Clerk Daily Summary Report

Login / Log Off

Print A Clerk Daily Report

Order / Sell The Default Combo

Launch A Website

Alert Kitchen Staff Of Special Requirements

Pay Using Multiple Media

Auto Redeem Stored Value Vouchers

Redeem A VII Gift Card

Charge / Redeem To A Patron's Account

Access The Tools Menu

Prompt For Cash Drawer Assignment

Run Touch As Administrator

Shutdown Windows From Touch

Cancel / Refund / Void A Vii Gift Card

Access A SevenRooms Reservation In Touch

Pay Using Cash

Refund A Vii Gift Card

Change A Combo Item

Ensure Points Are Not Awarded When Redeeming Points

Restart Windows from Touch

Pay / Top Up An Account

Access Logs

Top Up A Blackhawk Digital Account

Configure Card Masking

Hide The Clerk Login In Floor Plans

Login Using Fast Clerks

View Order History

See more

TouchMini

Print A Receipt / Tax Invoice

Reset A Device

Transfer Devices Between Locations

Add The TouchMini URL As An App Icon

Apply An Integrated Card Payment Discount

Use TouchMini For The First Time

Configure A Device

See more

TouchMini v2

Use TouchMini For The First Time

Reset A Device

Configure For Discounts

Register A Device

Configure For Surcharges

Enable / Disable A Device

Configure A Default Configuration

Register A Device

View Device Information

Transfer Devices Between Locations

Manage Devices

Clone A Device

Delete A Device

Pay With Points?

Manage Devices

Onboard A PAX Device

Configure A Device

Refund An Order / Sale

Calculate Tender Change

Use Table Service

Charge To An Account

See more

Venue Hub

Configure A Venue Hub

Configure A Vendor

Venue Hub For The First Time

Venue Manager

Access The Configuration Tabs

Access Venue Manager

Configure Venue Manager

XERO

Access The Tracking Categories In XERO

Signup For A 30 Day Free Trial In XERO

Export From swiftpos Into XERO

Access The Chart Of Accounts In XERO

Create A XERO App For An API Connection

Add And Configure A Location Group To Connect To XERO

Assign / Map XERO Accounts

Export The Chart Of Accounts In XERO

Import The Chart Of Accounts into XERO

See more

XERO Pro

Assign / Map XERO Tracking Categories

Import Tracking Categories Into swiftpos

Zen Global

Recharge / Top Up A Zen Global Gift Card / Voucher

Redeem A Zen Global Gift Card / Voucher

Issue / Sell A Zen Global Gift Card / Voucher

Issue / Sell A Zen Global Digital Gift Card / Voucher

Check The Balance Of A Zen Global Gift Card / Voucher

Redeem Zen Global Loyalty Points

Refund Using Zen Global Loyalty Points

Clear A Frequent Shopper Offer

Retrieve And Apply A Frequent Shopper Offer

See more