Getting started - set up Invu for the first time (Admin Panel and POS)

Applies to the Admin Panel and Invu POS 6.10.1 (iPad, Android and Windows). Labels are shown as they appear when the panel and the POS are in English. It replaces "Primeros pasos - Invu POS (Parte 1)" and "(Parte 2)".

Most important:

• The general options are in Settings > System > Settings. The page opens as Read only: tap Enable Save Button to change something and then Save Changes.
• The POS does not start unless the account has at least one cash register and one employee with a PIN.
• You log in to the POS with the panel's username (not the email) and its password.
• No panel change reaches the POS on its own: run Update Data on each device.

1. Recommended order in the panel

Your new account already comes with some sample data: check what exists before creating anything.

1. Business data, hours and currency: Settings > System > Settings (section 2 of this article).
2. Taxes: Settings > Payment, Discount & Taxes > Taxes. See "Menu items - create them, change prices and taxes, and see them on the POS".
3. Payment types: Settings > Payment, Discount & Taxes > Payment Types. See "Payment types and card terminals".
4. Order types: Settings > System > Order Types. Create them before the registers, because each register picks its default order type from that list. See "Tables and order types".
5. Cash registers (required): Cash Register > Cash Register List > Create Cash Register. Create one register for each device that will sell. Description and Printer type are required; keep Allow to collect taxes? checked (otherwise orders have no taxes).
6. Printers: Printers > Printer List. See "Set up printers and kitchen tickets".
7. Menu: categories, subcategories, items and modifiers. See the items and modifiers articles.
8. Your team (required):
   1. Employees > Employee Positions: a position is required to create employees.
   2. Settings > Users and Roles > POS Roles.
   3. Employees > Employees > Create Employee, with a role, a position and a unique PIN.
   • See "Users, employees and POS Roles".
9. If the Publish Center is on, tap Publish Now.

2. The Settings page

1. Go to Settings > System > Settings and tap Enable Save Button.
2. Choose the section in the index, or use the Search settings… box. One section shows at a time.
3. When you change something, a bar with Save Changes appears. That button saves every section. No success message shows: the page goes back to Read only.
4. On each device, run Update Data.

Check above all:

• Business:
  • Business Name: the receipt's first line.
  • Description: the branch name the POS shows and the receipt's second line. It used to be called "Branch Name". If it is empty, the receipt repeats the business name.
  • Address and Phone: printed on the receipt.
  • Country: turns on your country's rules on the POS (invoice and customer data).
  • Business Type: table service turns on the restaurant features (guests, split bill, waiter).
  • Legal Business Name and Legal Business Document Number: used on the panel's documents. In Panama, write the RUC with "DV" before the check digit for the DGI 1027 report.
• Schedule: the Business Closing Time? sets where the sales day ends on the POS and in reports. Set it to a time when the business is closed, after the last sale. The POS does not use the opening time.
• Currencies: the main currency and, if you charge in two currencies, the secondary one and its rate.
• Tax Bill: keep Automatically print invoice order when close order on. When it is off, the POS does not issue the fiscal or electronic invoice when the order closes.

The tips, kitchen ticket, pre-check, discount and table sections are explained in their own articles.

3. Options to understand before turning them on

• Delete open orders on iPad automatically and hide open orders view: deletes the open orders from previous days at the device's midnight, not at closing time. In a business that works past midnight, it deletes orders in progress.
• Sale Rounding: rounds each item's price to a whole number (2.50 becomes 3.00), not the total.
• Cash Withdrawal Alert: when the register's cash goes over this amount, the POS asks to withdraw cash. At 0 it is off.
• Notifications for discounts, credit notes and deleted orders: they are amounts (at 0 they do not alert), not checkboxes.
• Language: changes the panel's language, not the POS's. The POS language is changed on each device.

4. Options that change nothing on POS 6.10.1

They are on the page, but POS 6.10.1 does not use them:

• Automatic fiscal receipt copy.
• Print Bill By Courtesy Discount (100%).
• Allow to print Z report with open orders (today the employee's role decides).
• Check Paper Before Printing.
• Separate Taxes (even though it shows a fiscal warning).
• Show Items without stock and Show calendar of orders.
• Ask for employee name when open order, Mandatory employee name when open order and Ask for order type when open order.
• Item Visualization, Scan Customers Code Only and Allow delete tax on open order.
• Record clock in and clock out and Block early clock-in.
• Calculate tips before discount and Allow Change Old Tips.
• The Commissions options and Manage Food Times?
• Unlimited Credit Allowed.

No longer available: URL Real, KDS Token, Loyalty, the points exchanges, Buyer guide, Don't sync between cashiers and Sync Order in Foreground. "Sync with CLAU" is now the Sync Data button.

5. Install and log in to the POS the first time

1. Install Invu POS from your device's store (see "Update Invu POS and its data").
2. Enter the Username (the panel's username, not the email) and the Password, and tap Login.
3. If "You have exceeded the number of terminals allowed for this account." shows, the account already has all its devices active. Tap the trash can of the device you no longer use, or deactivate it in the panel under Settings > System > Information, POS Connections tab.
4. Wait for the download ("Updating data").
5. In Select cashier, choose this device's register. It is saved on the device; to change it later, tap the Invu logo > Select Cash Register (it needs a permission).
6. Each employee signs in with their PIN. The "Default" employee's PIN no longer works: create real employees.

You do not need to open the register to sell; opening and closing are explained in "Close the register and print the long report".

Common problems

• The Settings fields are gray. The page is Read only: tap Enable Save Button.
• I changed an option and the POS is the same. Update Data is missing (and Publish Now if you use the Publish Center), or the option has no effect on POS 6.10.1 (section 4).
• I cannot find "URL Real", "KDS Token" or "Loyalty". They were removed in the Settings redesign; contact us if you need them.
• POS: "User not exist". You entered the email or a user that is not from the panel. Use the username.
• POS: "Password is wrong". Check the panel user's password.
• POS: "This account has been banned…". The user is inactive or the account is suspended: contact support or accounting.
• POS: "An error occurred while updating the data" when loading ends. The account has no registers. Create one in the panel and tap Retry.
• The PIN does not work and the screen shakes. The PIN does not exist, the employee has no role or lacks a permission. Create employees with a position, role and PIN, and run Update Data.
• Panel: "The position is required". Create a position in Employees > Employee Positions.
• Panel: "Role is required". The employee's POS role is missing.
• Sales after midnight show on another day. Check the Business Closing Time?.
• Last night's open orders disappeared. Delete open orders on iPad automatically… is on.
• POS prices come out rounded. Sale Rounding is on.
• The invoice does not print when the order closes. Automatically print invoice order when close order is off, or the payment type has Print Tax Invoice off.
• The receipt repeats the business name. Fill in Description with the branch name.