Quick setup guide

For Larger Gastro Establishment

If you run a larger restaurant business, Elementary POS provides all the tools you need to manage your operations efficiently. Our modular solution allows you to customize the checkout system according to the specific needs of your business, whether you operate individually or as a team. This guide will walk you through the setup and use of the system step by step.

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Content

Setup Guide

We’ve prepared a simple guide on how to set up Elementary POS and start selling in minutes. The application is variable and you can customize it to your needs. Below are the essentials that larger foodservice businesses need for their sales. Ideal solution for restaurants, bistros, take aways and coffee shops.

Installing Elementary POS

1. Download and Install the App

Open the Google Play Store and type “Elementary POS” in the search box.
Click “Install” and wait for the app to download and install.

2. Run the Application

After installation, open Elementary POS.
If you haven’t created an account yet, register. If you already have an account, simply log in using your registered email.

Setting up the stock system

1. Set Your Stock Items

In the Elementary POS office or directly in the application, enter the SKU code for the new sales item. By entering the SKU code, the sales item is also registered as stock.

2. More Advanced Stock Management with Recipes / Item Combinations

If you use more advanced stock, especially recipes or combinations of items (e.g., draft beer), go to the “Stock Items” tab to create individual stock items.

3. Inventory Status Settings

Go to the “Stock Status” tab and set the initial stock levels for each item.

Set Up Your Sales Items

1. Once you have set the stock items and stock levels, return to the “Item Settings” tab and configure:

Sales Categories (e.g., Alcoholic Drinks, Non-Alcoholic Drinks, Soups, Appetizers, Main Courses, etc.). Assign a color to each category or enable remote orders for them.
Sales Items – Set the sales price, assign categories, and determine whether 1:1 or a proportional part is deducted from stock (e.g., Stock Item = keg of beer in liters; Sales Item = large beer 500ml and small beer 300ml).

2. Do You Have a Lot of Items?

You can conveniently import sales and stock items from an Excel file. First, export an Excel spreadsheet from Elementary POS to get a sample file. Adjust the exported table as needed. You can add new rows, but the format and number of columns must be preserved. Then import the updated file. LibreOffice can also be used to edit the Excel file.

Connecting and Setting Up the Receipt Printer

1. Purchase of Receipt Printer

Choose a suitable printer for printing receipts. Elementary POS is compatible with almost any printer via USB, Bluetooth, or Wi-Fi.

2. Turn On the Printer and Pair It with Your Android Device

Turn on Bluetooth on your Android device.
Turn on the printer and switch it to pairing mode (according to the manufacturer’s instructions).
In the Bluetooth settings of your Android device, search for the printer and pair it.

3. Nastavení tiskárny v aplikaci Elementary POS

Open the Elementary POS app and go to settings.
Select “Printer,” then “Add Printer.”
Choose the paired printer from the list of available devices and complete the setup.

TIP: You can format the appearance of the receipt (e.g., adding a logo, editing the header, footer, or adding a note).

Accept payments from customers in different ways (cash, card payments)

You can accept payments from customers in cash and cashless by card. You can choose from two methods:

1. Option 1: purchase a SumUp terminal

Choose the SumUp terminal that best suits your needs.
Follow the installation instructions included in the package.
Connection of the terminal with Elementary POS
- Open Elementary POS and go to settings.
- Select “Payments” and then “Add payment terminal”.
- After successful linking, you will be able to accept card payments directly through Elementary POS.

2. Option 2: Purchase a POS Solution from Sunmi

Choose the Sunmi terminal that best suits your needs.
You can buy it from Amazon or your local payment terminal provider.

TIP: If you are looking for a cash terminal that is an all-in-one solution (cash register system + payment receipt + receipt printer) or a high-quality desktop terminal, try Sunmi terminals, where you will find everything you need.

Connecting the Cash Drawer

You can also connect a cash drawer to Elementary POS for cash management. This will automatically open when you make a cash payment.

1. Purchase a Cash Drawer

If you want to use the cash drawer, please choose the appropriate model compatible with your printer.

2. Connecting the Printer to the Socket and Settings in the Application

Connect the receipt printer to the cash drawer using a cable (according to the manufacturer’s instructions).
Open the Elementary POS app and go to settings.
Select the “Cash Drawer” option and set the drawer to open when receipts are printed.

Customer Display Settings

1. Buying an Android Phone or Tablet

Choose a suitable device that will serve as a customer display.

2.Installation and Connection to the Main System

Install the Elementary POS application on the customer display and connect it to the main system according to the instructions in the application.

