Restaurant step 3: import the prebuilt setup

SmartPOS Hub comes with a ready-made restaurant library. Instead of typing every category, option and role by hand, you open Import prebuilt on each list, tick what fits your restaurant and import it. You then rename or price the items to match your menu. This page lists every prebuilt import a restaurant uses, in the best order.

Before you start

• Finish step 2: the Modifiers, Tables, Kitchen and Types of service switches must be on, or their Import prebuilt buttons are hidden.
• You need the matching permission (for example, creating categories or managing tables). Owners and admins have them all.

How every Import prebuilt window works

The window opens with your industry already picked on the left (for example Restaurant / Diner or Cafe / Coffee shop). Tick groups or single items, use Details to see what an item contains, then click Import selected. Items you already have show as not new and are skipped. Nothing is imported until you click the button.

1. Menu categories

1. Open Products › Categories.
2. Click Import prebuilt.
3. Pick your industry on the left: Restaurant / Diner, Cafe / Coffee shop, Bakery, Fast food or Food truck.
4. Tick the categories you serve (for example Starters, Mains, Desserts, Drinks). Sub-categories are ticked with their parent; untick any you don’t need.
5. Click Import selected.

/taxonomies?type=product

Restaurant / Diner categories. Each parent shows how many of its sub-categories are new.

2. Modifier sets (sizes, toppings, sauces)

1. Open Restaurant › Modifiers.
2. Click Import prebuilt.
3. Choose a trade group on the left, such as Pizza, Burgers, Coffee, Bubble tea, Drinks or General.
4. Tick the sets you need. Each set shows its rule (for example “Choose 1 · Required” or “Choose up to 4 · first 1 free”) and its options with suggested prices.
5. Click Import selected. Sets that open other sets (for example a flavour that opens its own sauces) are imported together with their nested sets.

/modules/modifiers

Prebuilt modifier sets come with their selection rules and suggested prices.

3. Tables

1. Open Restaurant › Tables & floor plan.
2. Click Import prebuilt.
3. Choose the location the tables belong to.
4. Tick the areas and tables you need (for example Main Hall, Terrace, Booths, Bar seats).
5. Import, then rename or add seats in step 5.

4. Kitchen stations

Open Restaurant › Restaurant settings, find Kitchen stations and click Import prebuilt. Pick stations such as Hot Kitchen, Grill, Pizza Oven, Cold Kitchen / Salads, Desserts, Bar or Coffee Bar / Barista. You map categories to stations in step 6.

5. Types of service

Open Settings › Types of service and click Import prebuilt. The restaurant group has dine-in, takeaway, delivery and similar types. Each can carry a packing charge (a percentage, 0 for none).

/types-of-service

Three types of service. Delivery adds a packing charge to every delivery order.

6. Staff roles

You have two ways to create restaurant roles:

• Restaurant settings › Staff roles: one-click Create role buttons for Kitchen staff (sees only the kitchen display), Waiter (takes orders, sees own orders and tables) and Delivery driver (sees own deliveries).
• User Management › Roles › Import prebuilt: the restaurant group has Restaurant Manager, Waiter, Kitchen Staff / Chef, Restaurant Cashier, Host / Hostess and Delivery Rider.

/modules/restaurant/settings

One-click restaurant roles. Use Add a staff user to create the logins.

Then add a user for each person in User Management › Users and give them their role. See Users and roles.

Other lists worth importing

List	Where	Useful for
Units	Products › Units	The Food service unit group, plus weight and volume units for ingredients
Tax rates	Settings › Tax Rates	Your country’s VAT or sales tax (check with your accountant)
Receipt printers	Settings › Receipt Printers	80 mm receipt and kitchen printer presets
Expense categories	Expenses › Expense Categories	Rent, gas, staff meals, wastage

Full details for every list: Import prebuilt.

Next step

Step 4: Menu items and modifiers

Import prebuilt (all lists)