Restaurant Onboarding Guide

Before you start

A little preparation saves waiting later: two outside accounts (Paymob and Meta) take days to approve, so start them on day one.

Signing up yourself

Restaurants and cafes can open their own account at iotechpos.com → Register your restaurant: enter your Commercial Registration number and a few details about you, then sign in with the temporary password we email you. Confirm your mobile with the code we text you, upload your Commercial Registration, Tax Card and National ID (front and back; a document photographed page by page is fine), say whether you are registered for VAT (if yes, upload the certificate), and, if the Commercial Registration doesn't show you signing alone, an authorization letter. Then check what we read from your documents: it can't be edited, but you can suggest a correction next to any line. Press Confirm. Your account usually opens straight away; if anything needs a look we review it and email you. You get your sign-in for admin.iotechpos.com by email and choose your own password at the first sign-in. Nothing is paid to sign up: in the console you pay for each product and device in advance (Plans & billing), and each one starts once it is paid. Then carry on with this guide.

What your platform contact sets up for you

• Your restaurant account and the first admin sign-in for the console: an invitation email to choose your password, and the console address. Your restaurant only ever sees its own data.
• Your central kitchen, if you have one (it sends finished products to your branches).
• Your restaurant in the customer app and the driver app, which serve every restaurant on the platform. Your own branded customer app, with your name and icon in the app stores, is an optional extra.
• Managed tablets for your account, when they are available to you. Your platform contact tells you.

What you send your platform contact

• Your logo: a clear PNG, square works best.
• The email address of the person who will be the first admin.

What to have ready

• For each branch: its name in English and Arabic, address, phone, and where it is on Google Maps.
• Your tax registration number and VAT rate, and whether your menu prices already include VAT.
• Your menu: categories, items, a price for each item (one for the whole restaurant; a branch can have its own), a photo for each item (any size: straight from the phone is fine, the console makes it smaller; JPG or PNG, not iPhone HEIC), and the choices customers make (sizes, sauces, extras).
• Your delivery prices and how far each branch delivers; each branch's opening hours.
• Your staff list: who uses the console (email), who works the POS Register (name), who manages shifts, and your drivers' names and mobile numbers.
• The hardware for each register and kitchen. See 9 Tablets & hardware before you buy.
• Start these early, they take days:
  • A Paymob merchant account in your restaurant's name. See 5 Card payments.
  • Your own Meta business portfolio with your Facebook Page, Instagram and WhatsApp number. See 10 Messaging.

1. Sign in to the console

The console is the website where you set up and run everything. It works in any computer or tablet browser.

1. Choose your password. Your platform contact adds you, and you receive an email from Iotech POS with the subject Reset your password for Iotech POS. It is your invitation, even though it says reset. Open it → tap the link → type the password you want → Save.
2. Sign in. Open the console address your platform contact gave you → type your email and the password you just chose → Sign in.
3. The email didn't arrive? Look in your spam or junk folder first. Still nothing: open the console address → type your email in the email box → tap Forgot password? → the same email is sent again → continue from step 1.
4. Find your way around: the everyday pages are icons in the top bar (ROS, Orders, Menu items, Drivers map, Driver chat, Cash & Shift). Every other page is in the All pages menu (the grid icon ▦), grouped as Orders & customers, Drivers, Menu & stock, Money & reports, People and Setup. Almost everything in this guide is under Setup.

Check: you see the console's top bar, and the All pages menu lists a Setup group with Branches, Restaurant settings, Devices, Cash control settings, Loyalty settings and Audit log.

2. Branches

Everything else hangs off a branch: prices, stock, fees, hours, tablets and staff. The map pin decides delivery distance and which branch is "nearest" in the app. The branch name, address and phone print at the top of its receipts.

1. Open All pages → Setup → Branches. Your first branch may already be there: tap it (Open), then Edit details to check it. For another branch, tap Add branch.
2. Fill in Branch name (English), Branch name (Arabic), Address (as customers should read it) and Phone. They print at the top of every receipt from that branch.
3. Choose the Service style (required; nothing is chosen until you pick one): Quick service (counter) for fast food, cafés and bakeries (order and pay up front), or Full service (tables) for sit-down service with an open tab paid at the end. App, phone and messaging orders work the same for both; Full service adds a Tables screen on the POS Register.
4. Full service only: type your Tables, separated by commas, for example 1, 2, 3, Terrace 1. Waiters pick from these on the POS Register.
5. Packing extras: things packed with every to-go order, separated by commas, for example napkins, receipt in bag. They appear on the packing checklist.
6. Set the Location (required): tap the map where the branch is, or drag the map. Quicker: in Google Maps, drop a pin on the branch, tap Share, copy the link, paste it into the box and tap Use. Also works: the branch's plus code from Google Maps (shown under the place, e.g. 3XFF+R2 Sheikh Zayed), or latitude, longitude. Check the pin lands on the branch before saving.
7. For a new branch, choose its Menu: Copy the menu and prices from an existing branch, or Start with an empty menu. You can change prices and what's sold there later in Menu items.
8. Leave Open for orders off until the branch is ready. Off hides it from the customer app; its records stay.
9. Tap Save. A new branch then says: Next: Open it to set its hours, delivery and fees. That is step 4.
10. Pickup board (optional): each branch has a link for a TV or screen by the counter that shows order numbers under Preparing and Ready. Tap Copy next to it and open the link in that screen's browser. It updates by itself.

Table QR menus

1. On the branch, tap Menu QR codes (print for tables). A printable sheet opens: one QR per table, plus one for the counter, window or flyers.
2. Print it and put each code on its table.

Customers scan it to see your menu with photos and prices, in English or Arabic, with today's opening hours. It is menu only: no ordering or payment. Sold-out items show as sold out, and the menu follows your Menu items by itself.

Check: each branch in the list says Map location set (not "No map location"), shows the right service style (with its tables for full service) and its packing extras, and has a pickup board link. Scanning a table QR on your phone opens your menu.

3. Restaurant settings

This page holds what is the same for every branch: online payments, messaging, the cart reminder, what the POS Register prints, and the contact details your customer app shows.

Open All pages → Setup → Restaurant settings. The connection cards at the top save on their own; the receipt settings below save with one button. Each branch's own settings are on its page (step 4).

3.1 Connections and cart reminder (head office, all branches)

• Online payments (Paymob) — all branches: connect your Paymob account here. Step 5 has the full steps.
• Messaging — WhatsApp, Messenger, Instagram: connect your Facebook Page, Instagram and WhatsApp here. Step 10 has the full steps.
• SMS: SMS to your customers (delivery codes) and staff alerts by SMS go out from your own sender name. Nothing is sent until your sender name is approved and you have SMS. See 3.2.

Cart reminder:

1. Find the Cart reminder card. It is on by default and sent after 1 hour.
2. Under Send after, choose 30 minutes, 1, 2 or 4 hours, or turn it off.

A customer who leaves items in the app's cart gets one notification, such as "You still have 3 items in your cart. Tap to finish your order." One reminder per cart; never between 10 pm and 9 am (an evening cart is reminded at 9 am); carts older than a day are left alone; customers who turned notifications off don't get it.

Jibo's drivers (when Jibo offers them): in ☰ → Order channels, switch on Jibo's drivers deliver our Jibo orders for a branch. Jibo's drivers then pick up that branch's Jibo orders: diners pay Jibo's delivery fee and the Jibo-delivered commission applies; your own drivers keep delivering your other orders. Hand the order to Jibo's driver as you would to your own. A branch uses Jibo's drivers or its own for its Jibo orders, never both, and diners see which on your page in the Jibo app (Delivered by Jibo or Delivered by the restaurant). If Jibo stops offering its drivers, a branch that uses them takes pickup orders only on Jibo until Jibo offers them again or you switch it off and deliver with your own drivers.

Delivery codes (part of Delivery and drivers in your plan): turn on the Delivery codes switch if your own drivers should need a code from the customer to finish a delivery. When the driver leaves with an order, the customer gets a 4-digit code (in the app, on WhatsApp, Messenger or Instagram, or by SMS) and the driver must type it to mark the order delivered. The order is then delivered only when the customer really has it, and the driver's delivery time is the exact moment of the code; the location check isn't used for those orders. Only orders a driver takes on the driver app get a code (a rider without the app can't type it). Orders the code can't reach (no phone number) and delivery-app orders (talabat) keep the location check. Off unless you turn it on; it applies to orders that leave after you change it.

Problem customers: when a customer couldn't pay, refused an order or didn't show up, the driver or your staff mark it on the order. On the Problem customers card, under Pays first after, choose after how many such orders a customer must pay first (2 unless you change it). From then on they see only "pay now" on the web page and in the app, phone orders need a payment link, and their orders are made once paid. A manager can change it for one customer on their page (staff guide: Customers).

Pays first until (same card): the mark lifts by itself after a number of days with no new problem, or after a number of orders paid online (or with store credit) and completed since the last problem, whichever comes first. Leave them empty to use the platform's (90 days, 3 orders, shown in grey); 0 means never that way. A customer a manager set to Always pays first stays that way. One new problem after it lifts marks them again.

Across the platform (the cash-protection network): if you join it in ☰ → Restaurant settings → Cash-protection network → Share and receive (part of Cash protection), a customer with 3 failed cash orders at restaurants in the network or on Jibo pays first at yours too, even with none at yours. Your failed cash orders are shared too; only restaurants that share receive. Not joined: only your own customers' history counts. You see only "Has failed cash orders elsewhere" on their page, never where. It follows the person, not just the number: the same email, Facebook or Google login, Jibo account, phone handset (Jibo app on it) or WhatsApp seen with another number counts too. Your manager can still choose Never for a customer you trust.

To see them all: ☰ → Customers → Problem customers (staff guide: Customers).

Big cash orders need a manager (same card, off until you enter an amount): an order to be paid in cash on delivery or at pickup for more than this amount waits until a manager (anyone whose role can approve cash) confirms it, whichever way it was ordered (web page, the app, phone or messaging). It shows in red in Orders and on the Orders tablet; on the tablet, or on a login that can't approve, the manager types their PIN, as on the POS Register. Customers see a note before ordering and can pay now instead. A manager entering such an order in ROS approves it at once. talabat orders follow talabat's rules. Leave it empty for off.

