Operations guide
Prepare for your first live shift.
Complete this checklist with the outlet manager and the person responsible for accounts. Use dummy orders for testing and cancel them before live service.
Business and menu
- Verify the restaurant’s legal name, address, tax registration number where applicable, invoice series and contact details.
- Review menu prices, variants, modifiers, availability, charges and discounts.
- Have your accountant approve tax categories, rates and inclusive/exclusive treatment.
People and permissions
- Create individual staff users and confirm cashier, manager and owner access.
- Restrict refunds, voids, tax changes, discounts and exports to authorised staff.
- Train the team on mistakes, cancellations, order changes and support escalation.
Devices and printing
- Confirm the supported operating system, printer driver, connection and paper size for every counter and kitchen.
- Print a sample bill and kitchen ticket; check margins, item wrapping, totals and readability.
- Test the documented process for a disconnected printer or interrupted connection.
Payments and refunds
- Confirm cash, card and UPI labels and the correct restaurant’s approved payment-provider account.
- Verify the restaurant’s settlement destination with the payment provider.
- Use the provider’s approved test method to check success, failure and pending payments, duplicate-payment handling and refunds. Do not treat an order screen alone as proof of payment.
- Publish the restaurant’s own customer order, cancellation and refund rules.
Trial service and day close
- Run your normal order types, item edits, discounts, split bills and cancellation scenarios.
- Compare the bill, kitchen ticket, tax summary and payment-mode report.
- Reconcile the trial shift with payment-provider records and confirm how exports and backups work.
- Record open issues and complete onboarding acceptance against your agreed order.
Support handover
Keep your outlet identifier, relevant device details and support contacts available. For support emails, share the error, time and affected workflow; keep passwords, payment-card details and verification codes private. Support options · Escalation process.