➕ How to Create a New Unit
Creating units in your POS system helps you manage specific spaces—like tables, rooms, or seats—so you can track orders and service more easily. No technical skills needed—just follow these simple steps!
📍 Step-by-Step Guide
- Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
- Go to Store: Select Store from the menu list.
- Select Units: In the menu, click on Units to see your current list of spaces.
- Add a Unit: In the Units list page, click the Add Unit button at the top right.
- Enter Unit Details:
- Name: Give your unit a clear name or number (like “Table 1,” “Room 2,” or “Seat A”).
- Capacity: Specify the maximum number of people/items the unit can accommodate (e.g., “4 seats” or “2 people”).
- Area: Select the area this unit belongs to (e.g., “Balcony” or “VIP Area”).
- Save Unit: Click Save. Your new unit will now appear under the selected area and can be used for assigning orders, bookings, or tracking service.
💡 Tips
- Use simple, clear names so staff can easily find each unit.
- You can always edit or delete units later if your layout changes.
- Keep your list tidy by removing unused units.
- Remember: An area can be a group of units (e.g., several tables in “Al Fresco”).
🛠️ Best Practices
- Start with the main units you use every day, then add more as needed.
- Update unit names or details as your business grows or changes.
- Use units to track which spots are busy or available for better service.