Quick Serve Documentation

Overview

The Quick Serve app is built on Shopify POS to support food service operations for:

• Fast food restaurants
• Coffee shops and cafes
• Food trucks
• Counter service establishments
• Quick service restaurants (QSR)
• And many more use cases

Key features include instant order processing, integrated payment handling, automatic kitchen notifications, and printing to multiple printers.

Initial Setup

Setting up your Quick Service POS system is straightforward and can be completed in minutes.

Prerequisites

• Active Shopify store
• Products configured in Shopify
• Shopify POS locations configured
• Flip POS app installed from the Shopify App Store
• Device with internet connection (tablet, computer, or smartphone)
• Optional: Kitchen Display - iPad or portable monitor with web browser included (Elo Touch)
• Optional: Receipt printer for physical receipts

Quick Serve POS App

The Quick Serve POS interface is optimized to place orders quickly and integrated directly in Shopify POS.

Taking an Order

1. Open Extension: Tap Quick Service tile in Shopify POS
2. Review Order Screen: System automatically creates a new order
3. Add Items: Tap "Add Items" button
4. Select Category: Choose from menu categories displayed
5. Select Item: Tap desired menu item button
   • If item has no modifiers: Item automatically added to order
   • If item has modifiers: Proceed to modifier selection (See Workflow 3)
6. Review Order: Return to main order screen to see added items
7. Repeat: Add more items by tapping "Add Items" again
8. Complete Order: Tap "Send to POS Cart" when finished
9. Confirm: Tap "Confirm" in dialog to clear existing POS cart
10. Process Payment: Complete checkout in Shopify POS

Add Items with Variants (Size/Options)

1. Follow Steps 1-4 from Taking a Basic Order
2. Select Item: Tap menu item that has variants
3. Modifier Screen Opens: Review item details
4. Select Size/Variant:
   • Tap desired variant button (e.g., "Small - $4.99")
   • Selected variant shows checkmark (✓)
5. Add to Order: Tap "Add to Order" button
6. Validation: System checks all required selections made
7. Return to Order: Item added with variant information displayed

Add Items with Modifiers

1. Follow Steps 1-4 from Taking a Basic Order
2. Select Item: Tap menu item with modifiers
3. Modifier Screen Opens: Shows item details and modifier groups
4. Select Variants (if applicable):
   • Choose required size/variant from "Size/Variant (Required)" section
5. Select Modifiers:
   • Tap modifiers from each group
   • Required groups must have at least one selection
   • Selected modifiers show checkmark (✓) and pricing
6. Review Selections: Verify all required options selected
7. Add to Order: Tap "Add to Order" button
8. Validation:
   • System validates required selections
   • Shows error if missing required options
9. Completion: Item added with all modifiers and pricing

Add Order Notes

1. Access Settings: Tap gear (⚙️) icon next to order name
2. Order Settings Screen: Opens configuration panel
3. Add Order Note:
   • Type in "Order Note" text field
   • Use for special instructions, allergies, etc.
4. Save Note: Tap "Update Order Note" button
5. Confirmation: Note saved and displayed on main order screen
6. Return: Navigate back to main order screen

Add Item Notes

1. Select Item: Tap "..." (horizontal dots) next to any order item
2. Item Options Screen: Opens item management panel
3. Add/Edit Note: Tap "Add Note" or "Edit Note" button
4. Note Input Screen: Opens dedicated note editor
5. Review Item Details: See which item the note applies to
6. Enter Note:
   • Type modifications, allergies, special prep instructions
   • Use multiline text field
7. Save: Tap "Save Note" button
8. Confirmation: Return to order screen with note displayed
9. Visual Indicator: Notes shown with 📝 icon under item

Remove Item from Order

1. Select Item: Tap "..." next to item to remove
2. Item Options: Opens item management screen
3. Remove Item: Tap "Remove Item" (red/destructive button)
4. Immediate Action: Item removed from order without confirmation
5. Order Update: Order total and item count automatically updated
6. Return: Navigate back to main order screen

Duplicate Item

1. Select Item: Tap "..." next to item to duplicate
2. Item Options: Opens item management panel
3. Duplicate: Tap "Duplicate Item" button
4. Processing: System copies all item attributes:
   • Menu item selection
   • All modifiers and pricing
   • Variant information
   • Item notes (newly added feature)
5. Completion: Duplicate item added to order
6. Return: Navigate back to main order screen
7. Verification: See duplicated item with identical configuration

Change Order Name

1. Access Settings: Tap gear (⚙️) icon next to current order name
2. Order Settings: Opens configuration screen
3. Edit Name:
   • Clear or modify text in "Order Name" field
   • Enter customer name or custom identifier
4. Update: Tap "Update Order Name" button
5. Confirmation: Order name updated throughout system
6. Display: New name appears on main screen and in order history

View Order History

1. Access History: Tap "Order History" in top-right of main screen
2. Browse Orders: View list of previous orders with:
   • Order name and number
   • Date and time created
   • Total amount
   • Status badges (PAID, CANCELLED, etc.)
   • Item summary
3. Load Previous Order (for unpaid orders):
   • Tap "Load Order" button
   • Order imported as current working order
   • Continue editing or processing

Clear Current Order

1. Clear Option: Tap "Clear Order" button (red) on main screen
2. Confirmation Dialog: "Are you sure you want to clear all items?"
3. Confirm: Tap "Yes" to proceed
4. Processing: All items removed from current order
5. Clean State: Empty order ready for new items
6. Alternative: Tap "Cancel" to abort clearing