Store credit: on the Store credit card, under Store credit lasts, choose Forever or 3, 6, 12 or 24 months. Each amount lasts that long from the day it's given (a change applies to credit given afterwards). Staff give store credit when cancelling or refunding an order (staff guide: Store credit).

Make it right: limits per role: how much each role may give a customer when an order went wrong (refunds, discounts, store credit, codes, points) without asking a manager. Type an amount in EGP next to each role and press Save limits; leave it empty to always ask a manager. Roles with manager rights give any amount. Above the limit, and for any money back to a card, staff press Ask a manager and a manager approves on the order (staff guide: Make it right).

These cards show only to head office logins. A branch login sees the receipt settings only.

3.2 SMS: your sender name and SMS balance (head office)

1. SMS are bought in bundles of 1,000 here, at Iotech's price. Plans & billing lists them under Services with a Buy SMS button that opens this same page; there is nothing to switch on.
2. ☰ → Restaurant settings → SMS → Apply…: type the sender name customers will see. English letters and numbers, at most 11 characters, taken from your trade name or brand as on your Commercial Registration (for example Saj Mahal Restaurants → SajMahal). The card shows the names on file → Apply.
3. We email you SMS Misr's Delegation Letter (to the email of the login that applied). Print it, fill it in, sign it and stamp it with the company stamp.
4. Scan or photograph it and reply to that email with it attached. You don't upload anything.
5. We submit it to SMS Misr and the mobile operators; approval usually takes a few working days. The SMS card shows each step, and you get an alert when it is approved (or why not, so you can apply again).
6. Buy SMS…: bundles of 1,000 SMS at the price shown → Buy and pay by card. The SMS are added as soon as the invoice is paid (also payable later in Plans & billing). Unused SMS carry over. A long or Arabic message can count as 2 or more.
7. You are alerted when 10% is left and when SMS run out; at 0 nothing is sent. Auto-add on makes an invoice for more bundles by itself at 10%.
8. Edit SMS texts…: change the wording of each SMS in English and Arabic. Keep the words in {braces} (for example {code}); an empty box uses ours. Your branch name is added at the start.

To change your sender name later, apply again: your approved name keeps sending until the new one is approved.

3.3 Printed on every receipt

1. Logo: upload it (PNG or JPG, any size; a simple black logo on white prints best) and turn on Print logo.
2. Receipt language: English or العربية. A receipt is one language, not both.
3. Tax: turn on Print tax registration number and type it. Type the VAT %, and choose Yes — VAT is already inside the menu price or No — VAT is added on top at the till.
4. Service %: the dine-in service charge (leave 0 if you don't charge one).
5. Optional: Print a header message and Print a thank-you message, each with its text.
6. Print a QR code at the bottom: choose Rate this order (our page) so customers can rate each order (and the driver, on deliveries), or A link of my own. Add a short caption if you like.
7. Links on the rating page: Order online, WhatsApp, Messenger, Instagram and Facebook show as icons after a customer rates an order. Each has its own switch; turn off any you don't want. Type nothing for what the platform already knows: the order's branch web ordering page (step 4.6), and your Facebook Page, Messenger, Instagram and WhatsApp once connected (step 10.5); the row then says from Messaging above. Until then, type your Website, your Instagram name (@yourrestaurant), your Facebook Page name or address, and your WhatsApp number (with country code).
8. The WhatsApp number (connected or typed) is also the WhatsApp contact button in your customer app.
9. Note at app checkout (English and Arabic, optional): shown above the Place order button in the app, for example how your food is made, or allergy advice.
10. Optional: Allow tips at the POS Register, and Show order channel on the receipt.
11. Tap Save receipt settings. Every register uses them from its next sale.

Check: a printed test receipt (step 12) shows your branch name, address, phone, logo, VAT and QR code.

4. Branch settings: Branches → Open

Sets what delivery and remote orders cost, how far each branch delivers, when it's open, how arrival times are worked out, and whether customers can order from your web link. The app, web ordering and ROS all use these.

Open All pages → Setup → Branches and tap Open on the branch. A branch login's Branches opens its own branch. Each branch has its own settings: repeat this step for every branch. Every optional item has its own switch and is off until you turn it on.

The branch page shows, from the top: the branch details card (step 2, with Edit details), Busy mode (for a rush; staff guide: Busy mode), Opening hours, Holidays and special days, Delivery, Ordering fees, the save button, Paying on delivery and at pickup, Phone and messaging orders, Web ordering, talabat, and a Driver shifts link (step 8.3).

4.1 Delivery fees

1. Base fee (the least a delivery costs).
2. Optional: Price per km, added for each km from the branch to the address.
3. Optional: Maximum fee: long trips never cost more than this.
4. Optional: Free delivery from: orders whose items reach this amount get free delivery.
5. Optional: Minimum order: deliveries by your own drivers need at least this much food; customers below it are asked to add more or choose pickup. When Jibo's drivers deliver your Jibo orders, Jibo's own minimum applies instead.

The fee is the base fee plus the distance price, cut to the maximum. When free delivery is reached, it is 0.

4.2 Delivers up to (minutes or km)

1. Under Delivers up to, choose Minutes' drive (15 to start with) or Km (10 to start with, in a straight line from the branch's map pin), and change the number if you want.
2. Minutes are worked out from the straight-line distance × the road factor at the average speed under Delivery ETA → Free estimate (1.4× at 25 km/h by default: 15 minutes ≈ 4.5 km in a straight line). Raise the speed for a branch on fast roads.

When a customer's address is farther, the app offers the nearest branch that does deliver there (one tap moves their cart), or suggests pickup. ROS refuses the address and staff offer pickup or another branch.

4.3 Delivery ETA and driver check-in

1. Under Delivery ETA, choose Google, live traffic (Google's driving time with current traffic, up to a daily limit, then the free estimate) or Free estimate (road distance about 1.4 × the straight line, at the Average speed you set; 25 km/h is a good start).
2. Set the Handover time: minutes from the driver arriving to the food being in the customer's hands (parking, lift, stairs, change). Start with 3; use 5–8 for tall buildings without lifts or compounds where security calls up first.

1. With Free estimate, also set the Road factor: how much longer the roads are than a straight line. 1.4 suits most cities; use more where roads wind (1 to 3).

The ETA is set when the branch hands the order to the driver, and shown on the order, the tracking page and the customer app.

1. Under Drivers, set Check-in within … m of the branch: how close to the branch's map pin a driver must be for وصلت الفرع (I'm at the branch) to count. Start with 150; use more for a large site or a busy street where drivers wait a little away. 30 to 1000.
2. Set Time to accept an order: how many seconds a driver has to accept an offer before it goes back to you. Start with 60 (15 to 300).
3. Set Driver pay per km (EGP for each road km from the branch to the customer, one way) and Shift minimum (EGP per hour of a booked shift; topped up when a driver's commissions for the shift are lower). 0 = not set.
4. Set Delivered within … m of the customer: a driver's Delivered only counts this close to the customer's pin; further away you approve it on the order page. Start with 150; use more for compounds and large buildings (30 to 2000).

Driver rules (penalty points and the booking ban, for the whole restaurant): All pages → Drivers → Driver rules. Each rule has a switch and its numbers; the defaults are no location +1 per missed update (shift) / +2 (carrying an order), late cancel (under 24 h) +5, no-show +5, late after a 15-minute grace +5 and +1 per 30 minutes, Delivered rejected or "not delivered" when you say it's the driver's fault +10 each, and 30 points in one day = no booking for 7 days. Booking ahead sets how many days ahead drivers can book shifts (7 to start). Cash limit (off to start; EGP 3,000 when you turn it on): a driver holding that much cash can't be given another cash order until they hand the cash in at Driver payouts; card orders still go to them. The page warns when a setting would ban a driver after one event, or after 10 minutes without location.

The branch pin must be right (step 2), or drivers can't check in. Tell drivers to tap وصلت الفرع when they arrive and every time they come back.

4.4 Ordering fees

1. Turn on any of Online ordering fee (customer app and web ordering), Phone order fee and Messaging order fee (both from ROS).
2. For each, type a percentage of the items, and optionally At least and At most.

The customer sees the fee as its own line. It is never charged at the counter, and it is separate from the dine-in service charge in Restaurant settings (step 3.3).

3. Tap Save delivery and fees for (the branch name). ROS uses them straight away; the app at the next checkout.

4.5 Opening hours

1. Under Opening hours for the branch, tap to set each day's opening and closing time, or Closed. A closing time earlier than the opening time runs past midnight.
2. Tap Save.

Without hours, the branch counts as always open. While closed, the app only takes orders for a time when you're open.

Holidays and special days: under Holidays and special days for the branch, tap Add, pick the date, give it a name (for example Eid) and either leave it Closed all day or switch it on and set that day's hours → Save. That date then uses those hours everywhere: the customer app, web ordering, the menu page and driver shifts. Tap a day in the list to change or remove it. Add them for each branch; past days drop off the list.

Paying on delivery and at pickup: customers always choose to pay now (online, or a payment link) or on delivery / at pickup. If your drivers carry a card machine and the counter has one, turn on Drivers and the counter take cards for the branch: customers can then choose "card on delivery" or "card at pickup" on the web page, in the app and when ordering by phone. Leave it off to take cash only in person.

Cash on delivery (on by default): turn it off and no delivery order from this branch is paid in cash, whatever way the customer orders (web page, the app, phone or messaging). Customers then pay now (online or a payment link) or, if your drivers take cards, by card on delivery. Cash at pickup stays. talabat orders follow your talabat settings.

Tips for drivers: off for every branch. Turn on Ask customers for a driver tip to let customers add a tip for the driver to delivery orders in the app and on the website; Suggested amounts (up to 4, for example 10, 20, 30 EGP) are the buttons they see, and they can type another amount. All of it is the driver's: a cash tip stays with them, a card tip is paid to them when you close their day (agency drivers: on the agency's monthly statement, for the agency to pass on).

