# Retail and hospitality documentation > The EPOS till, payments, the kitchen display, tables and reservations, online ordering, loyalty and rostering. Every capability, where it lives in Automo and how to use it. The EPOS till, payments, the kitchen display, tables and reservations, online ordering, loyalty and rostering. 53 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at [automo.ai](https://automo.ai) to try any of them; the Free plan needs no credit card. - Capabilities (26) - Tools inside the editors and the PDF suite (5) - Where things are in the menus (22) ## Capabilities What you can do, product by product. ### Point of Sale (ePOS) Retail and hospitality POS with menus, inventory, tables, kitchen display, reservations, tills, payments and loyalty. - **Where:** Retail → EPOS Terminal - **How:** Open Retail → EPOS Terminal on the till device and start a sale. - **Opens at:** `/retail/epos/terminal` in your workspace - **Apps:** available when one of these apps is on: `epos`, `kitchen-tables`, `ordering`, `loyalty` - **You also need:** A payment terminal or card reader for card payments - **Replaces:** Square - **Also known as:** epos, electronic point of sale, till, point of sale, take payment, checkout, cash register, floor plan, kitchen display, reservations, waitlist, till management ### Menu and product management Build the menu or product list the till, kitchen and online ordering all read from, categories, modifiers, prices. - **Where:** Retail → Menu - **How:** Open Retail → Menu and edit categories and items. - **Opens at:** `/retail/epos/menu-management` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** menu, products, modifiers, price change ### Menu allergens & dietary labels Tag each menu item with its allergens (gluten, dairy, eggs, nuts, shellfish and more) and dietary labels such as vegan, gluten-free, halal and kosher, then show them at the till, on the online storefront, in QR ordering and on the menu board. AI enhancement can detect them from your items for you. - **Where:** Retail → Menu - **How:** Open Retail → Menu, open an item and set its allergens and dietary labels. - **Opens at:** `/retail/epos/menu-management` in your workspace - **Apps:** available when one of these apps is on: `epos`, `ordering` - **Also known as:** allergen, allergens, allergy, allergies, allergen matrix, allergen labelling, allergen chart, dietary, dietary requirements, dietary labels, dietary tags, gluten free, vegan, vegan tags, vegetarian, nut free, dairy free, coeliac, celiac, food intolerance, course allergens ### Retail inventory Stock levels behind the till, with adjustments and low-stock visibility. - **Where:** Retail → Inventory - **How:** Open Retail → Inventory. - **Opens at:** `/retail/epos/inventory` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** stock, stock count, out of stock ### Multiple locations Run several sites from one workspace, each with its own menu, stock and reporting. - **Where:** Retail → Locations - **How:** Open Retail → Locations and add a site. - **Opens at:** `/retail/epos/locations` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Who can use it:** Admins - **Also known as:** locations, business location, business locations, second store, branches, multi site ### Kitchen display Replace paper tickets: every POS, online and table order appears on the kitchen screen in real time, with prep timers and one-tap bump when it’s ready. - **Where:** Retail → Kitchen - **How:** Open Retail → Kitchen on the kitchen screen. - **Opens at:** `/retail/kitchen` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Replaces:** Toast KDS - **Also known as:** kds, kitchen screen, order tickets ### Table management A floor plan with table states, covers and order-to-table mapping. - **Where:** Retail → Tables - **How:** Open Retail → Tables and lay out the floor plan. - **Opens at:** `/retail/tables` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** floor plan, seat guests, covers, table service ### Reservations Take and manage bookings against your real table capacity. - **Where:** Retail → Reservations - **How:** Open Retail → Reservations and add or accept a booking. - **Opens at:** `/retail/reservations` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Replaces:** OpenTable - **Also known as:** book a table, bookings, covers ### AI reservations An AI takes booking requests by phone or message and puts them in the book. - **Where:** Retail → AI Reservations - **How:** Open Retail → AI Reservations and enable it. - **Opens at:** `/retail/reservations/ai` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Who can use it:** Admins - **Also known as:** ai takes bookings, automatic reservations ### Online ordering A branded ordering page customers can order from, feeding straight into the kitchen. - **Where:** Retail → Ordering - **How:** Open Retail → Ordering, publish the menu, then share the link. - **Opens at:** `/retail/ordering` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** order