🗺️ Area and Units Overview
Welcome to the Area Overview! In your POS system, "areas" help you organize your store’s physical spaces—like tables in a café, rooms in a spa, or sections in a retail shop. This makes it easy to manage orders, track where things happen, and give your customers a smooth experience. No technical skills needed!
What is an Area?
An area is any part of your store that groups your physical spaces. For example:
- Al fresco area in a restaurant
- VIP lounge in a bar
- 2nd floor in a retail store
- Main area in a café
- Washing area in a car wash
You can name areas anything that makes sense for your business!
What is a Unit?
A unit is a specific instance within an area that represents a distinct physical space. For example:
- Table 5 in the al fresco area
- VIP Room 1 in the VIP lounge
- Fitting Room 2 on the 2nd floor
- Counter 1 in the main area
- Wash Bay 3 in the washing area
You can name units anything that makes sense for your business!
Why Use Area and Units?
- Stay Organized: Groups your units like tables, rooms, or spaces so you can see which are available or busy.
- Personalized Experience: Make it easy for staff to find and serve customers in the right spot.
- Improved Customer Experience: Helps staff quickly locate customers and manage orders efficiently.
- Enhanced Tracking: Easily track orders and service in specific areas or units.
- Increased Flexibility: Adapt your layout as needed without major changes to your system.
- Faster Service: Assign orders to specific units for quick delivery and tracking.
What Can You Do With Areas and Units?
- Add New Areas: Create as many areas as you need for your business layout.
- Edit Areas: Change names or details anytime as your store changes.
- Delete Units: Remove units you no longer use to keep things tidy.
- Delete Areas: Remove areas you no longer use to keep things tidy.
- Add New Units: Create specific units within areas to represent distinct spaces.
- Edit Units: Change names or details of units as needed.
- Assign Orders: Link orders to specific units for better tracking.
⚙️ Field Explanations
Area:
| Field | Description | Required | Example |
|---|---|---|---|
| Name | The area name | Yes | Al Fresco |
| Description | A short description about the area |
Unit:
| Field | Description | Required | Example |
|---|---|---|---|
| Name | The unit name | Yes | Table 1 |
| Capacity | How many can fit in the unit | Yes | 4 |
| Area | The area this unit belongs to | Yes | Al Fresco |
Tips
- Name units clearly so staff can find them easily (e.g., “Table 1,” “VIP Room”).
- Organize areas logically based on your store layout.
- Update your areas as your business grows or changes.
- Remove unused areas and units to keep your system simple and organized.
- You can always edit or remove areas and units later if your layout changes.
- Make sure to assign orders to the correct units for accurate tracking and service.