Phone and messaging orders: on for every branch, each source with its own switch: Take Phone orders, Take WhatsApp orders, Take Instagram orders, Take Facebook Messenger orders. Turn off the ones a branch doesn't take; ROS then can't send those orders to it. Every phone and messaging order is counted in Financial reporting, with who entered it.

On another POS, or none? If a branch uses another POS (for example Foodics), tell us: we connect it, and every order for that branch, from the website, delivery apps, phone and chats, is sent to that POS, which tells us when it's accepted and ready. A branch with no POS handles its orders on the console's Orders screen (on a tablet or computer; it beeps for orders waiting) and the kitchen display.

Order taking by Iotech agents: our agents can answer your phone and messaging orders for the whole restaurant. Add Order taking by Iotech agents in ☰ → Plans & billing (a monthly price for the restaurant, plus a percentage of each order our agents enter, shown there); that turns it on. To pause it without leaving the plan, use ☰ → Restaurant settings → Order taking by Iotech agents → Our agents take your orders. It covers every branch: our agents send each order to the right branch (for delivery, the nearest open branch that delivers to the customer's address). They follow each branch's opening hours, busy mode and the phone and messaging switches above. Our agents appear in Logins & access but are managed by us: ask us to add or remove one.

4.6 Web ordering

Customers order from your restaurant's link in their phone's browser, with no app and no sign-in: put it in your Instagram bio, WhatsApp Business profile and Google Maps listing, or print its QR for the window, flyers and bags. Your restaurant has one link for all its branches: for delivery, the customer puts a pin on the map and the nearest open branch that delivers there takes the order; for pickup, they choose the branch. The page remembers their branch, and Change picks another.

1. Under Web ordering for each branch that takes web orders, turn on Take orders on the web. A branch with it off is not offered on the link.
2. Delivery and Pickup apply to your website and Jibo alike: a branch with Delivery on is listed on Jibo for addresses inside its delivery range (your own drivers deliver); with Pickup on it is listed under Jibo's Pickup filter, at any distance.
3. Leave Delivery and Pickup on, or turn one off (one of them stays on).
4. Leave Accept online orders automatically off if staff should confirm each web order first (recommended while you start). Turn it on to send web orders straight to the kitchen; the same switch covers talabat (4.7) and other apps.
5. Your restaurant's ordering link is in All pages → Setup → Restaurant settings → Web ordering link, and also under each branch's switches, for example https://iotechpos.com/r/1234567/your-restaurant: the number is your restaurant (it never changes), the words after it are its link name. To change the link name, ask the platform owner; links already shared or printed keep working. Open shows the page as customers see it.
6. Tap Copy link and paste it where your customers find you:
   • Instagram: profile → Edit profile → Links → Add external link → paste, title "Order online".
   • WhatsApp Business: Settings → Business tools → Business profile → Website → paste.
   • Facebook Page: switched into the Page → Edit action button → Order food (or Learn more) → paste.
   • Google Maps: your Google Business Profile → Edit profile → Contact → Website (or Order online where Google offers it) → paste.
7. Print QR opens a printable QR code of the same link for the window, flyers and bags. It is the same QR for every branch.

The switches save straight away. Prices and items come from Menu items (step 6); the delivery fee, the distance limit, the online ordering fee and opening hours from the steps above. Customers put a pin on a map for delivery, order now or for a time you're open, and pay by cash or card. A card order is paid before it reaches you; if you reject or cancel it, the money goes back to the customer's card by itself. Web orders arrive in Orders with numbers 30xx and wait for you to confirm them, like app orders (unless you accept them automatically). The customer follows the order on the tracking page that opens after ordering.

4.7 talabat

talabat is set up in ☰ → Integrations (10.9): talabat orders come onto your register and your Orders page and you accept them there, with no talabat tablet. talabat is an Order Hub channel in ☰ → Plans & billing. Your restaurant keeps its own talabat contract; talabat collects the payment and pays you directly, as today.

1. Send your talabat account manager each branch's number (it's its Remote ID on talabat; ☰ → Order channels lists them), saying the branch uses Iotech Order Hub. talabat gives you a chain code.
2. In ☰ → Integrations → Order Hub → Marketplaces → talabat → Set up (Manage once it's connected), type the chain code and the global entity id (TB_EG in Egypt), tick the branches that take talabat orders and tap Save.
3. In ☰ → Channel menus, choose talabat, set the price change (for example 15 %, to cover talabat's commission), hide anything you don't sell there, then Preview and Publish to all channels. The last Publish shows talabat's answer for each branch.
4. Leave Accept online orders automatically (branch page) off if staff should check each order, or on if the branch is often too busy to answer in time (talabat cancels unanswered orders).
5. Sold-out items and Busy mode on the POS Register still go to talabat by themselves; so does Pause in Order channels. If talabat closes a branch (for example after too many rejected orders), talabat's page (Integrations → Order Hub → Marketplaces → talabat → Manage) shows closed by talabat: call talabat to reopen it.

Check: for each branch the page says Saved for (branch) after you save, and the opening hours show under the branch instead of "Not set (always open)".

5. Card payments (Paymob)

Customers pay by card or mobile wallet on Paymob's own secure page, in your customer app and through payment links for phone and messaging orders. The money goes straight into your own Paymob account; your staff never see card numbers.

This is done once, for all branches, by a head-office admin. Until you connect, a customer who chooses card sees "not connected yet": take cash or payment at pickup meanwhile.

5.1 Open your Paymob account

1. Go to paymob.com and open a merchant account in your restaurant's name.
2. Complete Paymob's onboarding: ID, proof of address, the bank account for payouts, and Paymob's terms. For a company, also the commercial register and tax card.
3. Wait for Paymob's review (usually a few working days) before taking live payments. You can test in the meantime.

5.2 Connect in Test mode first

1. In your Paymob dashboard, turn on Test mode.
2. Open Developers → API Keys and copy the Secret key (starts egy_sk_), the Public key (starts egy_pk_) and the HMAC secret.
3. Open Developers → Payment Integrations and copy the Card integration ID, and the Wallet integration ID if you take mobile wallets (such as Vodafone Cash).
4. In the console: All pages → Setup → Restaurant settings → the Online payments (Paymob) — all branches card at the top → Connect Paymob.
5. Paste Secret key, Public key, HMAC secret, Card integration ID and, if you have one, Wallet integration ID (optional). Type the Name shown on the Paymob page (your restaurant's name).
6. Tap Save. The console first checks the details with Paymob (no money moves). If Paymob refuses, nothing is saved and you see Paymob's reason.

5.3 Test a payment

While your Paymob account is in Test mode, pay with Paymob's test details below. No real money moves. They only work with test keys, never live ones.

1. In your customer app, place an order and choose Card. Enter the test Mastercard in the card form that opens, then Pay. Customers only see Card and Mobile wallet once your Paymob account is saved, and Mobile wallet only with a wallet integration ID.
2. If you connected a wallet, place another order with Mobile wallet and enter the test wallet.
3. In ROS, place a phone order with Card — send a payment link. Open the tracking link, tap Pay now by card and pay with the test Visa.
4. Check the orders show as paid in Orders. Then refund one from its order page (Refund → Back to the customer's card).

5.4 Switch to live

1. When Paymob has approved your account and given you live integrations, turn Test mode off in the Paymob dashboard.
2. Copy the live keys and integration IDs, as in 5.2.
3. In the console card, tap Change Paymob details, paste them and tap Save. (Blank key boxes keep the saved keys.)

The keys are never shown again after saving. An order is marked paid only after Paymob confirms the payment.

Check: the card says Working · Live, and Check connection confirms it.

6. Menu

The menu is shared by the POS Register, the kitchen display, ROS, the customer app and the table QR menu. Set it up once and it shows everywhere.

6.1 Categories

Main categories are the POS Register's category buttons and the customer app's menu sections, in the order you set.

1. Open Menu items (top bar) → Categories.
2. Tap Add category: English and Arabic name, and whether it sits under a main category (choose Nothing (a main category) for a main one). Tap Save.
3. Use the arrows to put them in order. The pencil renames or moves one.
4. The switch hides a category. Categories can't be deleted, so past orders and reports keep their names.

6.2 Option sets

Choices a customer makes, like Sauce or Size. One set can be used by many items. Create them before the items.

1. Menu items → Option sets → New option set.
2. Type the name in English (for example Sauce) and Arabic.
3. Choose Must choose 1, Optional, 1 or Choose several (with At most).
4. Under Options, tap Add option for each one, in English and Arabic, with its extra price. Leave "+ EGP" empty for options at no extra cost.
5. Tap Save.

6.3 Menu items

1. Open Menu items and tap Add item.
2. Name in Arabic (required) and English, descriptions, category, and a photo: Add photo → choose it. Any size works; the console makes it smaller before uploading. An iPhone HEIC photo can't be opened: share it as JPG first.
3. Prepared in kitchen: on for anything the kitchen makes, so it goes to the kitchen display. Off for shelf items and bottled drinks, which are packed at the counter.
4. Minimum notice (optional): how far ahead customers must order, for cakes and other order-ahead items.
5. Customer adds details (optional): the app asks for details at checkout, like the name on a cake.
6. Where it's sold: tick each branch that sells it and type its Price there. Leave Available on.
7. Options: tick the option sets the item uses (for example Sauce and Size).
8. Save. Repeat for each item.

For everyday changes, use the table on the Menu items page: Category, Price, Available, Stock, Kitchen, Notice, Details and Options can be changed right in the row. Choose All branches or one branch at the top right. Tick several items to change them together (kitchen, category, option sets, sold out, stock count, archive). Archive takes an item off the menu but keeps it in past orders and reports.

6.4 Available and Track stock

Together these answer "can customers buy it now?". Tap an item's Stock cell to see both switches; a green or red line says what customers will see.

• Available: leave it on. Turn it off only on a day you can't sell the item (you ran out); customers see Sold out. Staff can also do this on the POS Register or kitchen display (press and hold the item).
• Track stock: off for made-to-order items (most of the menu): never counted. Turn it on only for things you have a fixed number of, like whole cakes or bottled drinks, and type how many are in stock. Each sale counts down, and at 0 the item shows Out of stock until you enter a new count. Whole numbers only.