Connecting a Barcode Reader

It can be in the form of a classic Bluetooth/USB reader, or you can use the camera of an Android phone. The reader can be used in Elementary POS for both stocking goods in the warehouse and for sales and inventories.

The barcode scanner in Elementary POS allows you to quickly and accurately manage your inventory and perform sales operations. Below you will find instructions on how to easily set up and use a barcode reader in your restaurant.

1. Connecting an External Barcode Reader

- Classic Bluetooth/USB Reader
  - In Elementary POS, go to Menu -> Barcode Scanner Settings. Activate “Barcode Reader” and select “Use External Scanner”.
  - Connect the reader to your Elementary POS device using Bluetooth or a USB cable.
  - Make sure the reader is turned on and paired with your device.
- Android Phone
  - Install the Elementary POS app on your chosen Android device.
  - Use the built-in barcode scanner in the Elementary POS application, which you can find in Menu -> Barcode Scanner Settings, and enable “Barcode Reader” here.
  - For faster access to the scanner, you can set the “Show in Menu” activation.

2. Using a Barcode Scanner

- When Storing Items
  - From the Elementary POS app screen, select “Stock” -> Scan.
  - Attach the code reader to the product barcode.
  - The reader automatically reads the code; you then enter the quantity and click Save. This places the goods in the warehouse.
- When Selling
  - Attach the reader to the code on the product.
  - Elementary POS automatically loads the product; you can edit the quantity and add it to the account.
- During Inventories
  - Use a code reader to scan product barcodes to check stock.
  - Record product counts with Elementary POS.

Adjustment of Gastro Features

1. Records of Open Accounts and Tables

This function allows you to effectively manage orders in real time and provides an overview of the current status of individual tables in your restaurant, as well as open accounts that are not tied to any table.

How to Use This Feature?
- Settings
  - From the Elementary POS main menu, click Settings -> Personalization & Appearance -> Summary Buttons -> then enable “Show on Account”.
  - Next, activate on the same page in the “Account Buttons” -> “View Pay Account” section.
Create a New Account / Desk
- In the application, you can create both permanent accounts (tables) and only temporary accounts.
Standing Accounts (Tables)
- In the application, click on “Hamburger Menu” -> select “Open Accounts and Tables” and you can create them here.
Temporary Accounts
- When selling, mark the goods -> select “Summary” -> “To Account”, and then create a “Temporary Account”.
Opening a New Account/Desk
- Simply mark the ordered items in the application -> Summary -> To Account -> select open customer account.
Adding/Editing an Order
- Select an open account and add new items or modify existing orders according to customer requirements.
- Splitting the account or paying part of the open account is also an option.
Account Closure and Payment:
- The moment the customer pays, the temporary account is deleted. For permanent accounts, the account is reset, and the account is ready for other customers.

2. Order Display and Order Printer

Do you need an order printer, an order display in the kitchen, or at the bar? You can easily set it up in Elementary POS.

How Does It Work?
- After the order is created, the kitchen items are automatically displayed/printed in the kitchen and the bar items are displayed on the bar. It only depends on how you set it up. So if you need an ordering display just for the kitchen, that’s possible too.
How to Set Up?
- Printer
  - Connect the printer to Elementary POS via Bluetooth. Then place it in the designated place, and the printer is ready for use.
Order Display
- Install Elementary POS on the Android device that will serve as the ordering display. Log in and go to Settings -> Order Display, and select “Staff” here.
- Then click on “View Orders” and the order display is set.

3. Remote Orders

Tahle vychytávka vám ušetří spoustu času a získá spokojené zákazníky. Pokud chcete vašim zákazníkům ušetřit čekání ve frontě, můžete jim umožnit vytvářet vzdálené objednávky.

The customer reads the QR code located in your establishment or on your website. They choose from the menu and place the order. The created order will automatically appear in Elementary POS (e.g., in the kitchen) and, as soon as it is ready for delivery, you will hand it over to the customer.

TIP: Did you know that you can connect remote orders to the dispensing display? Then the customer will see on the screen that the order is ready for delivery.d

4. Dispensing Display

You can run the dispensing display on any Android device (phone, tablet or Android TV). Install Elementary POS on it, log in to the app and set the device to be used as a dispensing display.

TIP: Did you know that you can connect the dispenser display and remote orders? Customers don’t have to wait for service or in line and can order directly from the table or from the comfort of their home if you provide this service. When the order is ready, the customer will see it immediately on the dispensing screen.

With this guide, you should be able to quickly and easily set up your Elementary POS system and start managing your foodservice business efficiently. If you encounter any difficulties, please do not hesitate to contact our support team.