online, takeaway, click and collect ### Storefront promotions & demand pricing Happy hours, flash sales and peak (demand) pricing for your online storefront, schedule automatic discounts for quiet hours or surcharges for busy windows. - **Where:** Retail → Ordering → Promotions - **How:** Open Retail → Ordering, switch to the Promotions tab, then pick a preset such as Happy hour tonight or Peak pricing, or build a custom promotion. - **Opens at:** `/retail/ordering` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** happy hour, happy hours, flash sale, flash discount, peak pricing, surge pricing, demand pricing, time-based discount, promotions, special offer ### QR ordering at the table Customers scan the QR on the table and order from their phone. - **Where:** Retail → QR Ordering - **How:** Open QR Ordering, generate codes per table, then print them. - **Opens at:** `/retail/ordering/qr` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** scan to order, qr menu, table qr ### Delivery management Delivery orders, zones and driver status alongside the rest of the order flow. - **Where:** Retail → Delivery - **How:** Open Retail → Delivery. - **Opens at:** `/retail/ordering/delivery` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** deliveries, drivers, delivery zones, webhook ingest, webhook order ingest, order ingest ### Local delivery Offer local delivery from your online storefront, set a delivery radius and fee, plus collection, nationwide shipping and scheduled orders. - **Where:** Retail → Online Storefront → Settings → Fulfillment - **How:** Open Retail → Online Storefront → Settings → Fulfillment and switch Local Delivery on. - **Opens at:** `/retail/ordering` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Who can use it:** Admins and managers - **Also known as:** delivery radius, delivery zone, delivery area, own-fleet delivery, click and collect, delivery fee, deliver locally ### Loyalty programme Points, rewards and member tiers that work at the till and online. - **Where:** Retail → Loyalty - **How:** Open Retail → Loyalty and set up earn and redeem rules. - **Opens at:** `/retail/loyalty` in your workspace - **Apps:** available when one of these apps is on: `loyalty` - **Also known as:** points, rewards, stamp card, repeat customers ### Till management and end of day Open and close the till, count cash, reconcile takings, and run the end-of-day report. - **Where:** Retail → Till Management / End of Day - **How:** Open Till Management to count in and out; End of Day to close the trading day. - **Opens at:** `/retail/till` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** cash up, z report, close the till, reconcile, end of day, till, eod ### Retail payments Card, cash and digital payments through the till, with the takings feeding finance. - **Where:** Retail → Payments - **How:** Open Retail → Payments to configure providers and review transactions. - **Opens at:** `/retail/pay` in your workspace - **Apps:** available when one of these apps is on: `epos` - **You also need:** A connected payment provider - **Also known as:** card payments, stripe terminal, tap to pay ### Rentals & Hire Rent out equipment, rooms or items by the hour or day, with availability, deposits and returns through the same POS and customer list. - **Where:** Retail → Rentals - **How:** Open Retail → Rentals and create a rental item. - **Opens at:** `/retail/epos/rentals` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** hire, equipment rental, room rental, bookable items, deposits, returns ### Rental deposits & bond tracking Set a refundable deposit per rental item or per booking, collect it when the booking is taken, then track it as held, refunded or forfeited and release it back when items return. - **Where:** Retail → Rentals - **How:** Set a deposit amount on the rental item or the booking, take it at booking, then mark it held and refund or forfeit it when the item comes back. - **Opens at:** `/retail/epos/rentals` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Replaces:** Booqable - **Also known as:** deposit, bond, security deposit, damage deposit, refundable deposit, deposit tracking ### Retail analytics and reports Sales by product, hour, staff member and location, with exportable reports. - **Where:** Retail → Analytics / Reports - **How:** Open Retail → Analytics for dashboards, Reports for exports. - **Opens at:** `/retail/epos/analytics` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** sales report, best sellers, takings ### Retail integrations Connect the hardware and third-party services the shop already uses. - **Where:** Retail → Integrations - **How:** Open Retail → Integrations and connect a provider. - **Opens at:** `/retail/epos/integrations` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Who can use it:** Admins - **Also known as:** printer, card reader, connect hardware ### Till shifts (open and close the till) Cash trading runs inside a till shift: open the till with a float, trade, then close and reconcile. The