Help Center & System Setup Guide

💎 Loyalty Club & Cashback

Rewards customers with store credit on every completed order. Credit accumulates under the customer's phone number to redeem on future orders.

• Percentage (%): % of purchase value returned as cashback balance.
• Min Order ($): Minimum order subtotal required to earn cashback.
• Redemption Limit (%): Maximum % of a new order payable with cashback.
• Expiration (Days): Expiration period for customer cashback balance.

• {name} → Customer name (e.g. Alex)
• {cashback} → Cashback earned on order (e.g. $5.00)
• {totalBalance} → Updated total balance (e.g. $15.00)

🔄 Customer Win-Back

Automatically invites customers who haven't ordered in N days (e.g. 30 days) by sending an incentive coupon.

• {name} → Customer name
• {coupon} → Coupon code (e.g. COMEBACK10)
• {discount} → Discount value (e.g. $10.00)

🎁 Birthday Month Coupons

Checks birth date captured at checkout and generates gift coupons during the customer's birthday month.

• {name} → Customer name
• {coupon} → Birthday coupon code (e.g. BDAY15)
• {discount} → Discount value (e.g. $15.00)

🎯 Abandoned Cart Recovery

Monitors uncompleted carts after N minutes of inactivity (e.g. 20 min) to send a reminder with an offer.

• {name} → Customer name
• {coupon} → Recovery coupon code (e.g. RETURN10)
• {discount} → Discount value (e.g. $10.00)

⭐ Review Booster

4 and 5-star reviews are directed to your public Google Maps profile. 1 to 3-star reviews open a private feedback form sent directly to management.

🤝 Refer & Earn Program

Generates a unique referral code for each registered customer. When a friend uses the code at checkout, the friend gets a discount and the referrer earns automatic cashback upon order completion!

• Friend Discount ($): Discount applied on friend's 1st order.
• Referrer Bonus ($): Cashback reward credited to referrer's wallet.
• Min Order ($): Minimum subtotal needed to apply referral code.

• {name} → Referrer customer name (e.g. Alex)
• {code} → Unique referral code (e.g. CLI-A7B2X)
• {friendDiscount} → Friend discount value (e.g. $15.00)
• {reward} → Referrer cashback bonus (e.g. $10.00)

📈 Tracking Pixels (Meta Ads, Google & TikTok)

Connects your store to ad managers for paid campaign attribution. Tracks PageView, AddToCart, InitiateCheckout, and Purchase events.

• Meta Pixel / Facebook Ads: Tracks PageView, AddToCart, InitiateCheckout and Purchase with Conversions API (CAPI) support.
• Google Tag Manager (GTM): Injects GTM-XXXXXXX container script on all pages.
• Google Analytics 4 (GA4): Sends e-commerce events with measurement ID G-XXXXXXXXXX.
• TikTok Ads: Tracks AddToCart, InitiateCheckout and CompletePayment.

CSV Import Order (Settings → Import)

1. Menu (CSV) — brand-wide dishes and prices.
2. Inventory (CSV) — once per store: select store in Active Store, upload and confirm. Map current_qty so stock lands in that store.
3. Recipes / BOM (CSV) — brand-wide recipes (grams/oz per pizza). Store selector is ignored.

Full GloriaFood path: Import hub ↗ · docs/MIGRATION_GLORIAFOOD.md

Brand-level vs Per-store

• Shared everywhere: menu items, ingredient names, SKU, unit cost, recipes.
• Per-store only: stock quantity (Inventory ↗), movements, sales deductions, sold-out dishes.
• Consolidated (all): stock CSV lands in Main HQ only — select a specific store before importing stock.

When a pizza shows as 'sold-out' after sales

When an order is completed, the system deducts recipe ingredients from that store's inventory. If an ingredient hits zero, only the sold dish becomes hidden on that store's menu (Toast 86 style). You get an alert in Operational Alerts ↗.

Clearing the alert only dismisses the notification — it does not put the pizza back on the menu. Restock first, then re-enable below.

✅ Re-enabling a pizza on the menu

1. Restock ingredient(s) — Restock ↗ or import/purchase with qty > 0.
2. In sidebar, set Active Store to the location where the dish ran out (not Consolidated all).
3. Open Menu Management ↗.
4. Find the item with the gray disabled tag.
5. Click Enable (or Edit → check Available → Save).

Tip: In Consolidated (all), sold-out pizzas may still appear 'available' because locks are per-store. Always select the target store first.

Red Banner & canMutate Lock

When the device is offline or heartbeat cannot reach the server, a fixed red banner appears on floor screens (table tabs, KDS, register, delivery). Most mutations are blocked until connection returns — preventing silent failures and desync.

Waiter dispatch keeps working (offline queue)

In Waiter POS ↗, tapping Send to kitchen while offline saves the order locally (IndexedDB). An indicator shows how many dispatches are pending. When connection returns, queue flushes automatically.

KDS, register, and delivery dashboard remain locked offline — only waiter send is queued.

