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
7 articlesSetup
Set up devices, printers, fiscal unit and subscription
15 articles- Setting up a new device for the cash register
- Connect device to the internet
- Download the Servire app
- Registration with the Servire
- Create an account in the POS app
- Set up the device using the wizard
- Add more restaurants
- Connect payment providers (SumUp, Stripe, PayPal)
- Configure payment providers
- Payment service provider in the POS app
- Card payment directly at the device (Tap to Pay)
- Register and remove card readers
- Create TSE
- Connect receipt printer to Servire
- Configure receipt printer
Account & Subscription
Sign-in, credentials, locations and subscription
19 articles- Log in, log out, and change employees
- Login via PIN
- Reset password
- Change login details
- Change personal data
- Manage account settings in the Web desk
- associate with a restaurant
- Several restaurants are working
- Change restaurant
- New restaurant
- View restaurant details and price list
- Tariffs and trial period
- Take out a subscription for a restaurant
- Manage subscriptions and invoices
- Change subscription plan
- Enter partner code for a subscription
- Correct the address on a subscription invoice
- Cancel subscription or withdraw cancellation
- Delete account
Menu & Items
Maintain menus, categories, items and floor plan
31 articles- Create, edit, and delete menus
- Manage menu categories
- Create, edit, and delete item
- Article dialogue: the seven horsemen
- Manage item variants
- Manage labels (allergens, additives, properties)
- Create deposit items and assign them to items
- Where an item appears: Active, Channels and Channel Preview
- Display menu on a timed schedule
- Mark item as sold out
- Add item to the checkout
- Edit multiple item at once
- Sorting of menus, categories and items
- Duplicating menus, categories, and items
- Move item between categories
- Import menus via AI
- Data export (CSV/ZIP)
- Data import (CSV/ZIP)
- Change log
- Menu Generator (PDF)
- Initial data import
- Create areas and a table plan
- Setting up storage
- Create stock items
- Link sales items and create recipes
- Check and correct inventory
- Manage suppliers
- Order from suppliers
- Book goods receipt
- Conduct inventory
- Maintain cost of goods sold and contribution margin
Floor Plan
Find tables, read colours and use the menus
18 articles- Switch view: Tables, express checkout or reservations
- Using the table plan : areas, zoom and open tables
- Find a table
- Understanding table tiles: color, symbol, and amount
- Service indicator: Waiting time at the table
- Quick menu at the table (long press)
- The round action button (…)
- Choose the target table when moving
- Reservations at the checkout: an overview
- Read the reservation book
- Create a reservation at the checkout
- Edit reservation and set status
- Timeline: Tables and times at a glance
- Room plan: who sits where and when
- Walk-in: Place walk-in customers
- Maintain a waiting list
- Online orders at checkout
- Reservations in the table plan and at the table
Orders
Take, change and send orders to the kitchen
36 articles- The cash register does not display a menu.
- Billing not possible: item without item group
- Take a new order
- Categories and course selection when ordering
- Place order with variations
- Take your to-go order
- Search for item when ordering
- Browse menu as a list
- item details: Price, allergens, recipe
- Mark item as favorite
- Add order notes
- Add surcharge to an item
- Parties at the table: add, name, number of people
- Name or guest of a party
- Create corridors
- Release and serve courses
- Send order to kitchen
- View existing orders
- View order list
- Filter prints and orders
- Add more item
- Change quantity and edit item
- Parties split
- Bringing parties together
- Moving individual item between parties and aisles
- Transferring the order to another table
- Set up collection numbers
- Working with collection numbers
- The guest's pick-up number
- Collection numbers: Solving problems
- Use the express checkout
- Park and pick up again
- Send from the express checkout to a table
- Enter the number of members of a party
- name party
- Warning about unsaved changes
Billing & Payment
Checkout, payment methods, tips and receipts
22 articles- Settle orders
- The payment screen at a glance
- Only bill a portion
- Pay with two payment methods
- tip and change
- Give discounts
- Change price category during billing
- Return deposit
- Pay by card
- Cashier at the counter
- Print interim invoice
- Cover letter: Regular customers pay later
- Settle the outstanding amount
- Display receipt as QR code
- Send invoice via email
- To attribute payment to another server
- Assign guest at checkout
- Guest card at the checkout
- Sell and redeem vouchers
- Assign your own voucher code
- Check voucher and pay out remaining value
- NFC cards for vouchers
Voids
Void items and orders correctly
7 articlesShifts & Cash Reconciliation
Shifts, cash count, cash book and Z report
30 articles- Start and end shift
- View current shift
- Create X-report
- Cash register closing: Procedure and variations
- Cash count at the end of the shift
- Denominations: Count banknotes and coins individually
- To be carried out a cash count
- tip at the end of the cash register
- Shift overview after completion
- shift cannot be ended
- Read and find the Z-report
- Generate employee report
- View shift history
- Reprint or share receipt from shift
- Cash book: Open daily view
- Record income or expenditure in the cash book
- Cash book entry with multiple items
- Output cannot be saved
- View cash book history
- View TSE information for a cash book entry
- Open the service checkout: Enter the initial balance
- View service counter
- count and close the service checkout
- View service counters of all employees
- TSE failure: how to continue working and what to do now
- Export cash book as PDF or DATEV file
- Skim off the cash at the end of the shift.