Check: on the Menu items page with your branch chosen, every item has a price, kitchen items have Kitchen on, and the Stock line says customers can buy it. The table QR menu (step 2) shows the same items with photos.

7. Logins, roles, cashier PINs, cash control and time clock

Every sale, refund and drawer count carries a person's name, and each person only sees what their role allows. Cash control sets which register actions need a manager.

Logins & access (All pages → People) is only about signing in: who has a login, with which role and branch, and register PINs. The people themselves (ID, contract, documents) are in HR (7.9), and drivers in Drivers (8). A login can be linked to a person's HR file; not everyone in HR needs a login.

7.1 Check the roles

A role is a named set of permissions. These built-in roles cover most restaurants:

The role decides where someone works: a role that sells uses the register (with their PIN); a role with anything else uses the console (with an email and password); Shift manager, Branch manager and Admin use both. Everyone else clocks in with their PIN only.

Register device and Kitchen display are roles for tablets: they are given automatically when a tablet is set up. Don't give them to people.

Prices are yours. Menu prices (the restaurant's, a branch's own, option prices, a channel's price change such as +15% on talabat), delivery and service fees, promo codes and offers can only be changed by you (and Admins). A stock count, the menu's content and the delivery area aren't prices: managers change those. To let your general managers change prices too: ☰ → Restaurant settings → Who changes prices → General managers may change prices and offers; switch it off again any time.

An area manager's branches: in Logins & access, open the person → Change branch → Several branches, and tick two or more. They work in one at a time and switch from the restaurant and branch name at the top of the console.

1. Open Logins & access (All pages → People) → Roles tab. Tap Sync built-in roles once so you have them all.
2. To make your own role: New role → Role name, optional description, tick the permissions (grouped: Orders, Drivers, Menu & stock, Register & cash, People, Logins & access) → Save role. Built-in roles can have their ticks changed but can't be deleted.

7.2 Give console logins

A login is only for someone already in HR: add the person in HR first (section 7.8), then give them the login.

1. Logins & access → Logins tab → Give a login. In Who is this login for?, type part of their name, mobile, employee number, email or national ID and tap the person. Then Console (email). (Or from the person's HR file → Access → Give a login.) Their name and email are filled in, and the login is linked to their file.
2. Type their Email, choose the Role, and a Branch (head office sees every branch) → Give the login.
3. They get an invitation email with a link to choose their own password; give them the console address. If it doesn't arrive (spam too): their row's ⋮ → Send password link.
4. Change someone's email: their row's ⋮ → Change email… → the new email → Change. Same password; an email goes to the new address. For someone who also works for another restaurant on the platform, only they (account icon → Change email) or your platform contact can change it.
5. Someone who already has a login on the platform (for example an owner who runs another restaurant here) is added with that same email: no new password, no email. They switch between their restaurants in the account menu (top right).

7.3 Register PINs for cashiers

A cashier is just a name and a 4–6 digit PIN: no email, no password. They type the PIN on the POS Register.

1. Logins & access → Give a login → pick the person in Who is this login for? → Register PIN only (or from their HR file, as above). A cashier's file starts on Register PIN only by itself.
2. Check the Name (printed on receipts), type a Register PIN (4–6 digits) and the Branch (or Any branch). Tap Give the login. The console refuses a PIN someone else has. The PIN is linked to their HR file, so their employee number works on the time clock.
3. For a console user who also works the POS Register (for example a manager): their ⋮ → Name & register PIN → New PIN. To fix only someone's name there, type it and tap Save name: their PIN stays.

Someone who works in more than one restaurant on the platform (an owner of two restaurants, for example) has one PIN for all of them, like a Toast passcode: setting it in one restaurant sets it everywhere they work, and what it can approve depends on their role in the restaurant where it's typed. It must not be anyone else's PIN in any of those restaurants.

7.4 Shift managers

1. For each person who approves register actions: ⋮ → Change role → Shift manager (or any role with "Approve register actions with a manager PIN").
2. Make sure they have a PIN (7.3). A manager at the POS Register approves their own actions.
3. Busy mode (pausing online orders in a rush) needs Pause online orders and show extra waiting time. Shift managers and admins have it. To let cashiers do it without a manager, Logins & access → Roles → Cashier → tick it → Save; otherwise the POS Register asks for a manager's PIN.

7.5 Cash control settings

1. Open All pages → Setup → Cash control settings.
2. Drawer open & close: choose whether a Manager PIN to open the drawer and Manager PIN to close the drawer are needed.
3. Keep Blind count on (recommended): the cashier counts without seeing what's expected.
4. Choose whether to Show the over/short to the cashier after closing (off: only managers see it).
5. Type the amount for Flag a shift when over/short is at least.
6. Under Needs a manager PIN, tick the actions: Manual discount, Void a sale, Refund, Open the drawer without a sale, Cash drop / paid out / paid in.
7. Save.

7.6 Staff pay

1. Add your employees in HR first (7.8): Payroll lists only them.
2. Open All pages → Money & reports → Payroll → Pay per person.
3. Tap each person showing "No pay set" and choose Monthly salary, Per day worked or Per hour worked, the amount, the date it starts and how they're paid → Save.

Each month, on Months: record the month, approve it, then mark people paid. Payroll works out what each person is owed and tracks who you've paid; it doesn't send money. Daily and hourly pay come from the time clock; tips and delivery pay already paid in cash show on the payslip but aren't paid again.

7.7 Time clock

Everyone except drivers clocks in and out, and their hours come from that. Cashiers can only sell, and managers only approve, while clocked in at the branch; phone and messaging agents can only enter orders while clocked in. Branches with a Hikvision face / fingerprint terminal use it; the others clock in on the POS Register or kitchen display with their PIN.

1. Open All pages → People → Time clock → Settings (head office).
2. For each branch choose Time clock (it has a terminal; the POS Register's Clock in / out then needs a manager's PIN, for when the terminal or internet is down) or Tablet (PIN on the POS Register or kitchen display).
3. Daily limit: on, 12 h; choose 8–12 h (time at work from the first clock-in to the last clock-out, breaks included; a shift that crosses midnight counts as one day). The law's limit is 10 h, up to 12 h for restaurant work.
4. Rest between working days: off unless the restaurant wants it (Egyptian law doesn't set one); when on, choose the hours (12 h usual). A break under 6 h is part of the same day.
5. Neither rule stops anyone clocking in: the time is paid, the clock-in is flagged on Clock-ins, and the manager gets an alert.
6. Save. The time clock is always on: everyone clocks in and out, and nobody sells on the POS Register without clocking in first (the POS Register asks them to). The owner is the exception: owners don't clock in. To use the POS Register, the owner sets their own PIN: sign in to the console as the owner → Logins & access → your row → ⋮ → Name & register PIN → New PIN (nobody else can set it). Everyone has an employee number (from 1001, given in HR), and everyone who clocks in needs a PIN: give one from their HR file (Give a login, register PIN only) before their first shift.
7. Staff who take phone or messaging orders from home: in HR, open their file and set Works to Remote. They clock in from the console's top bar instead. The time clock's People tab shows the numbers and who is remote.

A branch with a terminal:

1. What to buy: a Hikvision face terminal whose datasheet lists ISAPI (for example the DS-K1T320 or DS-K1T343 series; "W" in the model = Wi-Fi, 2.4 GHz). Face works better than fingerprints for kitchen staff.
2. Mount it at the staff entrance, power it, connect it (cable preferred, else Wi-Fi) and activate it with a strong admin password of its own. Keep that password safe: five wrong tries lock the terminal for 30 minutes, and resetting it needs Hikvision.
3. On the terminal: set the time from the internet (NTP) with Egypt's time zone; turn off Hik-Connect and the hotspot (AP mode); set attendance to check in / out. Verify people by face or fingerprint only: a card can be handed to someone else.
4. Give the terminal a fixed IP address in your router (a DHCP reservation), so its address never changes.
5. Get each person's written consent first: Egypt's data protection law treats face and fingerprint data as sensitive. The face data stays on the terminal; the platform only receives who clocked in and when.
6. Console: Time clock → Terminals → Add time clock, choose the branch and a name. The settings for the terminal are shown once. From a computer on the same network, open the terminal's web page (its IP address in a browser, sign in as admin) → Network → Advanced → HTTP Listening and fill in Event Alarm IP/Domain Name, URL, Port (443) and Protocol (HTTPS) from the dialog, then Save. If the terminal has no such page, Copy all and send them to your platform contact. Lost them before setting it up? Remove the time clock and add it again.
7. Staff onto the terminal: tap the time clock under Terminals. (1) Set its IP address and admin password. (2) Check connection on a register of that branch (on and signed in, on the same network as the terminal by cable or Wi-Fi, not mobile data or a guest Wi-Fi). (3) With one register, it becomes the Primary by itself once its check passes. With more than one, choose the Primary and optionally another that passed as Secondary (it takes over when the primary has been off for 10 minutes), then Save. Everyone on site in HR for that branch (and anyone with no branch) is written onto the terminal with their employee number and name within a minute, and every HR change after that. People who leave are taken off; people you added on the terminal yourself are left alone.
8. Each person then enrols their face (and a finger as a spare) on the terminal. The page lists who still needs to. Anyone already on the terminal from before under another number: delete them there or change their number to the HR one.
9. Test: scan a face. Within seconds the person shows under On the clock, and the terminal shows Online under Terminals. Scans the terminal stored from before you added it here are ignored.

A scan with a number nobody has shows under Alerts → Unknown scans: Link to a person and it counts.

7.8 Notifications

Alerts (for now the time clock's: over the daily limit, short rest, missed clock-out, drawer left open, unknown scans, terminal problems) go to the people whose role may get them. Admins and shift managers get the time clock's in the console's bell until you change it.