After reconnecting — what staff should expect

1. The red banner disappears; pending queue count drops to zero.
2. Queued orders appear on Kitchen KDS ↗ without needing a manual page refresh.
3. If a ticket doesn't show up, wait a few seconds or switch tabs — do not duplicate send unless cart still shows unsent items.

Full local LAN server sync is not included — this is browser-side resilience. See docs/ROADMAP.md §7.8.

Activation Checklist

1. Run migration 0044_thermal_print.sql (npm run db:migrate).
2. Settings → Modules → enable Thermal Printing (PrintNode).
3. Settings → Integrations ↗ → PrintNode API Key + enable.
4. Settings → Units ↗ → per unit: Printer IDs for pizza, bar, expo, and receipt.
5. Menu Management → per item → Printing station (default: pizza).

Three Print Jobs

Kitchen tickets are idempotent per order + station (no double printing). Partial bills can be reprinted on demand.

Multi-unit Stations

Each location has its own PrintNode printer IDs. A pizzeria with pizza, bar, and expo lines routes items according to the Printing station set on the menu item. Drinks → bar; appetizers/desserts → expo; pizzas → pizza.

Print Failed? Check Operational Alerts

Print failures do not block kitchen or checkout. They appear in Operational Alerts ↗ as print_failed. Common causes: incorrect Printer ID, PrintNode Client offline on kitchen PC, module disabled, or missing migration 0044.

Payment receipt ≠ fiscal invoice. US tax receipts use Stripe Tax + email; NFC-e in Brazil uses Focus NFe when enabled.

1. Operations & Floor

• Main Dashboard (/admin)Daily executive view: revenue, channel sales, P&L chart, COGS %, and ingredient alerts.
• POS & Table Tabs (/admin/comanda)Fast POS for waiters and cashier. Offline: Send queues locally; Print partial bill active when thermal printing configured.
• Register & Daily Closing (/admin/caixa)Shift opening, cash drop/payouts, and daily financial closing. Payment receipt prints upon closing when PrintNode configured.
• Kitchen KDS (/admin/cozinha)Kitchen Display System (KDS) with instant sound chime and prep timer. Auto-prints tickets per station when sent to kitchen.
• Delivery Dispatch (/admin/delivery)Delivery queue management, manual or automated dispatch via Uber Direct drivers.

2. Menu & Table Setup

• Menu Management (/admin/cardapio)Edit dishes, prices, photos, add-ons, print station, and per-store availability (Enable/Disable). See Help → Inventory for 86'd dishes.
• Table Management (/admin/mesas)Visual floor layout grid with automatic QR Code generation and printing.

3. Finance & Inventory

• Inventory Control (/admin/estoque)Per-store ingredient balances, purchases, and low-stock alerts. Catalog names and costs are brand-wide.
• Bulk CSV Import (/admin/configuracoes/importacao)Menu, per-store stock, recipes/BOM, customers, and GloriaFood migration.
• Restock Calculator (/admin/estoque/reposicao)Smart purchase calculator based on average consumption rate.
• Recipes / BOM (/admin/fichas)Ingredient composition for real-time Cost of Goods Sold (COGS) calculations.
• Expenses & Operating Costs (/admin/despesas)Fixed and variable expense tracking for real-time restaurant P&L.

1. How do I change the platform name and my restaurant branding?

Go to Settings & BYOK in the sidebar. At the top, enter your Restaurant Name (e.g. your restaurant's name). The platform header updates automatically across all tabs.

2. What happens if an API key (e.g. Uber Direct or Stripe) expires?

The system continues running local modules (POS, register, KDS). Simply open the Help tab, click the direct API link, generate a new key, and update it in Settings.

3. Where are order and inventory data stored?

All data is securely stored in the Supabase Postgres cloud database or local encrypted storage during development.

4. How do I get the direct Google Maps review link for the Review Booster?

Go to Google Business Profile (business.google.com). On the main dashboard, click 'Ask for reviews'. Copy the generated short link and paste into Settings > Review Booster.

5. How does the Review Booster protect the restaurant against bad public reviews?

Customers rating 4 or 5 stars are directed to post publicly on Google Maps. Customers rating 1 to 3 stars open a private feedback form sent directly to management under Reviews & NPS.

6. I cleared an operational alert, but the pizza is still missing from the menu. What now?

Clearing Operational Alerts only removes the notification. Re-enable the dish under Menu Management after restocking — see Inventory & Sold-out Dishes above.

7. Why don't I see a disabled pizza when Active Store is on Consolidated (all)?

Stock-out (86) status is stored per store location. Consolidated view shows the brand catalog, which may still look available. Select the specific store in the sidebar to re-enable it.

8. The waiter tablet shows a red offline banner — can I still dispatch orders?

Yes — Send to kitchen queues the order locally and syncs automatically when connection returns. Other actions remain locked until the banner disappears.

9. Kitchen tickets aren't printing — what should I check?

Confirm Thermal Printing module is enabled, PrintNode API key is saved, each station has a Printer ID in Units, PrintNode app is running on the kitchen PC, and migration 0044 was applied.