Back Office User's Manual

Please see below for installation Guide for Sero. Should you have any questions or concerns, please feel free to contact us.

Click on "General" Link on the Lest Panel and you will see various Modules where you can do general configurations for your business.

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Company Name : Please enter your company registered name here.

Contact Person Name : Please enter the name of the person who will have Super Admin rights for the Admin panel.

Address, Country, State, City : Please enter the company registered Address here.

Contact No, Phone No, email : Please enter the company contact information. Master Reports, bills, and other information will be sent on this info.

Logo: Upload company logo here.

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Create your company hierarchy here. This will be helpful in Reports and Analytics as you can view Reports for a Country, State or City if your stores are mapped to these locations.

PLEASE NOTE THIS IS NOT YOUR NEW OUTLET OR STORE. THIS IS JUST A LOCATION NAME WHICH CAN BE MAPPED TO YOUR STORE.

Location Name, Address Contact No: Please enter your Location information here.

Sub Location : By default this button is on red. Once you have created the 1st level location, and you are creating the 2nd level location, then toggle this button to green and choose the Parent location above this. You may create as deep hierarchy as you want to..

Active : You may turn off a location if it is not active anymore. Please do not delete the location as it may impact the old reports.

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This page displays all the Outlets in your organization.

Add Store : Click on this button to add a new outlet to your organization. We will explain this in the next page.

Edit : Click on this icon to edit information of any store.

Receipt Configuration : Click on this button to customize the header and footer of the receipt for each outlet. This will be explained later.

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Order Mode Type : Choose single or multiple order mode type from here. These order modes will display on the POS Side while taking order.

Store Name, Address, Contact No, email : Please enter your store information here. Please note that this information is for internal purposes and for reporting. Store name should be like "BondPOS Saket Delhi", "BondPOS Chandigarh", "BondPOS Chennai" and so on. When you view the reports it will be easier to identify the store by the store name. Similarly enter the store manager's email address and phone number so that the report email and order related sms should be sent to him directly. This email address will also be used as the login id for this store POS.

Location : Here you can map this outlet to a Location which you had created in the previous step.

Time Slot : Here you can choose the time slots for Take Away orders. When you will take the Take Away order you will choose a time slot if the customer is already there or will come after 30 min to pick up the order.

Select Payment Type : Please select all the payment types that you want to display in the POS during the check out process. You can click on one default payment type which will be pre selected every time you checkout an order.

Opening & Closing Time : Please enter store opening and closing timings.

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Please enter the header and footer information to be printed on the receipt of every outlet.

Receipt Header : Enter the Store Brand Name with store physical address. You may want to use corporate contact number and email address here.

Receipt Footer : You may enter any information to be printed on the footer. You can add deals or discounts also here. You may add store return or exchange policy here. This information could be different for every outlet.

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Create Your master kitchen or multiple kitchens here. Enter kitchen Name, Phone No and email address. Select all the stores where food is supplied from this kitchen.

Click on Edit Pencil button to edit any information for the Kitchen.

You may skip this step if you do not have any separate kitchen.

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Create Your single or multiple warehouse here. Enter warehouse Name, Phone No and email address. Select all the stores where goods are supplied from this warehouse.

Click on Edit Pencil button to edit any information for the Warehouse.

Create Your single or multiple warehouse here. Enter warehouse Name, Phone No and email address. Select all the stores where goods are supplied from this warehouse.

You may skip this step if you do not have any separate warehouse.

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Enter all the staff designation here for the entire company. This will be used while creating employees later.

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Create bank account here. this will be used later while making payments to the vendors.

Add Bank : First click on Add Bank and create your BankName.

Fill all the account related fields. Bank Name, Account Name and Account Number fields are mandatory.

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Create your Tax slabs here.

We have two kinds of tax formats to choose from. You may choose Flat Tax or Slab Wise Tax.

Flat Tax :

You have the option to create individual tax like Sales Tax, VAT, GST or Service Tax, or you may create a tax group and create separate tax under one group like group could be GST and tax could be CGST, SGST and IGST under GST Group. When you create a product you may choose single or multiple tax to every product.

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Slab wise:

Here you can create tax slabs. For example if the amount is 1 to 100 tax 5%, for 101 to 500 tax 7% and for 501 above tax 8%. When you choose Slab wise tax, then you do not have to assign tax to every product. When the invoice is created, the tax will apply to the invoice based on the total amount.

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This is required for only dine-in Restaurants where the table is assigned to the guests first and then the bill is printed at the end. For only Delivery restaurant or QSR format please skip this step.

Create table locations like Inside, Outside, Garden, First Floor, or Bar.

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Create Tables for your dine-in restaurant here. For only Delivery restaurant or QSR format please skip this step.

