User guides

Set up once. Sell all service.

Step-by-step guides for setting up your point-of-sale and taking your first orders. Written for owners — once you're set up, share the selling guide with your till staff.

1

Basic setup of your point-of-sale

Connect your payment terminal, add your products, and get ready to sell. You only do this once.

 2

Basic selling with your point-of-sale

Take orders, amend them, and collect payment. Share this one with your till staff.

More guides are on the way as we add new features.

Guide 1 · Owners · One-time

Basic setup of your point-of-sale

Set up your point-of-sale before you start selling. You only need to do this once.

Before you begin, have ready:

Details of your products — names, prices, categories, and images Your VAT rate and service charge (both are percentages) Your Dojo payment terminal details
1

Log in

Go to the login page and sign in with your workplace email (Microsoft Entra ID). You don't need a separate Foodloyale password.

2

Configure receipt settings

  1. Go to Settings and click Shop Operations.
  2. Under Receipt Settings, click Change Receipts.
  3. Enter your VAT rate and Service charge, then click Save.
3

Set up your payment processor

  1. Still under Settings, click Integrations.
  2. Under Payment Processors, click Change Payment Processors.
  3. Select Dojo — currently the supported payment processor — enter the required details, and click Save.
4

Add your products

  1. Go to Inventory and click Lists.
  2. Click Add, enter the product's name, price, category, and image, then click Add.
  3. Repeat for each product on your menu.
5

Stock your products

Stock is the quantity of a product available for sale. A product can't be added to an order until it has stock.

  1. Go to Stocks and click Add.
  2. Select the product, enter the quantity, and click Add.
  3. Repeat for each product.

That's it — you're ready to start selling in person.

Next: Basic selling
Guide 2 · Till staff · Every service

Basic selling with your point-of-sale

Complete Basic setup before you start selling.

How orders work

Every order in Foodloyale is a session. An order stays In-Session — meaning it can still be amended — until payment is collected, when it becomes Completed and can no longer be changed.

1

Add an order

  1. Go to Orders and click Lists, then click Add.
  2. Select the order type: Dine-in or Takeaway.
  3. Choose the products for the order from the food selection.
  4. When the selection is complete, click Lock Session. This saves the order with the status In-Session.
2

Amend an order

You can amend any order while it's In-Session — that is, before payment.

  1. Select the order from the list and click Edit.
  2. Add more products from the food selection, or remove products by clicking the × icon.
  3. When you're done, click Lock Session to save your changes.
3

Collect payment

Payment is collected by card through your payment terminal (currently Dojo).

  1. For a Dine-in order, open the Open Tables dropdown and select the table.
  2. Select the order from the list and proceed with the payment on your terminal.
  3. When payment succeeds, the order status changes to Completed. Completed orders can't be amended.

Refunds and cancellations

Refunds and order cancellations are handled directly with your payment terminal provider, not within Foodloyale.

Stuck on a step?

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