dashboard warns when orders are running without an open shift, because that cash cannot be reconciled. - **Where:** Retail → Till Management (the dashboard banner points here) - **How:** Open the till at the start of trade with a counted float; close and count at the end. - **Opens at:** `/retail/till` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** open till, float, shift, no till open, cash drawer ### Table states, available, reserved, needs cleaning Each table carries a live state, so front-of-house sees at a glance how many are free, booked, or waiting to be turned. - **Where:** Retail → Tables (summarised on the dashboard as “Tables Occupied”) - **How:** Tap a table on the floor plan to change its state. - **Opens at:** `/retail/tables` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** table status, needs cleaning, free tables, turn the table ### Walk-in waitlist Quote walk-ins a wait time and text them when the table is ready, they wait at the bar, not the door. Runs alongside reservations in the same view. - **Where:** Retail → Reservations → Waitlist tab - **How:** Add the party to the waitlist with a quoted wait; send the text when their table turns. - **Opens at:** `/retail/reservations` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** walk ins, quote a wait, text when ready, queue ### Public booking page for tables A public page where guests book a table 24/7 against your real capacity, and can join the waitlist when you’re full. - **Where:** Retail → Reservations → public booking link - **How:** Share the booking link; reservations land in the book automatically. - **Opens at:** `/retail/reservations` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** book online, reservation link, guests book themselves ### Sample venue data New venues start with sample data, a demo menu, tables and orders, so you can learn the till before entering your own, then remove it in one click. - **Where:** Retail → Dashboard → Remove sample data - **How:** Explore with the sample venue, then press Remove sample data when ready to go live. - **Opens at:** `/retail/epos` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** demo data, test venue, instant menu, try before setup, remove demo ## Tools inside the editors and the PDF suite The individual tools you reach once an editor or the PDF suite is open. ### Live trading dashboard Today’s revenue, orders completed and active, average check value and table occupancy, live as the venue trades. - **Where:** Retail → Dashboard - **How:** Open the Retail dashboard during trade. - **Opens at:** `/retail/epos` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** todays takings, how are we trading, average check ### Top items today What is selling best right now, so you can push or 86 accordingly. - **Where:** Retail → Dashboard → Top Items Today - **How:** Open the dashboard; the list updates as orders complete. - **Opens at:** `/retail/epos` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** best sellers today, whats selling ### Active orders view Every order currently in flight, across the till, QR and online ordering. - **Where:** Retail → Dashboard → Active Orders - **How:** Open the dashboard and expand Active Orders. - **Opens at:** `/retail/epos` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** open orders, in progress orders ### COGS, labour, tips and turnover reports The reports that tell you whether the venue actually made money, cost of goods, labour percentage, tips and turnover. - **Where:** Retail → Reports - **How:** Open Retail → Reports and pick the report. - **Opens at:** `/retail/epos/reports` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** food cost, labour percentage, tips report, margin ### Today’s reservations on the dashboard The day’s bookings surface on the trading dashboard, with one-tap add. - **Where:** Retail → Dashboard → Today’s Reservations - **How:** Open the dashboard; add a reservation from the card. - **Opens at:** `/retail/epos` in your workspace - **Apps:** available when one of these apps is on: `epos`, `kitchen-tables` - **Also known as:** todays bookings, add a reservation ## Where things are in the menus Every destination in the app's navigation, and what you find there. ### Retail → Dashboard Retail overview and today’s trading. - **Where:** Retail → Dashboard - **How:** Click Retail in the top nav. - **Opens at:** `/retail/epos` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** shop overview, sales today ### Retail → EPOS Terminal The till interface. - **Where:** Retail → EPOS Terminal - **How:** Open EPOS Terminal from the Retail sidebar. - **Opens at:** `/retail/epos/terminal` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** till, checkout ### Retail → Menu Menu and product management. - **Where:** Retail → Menu - **How:** Open Menu from the Retail sidebar. - **Opens at:** `/retail/epos/menu-management` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** products, items ### Retail → Inventory Stock levels and