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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.

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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 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

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 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 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