Oolio Platform Help Guides

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Device Profiles

Edit your POS workflow, printers, payment terminals

DEVICE PROFILES are Profiles you can use across multiple Devices: POS, Tablet, or have specific ones for every device.

What does it mean?

It means that every single Device can have a specific setting that suits its needs:

What Payment Terminal it's connected to, the Workflow, which Sections are assigned, your preferred Order Types (dine-in, takeaway, delivery), and the options you want to display.

For example, let's say you have 3 POS in your Venue:

1 x at your BAR POS: might only need to display Snacks / Drinks instead of the whole menu. Does not need the floor plan. Needs fast access to the Cart for Takeaway orders, etc..
1 x in your RESTAURANT POS: Needs the Floor Plan to display first after login, etc.
1 x in your FUNCTION ROOM UPSTAIRS POS: Needs to print food at the kitchen but drinks at the upstairs Bar. Needs Seat options for big groups & dietaries, etc...

FIND ' DEVICE PROFILES ' IN THE BACK OFFICE:

In your Back Office => Settings => Venues & Stores (if you have multiple venues)

OR My Store

Select / Create a Device Profile:

DETAILS:

1. Details

PROFILE NAME: because I want to reuse this Device Profile on all my restaurant POS I will name it: POS Restaurant.
**FUNCTION MAP ***: Leave as Default as you need it in your POS
SELECT MENU: If you have different menus, you can select the one more appropriate for that Device, for example, a Menu with just: Bar Snacks / Drinks for your Bar POS
PRICE LIST: Keep the standard option as your 'Price List' (ex: Happy Hour') will apply automatically. But if your POS only offers 'Happy Hours' prices for example you can use that!

Function Map:

ASSIGNED STORE: If you want to reuse this Profile across several Venues using the same Menus & Setup
ASSIGNED SECTION: If your venue has Sections / Tables:
- You can show all of them in your Floor Plan
- You can show only some, for example: 'Courtyard' just for the Bar POS.
SET AS A DEFAULT PROFILE: Tick for the profile you reuse the most.

2. Preferences

1. SHOW ORDER NAME

When you press 'Pay Now' or 'Send', orders other than 'Dine-In' will be prompted with 'Add Order Name' which can be used:

Customer Name: so the name can be called when the order is ready
Table number signs: type the number matching the sign you gave your customer.

How it appears on the docket:

How it appears when 'SEND' in Open Orders:

2. SHOW GUEST COUNT FOR DINE-IN

When you select a Table in your Floor Plan: this feature will ask to Set the amount of Guests at this table:

3. Order Types

Tick the order types your venue is using & choose which default option you'd like

(it will be the default option when you take orders):

Dine In: Better for restaurant
Takeaway: Better for Bar Service

OPTIONS:

1. Features

1. SEAT MANAGEMENT

When you select a table & add the amount of guests: this feature allows you to assign products to a specific seat/customer

Cart in POS:

⚠️ To use ' Seat Management ' you need a Floor Plan with Sections & Tables

2. CASH MANAGEMENT

Allows you to create 'Money Events' such as: 'Withdraw Tips' 'Petty Cash' 'Float' to help you do your End of Shift better.

in POS:

3. ENABLE FLOOR VIEW

Ads a button on your POS to allow you to access your Floor Plan with your Sections & Tables

in POS:

4. ENABLE ONLINE ORDERS

If your Venue has an Online Store / QR Codes: this Feature allows you to have access to your online orders from the POS directly.

in POS:

5. ENABLE COURSES

If your Venue serves: Starters / Mains / Desserts & need those Courses to be printed accordingly: you can Enable ' COURSE MANAGEMENT ' in FEATURES (Back Office)