Dashboard tour
The sidebar has seven groups. They are in the order a restaurant meets them, not alphabetical.
Overview
Section titled “Overview”The home screen: today’s trading at a glance, as a grid of widgets you can rearrange. What each widget actually counts — and why two of them disagree on purpose — is Your home dashboard.
Service
Section titled “Service”What is happening right now. Orders is the screen floor staff live in, with live order counts on the sidebar entry itself. Dining tables and Reservations sit here too when your branch offers them.
Catalog
Section titled “Catalog”What you sell. Categories and Products are the menu. Inventory is pantry stock and recipes. Pricing rules are scheduled price changes, and Coupons are discount codes.
What you took and what it cost. Reports, the Order voids audit trail, Payments and accounts for card processing, and Fiscal where a country requires fiscal reporting.
Who works here. Users and Roles, Attendance for clock-in and timesheets, Devices for your tills and tablets, and Login attempts.
Everything you configure once and rarely touch: business profile, tax, localisation, reviews, hours, customers, delivery, printers, receipts, legal details, locations, accounting, subscriptions and the Features switchboard. Setup opens as its own hub page with these as sub-pages rather than filling the sidebar.
Storefront
Section titled “Storefront”Your public ordering page: Customize, SEO, Legal pages and Pages.
Why an entry is missing from your sidebar
Section titled “Why an entry is missing from your sidebar”Three different things hide an entry, and they are worth telling apart:
- Your plan does not include it. See Why a feature is locked.
- Your role does not allow it. A waiter does not see Roles or Reports. See Roles and what each person can do.
- This branch does not offer it. Dining tables and Reservations only appear where the location has tables or reservations switched on. See Locations and branch offerings.
What is not in the dashboard at all
Section titled “What is not in the dashboard at all”There is no register, kitchen display or floor-plan screen in the web dashboard. Those are in the POS app on a tablet. See On the POS app.
The tour in the app
Section titled “The tour in the app”The dashboard carries this same walkthrough itself, replayable from the question mark in the header. See The guided tour.