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Getting started
- Welcome to Live Hospitality POSA quick tour of the till and where everything lives, so you know what each screen is for.
- Unlock a tablet with the app passwordWhat the “This terminal is locked” screen means and how to get past it.
- Sign in and out with your PINHow staff sign in to the till, and why the till returns to the PIN screen after each order.
- Clock in and outStart and end your shift from Workforce so your hours land on your timesheet.
- Find your way around the floor screenWhat each icon in the top bar does and how to read the table tiles.
- Add the till to your home screenInstall the till as an app so it opens full screen, with no tabs or address bar.
- Owner set-up checklistThe settings worth checking before your first trading day.
Taking orders
- Open a table and start an orderTap a table, add items, and get to know the order screen.
- Add items with options (modifiers)Choose milk, sizes, mixers and other options when you add a product.
- Change a quantity or override a priceTap a line to add or take one away, or set a new price with a reason.
- Add notes to an orderKeep notes for the kitchen and bar with the order.
- Remove a line or cancel an orderTake an item off, or clear an empty order you opened by mistake.
- Park an order (run a tab)Save the order to the table and come back to it later.
- Cocktail recipe cardsSee how to make each cocktail on the order and tick them off as you go.
- Happy hour on the tillHow happy hour prices and “buy one, get one free” work when you ring up drinks.
- Combine tablesMove one table's order onto another so the group gets one bill.
- Edit the floor layoutDrag tables into place, resize them, and rename or recolour the bar.
- Add a driver to an orderRecord which driver brought the guests in, by barcode or search.
Payments
- Take a cash paymentEnter the cash handed over, see the change, and finish the sale.
- Take a card paymentRecord a payment taken on your card terminal.
- Split a bill evenly between peopleDivide the bill into equal shares and take each share by cash or card.
- Split a bill by itemsLet each guest pay for exactly what they had.
- Apply a discount to a billUse a preset discount, or key in a percentage or amount.
- Add a tipAdd a tip to the bill before the guest pays.
- Settle a delivery-app orderRecord a delivery-app order with the amount the app actually paid you.
- Void a saleCancel an unpaid order that has items on it, with a reason.
- Refund an orderRefund a paid order from Sales history, with a reason.
- Print a bill check or reprint a receiptPrint the bill before payment, or reprint a receipt afterwards.
- Set up discount shortcutsCreate the preset discounts staff can tap on the pay screen.
Shifts and cash
- Open the till at the start of the dayCount your opening float note by note and open a new till session.
- The Till screen explainedWhat everything on the Till screen means while a session is open.
- Log petty cash in or outRecord cash taken from or put into the drawer, with a category and receipt photo.
- Record a stock purchaseLog a delivery or shop run so stock levels and costs stay right.
- Print an X-Read (mid-shift report)Check takings so far without closing the till.
- Close the till at the end of the dayCount the drawer, enter the card settlement and print the Z-Read.
- Manage unlocked terminalsSee which tablets and phones are unlocked, and revoke any you don't recognise.
Menu and stock
- Set up menu categoriesGroup your products into the categories shown down the side of the order screen.
- Add and edit productsCreate menu items with a price, tax, modifiers and a recipe.
- Products v2 (menu view)Browse and edit products laid out just like the order screen.
- Set up modifiers (options like milk and size)Create option groups, the options in them, and link them to products.
- Set up inventory itemsTrack stock levels, reorder points and pack costs for everything you buy.
- Do a stocktakeCount your stock on the till and commit the counts.
- Review stocktake counts and fix mistakesSee which items were outside tolerance and correct a miscount.
- Edit a stock purchaseFix the items, quantities or invoice details on a stock purchase.
Members and loyalty
- Add a member to an orderScan or search for a member so their discount applies and their visit counts.
- Sign up a new memberLet guests join with their phone, or add them yourself at the till.
- Manage membersSearch, edit, add and remove members, and see their spend.
- Member tiers and discountsSet up tiers, move members up automatically, and link each tier to a discount.
- The new member alertThe full-screen celebration when someone joins on your website.
- Drivers and referralsKeep a list of drivers who bring guests in and see what they bring.
Staff and people
- Add and edit staffAdd team members, set their access level and PIN, and choose how staff sign in.
- Workforce: your roster, leave and jobsWhat staff can do on the Workforce screen: clock in, see the roster, ask for leave and tick jobs.
- Build the roster and answer leave requestsAdd shifts for the week and approve or deny leave.
- Job listsOpening and closing checklists that staff tick off, and that can hold up the Z-read.
- TimesheetsCheck clocked hours, fix shifts and approve timesheets.
- Run payrollStep through a pay run, email pay slips and export to Xero or MYOB.
- Tips auditSee every tip, who took it, and on which order.
Reports
- The DashboardToday's trading at a glance: sales, orders, profit, busy hours and top products.
- Sales historyFind any order, see its lines and payments, and refund it.
- PaymentsEvery payment taken, by type, with an export for your bookkeeper.
- ReportsDownload spreadsheets of your orders, money, people and stock.
- Till sessionsEvery open and close of the till, with floats, counts and variances.
- Petty cash ledgerEvery petty cash movement in and out of the drawer, with receipts.
Settings
- Venue settingsYour venue's name, address, timezone and trading day, and what prints on receipts.
- App password and terminal lockingChange the password that unlocks tablets, and choose when tablets lock again.
- Membership settingsWebsite sign-ups, the new member alert and the sign-up discount.
- Receipts and printerChoose what prints on receipts, and connect this tablet to its printer.
- Tax and service chargeSet your GST rate, an optional service charge, and tax options for products.
- Email notices and backupsChoose which events email you, see what's been sent, and set the daily backup.
- Set up happy hourCreate happy hour periods with days, times, an offer and the products it covers.
- Cash booksPetty cash categories and the accounts used for your bookkeeping.
- ModulesTurn optional parts of the till on or off.
- Areas and tablesAdd the rooms and tables that make up your floor.
Chat with LH support
Updates
Troubleshooting and FAQ
- The till won't closeWhat each "Cannot close till" message means and how to fix it.
- The card settlement won't matchWhy the card variance isn't zero at close, and what to check.
- The tablet says it's lockedThe three different lock messages and what to do about each.
- I forgot my PINA manager can set a new PIN for you in a minute.
- You must be clocked in to process salesWhy the till stops you taking a sale, and the fix.
- A table is stuckWhat to do when a table looks busy but shouldn't be, or won't open.
- The printer isn't printingWork through these checks, from the simplest up.
- Support chat isn't workingWhat "Support chat is not set up on this till" and "Support did not answer" mean.
- Frequently asked questionsQuick answers to the questions we hear most.