Using alternative currency and exchange rates in CounterPOS

How to cash up your POS shifts in CounterPOS

How to add and edit users

CounterPOS transaction types and sales channels

How to use the Menu maintenance page

The Aura online portal user interface

The Users page

The Roles and Permissions page

The Online Orders page

The Transactions List page

Cashup reports

Customer reports

Financial reports

Forecast reports

Operational reports

Sales reports

CounterPOS layout and functions

Using Zapper in CounterPOS

Processing a new sale in CounterPOS

How to contact Cosoft

Applying and removing discounts

CounterPOS Maintenance Alerts

Processing integrated card payments in CounterPOS

How to cash up Drivers and Waiters in CounterPOS

Abandoning and Voiding Sales

Take-Away vs. Sit-Down Orders

Lounge Transactions

Using WiCode Vouchers

Adding and editing customers

Using Sales channels

Kitchen Workflow Manager (KWM) shutdown procedures

Creating and using Named Recipes

Creating Menu Item Recipes

Managing suppliers

Recording and Managing Stock Takes

Capturing stock purchases (GRVs)

Capturing stock returns

Discarding stock

Publishing your menu

Report Videos and Transcripts

Managing Stock Lists

Exporting Reports

The 'My Profile' page

Dashboard

How to set up a customer display image

Logging into NextGen CounterPOS and starting a new shift

Handle in-store operations like sales, cashups, and hardware setup.

CounterPOS

General

Sales

Cashup

Setup and fix printers, card readers, and other hardware.

Hardware

Other

Manage your business online with tools for menus, reports, and user settings.

Aura Online Portal

How to navigate and use the Aura Online Portal.

User Interface

Menu Management

How to create and build stock items and recipes

Stock and Recipes

Stock Control

System Admin

View and download sales and other reports.

Reports

Kitchen Workflow Manager

Questions and articles related to Cosoft and Aura in general

Contact Us

The NextGen Aura Online Portal UI has some top-level elements that will be consistent on any page that the user interacts with once they log in.The portal’s landing page appears as below:<figure class="image"><img src="https://cdn-assets.productfruits.com/7c3575bb-59e9-41dd-a1b7-c6aa1390c8b5"></figure>This is the <a href="https://cosoft.atlassian.net/wiki/spaces/NW/pages/634683394">Dashboard</a> page. Along the top of the screen is the Top Bar element and to the left is the collapsible Navigation Menu. Let’s examine these elements in detail.<figure class="image"><img src="https://cdn-assets.productfruits.com/f29350ea-6910-4325-977d-1be7b16d9183"></figure><h3>Top Bar</h3><ol><li>Menu and Page Title. Clicking the hamburger menu icon will return you to the top-level navigation menu.</li><li>Country Selector. This menu lets you select the “Country”, which refers to the highest-level grouping for stores. This is typically at country level, though may contain larger companies. This will filter the dataset on your current page to view data or settings that apply to that entire group.</li><li>Brand Selector. This menu lets you select the “Brand”, which refers to the intermediate-level grouping for stores, usually the brands within a group. This will filter the dataset on your current page to view data or settings that apply to that entire group.</li><li>Store Selector. This menu lets you select the individual stores available within the Brand/Country you have selected. Selecting the store lets you view and manage the store’s data and settings.</li><li>User Info/Logout This shows you which user is currently logged in. You can click the name to view the <a href="https://cosoft.atlassian.net/wiki/spaces/NW/pages/652345358">My Profile</a> settings and permissions page. Clicking the drop-down arrow will reveal the Logout option: &nbsp;</li></ol><figure class="image"><img src="https://cdn-assets.productfruits.com/d1c224e3-8566-4da7-b86d-114a6068df1c"></figure><h3>Navigation Menu</h3>Navigation Menu Categories. These are the categories for features within the Portal. Depending on your level of access, some of these categories may not be visible. The top-level categories are always available by clicking the hamburger menu icon at the top of the menu.<ul><li>Dashboard takes you to the main <a href="https://cosoft.atlassian.net/wiki/spaces/NW/pages/634683394">Dashboard </a>page.</li><li>Menu Management is for the Portal’s menu-related functions.</li><li>Configuration is for important Store settings, POS Devices and other important POS elements are configured.</li><li>System Admin is for functions relating to Users, permissions, Transaction details and more.</li><li>Subscriber Setup is for configuration of Brands, Groups and Profiles and more.</li><li>Store Setup is for local store features, such as the Menu Setup page.</li><li>Reports provides a list of report options, each grouped into distinct categories.</li><li>Collapse. This lets you collapse down the menu bar into a narrower column with only the navigation menu items visible.</li></ul><figure class="image image_resized" style="width:42.77%;"><img src="https://cdn-assets.productfruits.com/bbf5e6f4-52d8-4d99-95b5-df55a8bcd9d0"></figure>Sidebar expanded<figure class="image image_resized" style="width:27.39%;"><img src="https://cdn-assets.productfruits.com/3137262e-c5ab-4b85-bf3e-00cd04507c2c"></figure>Sidebar collapsed&nbsp;&nbsp;&nbsp;&nbsp;

A POS Shift is an active session where a cashier is working on a POS device and is able to process customer's orders.&nbsp;If cashiers work in shifts for example morning and evening shifts, once the first cashier has finished their shift, the till shift must be ended.&nbsp;Follow the below steps on how to log in and start a new till shift:The cashier can use the password as set in the Aura Portal.<figure class="table"><table><tbody><tr><td style="background-color:#FCBF49;">A cashier can use a combination of numbers and letters as a password only if a keyboard is connected to the POS device.</td></tr></tbody></table></figure><figure class="image"><img src="https://cdn-assets.productfruits.com/1c869664-e957-41e1-ac9c-fae4bccba371"></figure>Once you have typed your password, you can press enter on the keyboard or click/press the green tick to log in.Now that you are logged in you will be asked if you want to Start POS Shift. Tap New POS Shift to open a new shift for sales. If you select Dismiss you will not be able to process any sales.<figure class="image"><img src="https://cdn-assets.productfruits.com/8f36a79d-bb81-4568-8823-dd11085675c2"></figure>Note that you may be prevented from starting a shift if there are outstanding cashups that need to be attended to. Post these cashups first before starting a shift.<figure class="image"><img src="https://cdn-assets.productfruits.com/60422d2c-81d5-460c-81ca-ef2af507aaaa"></figure>&nbsp;

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