Welcome to Althea Suite! It’s your one-stop solution for setting up your Online Shop and managing end-to-end business operations within your Restaurant or Retail Outlet.
This user guide will take you through step by step on how you can quickly get started with our product and start to discover what features we have in store for you.
Althea Suite Restaurant with E-Commerce
This version is best suited for Single or Multiple Outlet Restaurants and Retail businesses. Someone who is simultaneously looking to set up their Online Shop in an easier and faster way can go forward with this trial signup.
In terms of the features, you can manage all of your basic day to day business operations while also being intuitively driven towards business growth through smart in-built tools.
Point of Sale Billing, In-depth Order Management with Deliveries, Inventory Management, Purchase Management, Business Analytics, CRM, Employee Management and Online Website Management are some of the key attributes of this version.
Complete Althea Suite
This version is best suited for Medium to Large Scale Business Enterprises. Here we have majorly focussed on providing clients with a much more in-depth approach to business management.
In terms of the features, you can find all of the HDRestaurant with Ecommerce listed features and several additional modules that add a new dimension to how you approach process flows for fundamental operations within a Restaurant or Retail Business.
You get much detailed Business Analytics to look at your business as it functions and tools to access what it needs for exponential growth. You can find more processes and automation that will help business owners to save more and more time.
Purchasing and Inventory management gets a detailed outlook with smarter tools that bigger businesses rely on to make informed business decisions.
The e-commerce aspect is also added with more features that the owners can play around with to help them take their Online Shop to the next level.
Before you start adding items and setting up your taxes, there are a few administrative tasks that you should do:
A Company, Business Location, and a Warehouse will be created with a name you entered during registration of Althea Suite. To update your Company, Business Location, or Warehouse details, follow the steps below.
Update Company details
Update Business Location details
We can firstly get started with the basic building blocks of setting up a POS Application, which is Item/Menu Creation. This part of the guide will consist of walking you through how you can quickly set up your list of Items for your Restaurant/Retail Outlet.
We can first get started with the basic building blocks of setting up a POS Application, which is Item/Menu Creation. This part of the guide will consist of walking you through how you can quickly set up your list of Items for your Restaurant/Retail Outlet.
As we know that in a Restaurant our Item List will comprise of two types of entities;
● Menu Items (which are prepped in the kitchen and served to customer eg. Burgers, Sandwiches, etc)
● Stock Items (these are items which are used as ingredients in the kitchen for Menu Items and are not sold to the customers directly)
Let us now navigate to our Althea Suite window to get started on creating items.
4. Category – Select the item category. You can create product categories to organize your products, making them easier for you to find.
Althea Suite allows you to quickly and easily import your items using Excel file rather than having to manually create all your items. To help you with the import process, Althea POS provides the Item Import tool. The Item Import tool uses the data in an Excel file to create new items. Please see importing item list via excel file.
If your product has options, like size or color, then you can add a Custom Fields for each combination of options. Please see how to create custom fields in Althea POS
Note: If you have an Excel file that was exported from another store or came from another source, make sure it matches the excel file format shown below. If the format doesn’t match, or if there are any missing headers, then the import will fail.
A combo meal typically includes a combination of items in it. However, before creating a combo meal, we will have to create each of the combo meal groups. The hierarchy of a combo meal: Combo Meal -> Combo Meal Group -> Items.
First, we will need to create a number of combo meal groups and specify what item is in it.
In order for your customers to receive email notification as soon as they placed an order on your website, you need to configure email in Althea Suite. You can then automatically send email notifications to your customers.
To configure the email notification to send on placing an order in the online shop, follow the steps below:
Step1: Add your Email Account
Step 2: Setup Email Format
Dynamic data fields
[CustomerName] This field will display customer name from the order
[InvoiceNumber] This field will display the Invoice number. For example Your order numberthis will return something like à your order number Inv: 000001
[BusinessLocationName] This will display your store name
[BusinessLocationAddress1] and [BusinessLocationAddress2]: Displays your store address
Note: If you facing a problem on sending emails from Althea Suite,
Althea Suite supports Square, PayPal, Stripe, and Authorize.net payment gateways by default. Follow the steps to configure your payment gateway.
Note: Depending on your payment processor, you need the POS credentials below. You can get them from your payment processor account or by contacting your payment processor.
Square – ( Location id and Authorization id)
PayPal – ( Email Id registered with PayPal)
Stripe – ( Email Id registered with Stripe)
Authorize.net – ( API login id and Transaction Key)
Your online store will automatically use your Althea settings for checkout and order fulfillment. Your products/Menu will automatically appear in your online store.
Your online store is automatically assigned a unique website address. This looks like your-store-name online.altheasuite.com and it’s based on the store name that you entered when you signed up.
There are a few steps you should follow before launching to make sure your online store is ready for customers.
Online Shop Business Location:
Here we need to select your business location name which you are going to link with Online Shop.
Online Shop Cash Register:
Here you need to select the cash register which you want to associate with your Online Shop.
Here you can add your Company/Shop logo. By clicking on the plus button you can see a dialog appear where you can choose to upload the logo from your device and then accordingly arrange it using the Crop, Left or Right buttons. Ensure to click on the Apply button to save changes.
Online Shop Banners
Here you can upload banners for your Online Shop. The ideal size for banner images is 980x256px.
You can add up-to seven banners here. Make sure to click on Apply to save changes.
The value for delivery offset is in hours. In the Online Shop the delivery slots that are visible to customers are after the offset time from current time.
If the defined delivery time slots are 10am-12pm, 1pm-3pm, 3pm-5pm and 5pm-7pm, delivery offset is given as 2hours.
If the current time is 10:40am, customers will be able to see the delivery slots as 1pm-3pm, 3pm-5pm and 5pm-7pm.
10am-12pm time slot will not be visible to customers.
As current time is 10:40am and offset is 2 hours the available slots after 12:40 pm (10:40am+2hours) will be visible to customers.
Maximum Delivery in a slot:
Here we can enter the maximum number of deliveries that can be done in each time slot.
Number of Days to Advance Deliveries:
Here you can mention the maximum number of days for which Advance deliveries can be taken.
Here you need to enter the time slots for delivery of online orders to customers.
To save the overall Online Shop changes done make sure to click on the Apply button.
Click here to download the Althea POS app from play store
Althea POS App supports Square, and No Payment Gateway (Processing sale with Non-Integrated Payment Gateway) by default. Follow the steps to configure your payment gateway.
In order to process credit card payments, you have to authorize the device for your square account.
You will be prompted with the below screen to authorize the device for your square account. Tap on Authorize this device for your square account.
Enter your square account sign details and tap on Sign In.
Next, you will be prompted for Cash Register selection Select the Cash Register you would like to use with Althea POS app.
Removing Item from sales order
Adding a note about a product
To Add New Note
3. When all items are added, tap on Pay Now.
4. You will be prompted with payment options (Cash or Card). Select the payment mode to complete a sale.
Putting a sale on hold
To Pick Held Invoice
To Cancel Invoice
HDKOT app uses your smartphone or tablet to display order information in the kitchen/bar for preparation when an order is placed from the online store/ in-store . One can instantly send KOTs generated from online order to the kitchen for preparation.
Installing HDKOT App.
Click on below link to download from Google Play Store https://play.google.com/store/apps/details?id=com.hyperdrivesolutions.hdkot
Instruction to connect HDKOT App with your Althea Suite Account
Working in HDKOT App