Please write the table name, choose table location and select an image from template or choose an actual image from your computer and save the table.

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Please create the Unit of Measurement like Pcs, Plate, Portion, Glass, KG, Gms, Ltr, and so on...

Choose a single store or multiple stores where this UOM will apply.

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You may create the Food Processing Workflow here. This will be used in the Kitchen Display Screen. If you user separate KDS, then this workflow will be followed there for Dine In, Take Away and Delivery Orders. This is not mandatory. if you do not use KDS then you may skip this step.

If you use this module, then you need to enable or disable the step and then set the priority for the step so the workflow follows these steps.

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In this Section you will create user access roles and then create or edit users.

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Create User's Role Name and select all the locations where this Role will be applied.

Select all the Operations that are allowed to this role type.

Create User's Role Name and select all the locations where this Role will be applied.

Choose "Allow for Access" to display and allow the operation to User.

Choose "Need Permission to Access" if you do not want to allow access to this operation to any user type without authentication.

Example:

Create a Manager, for "Order Cancel" option select "Allow for Access" and unselect "Need Permission",
Create a Waiter, for "Order Cancel" option select "Allow for Access" and select "Need Permission",
Cancel Order button will appear on his screen but he cannot cancel the bill without permission from Manager.
If you do not select "Allow for Access" then Cancel Order button will not even display on his POS Screen.

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Create users on this screen.

Profile : Enter User Name, User Role and email address here.

Security : Enter Password for user here.

User Mapping : Choose all the Food Processes that user can access.

User System Module Mapping : Choose which all User Interface this user can access and also choose the Default User Interface Screen which will open upon login.

User : Choose User Picture from your record.

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You can click on Pencil Icon to edit or disable any user.

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In this Section we will do the configuration of all the third party hardware and software.

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Here you will configure the Google Cloud Printer. There is a huge advantage of using a google cloud printer.

If you have waiters who take orders on the tables, even if the waiter is not on local WiFi network and using Mobile Data, he will still be able to take the order and the KOT will print in the kitchen through Cloud Printing.

The Local USB Printer, Bluetooth Printer or WiFi/Network Printer will be configured directly from the POS and will be explained in the later section.

Initially it will not show any printer in this section. To add your printers in Google Cloud you need to first click on Add Printers and follow the next step.

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Once you click on Add Printer, you will be re-directed to Google cloud printer page.

If you are not logged in, you will be asked to enter your gmail user id and password to be able to select printers.

Once you see the Google cloud Printer page, it will automatically display all your local printers which are in the Printer & Scanners section under your control Panel.

Choose the printer you want to add and click on "Add Printer". You will see a message stating that your printers are added to google cloud. You may close this window and go back to the Sero Admin Panel.

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Now you need to click on "Sync" button. This will add all your Google Cloud Printers to SERO and you will be able to map the printer with any receipt or KOT just like a local printer.

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Once you click on Sync button in SERO Admin panel, you will be redirected to Google page asking for your permission to allow sero.app to use google cloud printers. Please click on your account and then click on Allow.

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Now you will see all your Google Cloud Printers in the "Printer Name" section and you can map any report with your google cloud printer.

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Please customize the settings for SERO App through this Control Panel. You can check or uncheck the Rule and save the changes.

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You can create and edit your employees from here.

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Click on Employee Master and then click on Add Employee on the top right. You will get this screen and you can enter all the information here and create an employee .

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Create and edit customer groups, customers, reservations and credit limit for any customer here.

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Create Customer Groups in this section. You may assign any group name as you like.

When you will create a customer in the SERO App, you may assign one of these groups to the customers.

In the Loyalty program, you may also create specific deals and discounts for any one group of customers. For example you may give 10% discount on any product or category to ONLY Students.

You may also approve some store credit limit to any group of customers and even set a period for that credit limit. there will be separate report for customers who owe any money to your outlets. And you can collect the payment accordingly.

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Click on "Customers" button to view the list of customers. You can add or edit any customer from this screen. Click on "Add Customer on the top right to add a new customer.

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Click on Add Customer Button as highlighted in the previous image. You will see this screen and you can also add or edit any customer's information directly from the Admin Panel also. Please fill in all the information and save the customer.

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You can book and manage the Table reservation from this screen. Once you make any reservation on this screen and save it, it will display the same reservation in the SERO App on that particular date so that manager knows how many bookings or reservations they have for that day.

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On this screen you may also monitor the current day, next day and next week's reservations from the Admin Panel also. If you have purchased the SMS Pack , then SERO Appcan update the customer also on the day reservation is made and also on the reservation date.

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You can import data from your old software to SERO from here. Every section contains template files and you can click on "Download Sample" and save it in your computer, open the sample file, copy and paste the data from your old software into the correct columns of this sample file, save it and import the file back into SERO. Should you need to import more data and you need special assistance in that, please do not hesitate to contact. ]We will help you import most of the data from your old software to SERO at a very reasonable charge.

