Estimated reading time, 10 minutes
The home screen of our platform is designed for quick and easy access to information. With an organized layout and intuitive buttons, navigation can be done efficiently. At Invu POS, we aim to simplify the experience by providing the necessary tools to manage transactions effectively.
Primary Menu
The Primary Menu integrates options and buttons that facilitate access to key functions and sections. This set of tools is essential for efficient management, as they provide an intuitive interface that streamlines daily operations. From essential functions to specific sections, this menu centralizes the essential tools for a smooth user experience. With its accessible design, Invu POS optimizes navigation and enhances efficiency, allowing users to focus on effectively managing business operations.
To access this menu, simply tap the Invu POS icon.
Fiscal Actions
This section serves as a comprehensive guide to Fiscal Actions within the Invu POS application.
- Open Cash Drawer: Physically opens the cash drawer of the cash register or point of sale connected to the fiscal printer.
- Print X Report: Generates an audit report showing the total amount of sales and taxes collected since the last cash reconciliation or since the last time this action was performed.
- Print Z Report: Option that generates a cash closing report showing total sales, taxes collected, and other details related to fiscal transactions since the last time this report was printed.
Cash Actions
This section is designed to provide a detailed guide to the functions and features of Cash Actions.
- Open Cash Drawer: Physically opens the cash drawer of the cash register or point of sale connected to the fiscal printer.
- Withdraw Cash from Cash Drawer: This function allows cash to be withdrawn from the cash drawer connected to the printer. It is useful for shift changes or withdrawing accumulated money from the drawer.
- Deposit Cash into Cash Drawer: This action allows cash to be added to the cash drawer connected to the printer. It is useful for shift changes or adding additional money to the drawer.
- Open / Close Cash Drawer: Allows opening and closing of the cash drawer connected to the printer.
- Activate Barcode Reading: Activates the printer's ability to read barcodes of products or services being sold.
- Pre-Check Orders: Allows generating orders for each table or customer in a restaurant or similar business.
- Settlement: Used to close a credit or debit card transaction by sending transaction details to the bank for payment processing.
- Bank Deposit: Used to record details of bank deposits, such as the amount and destination bank account.
System Reports
This section provides detailed reports on sales, income, and other important data.
- Print Short Report: Allows printing a summarized report of transactions made during a specific period of time.
- Print Long Report: Prints a detailed report of transactions made during a specific period of time.
View Deleted Orders
This section displays all orders that have been deleted during a specified period. They can be viewed from the Administrative Panel.
Configuration
Here are specific and functional commands for configuring the system. They can be edited in the Administrative Panel.
- IP Configuration: Access the system's network settings and assign a specific IP address.
- Cash Register Ticket Copies: Refers to the number of printed copies of sales tickets made at the cash register.
- Activate Signature on Pre-Check: This option allows customers to sign the pre-check before payment.
- Activate Print Deleted Item: Allows printing a record of deleted items in the system.
- Activate Card Number: Refers to the option to enter the credit or debit card number into the system to process payment.
Logout (Employee)
Used to log out of the cash register, for an employee in the system.
Secondary Menu
Displayed as a dropdown list, it provides additional advanced options not shown in the main menu.
To access this menu, hold down the Invu POS icon until this menu appears.
Update Data
It is for updating the information from the administrative panel in the Invu POS application. This command allows synchronizing the records stored in the system with the application.
Sync E-commerce Orders
This process allows keeping the information about orders made in the online store up to date with the inventory management and shipping system.
Update Customers
To record changes made in the administrative panel about customer information and thus view them in the Invu POS application.
Troubleshoot
This section serves as quick support, as it shows the connections that are active in the Invu POS application.
Change Language
Allows system translation to English, Chinese, and Spanish.
Start Kiwi Smart Byte Scanning
This allows initiating the collection of relevant information about products and using it to process sales transactions and update inventory in real-time.
Support
In this section, basic explanations of the system are found.
Log Out
This option is to log out of the Invu POS application.
Upper Left Strip
Punch Clock
It is a useful tool for attendance tracking and employee time management. It provides an accurate and automated way to record clock in and out times, reduces errors, and facilitates attendance monitoring and control. By eliminating the need for manual recording, it increases productivity. Additionally, the recorded data can be analyzed to identify trends and improvement opportunities. It helps to comply with laws and regulations and facilitates communication and management of attendance and work time policies.
Customer Creator / Finder
Aims to help manage your customers more efficiently. This tool allows you to create customer profiles and store useful information about them.
Order Finder
Allows users to search for specific orders in the transaction history.
Left Panel
New Order
Opens the order automatically without customer information.
Other Types
- Takeout: Open order for takeout.
- Pickup: Open order for pickup.
- Delivery: Open order for delivery.
- Normal Order: Open normal order.
Note: From the Admin Panel, types of orders can be deactivated or created as needed.
Open
Allows easy viewing of open orders in the system.
Closed
Provides clear and concise access to review the record of completed orders.
Clau.io
Clau.io is the Invu POS system, which offers a cloud-based point-of-sale platform with an intuitive and user-friendly interface. (Note: This section will only be present if you have this service).
Upper Right Strip
Minimize Panel
This button closes the screen where the panel and the left strip are located.
Cloud Connection
This icon indicates whether the information is being saved in the cloud. If there is a diagonal line over the cloud, it means there is no internet connection.
Exit
With this button, the employee closes or opens their cash register without ending the session.
Gift Card Code
In this section, we can search for or scan active gift cards.
Right Panel
Active Cash Register Information
In this section, you can see the name of the person at the cash register, followed by the cash register number, and it ends with the amount of cash inside.
Table Layout
This section allows you to visualize the layout of the tables, create orders from them while attending, and clearly see the number of diners at each table.
Daily Sales
Provides an overview of the sales made during the day.
Calendar
At the end, you can find a calendar to organize orders (See Calendar Section).
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