Applies to:

Expert & Pro

Recommended device for setup:

Desktop

Overview:

Ever wondered how much your expected cost of goods sold (COGs) or food costs are impacting your business? There is no need to wonder anymore with our POS integration. That's right! Connect your POS system to Restoke to receive live, actual costing insights that are compared with your expected spending.

Integrating your POS:

  • Head to the left toolbar and click "Settings".

  • Navigate to the banner in the bottom left corner where it says "Integrations".

  • Click the POS icon, and follow the prompts to connect your POS system.

  • Once connected, head to the left toolbar and click on "Recipes and Menus" > "POS Products".

Integrating your POS items:

Under "POS Products", you will see a list of your POS categories and under each category banner you will have the option to:

1. Create an entire category of POS item recipe cards:

  • Tick the check box next to the category banner and then click "integrate selected".

2. Create a POS item recipe card(s):

  • Click into the category banner and then tick the check box next to the POS item(s) you want to create.

  • Then under the "Recipe in Restoke" column choose "create in Restoke" from the drop down.

  • Once done, click "integrate selected".

3. Match a POS item with an existing recipe card(s):

  • Click into the category banner and then tick the check box next to the POS item(s) you want to match.

  • Then under the "Recipe in Restoke" column choose the matching recipe from the drop down.

  • Once done, click "integrate selected".

  • Note: Only use this option if you've already created your recipe cards in Restoke.

4. Ignore categories or items:

  • If you do not want to import certain categories or items from your POS simply leave them unactioned.

Note: If you've made an error with creating or matching, click the tick box next to the category or item and then "unlink selected".

Things to know:

  • You can use the search bar above the categories to filter for particular items.

    • Type the POS item into the search bar, and then click through each category to see where this item has popped up.

  • You will notice after integrating or unlinking, the category banner will change colour which indicates the following:

    • Green: All pos items in this category have been integrated.

    • Yellow: Some items in this category have been integrated.

    • White: No items in this category have been integrated.

  • Once an individual item is created or matched within a category, it will be highlighted in green with a tick next to it.

  • On the category banner you will also be able to see how many items are in the category, and have been integrated, e.g. 3/4 integrated.

What's next?

  • In the left toolbar, head to Recipes and Menus > Dish Recipes.

    • All imported categories or products will appear here.

  • If you need to move categories between dish recipes to beverage recipes, click on the blue circle on the card and then "move category to beverages".

  • If you need to move individual recipes between categories, head into the recipe card and choose the desired category in the top right corner.

  • From here, you can start populating your dish recipes but ensure you have first completed building all prep recipes (see further reading below).

  • Once you've completed integrating and costing out all recipes, you will be able to start utilising our integration insights.


Further Reading

  1. Ensure before connecting your POS Products that you've completed adding your Suppliers

  2. Once you've connected, you can start populating your Prep Recipes and Dish Recipes

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