Introduction to POS

1.Introduction Loggingto InPOS System

1. Launch

   by VIC Digital Works

   Click here to watch

   

   
   

   Welcome to VIC Digital Works - Point of Sale system. This P O S system is designed to help you manage orders efficiently, communicate with the kitchen, and complete transactions accurately. In this introduction, we will guide you through the main interface and the essential steps you will use during your daily operations.

   Go to serviz.ca

   1. Access to Serviz.ca

   To begin, open your web browser and visit serviz.ca. As a client of VIC Digital Works, you will have access to the Serviz Portal.

   

   2. Enter Your Login Credentials

   Click the username and password fields to enter your credentials.

   

   3. Click Sign In Button

   Click the Sign In button to access your Serviz account dashboard.

   

   4. Serviz dashboard

   In the Serviz portal, you will find your company name, domain name, total users, and two buttons to log in to your WorkTraq, or, P O S interface.

   

   5. Select Login POS applicationOption

   or

   In turnthis video, we will focus on the P O S Interface. Therefore, let's click on the Login P O S button to access the point of sale system.

   

   6. POS terminal.

2. Enterlogin page

   Once you click the button, it will open another tab where you can log in to your PIN,P O S interface.

   

   7. Enter POS Username and Password

   Click the username and password, orfields usernameto depending onenter your setup.

3. Selectcredentials.
   your

   

   assigned

   8. roleClick (Server,POS Cashier,Log Manager)In

   if

   Click prompted.

4. Oncethe loggedLog in button to access the P O S dashboard.

   

   9. Explore POS Menu Options

   After logging in, you will see the main order-taking screen. On the left sidebar, you will find the main navigation menu, which includes: P O S, Kitchen Order, Process Order, Order History, Staff, Schedule, Self Serve, Settings, and Log Out. We will explore each option in more detail later in this video.

   

   10. POS dashboard.

Option

Tip:
AlwaysLet's logbegin with the first option: P O S. This is primary order-taking screen. In this example, dine-in is set as the default option, which you can change to take-out, pick-up, or delivery based on your preference.

11. POS Order-Taking Screen

The floor layout is prominently displayed at the center of the screen. Each box represents a table: - The number indicates the table number. - Below the table number, you will find the guest count along with the duration for which the table has been active. At the bottom, you can find the color reference for the table status.

12. Open a table

When you select a table, options will appear for you to add the number of guests, items, manage the order, split or process payment, print the receipt, clear the table, change table and more.

13. Choose Take Out Option

At the top of the page, you can Click Take Out to manage orders designated for takeout service.

14. Select App/Phone/Pickup

In this section, you’ve seen how to add items to a takeout order, gather customer information, and complete the payment process. In the following video, we’ll go step by step through how to create and process a takeout order.

15. Select App/Phone/Pickup

Click on App/Phone/Pickup to specify the order source and fulfillment method.

16. Pickup/ Delivery Tab

Just like the Takeout service, you can access the full menu and use the same features.

17. "Online Orders Notification" Button

Click the Online Order Notification button to view incoming online orders. When the button background turns red and a number appears in the top right corner, it indicates the number of active online orders. This means there is either an online order arriving or currently in progress. If there are no active online orders, the button will remain black.

18. Continue "Online Order"

Once the button is clicked, it will display all online order requests. You can toggle the button to view only the orders that are not yet completed.

19. Continue "Online Order"

20. View Current Orders

Click Current Orders to see all active orders awaiting processing or completion.

21. Access Process Orders

The system is designed to automatically navigate you to the "Process Order" option located on the left sidebar. Within this section, you will identify the categories "Orders in Process" and "Orders Ready to Serve."

22. Access Kitchen Orders

Click on "Kitchen Orders" to monitor the orders currently being prepared in the kitchen.

23. Kitchen Order Display

In the Kitchen Orders section, the default setting displays all stations while unselecting fillers. This configuration enables you to view all active orders in the kitchen, providing a comprehensive overview. With all stations visible, you can effectively manage and track the progress of each order, facilitating smoother operations and enhancing communication among staff.

24. Select different station view

You can click the station dropdown list to switch to a different station view, such as the drink station or soup station if applicable.

25. "Drink Station" is selected

When the drink station is selected, only beverages that need to be prepared by the bartenders will be displayed.

