Hardware – Basil POS

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POS No KP Setup

15

Setting the POS Settings
Customize Kitchen Printer Font
Kitchen Virtual Monitor
Connecting POS to Internet
POS Setup
Connecting a Cash Drawer to a POS
Connecting Card Reader to Power
Connecting Card Reader to Power (New)
Connecting Card Reader to the Internet
Setting your POS Time
How to Create and Edit Menus
Setting Taxes & Fees
Adding/Editing Users and Roles
Activating a New POS Device
Generating an Authorization Code

POS Wired KP Setup

17

Setting the POS Settings
Customize Kitchen Printer Font
Kitchen Virtual Monitor
Connecting POS to Internet
POS Setup
Connecting a Cash Drawer to a POS
Connecting Card Reader to Power
Connecting Card Reader to Power (New)
Connecting Card Reader to the Internet
Setting your POS Time
Printer Setup(Wired)
Printer Setup on Merchant Panel
How to Create and Edit Menus
Setting Taxes & Fees
Adding/Editing Users and Roles
Activating a New POS Device
Generating an Authorization Code

POS Wireless KP Setup

17

Setting the POS Settings
Customize Kitchen Printer Font
Kitchen Virtual Monitor
Connecting Provided Router
POS Setup
Connecting a Cash Drawer to a POS
Connecting Card Reader to Power
Connecting Card Reader to Power (New)
Connecting Card Reader to the Internet
Setting your POS Time
Printer Setup (Wireless)
Printer Setup on Merchant Panel
How to Create and Edit Menus
Setting Taxes & Fees
Adding/Editing Users and Roles
Activating a New POS Device
Generating an Authorization Code

Hardware

7

Connecting Card Reader to Power
Connecting Card Reader to Power (New)
Connecting Provided Router
Printer Setup (Wireless)
Printer Setup(Wired)
Finding your Kitchen Printer’s IP
Kitchen Printer & Payment Terminal Refills

Card Reader

8

How to Change Time on Credit Card Reader
Connecting Card Reader to Power
Connecting Card Reader to Power (New)
Making Sure your Card Reader is Functional
CC Terminal Bypass Mode
Connecting Card Reader to the Internet
Bypassing Card Fees
How to Void Transactions using your Card Reader

Miscellaneous

13

To Go Orders
Expanded Inventory View
Preferred Order Page Filters
Adding Colors to Items
Setting up Automated Settlement Batching
Reactivating a POS Device
Credit Card Reader Connecting to a Hidden Network
POS Connecting to a Hidden Network
How to Reset your Order Number
Adding Merchant Panel to Home screen on POS
Manually Updating your BasilPOS
How to find your POS Serial Number
Contacting Support

Daily Use

25

To Go Orders
Expanded Inventory View
Preferred Order Page Filters
Labor Report
User Shift Reports
Manager Override Pin
Transaction Report
Email Settlement Report
How to Reset your Password
Quick Table Service
How to Clock-In and Clock-Out
Re-fire to Kitchen Printer
Using Note Tool
Refunding Cash Orders
Voiding CC Transactions (POS)
Settle Batch (EOD Report)
Refunding CC Transaction
Enabling and Using Drive-Thru Mode
Taking a Phone Order
Creating and Using Discounts
Order Reports
Sales Reports
Tax/Fee Reports
Tip Reports
How to Check/Edit an Employee’s Time Sheet

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Counter Service
Hardware

Hardware

Connecting Card Reader to Power
Connecting Card Reader to Power (New)
Connecting Provided Router
Printer Setup (Wireless)
Printer Setup(Wired)
Finding your Kitchen Printer’s IP
Kitchen Printer & Payment Terminal Refills
Card Reader

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