1. Open All pages → Setup → Notification settings (head office).
2. Channels: Browser and Email are on. Turn on SMS (from your own SMS sender name; each message comes off your SMS balance, see 3.2) or WhatsApp (from your own WhatsApp number, connected under Messaging; Meta charges per message) if you want them.
3. For WhatsApp, create a template in Meta's WhatsApp Manager: category Utility, one variable, for example Alert: {{1}}. Once Meta approves it, type its name and language here. Without it, WhatsApp alerts only reach people who wrote to your number in the last 24 hours.
4. What each role gets: pick a role and tick the channels for each alert. A role is only offered the alerts its permissions allow (for example a cashier gets none). Save.
5. Ask each manager to open bell → ⚙ → My notifications, allow browser pop-ups, enter their mobile number for SMS / WhatsApp, and send themselves a test. Each person can turn their own alerts off or on.

Commercial Registration to renew: admins are alerted before your Commercial Registration's valid until date (renew it, then send us the renewed one) and before your company term ends (the company itself ends on that date unless its term is extended): several weeks ahead, again 30, 7 and 1 days before, on the day, and weekly after if it has passed.

7.9 HR (employees)

HR keeps everyone who works for you, whether or not they ever sign in: contract, ID, social insurance and documents. Logins (Logins & access) are separate: a cook can be in HR with no login, and a login (for example your accountant) needn't be in HR. You, the restaurant's contact, aren't in HR unless you're also employed there. Admins have HR; give anyone else who keeps the files the HR manager role (Logins & access → the login's ⋮ → Change role).

1. Open All pages → People → HR → Positions (head office): the restaurant positions are listed by group, with their Arabic names, and the common ones are already on. Switch on the ones you use (for example Waiter, Barista, Shawarma maker). The list is the same for every restaurant: if a position you need is missing, ask for it in Help & feedback → Suggest a feature. A position is the work someone does, not what they can open in the console: that's their login's role. Tap Save. Then the Settings tab: enter the employer details exactly as registered with social insurance (name, the establishment's insurance number, address, activity): they are printed on each person's Form 1 sheet. Choose how long before a document or fixed-term contract ends HR is alerted (30 days unless you change it). Save.
2. Employees tab: people who had a login or a driver record before HR are already listed, marked ID needed. Open each one and enter their national ID (or passport), then the rest: positions (drivers and register cashiers already have theirs), job, contract, personal details, emergency contact, social insurance. Save. Drivers from a delivery company are Contractor.
3. For anyone not listed (for example kitchen staff without a login), Add employee. Their national ID is required.
4. In each file, under Access, tap Generate PIN and give the PIN to the person privately (it is shown once). Everyone clocks in with their PIN on the POS Register or kitchen tablet, even people who never sell; a cashier later given register access keeps the same PIN.
5. For people who sell or use the console: in their file, Give access. The role comes from their main position and the branch from where they work; the button says what they get (the POS Register, the console, or both) and asks for an email only when it's the console.
6. Add each person's documents with a scan: at least the health certificate and the criminal record certificate (fish), each with its expiry date, and the signed contract for employees. The file shows Cleared to work when they're all valid.
7. For drivers, the driving and vehicle licence dates on the driver's record (Drivers) are also alerted; the driving licence can be kept in HR too.
8. Expiry alerts reach Admins and HR managers in the bell. To get them by email, SMS or WhatsApp too, or to send them to other roles: Notification settings (7.8).

7.10 Tips and the service charge

Tips are shared between everyone working inside the restaurant, by the share you give each position. Managers get none; delivery tips are the driver's. Everyone counts under their main position in HR, so set that first (7.9), and everyone who shares needs a PIN to clock in and to collect.

1. Open All pages → Money & reports → Tips → Settings (head office).
2. Give each position that shares tips its %, for example Waiter 50, Busser 20, Cashier 20, Cook 10. The total must be 100 %. Leave managers and anyone who doesn't share at 0. Until you save shares, Tips is off and nothing is shared.
3. If your dine-in bills carry a service charge, enter the staff share (for example 80 %): that part is shared like the tips, the rest stays with you. Check the share the law requires with your lawyer.
4. Save.

Every day: tips on a bill are shared the moment it's paid, between whoever is clocked in. Ask staff to put cash tips they're handed into the tip box. At closing a manager counts the tip box and enters it under Tips → Tip box: it's shared by the time each person worked that day. Staff collect their tips in cash at any register: the cashier taps Cash → Pay tips and the employee types their PIN.

Check: Logins & access lists every login with the right role and branch; everyone who works the POS Register has a PIN; at least one person per shift has the Shift manager role. Everyone who clocks in is in HR with their login linked and has an employee number, and a test clock-in shows under On the clock. Each manager has received a test notification. In HR, the ID needed and Incomplete filters are empty.

8. Drivers

Only registered drivers can sign in to your driver app. Their pay and schedule decide payroll and who appears when you assign an order.

8.1 Add each driver

Every driver has a file with their ID and papers. Where you add them depends on who employs them:

• Your own employed drivers: add them in HR → Add employee (main position Delivery driver) like any staff member, with their papers. Then, in their file under Access, tap Give driver app access and check their mobile.
• Drivers from an agency, or freelance: first add the agency under Drivers → Agencies → New agency (company name, contact person and mobile, and what you pay them: per delivered order, per km, per hour of booked shifts their drivers worked, per driver-day and/or a fixed amount a month; leave empty what doesn't apply).

1. All pages → Drivers → Add driver.
2. Choose From an agency (and pick the agency) or Freelance. Type the full name as on the ID, the national ID (or switch off Egyptian for a passport), the mobile and the branch. Press Add driver. A driver who already drives for another restaurant on the platform is simply added to yours: they keep one app and one sign-in, and their pay, cash and history with you are yours only.
3. The driver's file opens: under Documents, add scans of the health certificate, criminal record certificate (fish) and driving licence with their expiry dates. They get orders once the file shows Cleared to work. Later: Drivers → ⋮ → Papers & file.
4. If you later employ an agency or freelance driver yourself: Drivers → ⋮ → Hire as employee. Their file moves to HR, where you add the contract and social insurance.
5. Open the driver's ⋮ → Edit profile: add the vehicle (type and plate), licence, and the company for a third-party driver.
6. Clear them in HR before their first order. Add the driver in HR (position Delivery driver), with their national ID, mobile and scans of the health certificate, criminal record certificate (fish) and driving licence, each with its expiry date. In their file, under Access, link their driver record. Until the file shows Cleared to work, the driver shows greyed out when you assign an order, can't be sent one, and their app tells them what's missing.

8.2 Pay and working schedule

1. Pay isn't set per driver: every own driver at a branch earns that branch's Driver pay per km and Shift minimum (Branches → Open → Delivery, step 4.3). Agency drivers are paid through their agency.
2. Under Working schedule, set the days and hours they work.
3. Tap Save.

8.3 Driver shifts (optional)

Open shift slots that drivers book in their app, first come, first served.

1. Set the branch's opening hours first (step 4.5): shifts must fall inside them.
2. Open All pages → Drivers → Driver shifts, pick the branch, and stay on Weekly plan. Each day the branch opens is listed, Saturday to Friday, with its hours; it starts with 10:00–18:00 (2 drivers) and 18:00–02:00 (1 driver) where they fit.
3. Change the times and driver numbers, Add shift or remove one; Same on every open day copies a day's shifts to the others. A shift outside the day's hours shows in red and can't be saved.
4. Tap Save weekly plan. Drivers can then book the coming days (7 days ahead unless you change Driver rules → Booking ahead). Holidays and special days (step 4.5) are taken into account by themselves.

When you assign an order, the list shows drivers who booked the shift happening at that time and drivers whose working schedule says they work then.

8.4 Get the driver signed in

1. The driver installs the Driver app (ask your platform contact for the link) and signs in with the phone number you registered. They see only your restaurant, with its name and logo (the receipt logo in Restaurant settings) at the top. A number that drives for Jibo can't also be your driver: Jibo's drivers use their own app.
2. They type the same mobile number, tap Send code, and type the code from the SMS.

A number that isn't registered, or a suspended driver, is refused before any SMS is sent.

Check: the driver signs in, goes online, and appears on the Drivers map; on the Drivers tab they show their pay type.

9. Tablets & hardware

Each register, kitchen display and orders tablet is an Android tablet with your app, tied to one branch by a one-time device code.

Which screen goes where

Each screen has one job and sits where the person doing that job stands. The orders screen and the kitchen display show the same orders to different people: the counter decides whether and when, the kitchen cooks.

Small shop, one person at the counter: put the orders screen right next to the POS Register, or use the orders web page on a computer at the counter. Busy delivery branch: the orders screen goes where drivers collect, which may be a separate hand-off point from the POS Register. No kitchen display: the kitchen printer (9.2) prints each accepted order instead.

9.1 What to buy: register

If both the printer and the scanner connect by USB, you need the hub. If one of them is Bluetooth, the tablet's own USB-C port may be enough.

9.2 What to buy: kitchen display

• A tablet, or a bigger screen (15.6–27 inch), with Android 14 or newer and Google Play. Many large screens run a signage-only Android without Google Play; those won't work. Ask the seller to confirm.
• A wall or arm mount (VESA), away from heat and splashes. A splash-resistant case or an IP54–IP65 rated screen is best.
• A loud speaker. The kitchen display sounds an alarm when a new ticket arrives, and kitchens are noisy. If the built-in speaker is weak, plug in a USB, headphone-jack or Bluetooth speaker; Android switches to it.
• Keep it on its charger. If you plug things in, use a USB-C hub with PD charging, like the POS Register's.
• Optional kitchen printer, to print every new order in the kitchen: an 80 mm ESC/POS receipt printer with an Ethernet port (plugged into the shop's router), auto-cutter and buzzer, grease and splash resistant, wall mounted. Near a grill or oven, an impact (dot-matrix) printer: heat turns thermal paper black. On the kitchen display tap the printer icon at the top, type the printer's IP address (on its self-test page: hold the feed button while switching it on), turn on This tablet prints new tickets on one kitchen display only, and press Save and print a test.
• Optional bump bar (a rugged keypad for wet or gloved hands, USB or Bluetooth): plug it into the hub or pair it, and set its keys to send ← → ↑ ↓, Enter and Backspace (and 1–9 if it has number keys).

Network: use the shop's main Wi-Fi, not the guest network. Guest Wi-Fi stops tablets and printers from talking to each other.

