This video will show you how to set up a new restaurant
point of sale system with Copper Point of Sale Software.
When you first run Copper, the Quick Start Wizard runs. In Step 1 of 2, enter your Business Name,
Address and Contact details such as phone, fax and email and then click next. Step 2 of 2,
you set up the Administrator account. The Administrator can modify the preferences
for other users and manage transactions. Enter your first and last name, add an email address,
enter and verify a password and then click Finish. Now click Log On…,
your name will already have been selected, enter your password and click Log On.
Continue watching for details on setting up Copper for use in a restaurant.
To run Copper as a restaurant POS, you need to add tables to track orders and payments,
menu(s) to add orders and Salespeople so that they can accept and finalize orders.
To add tables, select menu - Restaurant - Tables to open the Tables dialog. Click Add to open the
Table dialog. Enter the table Number, the Number of seats at the table, the Location of the table,
any notes you wish to keep and click Save. Close the Tables dialog by clicking the X
button. To adjust a table setup or delete it, open the Tables dialog, select the table
and click Edit to open the Table dialog and make adjustments, or click Delete to remove the table.
To make a menu, select menu - Restaurant - Menus to open the Menus dialog. Click Menu
to open the Add Menu dialog and enter the menu name, a description and then
click Save. In the Menus dialog, you will now see the name of the menu. Click Category to
open the Add Category dialog. Enter a Name and Description for the category. On the Console,
menu items in this category will be shown in the color shown. To change the color,
click Color to open the Color dialog and then select a color. Check the menu(s) to which you
wish to assign the category and then click Save. Select a category on the Menus dialog and click
Item+ to open the Add Item dialog. Enter the item’s Name, Description and Unit Value
(price) and click Save. Repeat until you have added all the items for the category. After
inputting your items, click ‘Item’, to add your items one by one to their respective category.
Click X to close the Menus dialog.
Select menu - View - Salespeople to open the Salespeople dialog to add staff that will be
using Copper in the restaurant. Click Add to open the Add New Salesperson dialog and
enter the server’s First Name, Last Name and in Privileges check Salesperson. You may optionally
enter contact details, Additional info and it is a good idea to set a Password. Click save to the add
the server. Repeat until you have added your staff. Click X to close the Salespeople dialog.
Select menu - Restaurant - Terminal to start using the Console.
You can return to the main window by clicking Exit Console whenever you wish.