26. Select Dining Option

Additionally, you may select the appropriate checkboxes for custom view such as dining

27. Dining selected

28. Delivery selected

Delivery...

29. Online Orders selected

Online Order...

30. Takeout selected

Takeout

31. Pickup selected

Pickup...

32. Open "Order History"

Now, let's click Order History to review all orders and transaction records.

33. Clear Order Filters

Within the Order History section, you can so search orders by Order ID, Order Type, Name, Phone, Order Date, Order Status, Order Total, Payment Method, and Payment Status.

34. Click "Filter"

You can click “Filter” to view more filtering options.

35. Select Today Filter

It is possible to filter orders based on specific timeframes, including Today, Yesterday, the Past 7 Days, the Current Month, or a Custom Date Range.

36. Apply Filters

Click Apply to activate the selected search or filter settings.

37. Order History Continue

At the bottom of the page, you can observe the subtotal, applicable discounts, and taxes associated with the selected time frame.

38. Clear Filters Again

To reset all search and filter options, you can click Clear Filter.

39. Access Staffs Section

Let's move on to Staff where you can access the employee login and logout terminal.

40. Employee Log in/ Log out orTerminal

lock

Employees must input their password to clock in at the start of their shift and clock out at the end.

41. Open Schedule

The admin staff can click on Schedule to assess and modify the staffing arrangements.

42. Open Shift Management

In this section, you will begin by reviewing the staff list, where you can input each employee’s availability, skills, and performance ranking. Once completed, click "Shift Management" to manage shifts.

43. Select Shift Option

Here, you can view shifts for all seven days of the week. You can modify them by clicking the “+” icon on the desired date to view, edit, or add shifts for that day.

44. Input shifts information

This system opens a pop-up window where you can create or edit shifts by entering the shift name, setting the start and end times, and specifying the required skills, such as the number of cooks, servers, or bartenders needed for that shift.

45. Click on Schedule

Once you have completed the Staff List and Shift Management setup, click “Schedule.”

46. Generate schedule

From here, select “Generate Schedule.” The system will automatically create an optimized work schedule for your organization. Once the schedule is generated, you can edit, save, or send the schedule to your staff.

47. Access Self Serve

Next, let’s move on to the Self Serve section, where you can enable customer-facing ordering.

48. Self-serve interface

In this section, customers can view the full menu. They can use the Call Staff button to notify staff members or send requests. In the top-right corner, customers can click “View Order” to review and modify their cart, then send the order to the kitchen.

49. Open QR Code

Staff members can also access table settings and view the QR codes assigned to each table.

50. Create QR Codes

Under the QR Code, you can generate a new QR code or print the existing one. Then, you can click "Save" to save the changes.

51. Cancel Changes

To discard any unsaved changes, click "Cancel" or the "X" button at the top of the pop-up to close it.

52. Set Table Configuration

Employees can click on Set Table to assign or modify table settings in the P O S.

53. Cancel Table Setup

An employee password is required to proceed with Set Table.

54. Open Settings

Next, click Settings to access system configuration options.

55. Setting Section

In the Settings section, you can configure your P O S interface to meet your operational needs.

56. Access Table Layouts

Click "Table Layouts" to manage the arrangement of tables.

57. Table Layout Setting

You can edit, add, or delete layouts to make them resemble your restaurant setup more closely.

58. Open General Settings

Click General Setting to adjust overall system preferences.

59. General Settings

From here, you can Enable or disable options such as split bill, Self Serve Service, Print Kitchen Receipt, Bilingual Product Name, "Apply Tax" Option in Payment

60. Manage Staff Skills

Click Staff Skills to add or delete employee skill sets and roles.

61. Select Staff Skills Option

62. Open Delivery Apps

Click Delivery Apps to configure third-party delivery integrations.

63. Interact with Delivery Apps

64. Access Receipt Settings

Click Receipt Setting to customize printed receipt formats and details.

65. Modify Receipt Settings

66. Open System Password

Click System Password to change or set system access credentials.

67. Interact with Password Settings

68. Manage Custom Combos

Click Custom Combo to create or modify combo meal options.

69. Select Custom Combo Option

70. Open Clover Config

Click Clover Config to set up Clover payment system integration.