- Find a shift in another month
- Service POS booking in detail
- Additionally, record the cash register transaction in the service cash register.
Printing
Receipts, printer setup and retrying print jobs
17 articles- Connecting a receipt printer
- Add printer
- Printer not found
- Test print: Check connection
- Select printer series and paper width
- Character set: Umlauts and Euro symbol
- Print mode: Image or text
- Specify what a printer prints
- Print settings: Layout, prices, copy
- Edit or delete printers
- Open cash drawer
- Print online orders at checkout
- View print jobs
- Reprint receipt or share as PDF
- Open print jobs and printer malfunctions
- Send message to printer
- Printing via the print center (hub mode)
Servire Hub
Set up the kitchen monitor, displays and print hub
14 articles- Overview and registration
- Install the Hub as an app
- Secure hub devices with a device code
- Setting up a kitchen monitor
- Operating the kitchen monitor: Checking off dishes
- Kitchen monitor settings
- Set up print center
- Print center settings
- 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
Staff & Time Tracking
Staff, permissions, working hours and payroll export
20 articles- Manage employees in the Web desk
- Connecting employees with the restaurant
- Edit employee data and rights
- Employee permissions in detail
- Remove employees
- Activate and set up time tracking
- Understanding time tracking settings
- Enter hourly rate, employee number and working time account
- Clocking in and out at the cash register
- Clock in for colleagues
- My times: hours, wages and working time account
- Request a correction to working hours
- My data: earnings, sales, and shift reports
- Check working hours: Time entries and working time account
- Understanding the Working Time Act guidelines
- Correcting time entries and deciding on correction requests
- Download time tracking exports
- Set up payroll export
- Create payroll export
- Payroll export handed over to the payroll office
Staff Roster
Plan shifts, leave, swaps and the team area
10 articles- Setting up a duty roster
- Plan shifts in the weekly schedule
- Understanding the instructions in the duty roster
- Copy week and automatically fill open positions
- Publish the duty roster and send changes
- Record absences and manage vacation accounts
- Processing requests: vacation, exchange, submission and time corrections
- Personnel costs and sales forecast in the duty roster
- The team area for employees
- Rights for the duty roster
Statistics & Reports
Analyse sales, items, staff and receipts
13 articles- Evaluate statistics in the Web desk
- Set up statistics and try it out with sample data
- Time period, comparison and filters in statistics
- This is how the statistics are calculated: revenue, Z-report and cash flow
- Key figures of the statistics explained
- Evaluate personnel and scorecard
- Menu matrix, profile and contribution margin
- Outlook, goals and “Ask your numbers”
- Export statistics and receive them via email
- Statistics settings and privacy
- Evidence: Z-reports, invoices and cash book
- Download invoice with company address and business meal receipt
- Addressed via the Web desk: Transfer and cancellation
Settings
Configure location, POS and payment methods
94 articles- Overview of the POS app settings
- General settings of the POS app
- Article tiles: Images and prices
- Quick notes and font size
- What is pre-selected during billing
- Read the payment rules in the checkout.
- 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
- 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 up tip payment 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
- What the tax office requires from your cash register
- Set up guest management
- Overview of online orders
- Guest list in the Web desk
- Set up guest orders
- Create and edit guest
- Setting up guest orders
- Manage TSE
- Guest orders: Payment and QR codes
- Guest profile in the Web desk
- Remove practice data before TSE commissioning
- Register your cash register with the tax office
- Regular discount for guests
- Setting preparation time and "Busy"
- Import and export guests
- This is how your guests order
- Deregister the cash register and deactivate the TSE
- Manage and refund guest orders
- Resubmit failed TSE transactions
- Bringing guests together and data protection
- Trace and export TSE failures
- Guest management settings overview
- Working without TSE
- Connect delivery services to the checkout
- Setting up punch cards
- Download TSE and DSFinV-K exports
- Guest credit (prepaid)
- Reservations at the Web desk: a day in overview
- Set up delivery service channel
- Setting up DATEV header data and accounts
- Download DATEV files
- Manage reservations in the Web desk
- Set up birthday email
- Setting up your own website
- Send documents to the tax advisor
- Newsletter registration and consent
- Edit pages of the website
- Online booking: what your guests see
- Connect DATEV Online
- Reservation settings in the Web desk
- Legal notice and privacy policy for the website
- Send newsletter campaign
- Guest access, VIP and invoice delivery
- Create your own pages and building blocks
- Setting up a sevdesk connection
- Reservations: General settings
- Change website design
- Guest card and wallet
- Reservations: Times and capacity
- Conclude a data processing agreement
- Legal information and data protection in the POS app
- Publish website
- Reservations: Confirmation and emails
- Connect your own domain
- Reservations: Texts for guests
- Embed reservations on your own website
- Integrate reservations, orders, menu or vouchers into your own website
- Google Reserve and company profile
- Manage vouchers in the Web desk
- Create vouchers in the Web desk
- Import and export coupons
- Set up online voucher sales
- Stamp cards instead of loyalty points
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