⬜ Quick Guide to Setting Up Aurest for the First Time

This guide provides structured steps to prepare Aurest before actual operation in your restaurant or café. The setup is divided into three main phases: configuring the dining area, setting up menu items and printers, and managing customer data and payment methods. Following this sequence ensures efficient and organized initial operations.

1️⃣ Basic Setup for Dining Area Operations

✅ Goal: Prepare the working environment by defining captains, dining halls, tables, and printers.

➤ Captain Card

Used by captains to record orders within the dining area through their dedicated app.

• From the side menu: Entries → Captain Card

• Click New, then enter:

  • Name

  • Password (for Captain App)

  • Barcode (optional)

  • Permissions (Driver, Discount, Invoice Closure, Menu Access…)

  • Notes (optional)

• Click ✔️ Save

➤ Place Card

Represents the actual areas within the restaurant (e.g., individuals, families, terrace).

• From the side menu: Entries → Place Card

• Click New, then enter:

  • Place Name

  • Assigned Captains

  • Linked Printer

  • Number of Invoice Copies

  • Notes (optional)

• Click ✔️ Save

➤ Table Card

Defines tables within each dining hall, specifying seating capacity and order.

• From the side menu: Entries → Table Card

• Click New, then enter:

  • Table Name (e.g., T01)

  • Number of Seats

  • Linked Hall

  • Maximum Capacity

  • Display Order

  • Notes (optional)

• Click ✔️ Save

➤ Tablet Products Card

Specifies items appearing on the captain’s tablet device.

• From the side menu: Entries → Tablet Products

• Search and select items, applying filters (Enabled, New, Offers…)

• Click ✔️ Save Changes

✍️ For complete details on internal dining setup, please refer to the comprehensive guide:
[Internal System Setup Guide in Aurest]

2️⃣ Configuring Menu Items and Printers

✅ Goal: Create a professional, comprehensive menu including raw materials, categories, groups, printers, items, add-ons, and promotions.

➤ Preparation Materials Card

Basic ingredients used to prepare items.

• From the side menu: Entries → Preparation Materials Card

• Click New, then enter:

  • Material Name

  • Unit (kg, liter…)

  • Price

  • Notes (optional)

• Click ✔️ Save

➤ Categories Card

Organizes items by type (Beverages, Meals, Sauces…).

• From the side menu: Entries → Categories

• Click New, then enter:

  • Name

  • Name in another language (optional)

  • Notes (optional)

• Click ✔️ Save

➤ Item Groups Card

Groups items into main or sub-groups displayed in the sales interface.

• From the side menu: Entries → Item Groups

• Click New, then enter:

  • Name

  • Display Order

  • Parent Category

  • Activation Status

  • Notes (optional)

• Click ✔️ Save

➤ Printer Card

Links system items to various printers (e.g., kitchen, beverages, barcode).

• From the side menu: Entries → Printer Card

• Click New, then enter:

  • Printer Name

  • Internal/External Printer

  • Number of Copies

  • Notes (optional)

• Click ✔️ Save

➤ Items Card

Defines every individual menu item offered.

• From the side menu: Entries → Items

• Click New, then enter:

  • Code and Name

  • Category and Group

  • Item Type

  • Linked Printer

  • Prices (up to 3 levels)

  • Display Number

  • Tax, Allergy Info, Promotions, Combos, Calories

  • Ingredients (linked to Raw Materials)

• Click ✔️ Save

➤ Item Add-Ons Card

Optional extras linked to items (e.g., no onions, extra cheese).

• From the side menu: Entries → Item Add-Ons

• Click New, then enter:

  • Name

  • Price (if applicable)

  • Enabled/Disabled

• Click ✔️ Save

➤ Modifing item Price Update Card

Tool to quickly update prices for multiple items simultaneously.

• From the side menu: Entries → Modifing Price Update

• Select items, enter new prices, then click Save

✍️ For a detailed explanation of configuring printers and item cards, refer to:
[Guide to Configuring Items and Printers in Aurest]

3️⃣ Customer, Payment, and Delivery Management

✅ Goal: Efficiently organize customer data, payment methods, and external delivery partners for a seamless experience.

➤ Customer Card

Stores and updates details of individual or corporate customers linked to orders.

• From the side menu: Entries → Customer Card

• Click New, then enter:

  • Name

  • Email (optional)

  • Mobile/Phone

  • Complete Address

  • Discount Rate & Activation

  • Commercial Registration Number (optional)

  • Notes

• Click ✔️ Save

➤ Payment Methods Card

Defines accepted payment methods (cash, credit card, electronic).

• From the side menu: Entries → Payment Methods

• Click New, then enter:

  • Name

  • Type

  • Notes (optional)

  • Enabled/Disabled

• Click ✔️ Save

➤ Delivery Apps Card

Adds delivery platforms linked to the system (e.g., Talabat, Careem).

• From the side menu: Entries → Delivery Apps Card

• Click New, then enter:

  • Name

  • Commission Percentage (%)

  • Notes (optional)

• Click ✔️ Save

✍️ For managing customers, payment methods, and delivery partners in detail, see:
[Managing Customers, Payments, and Delivery Partners in Aurest]

✨ Final Outcome:

• A fully integrated Aurest system ready to efficiently manage your POS and orders.

• Professionally organized menu linked seamlessly with ingredients and printers.

• Smooth management of customers, payment methods, and delivery services.

• Flexible and precise control over settings, promotions, items, and add-ons.