71. Interact with Clover Config

72. Access Working Hours

Click Working Hours to set business operation times.

73. Working Hours Edit

74. Open Promo Codes

Click Promo Codes to add, manage, and delete discount and promotional offers.

75. Promo Codes

76. Access Display Settings

Click Display Setting to configure screen and interface display options.

77. Interact with Display Settings

78. Log Out of POS

Always remember to lick Log Out when leaving the terminal to prevent unauthorized use.

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2.

You’ve Understandingnow learned how to navigate and configure the Mainessential Layout

The interface is divided into several sections:

Left Sidebar (Navigation Menu)

• POS – Main order-taking screen
• Kitchen Orders – View what has been sent to the kitchen
• Process Orders – Add items, review, and manage active orders
• Order History – View past transactions
• Staffs – Employee management (manager only)
• Schedule – Staff scheduling
• Self Serve – Customer-facing ordering (optional)
• Settings & Log Out – Device and account options

Top Tabs

• Dine In
• Take Out
• Delivery / Pickup
• Current Orders

You will start by selecting Dine In.

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3. Choosing a Service Type

At the topfeatures of the screen,Serviz selectP O S system. In the next video, we’ll take a closer look at how theto orderplace willdining, betakeout, handled:

and

• Dine In – Full service, table-based ordering
• Take Out – Orders without table assignment
• Delivery / Pickup – Orders for outside fulfillment
• Current Orders – Shows all activepickup orders across types

For restaurant staff assigned to the dining room, you will work primarily in Dine In.

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4. Viewing the Floor Layout (Dine-In Mode)

When Dine-In mode is selected:

• A floor map appears in the centerP ofO theS screen.
• Each box represents a table.
• The number inside the box is the table number.
• Under each table, you’ll see:
  • Current guest count
  • How long the table has been active
• Table colors indicate status:
  • Blue/Teal – Empty
  • Green – Selected
  • Yellow – Active order
  • Red – Long-running or needs attention

system.

ThisPowered floor map is where you begin every dine-in order.

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5. Selecting a Table

1. Tap or click the table where guests are seated.
2. A control menu appears with options such as:
   • Number Guest
   • Add Items
   • Split Bills
   • Payment Processing
   • Clear Table
   • Print Receipt
   • Print For Kitchen

If this is a new table, most buttons remain disabled until you add guest count.

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6. Adding Guest Count

Before you can take an order, you must add how many guests are seated.

1. Tapby Number Guestguidde.
2. A pop-up will appear showing numbers (1–4 or more depending on your setup).
3. Select the correct number of guests.
4. Press Save.

The table is now ready to take an order.

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7. Opening the Menu to Start an Order

Once guests are added:

1. Tap Add Items.
2. The POS will take you to the menu screen, where categories are on the left:
   • Appetizer
   • Noodle Soup
   • Rice Dishes
   • Drink & Dessert
   • Vegetarian, etc.
3. Subcategories appear across the top (e.g., Fresh Salad Rolls, Fried Rolls).
4. Tap any menu item to add it to the order.

Items appear instantly on the order panel to the right.

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8. Sending Orders to the Kitchen

After selecting items:

• Orders can be sent using Print For Kitchen or via Order Management, depending on your workflow.
• The kitchen receives them through the kitchen printer or kitchen display screen.

The table will now turn yellow to show an active order.

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9. Viewing Current Orders (Right Panel)

On the right side of the POS screen, you’ll see the Current Orders panel:

• Table name (e.g., Main-14)
• Order number
• Item list
• Dining type
• Options to print, add items, or proceed to checkout

This panel helps servers track the status of each active order.

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10. Basic Actions You Can Perform

Once an order has started, you can:

• Add more items
• Remove items (before sending to kitchen)
• Move orders to a different table
• Split the bill
• Print receipts
• Process payment

These functions are accessible through the table action panel.

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11. Ending a Table

After payment:

1. Process the transaction through Payment Processing.
2. When payment is complete, the system resets the table.
3. The table becomes blue/teal again, ready for the next guests.

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12. Getting Help

If you ever need assistance:

• Ask a manager for access permissions.
• Use Order History to reprint or review orders.
• Check Kitchen Orders if an item seems delayed.