9.3 Check the tablet before you set it up

Do these while you can still return it.

1. Google Play certified: Play Store → your profile picture → Settings → About → Play Protect certification. It must say Device is certified. If not, return the tablet.
2. Xiaomi tablets, Global version only: Settings → About tablet → HyperOS version. The letters near the end must be MIXM, EUXM or INXM. CNXM is the China version: return it.
3. Turn on OTG if a printer or scanner plugs in by USB: unplug everything from the USB-C port, charger too (the switch is greyed out while anything is plugged in). Open Settings, search for OTG, turn it on. Then plug in the hub.
4. Connect everything: hub into the tablet; charger into the hub's PD port; printer (switched on) and scanner into the hub's USB-A ports.
5. Charging check: with the printer and scanner plugged in, the battery must show charging.

9.4 Install the app

Way A: Managed (recommended), once your platform contact has turned it on for you. The tablet opens straight into the POS Register, kitchen or orders app and stays there (staff can't leave it or open Settings), keeps its screen on while charging, installs app updates by itself, installs Android updates at night (2:00–5:00), and can be restarted, locked or wiped from the console.

1. Console → Devices → Managed tablets → Enrol a tablet. Pick the branch, what it is Locked to (Register, Kitchen display, Jibo Orders or Order Hub), and a name if you like (for example Counter 1). Tap Create QR code. The code works once, for that branch and role, and expires after 1 hour.
2. Factory reset the tablet (search Settings for "Factory reset"), or start with a new one.
3. On the very first Welcome screen, tap the same spot 6 times. A QR scanner opens. Scan the code and connect to the shop's main Wi-Fi. Don't sign in with a Google account.
4. Wait. The app installs and opens by itself, and the tablet appears in Managed tablets with its app version. Continue with 9.5.

Way B: Download.

1. On the new tablet, open the browser, go to your console address and sign in.
2. Open Devices → Download app and tap Download next to POS Register (tablet) or Kitchen Display (tablet).
3. Open the downloaded file. If Android asks, allow installs from the browser, then tap Install.
4. Sign out of the console on the tablet.
5. To keep staff inside the app, turn on Android's App pinning (search Settings for "pinning").

A downloaded tablet updates through the Update available strip at the top of the app: tap Update now, then Install. The first time, allow installs from the app.

9.5 Device code and register number

1. Open the app on the tablet. It asks for a device code.
2. In the console (any computer), open Devices → Generate device code, pick the branch, then 1. The device: Tablet, POS Terminal Station or PC. 2. The app it runs lists only the apps that device can run: a tablet runs the POS Register, Kitchen Display or Orders Terminal; a station runs the POS Register; a PC runs the POS Register or the Orders web page. Pick one and tap Generate. The code works once and lasts 15 minutes, so do this with the tablet in front of you.
3. Type the 8-character code on the tablet (with or without the dash) and tap Enrol this tablet. The tablet stays set up through reboots and power cuts.
4. In Devices, tap the new tablet and give it a name (for example "Front counter"). For a register, choose its Register number (Register 1, 2, …). A register can't complete sales without one. The number sets the receipt range: Register 1 prints 1000–1099, Register 2 prints 1100–1199.

POS Register for Windows: a branch that doesn't want our tablet can run the same POS Register app on its own Windows PC, with a USB or network receipt printer and the cash drawer plugged into the printer. Switch on POS Register for Windows in ☰ → Plans & billing (one per PC). Get the app on the PC: sign in to the console in the PC's browser, open Devices → Download app and tap Download next to POS Register for Windows (PC). Open the downloaded file, Extract all, and open the app in the extracted folder. Then in Devices → Generate device code choose PC → POS Register (the code box has the same Download button) and type the code in the app. The PC needs graphics that support DirectX 11 (any PC from about the last ten years): on a much older one the app's window stays black. It gets a register number and cashiers sign in with their PIN, as on a tablet. A Windows code works only in the Windows app, and a tablet's code only on a tablet. Windows updates are installed by downloading the new version the same way. Until the app is signed, Windows may warn "Windows protected your PC": tap More info → Run anyway.

POS Terminal or POS Terminal Station? Not every counter needs a printer. A POS station is the tablet with the adaptor for a USB receipt printer, cash drawer and barcode scanner: use it at a counter that takes cash (the drawer opens through its printer) or scans barcodes. A POS tablet has no adaptor and costs less: for a counter that takes cards and app orders, sends receipts by text or email, or prints to a shared Wi-Fi or Bluetooth printer. A restaurant with three counters often has one station and two tablets.

Your plan sets how many devices you can enrol. Each branch gets one orders web page free; every other POS Terminal, POS Terminal Station, POS Register for Windows, kitchen display, orders tablet or orders web page is one you pay for in ☰ → Plans & billing (switch it on and say how many). When they're all in use, Generate device code says so: add more there, or revoke one you no longer use.

For a lost, sold or retired tablet, tap Revoke in Devices: it is signed out for good. A managed tablet can also be wiped from Managed tablets → ⋮ → Wipe (factory reset).

9.6 Printer, cash drawer and scanner (register)

1. On the POS Register, tap the printer icon in the top bar.
2. USB or Bluetooth: tap Scan for USB or Bluetooth and pick the printer. For USB, Android asks to allow access: tick the box to always allow it and tap OK. Ignore parts of the hub in the list (like "Card reader"). For Bluetooth, turn on the tablet's Bluetooth first and allow it if asked.
3. Wi-Fi or network cable: find the printer's IP address (most printers print it on their self-test page) and ask whoever runs your router to keep it fixed. Tap Connect by WiFi (IP address), type it (for example 192.168.1.50) and tap Connect.
4. Cash drawer: plug it into the printer's drawer port. It opens on cash sales and with Cash → No sale. If the printer is off, open it with the drawer key.
5. Scanner: plug a USB scanner into the hub, or pair a Bluetooth one. A scan types the digits into the POS Register's search box.
6. Check the pot icon in the top bar is not orange. Orange means Send every sale to the kitchen (testing) is on: tap it to turn it off.
7. Mount the tablet and route the cables so the hub can't be pulled out.

The POS Register remembers its printer. A red printer icon means it isn't connected: sales still go through, and you can reprint the last receipt later.

9.7 Kitchen display

1. Allow notifications when asked (a managed tablet allows them by itself). That is what makes new tickets sound loudly, even with the screen off.
2. Turn the volume up and test the speaker.
3. Mount it in the kitchen where every cook can read it, above the cooking or packing line (see Which screen goes where). There is no PIN on the kitchen display.
4. Problems or ideas: the ? in its top bar → Report a problem (a picture of the screen goes with it). Answers are emailed to you as admin.

9.7a Orders screen (tablet or web page)

One screen per branch for every order (your website, the kiosk, the marketplace app, talabat and other delivery apps, phone and message orders, and the POS Register's own sales), separate from the kitchen display. Staff accept each order with a preparation time, pause the branch when it's busy and mark items sold out from it. Optional: the same orders are on the console's Orders page.

Without a tablet: open iotech-screen.web.app (a Jibo restaurant: orders.jibo.online, the same page) in a browser on a computer or tablet at the counter (it doesn't work on phones), generate an Orders web page code (☰ → Devices → Generate device code → Orders screen → Orders web page) and type it there, then tap Enroll. Each branch gets one web page free. Keep the page open and tap it once so it can beep.

1. If Jibo's drivers deliver your Jibo orders: ☰ → Order channels → Usual prep time (minutes from accepting an order to ready) for each branch; it is asked before you switch Jibo's drivers deliver our Jibo orders on. The delivery time customers see starts from it, then from your real prep times.
2. Install the Jibo Orders app (a restaurant on Jibo only: it shows Jibo's orders only, billed in ☰ → Jibo billing) or Order Hub (9.4: every channel, billed in Plans & billing). A branch that adds an Iotech product bringing orders (POS, ROS, Messaging, talabat, website, kiosk, our agents) moves to Order Hub by itself; a managed tablet gets the app with no visit and asks for a new device code once. In ☰ → Devices, generate a device code for the branch with Orders screen → Orders tablet and type it on the tablet. Both run on tablets only, never on a phone.
3. Allow notifications when asked and turn the volume up: each new order sounds loudly, even with the screen off.
4. Put it at the front counter or the pass, next to the POS Register and the pickup shelf, where whoever answers online orders and hands them out can see and hear it, not in the kitchen (see Which screen goes where). It shows today's orders in New, In progress, Ready and Done.

9.8 If something doesn't work

Check: every tablet shows in Devices with its name and branch, every register has a number, and the printer icon on each register isn't red.

10. Messaging: WhatsApp, Messenger, Instagram

Customers already message you. Once your accounts are connected, staff enter those orders in ROS and press Send: the confirmation, total and tracking link go straight into the customer's chat, from your own account. Staff can also read and answer the messages in the console's Chats page (kept 30 days), and our order-taking agents use it if you pay for that service.

Work through 10.1 to 10.6 in order. The first four happen in Meta's apps and take about 15–30 minutes each. Meta renames buttons from time to time: if a button isn't exactly where described, look for the same words in Settings or the search box.

10.1 One business portfolio of your own

Your Facebook Page, Instagram account and WhatsApp number belong to your restaurant, in your own business portfolio at business.facebook.com. Never put them in the platform's portfolio or anyone else's.

1. The owner logs in to Facebook with a personal account used to manage the business, and turns on two-factor authentication (Facebook → Settings → Accounts Center → Password and security).
2. Go to business.facebook.com. If Meta asks you to create a business portfolio, use the restaurant's legal name.
3. Add a second trusted person as admin (Settings → People → Add), so losing one Facebook login can't lock you out. Everyone you add must be a real person with their own Facebook login.
4. When Meta offers to add your Instagram login as a "person", skip it.

