Step-by-step guides
Learn all the features of Servire. From setup to daily operations.
Introduction
First steps, key terms and how to reach support
5 articles
Setup
Set up devices, printers, fiscal unit and subscription
14 articles
- Connecting an Apple device to the internet
- Download the Servire cash register app
- Registration with the service
- Establishment of additional restaurants
- Setting up a new Apple device
- Physically connect the receipt printer
- Connect receipt printer to server
- Configure receipt printer
- Take out a subscription for a restaurant
- Cancel subscription or withdraw cancellation
- Install technical safety device
- Set up collection numbers
- Activate Tap to Pay on iPhone
- Register and remove card readers
Account & Access
Sign in, credentials and managing venues
12 articles
Master Data
Maintain menus, categories and items
18 articles
- Create, edit, and delete menus
- Manage menu categories
- Create, edit, and delete articles
- Additional article settings: the seven tabs
- Mark item as sold out
- Manage product variants
- Sorting of menus, categories and items
- Duplicating menus, categories, and items
- Menu Generator (PDF)
- Import menus via AI
- Data export (CSV/ZIP)
- Initial data import
- Data import (CSV/ZIP)
- Create deposit items and assign them to items
- Manage labels (allergens, additives, properties)
- Change log
- Move items between categories
- Create areas and a table plan
Floor Plan
Find tables, read colours and use the menus
9 articles
Orders
Take, change and send orders to the kitchen
31 articles
- The app says "No menu available".
- Take a new order
- Place order with variations
- Take a new ToGo order
- Item search during ordering
- Browse menu as a list
- Article details: Recipe, price, allergens
- Mark article as favorite
- Add order notes
- Add order surcharge (additional charge).
- Add number of people
- name party
- Add and edit gears
- Send order to kitchen
- View existing orders
- View order list
- Filter prints and orders
- Add more items
- Change quantity and edit item
- Add another party
- Parties split
- Bringing parties together
- Moving individual items between parties and aisles
- Postpone orders
- Warning about unsaved changes
- Working with collection numbers
- The guest's pick-up number
- Collection numbers: Solving problems
- Place counter order (express checkout)
- Open counter shopping cart (counter mode)
- Counter order, assign table
Billing & Payment
Checkout, payment methods, tips and receipts
17 articles
- Settle orders
- Detailed billing of orders
- Item-by-item partial billing
- Counter orders can be paid for directly.
- Print interim invoice
- Pay later
- Card payment via terminal
- Split payment (cash + card)
- Tip and change when paying
- Add discounts
- Change price category before billing
- Sell and redeem vouchers
- Coupon code options
- NFC cards for vouchers
- Deposit return: two ways to take back empty containers
- Send invoice via email
- Display receipt as QR code
Voids
Void items and orders correctly
7 articles
Shifts & Cash Reconciliation
Shifts, cash count, cash book and Z report
30 articles
- Start and end shifts
- Show current shift
- Print X-Receipt
- Do a cash count later
- Cash register closing: Procedure and variations
- Cash count at the end of the shift
- Denomination: Count coins and banknotes individually
- Cash withdrawal at the end of the shift
- Tip at the end of the cash register
- Shift cannot be ended
- Shift overview after completion
- Read and find the Z-report
- Generate employee report (own bookings only)
- View shift history
- Filter shift history by month or year
- Show cash book entries
- Cash book income/expenses
- Cash book entry with multiple items
- Output cannot be saved
- View cash book history
- Reprint individual booking or share as a PDF
- View TSE information for cash book entry
- Export cash book as PDF or DATEV file
- Service check-in (enter initial balance)
- Service checkout (counting cash at the end of the shift)
- View service counter
- Service POS booking in detail
- View service counters of all employees
- Additionally, record the cash register transaction in the service cash register.
- TSE failure: red banner in the POS app
Printing
Receipts, printer setup and retrying print jobs
10 articles
Servire Hub
Set up the kitchen monitor, displays and print hub
12 articles
- Overview and registration
- Install the Hub as an app
- Setting up a kitchen monitor
- Operating the kitchen monitor: Checking off dishes
- Kitchen monitor settings
- Set up print center
- Print center on multiple devices
- Print queue and malfunctions
- Setting up a customer display
- Setting up a menu display
- Set up collection display
- Set up order terminal
Time Tracking
Record, review and calculate pay for working hours
5 articles
Reports
Statistics, reports and documents in the Web desk
2 articles
Settings
Configure and manage the POS and the Web desk
50 articles
- Manage subscriptions and invoices
- Change subscription plan
- Enter partner code for a subscription
- Correct the address on a subscription invoice
- Manage account settings in the web desk
- Connect payment providers (SumUp / Stripe terminal)
- Employees are processing
- Setting up DATEV header data and accounts
- Download DATEV files
- Send documents to the tax advisor
- Manage TSE settings
- Setting up a sevdesk connection
- Download TSE and DSFinV-K exports
- Remove practice data before TSE commissioning
- Set up online voucher sales
- Integrate reservations, orders, menus or vouchers into your own website
- Import and export coupons
- Manage vouchers in the web desk
- Register your cash register with the tax office
- Deregister the cash register and deactivate the TSE
- Employee permissions in detail
- Resubmit failed TSE transactions
- General settings
- Configure payment providers
- Restaurant settings can be found in the web desk.
- Copy and renew restaurant PIN
- Edit address, company details and contact information
- Set bank details and billing preferences
- Set receipt logo and receipt options
- Define colors, fonts and brand logo
- Set opening hours and special opening hours
- Reservation settings in the web desk
- Delete restaurant
- Setting up a POS system in the web desk
- Setting up automatic shifts
- Set consumption method and payment method
- Set up receipt printing and receipt additions
- Set up vouchers at the checkout
- Setting up action buttons and quick keys
- Set up cash book and cash count
- Setting up service counters and allocation
- Set out tip payout and kitchen fee
- Set report printing
- Set number of people and service time instructions
- Manage payment methods
- Manage discounts
- Manage cancellation reasons
- Manage article groups
- Manage tax rates
- Manage price categories
Frequently asked questions about daily use
The most common questions from everyday work with Servire
Need more help?
Our support team is happy to help. Send us an email at support@servire.de