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You will create and edit everything related to your Products in this section. Click on every module and customize further.

Please note that it is not Mandatory to create or fill all these modules. It is mandatory to create only Category and Product. While creating a product you can put all the products under one category also. It is ok if there is no sub category, Tag, Product Type, Modifier, Modifier Group or Upsell Type.

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You can create and edit your Category name here. Just write the name of the category and click on Create. If you need to edit any category, just click on Pencil icon in front of the Category you want to edit and you will see it on the top section. Edit the name and Save it.

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Create a Sub Category under your main category here. Just select the Category first under which you want to make a sub category. Then write the name of the sub category and click on Create. You can create as many sub categories under one category. If you create a sub category, you would click on the category first and then on the sub category to view all the products in that sub category on your POS. Creating sub category would help you in detail analytics in the future to analyse what sells more.

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Create tags for your products. In many reports you could filter the products by Tags also. This will be a big help in your advance business analytics.

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You can create Product Type here. You can have Product Type like MRP, Loose, Packed, Domestic, Imported or anything you like. This would generate an extra report called "Product Type Wise Sale Report" and it would help you in detailed business analytics.

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Create all your Modifiers adding to any product. For example if you are selling coffee, you could add modifiers like "Extra Shot", "Extra Caramel", "Extra Hazelnut", "Extra Chocolate" and so on. If these modifiers are mapped to a product, then as soon as the product is clicked, a pop-up will show these modifiers and cashier can suggest them to the customer as increase the ticket value. On the receipt and KOT, these modifiers would show under the product. Just enter the Modifier Name, Cost Price and Selling Price and you are all set. You may assign individual modifiers to any product or create modifier groups and assign groups to products.

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Create Modifier Groups here. Just Click on "Add Modifier Group". On the next screen write the Modifier Group Name and check all the modifiers you want to assign to this group. For Example if you want to make a customized Pizza. You can click on Custom Pizza, then it will show Modifier groups like "Crust Size", "Sauce", "Cheese" and "Toppings". You can click on each group and select the modifier under that group and the product price would change accordingly. And for all your coffee you can just assign "Coffee Toppings" group.

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Here you will create the Upsell Groups. You can create groups like Soft Drinks, Desserts or Salad. You can assign one or multiple Upsell Groups to any product. Once you create the Upsell Type, click on Add or Edit Upsell Type Products.

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Assign Products to any Upsell Group here. Foe example if you create an Upsell Group called Pizza Upsell, you can assign all your soft drinks to this group. If you assign this Upsell Group to any product, it will show these products while selling that product. If you sell a Pizza and assign Pizza Upsell as Upsell group to it, as soon as you click Pizza it will show all the soft drinks as suggestive selling and cashier can ask the customer to add a soft drink with pizza. This way you can sell two items instead of one item.

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This is one of the most important Modules that you would use in the Admin Panel.

We offer 4 different kinds of Products to choose from. The Name of the Product Type is self explanatory. We will start with Standard Product. You can use this Product Type if you do not want to manage Raw Materials, Recipes, and Daily purchase and inward of Raw Material. If you choose this product Type, you can do the inventory of the finished product and it will also act as the raw material. For Example you create a Standard Product called "Pepsi" and put the cost price and the selling price. buy 100 Pepsi and sell them directly. There is no raw material or recipe. You can even create a Pizza or Burger like this if you want to keep it simple.

Start with the Basic Information of the product. Enter the Name, Description and Choose Product Image. If you write product description or main ingredients in description, then it will display on the POS by clicking on the "i" icon on product image. For example if a customer ask if this item has Onion or Garlic, the waiter can click on "i" and view the main ingredients and tell the customer. You may choose the image or leave it blank.

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Now enter the Product Info like Category, Sub Category, Product Type, Modifier Group or individual Modifiers, Measurement, Keywords, Tax and Veg or Non Veg. If you want to create any new item under any field, click on + icon and create the new item, once done, click on Sync icon to display that newly created item in the drop down.

Now enter the pricing information. You need to enter only the purchase price and the Retail Price. It will automatically calculate the Markups. You may enter a different MRP of the product in you are selling the item lower than MRP Price. Lastly enter the product Barcode Number if you want to.

If you want to enter more information about the product, click on "Load More".

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Once you click on Load More button, you can enter the Inventory related fields like Reorder Quantity Level (enter the minimum order level), Reorder Quality (this will be ordered automatically once minimum order level is reached), Maximum Quantity Level (you may enter that you do not want to accept order above this level), choose Upsell Type, Serving time, Shelf Life, SKU and Supplier.

