Synalux POS — Quick Start Guide

Start with a guided evaluation, then configure and rehearse the workflows your restaurant will actually use. Payment onboarding, connected services and hardware setup can require additional time.

Choose the correct account path

• Your venue was purchased through a reseller: open the single-use invitation sent to the approved site-admin email and follow Site Admin Onboarding. Do not create a second workspace or purchase another plan.
• You are starting a direct evaluation: create a POS account. Self-service setup currently uses the US starter template; contact Synalux Support for another country or region. The standard direct trial lasts 14 days and does not start billing automatically.
• You already have access: sign in to POS and choose the intended venue. Do not repeat setup to regain access to an existing venue.
• You want to explore first: use the public demo.

Step 1: Sign in and confirm the venue

1. Sign in with the venue account using Google or email/password.
2. Select the intended venue and confirm its name, region, currency and time zone.
3. Use your individual staff PIN for register work. Account sign-in opens venue management; the staff PIN selects the on-duty staff identity on a shared terminal.

Step 2: Configure menu, tax and service

1. Open Settings > Venue Settings and confirm hours, order types and gratuity behavior.
2. Review Settings > Tax Zones with the venue's accountant or tax adviser.
3. Use Settings > Menu Builder for categories, items, prices, modifiers and availability.
4. Configure Settings > Floor Plan if you use tables and seats.
5. Review menu import behavior before importing existing menu data.

Step 3: Add staff and stations

1. Open Settings > Staff Management and create unique staff PINs.
2. Review Settings > Role Permissions for each role used at the venue.
3. Configure Settings > Stations and assign each order-entry device to its intended station.

Step 4: Configure payments and kitchen routing

1. Connect the approved processor in Settings > Integrations and pair supported readers.
2. Configure Settings > Printers & KDS and test every kitchen/receipt destination.
3. Review tips, receipts and tender behavior in Settings > Screen Builder > Register > Payments.
4. Follow payment setup and recovery. Do not repeat a charge whose result is uncertain.

Step 5: Enable ordering channels and back office

1. Configure online and QR ordering, hours and fulfillment if used.
2. Configure phone and WhatsApp ordering, approved senders, language behavior and human fallback if used.
3. Review timesheets and payroll preparation.
4. Connect authorized accounts for banking, GL and end-of-day close, and review reports.

Step 6: Rehearse, then begin live service

1. Sign in as each role used by the venue and confirm its permitted actions.
2. Ring an approved test order with the modifiers and service modes you use.
3. Confirm the correct kitchen destination receives the order once.
4. Complete an approved payment test, receipt and refund/void workflow.
5. Verify each enabled online, QR, phone and WhatsApp channel end to end.
6. Review the resulting sales report, cash variance, timesheet and end-of-day/GL records.
7. Rehearse offline recovery on the intended devices before relying on it during an outage.

Begin live service only after the venue administrator has checked these results. For issues, follow POS Common Issues and contact your reseller or Synalux Support.