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OTO POS Configuration Cheat Sheet

Before every change

Approved request → search first → correct outlet/menu → verify owner and role

Create a product

Products → search → NEW PRODUCT

  1. Enter approved name, cost, price, group, category, availability, tax, type, and unit.
  2. Use inventory tracking for stocked items; turn it off for a service.
  3. Review price, tax, and stock treatment → SUBMIT once.
  4. Confirm the product in Products and on the intended selling screen.

Edit a product

Search exact product → Edit → change only approved fields → review → save → verify in Products and POS.

Do not delete a product to correct a name or price.

Create a side

Products → Sides → search → NEW SIDE → approved name and description → save → verify in KOT item options

Sides are shared in the current POS; they are not assigned to individual products on the Product form. Add only choices intended for the shared list.

Side permissions

  • New side: Administrator role or above in the current permissions.
  • Edit/remove existing side: Supervisor role or above, with approval.
  • Never rename an unrelated side as a workaround.

Supporting setup

Use the approved Product Group, Product Category, and Unit of Measure. If the correct choice is missing, stop and have the authorized configuration owner create it first.

Put it on a till

Product → menu item (set Menu Price) → menu category → workstation menu → test on the till

The customer pays the Menu Price, not the product's base price. A menu price change hits every workstation using that menu.

Item missing from the ordering screen

Check in this order, then stop as soon as you find it:

  1. Product exists, available, right type.
  2. Menu item on the menu the outlet uses, status shows it.
  3. Menu category active.
  4. Workstation Menus row for this workstation is Active.
  5. Item to store rule routes it to the right store.

Never create a second product to work around it.

Emergency Supervisor use

Only when the Storekeeper is unavailable and the sale is urgent and approved. Record the change and ask the Storekeeper to review it afterward.

Final check

One record only → name → price → tax → group/category/unit → type → stock tracking → availability → test in POS → record approver and handover.