If you have multiple stores, you will see a button called "Enable Store Level Pricing" and you may click on it if you want to sell the same item in multiple stores. You can sell the same item at different prices with separate tax rate in different stores. You can mention different Inventory Levels for all the individual stores. Finally you can toggle Green or Red if you want to display the product on POS or not. there could be some items which you want to sell only as Upsell Items and you have them in store, but you may not want to display them on the POS as individual sellable item, in that case you may disable the "Display on POS" button.

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Click on Product Spoilage icon and then click on "Add Product Spoilage" icon on the top right and you will get to this page. Here you can enter al the damages, returns, and spoilages manually if there are any damages or spoilage of products. Finally you will be able to see a spoilage report at the end of the month based on these entries.

Simply choose the category, then sub category, enter date of spoilage and write comment. It will show all the products in that category or sub category and you can click on the a single product or multiple products which are spoiled and click on Add, you can add as many rows as you want and finally click on create to finish this step.

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Click on Inventory do everything with the Stock and inventory of all your products.

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This is an extremely useful module for setting up automatic ordering with the vendors upon low inventory. You need to put the stock requirement of every product for each day of the week. So let us assume you need 10 Kg of Onion on Sunday. The App will check the closing stock of previous day and if the closing stock is 4 Kg, it will automatically order 6Kg onion to the vendor so that he can deliver it to your store in the morning. This automatic order can be sent by SMS and also by email. If you want all the orders to come to you first and then you would send them to vendors manually, then you can map the automatic ordering to your company email address rather than a vendor.

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There are may items in your store that you do not need on daily basis. Like dry stock, disposables or frozen items. You want to order them on weekly basis to your company warehouse or to the vendor. In this page you can fill requirement for all those items on one particular day of the week. Lets assume you want these weekly items on every Monday. So the system will calculate the closing stock of these items on Sunday night and place an order for all the items accordingly. If you want to have 20 Kg stock of chocolate ice cream for the entire next week on Monday, and your closing stock on Sunday night is 2Kg, then the software will create a new requisition of 18Kg and send to the vendor.

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Create a new supplier by entering their details on this page. This will be used in purchases in the next steps.

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When you get goods from any vendor without issuing any PO (Purchase Order), you may select this module to directly inward the goods into the inventory. Select the supplier. Select the location, if you are receiving the goods at Store, Warehouse, Kitchen or Company level. Enter the Product name and quantity. Click on Add and it will add into the list below. Once you have added all the products you can click on save and it will update the stock for that store.

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You can create all the reorders for products here.

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You will create a Purchase Order for any vendor on this page. You can enter any Reference Code, it could be initials of vendor followed by date, or anything that you like. Enter PO date and expected date, Choose the supplier. Enter any special delivery remarks if you want to. And choose the products and click on Add Product. This will create a list of all the products that you want to order to the vendor. Now simply enter the quantity for each item and click on Create Order. This will create a PO for the vendor.

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Here we have logged into the Warehouse System to show the Material Request List, which was created by a store in the previous step. Now we will click on the Transfer Icon to transfer these goods from warehouse to the Store.

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Once you click on the Transfer Link, it will open the Request form received from the Store. This form will also show the available quantity for any item in the warehouse. Simply fill the quantity you want to send to the store and click on Create. It will transfer the stock from the Warehouse to the Store.

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Once the Transfer has been initiated from the Warehouse as shown in the previous step, it will show up in the Movement Acknowledgment in the Store Admin Panel. Store manager can verify the receiving and click on Acknowledge link to confirm the receiving. In case any item does not match, you can edit it in the Received Quantity. Then click on Create Button and the stock will be updated.

If any item is partially received. You can click on "Return" which means you have accepted the partial inventory and your stock is updated accordingly and this movement request is completed. OR you could click on Send Again link, this will create another movement request in the warehouse and they will transfer the balance quantity. Once you receive that, you can Acknowledge it and close this request.

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Click on Send Material Request on the top right of this page and you will see this screenshot where the store can send material internal request to the company or warehouse.

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You can view the PO history on this page. You can click on View icon of any PO and it will show details on the pop-up window. You can even edit any PO receiving from here, if you made any mistake while receiving.

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On this page you will see a list of all the consignments. Once the vendor brings the goods, you can click on Receive link and it will open this pop-up window where you can enter all the quantity that you have received. Please enter the vendor receipt number in the Reference Code so they are mapped together. If any product has a batch number and expiry date, you can enter that too. You will get a notification by email 15 days before the expiry of the product so that you know which products are going to be expired and you can consume them or transfer them to another store. Once you have entered all the details, click on Receive button and the stock will be updated accordingly.

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You will see all the list of Product Inwards on this page. You can click on View Icon to view the details of that inward. You can also click on download icon to download a pdf file for this inward which can be printed or emailed to someone.

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