10.2 Facebook Page and Messenger

1. Open Pages on Facebook (facebook.com/pages). If your restaurant has a Page, open it; if not, tap Create new Page, enter the restaurant's name and a category such as Restaurant.
2. Fill in the Page: logo as the profile picture, address, phone, opening hours and a short description.
3. Make sure people can message your Page: switch into the Page (your profile picture, top right → the Page), then your profile picture → Settings & privacy → Settings → under Privacy, How people find and contact you → Allow people to message your Page (or similar wording): on. It is on for new Pages; the Page then shows a Message button. If Facebook has moved it, type message in the search box at the top of Settings. Only someone with full control of the Page can change it.
4. Optional, an instant reply such as "Thanks for your message! Send us your order and we'll confirm it shortly.": Meta Business Suite (business.facebook.com) → Inbox → Automations → Instant reply → write the message, choose Messenger (and Instagram if you like) → Save, then turn it on. It doesn't send while the Page is set to Away.
5. Make sure the Page is in your business portfolio (Meta Business Suite → Settings → Business assets).
6. Give your messaging staff access: Meta Business Suite → Settings → People → Add people → their email → access to Messages only, not full control. They accept from their email and use their own Facebook login.

10.3 Instagram business account

1. Log in to the restaurant's Instagram account. Open the profile: if you see Professional dashboard and a category under the name, it is already professional; check it is Business, not Creator.
2. If not: Settings → Account type and tools (on a computer: More → Settings) → Switch to professional account → Business. Pick a category such as Restaurant and add your contact details. A Creator account can't be connected: switch it to Business.
3. Link it to your Page: on Facebook, switch into the Page (your profile picture, top right → the Page), then your profile picture → Settings & privacy → Settings → Linked accounts → Instagram → Connect, and log in to the Instagram account. A Page holds one Instagram account; you need full control of the Page. (From the Instagram app instead: profile → Edit profile → Page → Connect or create.)
4. Message access for apps: Instagram moves this switch between versions. Look in the Instagram app under Settings → For professionals / Business tools and controls → Connected tools, or Settings → Messages and story replies → Message controls (at the bottom), and turn on Allow access to messages. If you can't find it, skip it: it is usually on once Instagram is linked to your Page. You'll know when you test in 10.5 — if an Instagram message doesn't appear in ROS's conversation list, come back to this switch.

10.4 WhatsApp Business app

1. Use a phone number just for orders, on a SIM in a phone kept at the restaurant, not someone's personal WhatsApp.
2. Install WhatsApp Business (green icon with a "B", not regular WhatsApp). Register the number with the SMS code, and enter the business name customers know and your logo.
3. Settings → Business tools → Business profile: category, description, address, opening hours, email, website.
4. Optional, in Business tools: a Greeting message, an Away message for outside opening hours, and Quick replies (delivery areas, minimum order).
5. Link it to your Page: on Facebook, switched into the Page → Settings & privacy → Settings → Linked accounts → WhatsApp → Connect. Type the number; the code arrives in WhatsApp on the restaurant phone. Type it to confirm. (From the WhatsApp Business app instead: Settings → Business tools → Facebook & Instagram → Facebook.)

Until your platform contact tells you the WhatsApp sign-up window is available for your number, staff confirm WhatsApp orders from ROS with Copy message or the button that opens WhatsApp with the message typed.

10.5 Connect in the console

Done once by a head-office admin. Before the first Connect, while the platform's Meta app is still being approved by Meta: send your platform contact the Facebook username of the person who manages your Page; that person opens developers.facebook.com → Get started (once, free), and accepts the invitation from Iotech POS that appears there (bell icon or My Apps). Your platform contact tells you when this is no longer needed.

1. Open All pages → Setup → Restaurant settings → the Messaging — WhatsApp, Messenger, Instagram card → Connect Facebook, Instagram & WhatsApp. If the browser blocks the window, allow pop-ups for the console and press it again.
2. In the Meta window, sign in with a Facebook account that is an admin of your Page. If Meta says App not active, that account isn't a Tester of the Iotech POS app (see "Before the first Connect" above): close the Meta window; the card stops waiting and says so. Check the restaurant name at the top of the console first: Connect links the restaurant of that tab.
3. When Meta asks which business portfolios to share, choose your restaurant's own portfolio. When it asks which WhatsApp accounts, choose your restaurant's. Then allow access.
4. Back in the console, under What should this restaurant connect?, pick your Facebook Page (its linked Instagram comes with it) and your WhatsApp number. What is connected now is already picked ("connected now"); Keep as is leaves it unchanged. A Page or number connected to another restaurant can't be picked: the line says which restaurant (when you are an admin there too) and how to free it. Tap Connect.
5. If WhatsApp didn't connect, the card says why in red until you close it (×). A number connected to another of your restaurants: switch to that restaurant → Integrations → Messaging → Disconnect WhatsApp, then come back and press Connect again.

The card then shows Messenger, Instagram and WhatsApp, each Connected or Not connected, with Disconnect. Disconnect stops messages coming to the console; disconnecting everything also removes Iotech POS from your Facebook account's connected apps (Settings → Business integrations). Instagram connects through the Page: "No Instagram linked to this Page" means step 10.3 isn't finished. Disconnect only stops sending from the POS; nothing changes in your Meta inbox. If the card shows when the WhatsApp sign-in expires, press Connect again / change before that date.

Connect a WhatsApp number with an access token instead: only for a number your Facebook login doesn't list. Enter the Phone number ID and WhatsApp Business account ID, and a never-expiring System User Access token (Business settings → Users → System users → Generate token, never expires, with whatsapp_business_messaging and whatsapp_business_management). Meta checks them before anything is saved.

10.6 Meta's 24-hour rule and the WhatsApp template

You can reply freely within 24 hours of the customer's last message, so a confirmation right after they ordered by message is fine. Outside those 24 hours, Messenger and Instagram can't send (staff use Copy message), and WhatsApp needs an approved template. A phone customer hasn't written to you on WhatsApp, so phone orders always need the template.

1. Open WhatsApp Manager → Message templates → create a template, category Utility.
2. Write the body with three variables: {{1}} the order number, {{2}} the total, {{3}} the tracking link. For example: "Your order {{1}} is confirmed. Total {{2}}. Track and pay here: {{3}}".
3. Add it in Arabic and in English under the same name, and submit for approval.
4. When Meta approves it, type its name in the console: Integrations → Messaging → WhatsApp template for phone orders → Template name → Save.
5. Reply automatically while closed (same card, on from the start): while every branch is closed by its opening hours or special days, a customer who writes on WhatsApp, Messenger or Instagram gets one reply in Arabic and English saying when you open next and where to order meanwhile (your website when it's in your plan, and Jibo when you're on it). It goes once per customer in the hours Iotech sets, from your own account; the chat still waits for your staff. Add a line puts your own sentence at the end; switch it off to send nothing. We send it rather than Meta because WhatsApp's business connection has no away message and Meta's don't know your hours or holidays.

WhatsApp messages are charged by Meta to your own WhatsApp account; Messenger and Instagram are free.

10.7 Give agents a console role

1. Give messaging staff the Messaging agent role and phone staff the Phone order agent role (step 7.2).

10.8 One inbox for all three

Customers' messages are read and answered in Meta Business Suite's Inbox, not in the console. The console's ROS only lists recent Instagram and Messenger conversations to pick from and sends the order confirmation. Messenger and Instagram are in the Inbox as soon as the Page and Instagram are linked; WhatsApp is added once, here.

1. On a computer: business.facebook.com → your business portfolio → Inbox. If WhatsApp isn't listed, the Inbox shows Save time with a shared WhatsApp Business account in Inbox: press its button to start.
2. When asked which WhatsApp account, choose the one already in your business portfolio (your orders number, connected in 10.5). Never choose to add a new account, register the number again or move it.
3. Confirm on the restaurant phone if WhatsApp Business asks. Choose whether to share recent chat history (up to 6 months); group chats and Status stay in the phone app.
4. Back in the Inbox, WhatsApp is listed next to Messenger and Instagram, with a filter per app at the top. On a phone or tablet use the Meta Business Suite app → Inbox.

Check: send the orders number a WhatsApp message from another phone: it shows in the Inbox and in the WhatsApp Business app. Then in the console, Integrations → Messaging still shows WhatsApp Connected, and a test order's Send on WhatsApp arrives. If WhatsApp shows Not connected, press Connect Facebook, Instagram & WhatsApp again (10.5).

Each messaging agent signs in with their own Facebook login and the Messages access from 10.2. Messages sent from the phone app also show in the Inbox, and the other way round.

In ROS, staff always choose where the customer contacted you and the customer's language (عربي or English); the confirmation goes in that one language.

Check: the Messaging card shows Connected for each channel you use. Send your Page a message from another account, place a test order in ROS for that conversation, and press Send on Messenger: the confirmation arrives in the chat.

10.9 Order channels and channel menus (Order Hub)

Order Hub is where every channel's orders meet (your website, the kiosk, the marketplace app, talabat and other marketplaces) and where one menu goes to all of them. You use it from the console; every order lands on your Orders page.

