Intro to Upserve Inventory
Check out Upserve Inventory’s capabilities that automate the inventory process, provide recipe costing insights, vendor management and the ability to place orders.
Upserve Inventory Tour
Check out the major sections of Upserve Inventory to get a high-level overview of the product’s capabilities.
Upserve POS Walkthrough
Brand new to Upserve POS? This intro video will walk you through the various screens you’ll spend the most time in as well as how to navigate through the POS.
How to Clock In
Learn how to clock in and out of Upserve POS.
Training Mode is a great tool to practice workflows and navigating Upserve POS. Learn the basics of Training Mode and what operations you can perform while operating in it.
Using Shift Notes
Shift Notes is a great tool to keep up to date with the latest of what’s happening in the restaurant. See where to access shift notes in this video.
How to Open a Check
You can open a check from several screens on Upserve POS. This video will show you step by step how to open a check to start taking a guest’s order.
How to Add a Menu Item to a Check
Ready to enter a guest’s order into the POS? Follow these steps to add menu to a check and learn how to make edits and modifications.
How to Change the Course of a Menu Item
Does a guest want their salad as an appetizer instead of a entree? Learn how to change the course of a dish so the kitchen knows to accommodate the guest’s request.
How to Apply a Comp to a Single Item
Guest didn’t like their dish? Learn how to apply a comp to the item with this step by step video.
How to Close a Check
Learn how to close your guest’s check and print their receipt.
How to Take Payments
Learn the various ways you can accept payments on Upserve POS.
How to Tip Adjust
Your guest loved you- time to enter your tip! This video will show you two places you can go to enter the tip your guest gave you- whether it’s with a card or cash.
How to Transfer a Check
Learn how to transfer a check to a different server.
What are voids and comps?
What’s the difference between a void and a comp? Watch this video to learn when you would use each.
How to Apply Comps to the Entire Check
Need to apply a discount (comp) to a guest’s entire check? This video will walk you through how to do this step by step.
How to Use Shift Notes to Communicate
Learn how to create shift notes to communicate important messages to staff through the POS.
How to Create a New Role
Getting your team set up on Upserve POS? It all starts with creating roles for employee groups in your restaurants. This video will show you how to set up a role step by step.
Permissions for Common Roles
Not sure what roles you should set up for your team? This video shows how many restaurants set up their roles. Watch this video to learn more about permissions, but remember- you can customize these to fit how your restaurant operates!
How to Create a New User
Have a new employee joining your team? Learn how to set them up with step by step instructions on creating a new user.
How to Edit Employee Timesheets
Employee forget to clock out? Learn how to update an employees timesheet with this quick step by step video.
How to Set up Paid and Unpaid Breaks
Learn how to set up paid or unpaid breaks for your employees.
Getting Started with Tip Pooling
Learn how to configure the Tip Pooling feature for your restaurant. We’ll walk you through each step it takes to get Tip Pooling up and running.
How to Issue a Refund
Need to issue a refund to a guest? No problem. Follow the steps in this video to navigate this workflow.
Configuring Tax Settings
Setting up taxes in Upserve POS is an essential component of running your business. Learn how to set up and adjust tax rates and types. Reminder: We always recommend consulting with a tax expert before updating tax settings.
How to Build & Modify a Floor Plan in Upserve POS
It’s time to bring your floor plan to life! Watch this step by step video to learn how to create zones and tables and arrange them to look like they layout in your restaurant.
Intro to Menu Building: How All the Pieces Work Together
Get familiar with the common Menu Building terms and components. This intro video will walk through all the basics you need to know.
Display Groups: How Menu Items are displayed on the POS
Display Groups are the tabs on the right side of the check screen. Learn how to set up Display Groups to organize how your menu is displayed on the POS.
How to Add a New Menu Item to Your Menu
Got a new dish to add to the menu? This video will walk you through how to fill out every single section in HQ so your menu item is configured exactly how you want it.
Modifiers: Making Edits to Menu Items Quickly and Efficiently
Learn how properly set up modifier groups can save time and help accurately translate the details of a guest’s order to the kitchen. This video will walk you through how to get forced and unforced modifiers set up with for your menu.
How to use Limited Item Availability (Inventory)
Upserve Point of Sale’s Inventory Management Countdown feature helps keep the entire team up to date when items become out of stock. Learn how to setup and update inventory counts on the POS.
Upserve Inventory: Getting Started (Onboarding Experience)
Ready to get started with Upserve Inventory? Watch this video to get an understanding of the steps in the onboarding process and what you need to do to get up and running!
Upserve Inventory: Preparing Your Recipes
Learn the elements that go into building a recipe in Upserve Inventory and the best way to prepare recipes for your menu items before entering them into Upserve Inventory.
Upserve Inventory: Uploading Invoices
To get started with Upserve Inventory, the first step is uploading your invoices and supplier catalog to the Upserve Team. Watch this video to see the steps it takes to complete this process and get your onboarding experience started.
How to Create Menu Item Recipes in Upserve Inventory
Learn how to create menu item recipes allowing you to enable Automatic Inventory and access food costing in minutes!
How to Use 1 Click Ordering in Upserve Inventory
Check out Upserve Inventory’s 1 click ordering functionality to make placing orders with suppliers a breeze!
How to Place an Order in Upserve Inventory
Learn how to create and place an order for a supplier directly through Upserve Inventory. This video will highlight key ordering functionality.
How to Take a Break
Learn how to take a break during your shift in Upserve POS.