adjustments. - **Where:** Retail → Inventory - **How:** Open Inventory from the Retail sidebar. - **Opens at:** `/retail/epos/inventory` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** stock ### Retail → Locations Sites and their settings. - **Where:** Retail → Locations - **How:** Open Locations from the Retail sidebar. - **Opens at:** `/retail/epos/locations` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** stores, branches, locations, business location ### Retail → Rentals Hire items with availability, deposits and returns. - **Where:** Retail → Rentals - **How:** Open Rentals from the Retail sidebar. - **Opens at:** `/retail/epos/rentals` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** hire ### Retail → Analytics Sales performance dashboards. - **Where:** Retail → Analytics - **How:** Open Analytics from the Retail sidebar. - **Opens at:** `/retail/epos/analytics` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** sales stats ### Retail → Reports Exportable retail reports. - **Where:** Retail → Reports - **How:** Open Reports from the Retail sidebar. - **Opens at:** `/retail/epos/reports` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** export sales ### Retail → Tables Floor plan and table service. - **Where:** Retail → Tables - **How:** Open Tables from the Retail sidebar. - **Opens at:** `/retail/tables` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** floor plan ### Retail → Kitchen The kitchen display. - **Where:** Retail → Kitchen - **How:** Open Kitchen from the Retail sidebar. - **Opens at:** `/retail/kitchen` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** kds, orders screen ### Retail → Loyalty Points, rewards and members. - **Where:** Retail → Loyalty - **How:** Open Loyalty from the Retail sidebar. - **Opens at:** `/retail/loyalty` in your workspace - **Apps:** available when one of these apps is on: `loyalty` - **Also known as:** points, rewards ### Retail → Payments Payment providers and transactions. - **Where:** Retail → Payments - **How:** Open Payments from the Retail sidebar. - **Opens at:** `/retail/pay` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** card payments ### Retail → Till Management Open, count and reconcile the till. - **Where:** Retail → Till Management - **How:** Open Till Management from the Retail sidebar. - **Opens at:** `/retail/till` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** cash up, float ### Retail → Reservations Table bookings. - **Where:** Retail → Reservations - **How:** Open Reservations from the Retail sidebar. - **Opens at:** `/retail/reservations` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** bookings ### Retail → AI Reservations AI-handled booking requests. - **Where:** Retail → AI Reservations - **How:** Open AI Reservations from the Retail sidebar. - **Opens at:** `/retail/reservations/ai` in your workspace - **Apps:** available when one of these apps is on: `kitchen-tables` - **Also known as:** auto bookings ### Retail → Ordering Online ordering setup and orders. - **Where:** Retail → Ordering - **How:** Open Ordering from the Retail sidebar. - **Opens at:** `/retail/ordering` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** online orders, takeaway ### Retail → Delivery Delivery orders, zones and drivers. - **Where:** Retail → Delivery - **How:** Open Delivery from the Retail sidebar. - **Opens at:** `/retail/ordering/delivery` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** drivers ### Retail → QR Ordering Table QR codes for scan-to-order. - **Where:** Retail → QR Ordering - **How:** Open QR Ordering from the Retail sidebar. - **Opens at:** `/retail/ordering/qr` in your workspace - **Apps:** available when one of these apps is on: `ordering` - **Also known as:** scan to order ### Retail → Roster Shift roster for the venue. - **Where:** Retail → Roster - **How:** Open Roster from the Retail sidebar. - **Opens at:** `/retail/roster` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** rota, shifts ### Retail → End of Day Close the trading day and reconcile. - **Where:** Retail → End of Day - **How:** Open End of Day from the Retail sidebar. - **Opens at:** `/retail/end-of-day` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** z report, close day ### Retail → Integrations Hardware and third-party connections. - **Where:** Retail → Integrations - **How:** Open Integrations from the Retail sidebar. - **Opens at:** `/retail/epos/integrations` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** printer, card reader ### Retail → Settings Retail configuration, taxes, receipts, devices. - **Where:** Retail → Settings - **How:** Open Settings from the Retail sidebar. - **Opens at:** `/retail/epos/settings` in your workspace - **Apps:** available when one of these apps is on: `epos` - **Also known as:** tax, receipt settings ## More documentation - [All product areas](https://automo.ai/docs) - [Developer docs and the connector API](https://automo.ai/developers) - [This page as Markdown](https://automo.ai/docs/retail.md)