• ☰ → Integrations: Order Hub lists every kind of integration (POS, marketplaces, couriers and the rest) with what's connected; a connector that's ready has Set up, or Manage once connected, which opens its own page (talabat under Marketplaces, 4.7); the others say Coming soon. Below it, Channels: pick a branch to see every channel (Jibo, talabat, your website, the kiosk, phone, WhatsApp, Instagram, Messenger), whether it's in your plan, and a switch to take its orders at that branch or not. A channel that isn't in your plan says so: switch it on in ☰ → Plans & billing first. Below that, Branches: choose each branch's POS (ours, or another POS by its web address: you get its key once to give the POS company), and Pause a branch's online orders for 30 or 60 minutes or until you resume, on every channel at once. Head-office admins with Logins & access change it; others with orders access see it.
• ☰ → Restaurant settings → Jibo profile (head office): what diners see on your card and page in the Jibo app and website. Upload a cover photo of your food (wide, bright, no text), pick up to 3 cuisines, enter how long an order takes to be ready (for example 20 minutes: Jibo adds the drive to each customer for delivery, and busy mode adds its extra minutes) and one line about you in English and Arabic, then Save marketplace profile. It shows within a minute. Your logo comes from Receipt settings; your stars come from customers' ratings of their orders. On your page in the Jibo app the cover runs across the top with a card over it: logo, name, cuisines, stars, delivery time, fee and who delivers (Delivered by Jibo or Delivered by the restaurant; tapping it explains what that means for the diner). Tapping the card opens Info: your area (the branch address), delivery time, minimum order, delivery fee, who delivers, payment options (card in the app when card payments are on, cash unless you switched cash on delivery off, a card machine if you take cards at the door) and your legal name from your Commercial Registration.
• Order chat (☰ → Restaurant settings → Order chat, head office): customers and drivers chat in the apps while an order is on its way, without seeing each other's numbers. Your staff with the Order chat permission (Team → Roles; owner, admin, branch manager, shift manager and logistics have it) read every chat on the order's page and can write to the customer. Only your own team sees your chats, not the platform. Change sets how many days chats are kept after the last message (1–90, default 30); then they are deleted.
• Show best sellers on the Jibo website (Jibo profile, off unless you turn it on): your most ordered dishes, worked out from your orders, shown on the website with their pictures and names, never prices. The website never shows your menu or takes orders; diners order in the Jibo app. Your reviews (ratings with a comment, first names only) show there too. Save marketplace profile to apply.
• Add-ons at checkout (Jibo profile → Choose items, up to 12): sauces, drinks or sides the cart suggests as "You might also like"; a customer adds one with a tap. Save marketplace profile to apply.
• Offers (Jibo profile → Add offer; you pay for them): First order % off (a customer's first order with you), % off the menu (each with an optional "Up to EGP" cap and minimum order) or Free delivery over an amount; an end date and an on/off switch each. They show as a badge on your card and come off Jibo orders automatically. A customer's promo code doesn't add to an offer: whichever is bigger is used. Save marketplace profile to apply.
• What diners see on your card: nothing extra while you're open. Busy (busy mode's extra minutes): you still take orders, the card says Busy and shows the longer time. Paused (busy mode's pause, or pausing Jibo in Order channels): the picture is shaded and no one can order until you resume. Opens at …: outside your opening hours the picture is shaded with your next opening time; diners can fill a cart but can only order once you open. While you're open, diners can still pick a later time.
• On our marketplace your restaurant shows once: customers give their address first, and the nearest of your branches that is open and delivers there takes the order. A branch that is closed, busy or paused isn't used; customers who pick up choose the branch themselves (closed ones are greyed out). Set each branch's delivery range in its settings.
• ☰ → Channel menus: your menu (Menu items) with a layer per channel (our marketplace, talabat, and others as they come; our marketplace shows once your restaurant is listed on it): a price change, items hidden, its own prices, and items or bundles only on that channel (pick what a bundle includes on their pictures). Preview shows what will change on each channel; Publish to all channels sends it, with each channel's answer. Sold out and busy mode on the POS Register reach every channel at once.

11. Customer app, loyalty and promotions

Your customer app carries your name, menu and branches. Loyalty points and promo codes bring customers back, at the POS Register and in the app.

11.1 Customer app

The customer app serves every restaurant on the platform: customers choose your restaurant from its list (your restaurant appears once a branch is open for orders) and the app opens on it next time. They sign in with their phone number, order for delivery or pickup, pay online, by cash on delivery or at the counter, follow the order on a live map, and rate it. What the app shows comes from what you set up:

• Your restaurant's name: your restaurant account (ask your platform contact to change it).
• Menu, photos, options and prices: Menu items (step 6).
• Branches, nearest first, open or closed: Branches and opening hours (steps 2 and 4).
• Delivery fee, delivery distance and ordering fee: the branch page, Branches → Open (step 4).
• WhatsApp contact button and the note at checkout: Restaurant settings (step 3.3).
• Card and wallet payment: Paymob (step 5).

1. Install the customer app on your own phone (ask your platform contact for the link) and choose your restaurant.
2. When a branch is ready, turn on Open for orders for it in Branches.

11.2 Loyalty

1. Open All pages → Setup → Loyalty settings.
2. Turn Loyalty points on or off.
3. Set Spend this much to earn 1 point (for example EGP 10), 1 point is worth (for example EGP 1), and Minimum points before they can be used.
4. Save.

App orders earn points once they are delivered; register sales earn them straight away.

11.3 Promotions

1. Open All pages → Menu & stock → Promotions and create a code.
2. Set its discount, start and end dates, usage limit, minimum order, and whether it is one per customer.
3. Turn it on.

Customers type the code at app checkout; cashiers apply it at the POS Register. Codes ignore capitals and spaces.

Check: on your phone, the app shows your restaurant's name and nearest branch as open; a test code gives the discount at checkout; the order earns points.

Plans and billing

What you use from Iotech and what it costs, switched on and off by you.

1. In the console, ☰ → Plans & billing (head-office admins). Products are in groups: Tablets (POS Terminal, POS Terminal Station, KDS, Orders Terminal), Devices (KIOSK - Free Standing, KIOSK - Countertop), Peripherals (receipt printer, handheld scanner and cash drawer for a POS Terminal Station; kiosk printer, kiosk 2D scanner and card terminal for a kiosk), Web apps (ROS for phone and chat orders typed in ROS, per branch; Messaging (Meta) for WhatsApp, Instagram and Facebook Messenger; Order Hub Web, the orders screen in a browser: each one works in the one browser it is enrolled in, so order one for every tab, browser or computer that shows orders; your website), Modules (Delivery Drivers, team, payroll, inventory, loyalty, cash protection), Order Hub (talabat) and Services (Order taking by Iotech agents: a % of each order they enter, no monthly price; SMS bundle: a price per 1,000 SMS, Buy SMS instead of a switch). Each shows its price (per month for the whole restaurant, per branch or per device) and what it includes. The page follows the branch chosen at the top of the console: one branch shows only its own devices, its month and its invoices; All branches shows every branch. ROS comes with Messaging (Meta) and Order taking by Iotech agents: their orders are entered in ROS, so switching either on switches ROS on too (the box says so and shows its price, and you get a notice); ROS can't be switched off while either is on.
2. Tap Switch on, read the price and the terms, tick I have read and accept and tap Switch on. For devices, say how many at the branch (or at each branch). A kiosk is KIOSK - Free Standing or KIOSK - Countertop, each with its own price: switch on the one you want and say how many; add its kiosk printer, kiosk 2D scanner and card terminal under Peripherals. You are invoiced at once for the rest of this month, then on the 1st of every month. Pay in advance: a product starts, and devices count and are shipped, only once that first invoice is paid (by bank transfer or card, below); until then it says starts when invoice … is paid.
3. Each branch has its own invoice: its own devices and per-branch products, a share of the products priced for the whole restaurant, and Jibo's commission on its own orders. A branch's own admin sees and pays its branch's; head office sees them all and can tap Pay all. If one branch's invoice goes unpaid, only that branch's paid products switch off.
4. Jibo adjustments (on the same page): when Jibo records a problem on one of your Jibo orders you get an alert and see it here with who pays. Tap Dispute before its date and say why (the order left on time and complete, and how you know); Jibo answers within a few days. Orders Jibo's drivers delivered settle on your monthly invoice: the cash they collected is credited to you, Jibo's delivery fee on card orders is charged. An invoice below zero says Jibo owes you.
5. Under Invoices, pay each invoice by bank transfer to the account shown in Pay by bank transfer (bank, account name, account number, IBAN), writing the invoice's reference (shown under it) with the transfer; it is marked paid once the transfer arrives. Or tap Pay now to pay by card. You get an alert for each invoice and reminders while it is unpaid. Each invoice shows Iotech's tax registration number and yours (from your Tax Card); VAT is added when Iotech charges it.
6. An invoice not paid by its due date shows past due; a few days later your paid products switch off until it is paid. Your data is kept and everything comes back as soon as you pay.
7. Switch off stops a product now; the current month is not refunded and it is not on the next invoice.
8. Devices are sent to you (Orders tablets, printers, scanners, card terminals, cash drawers and kiosks): switching them on, or raising how many, orders them. You get an email and SMS with the carrier and tracking number when they leave; then enrol each one with a device code (Devices).

12. Final checklist and first test sale

One run through every path before real customers do it.

Setup checklist

1. Every branch has its name, address, phone, map location, service style, tables (full service), packing extras and pickup board (step 2).
2. Restaurant settings saved: receipt details, and the cart reminder the way you want it (step 3).
3. Each branch has delivery fees, delivery distance and opening hours, and web ordering on if you use it (step 4).
4. Paymob shows Working · Live (step 5).
5. Every item has a price at each branch, kitchen items have Kitchen on, and option sets are attached (step 6).
6. Staff, roles, PINs, shift managers and Cash control settings are in place (step 7).
7. Drivers are registered with pay and schedule, and can sign in (step 8).
8. Every tablet is in Devices; every register has a number and a printer (step 9).
9. Messaging is connected and the WhatsApp template is saved, if you use them (step 10).
10. Loyalty and promotions are set the way you want (step 11).

First test sale at the POS Register

1. On the POS Register, type your PIN and open the drawer with the float.
2. Ring up one cheap item that is Prepared in kitchen, and pay cash.
3. Check: the receipt prints with your logo, VAT and QR code; the drawer opens; the ticket appears and sounds on the kitchen display; the order shows in the console's Orders.
4. On the kitchen display tap Start, then Ready.
5. Refund the sale from its order page if you don't want it in your figures.

Then test each other way customers order

1. App delivery: order from your phone with card; confirm it in Orders, pack it, assign a driver, and have the driver accept, pick up and deliver.
2. Web order: open your web ordering link on your phone (Restaurant settings → Web ordering link → Open), choose the branch, order one item for delivery with cash; check it arrives in Orders as 30xx, confirm it, and follow it on the tracking page. Then cancel it.
3. Phone order: ROS → Phone call → customer language → delivery with location → Card — send a payment link; pay from the tracking link.
4. Messaging order: ROS → WhatsApp, Instagram or Messenger, and send the confirmation.
5. End shift on the POS Register: count the drawer and check the end-of-shift report prints and shows in Cash & Shift.

Check: every test order shows in Orders with the right channel, fee and payment, and the end-of-shift report balances. Then turn on Open for orders for each branch.

Questions about your account, sign-in or anything this guide says to ask about: contact your platform contact.