SambaPOS Operations Training

• Log in with your PIN on the outlet terminal (e.g. Beach Bar uses BEACHBAR-POS / BB_FUJITSU, Wild Wood uses WWFUJITSU / WWNEC, Restaurant uses RESTAURANT-NB).
• Time Clock — clock in at the start of your shift and out at the end. This is your attendance record.
• Supervisor: Work Periods → Start Work Period (first thing, once per day for the venue).
• Screen tour: POS, Tickets, Storerooms/Purchasing, Work Periods, Reports, Logout.

• Beach Bar guest screens: Pool Chairs, Sea Chairs, Bar Chairs.
• Restaurant: Restaurant / All Tables. Wild Wood: Wild Wood.
• Chair colours show status: available, new orders, bill requested — the colour updates automatically as the ticket changes.
• Tap an empty chair → a new ticket opens for that chair.

• Add products by category from the outlet menu; set quantity; choose portion where offered.
• Drinks → Beverage Options: Glass No Ice / With Ice / Extra Ice / Hot / Cold (แก้วไม่มีน้ำแข็ง, ร้อน, หนาว…).
• Smoothies → Boosters: Protein, Vita, Energiser, Chia Seeds, Superfruit, All Greens, Powerpack (+฿50).
• Thai food → Meat Choices (Pork/Chicken/Beef/Shrimp/Seafood) and Spiciness (เผ็ด / ไม่เผ็ด / เผ็ดปานกลาง).
• Steaks/grills → Cooking method (Rare → Well Done). Burgers → Burger size (1/2 patties) + Burger Sandwich Modifier (no pickles, German mustard…).
• Breakfast sets → the egg/side groups (American / English / French Breakfast, Egg Preferences, Veggies breakfast).
• Set-menu combos → 1 / 2 / 4 Free Tapas and 1 Free Sausage let the guest pick their included items.
• Free-text kitchen note: Ticket Note for anything a tag doesn't cover.

• Sending the order (Close ticket) fires it: bar items to the bar, food to the Kitchen Printer and/or the KDS kitchen display screen.
• Add a second round later: reopen the chair, add items, send again — only the new items fire.

• Move Orders / change chair — guest moves from a pool chair to a sea chair.
• Merge — combine several chairs into one bill for a group.
• Split — separate a bill by item or by amount when guests pay separately.
• Print Bill — pre-settlement bill for the guest to check (this also flags the chair "Bill Requested").
• Assign a Customer to the ticket when needed (e.g. a house/account guest).

• Cancel Orders — remove an item before it's sent to the kitchen (no stock impact). Nothing was made yet.
• Void — remove an item after it fired (supervisor). Use Cancel Void to reverse a void.
• Gift — comp an item: guest pays ฿0 but stock is still consumed and it shows on reports as a gift. Reverse with Cancel Gift.
• Change Price — this is how you apply a discount/special price here (it sets a "Price Change" state on the order). There is also a formal Discount function, but your team almost always uses Change Price — agree one policy so reports stay clean.

• One-touch buttons settle the whole ticket instantly and auto-print the receipt: Cash, Credit Card, Voucher/QR Code, Coupon Payment.
• Settle (full screen) for anything else: split across methods, calculate change, or choose ROOM CHARGE / Customer Account / WW Membership.
• Room Charge: pick ROOM CHARGE, confirm the room/guest; the receipt prints for the guest to sign and goes to Front Office to post to the room.
• Every ticket must be settled before the day can close (see Part D).

• Re-Open Settled Ticket — bring back a ticket that was paid by mistake or needs a change (supervisor permission).
• Unlock Ticket — release a ticket locked on another terminal.
• Find forgotten tickets in the Tickets list — open tickets block the end-of-day close.

• Sell day passes from the WildWood menu (1-Day, 3-Day, Weekly, 10-Day, Monthly passes, Ice Bath, Beach Towel Rental).
• Wild Wood / WW Members guest screens for seating and member lookup.
• Member billing: the WW Membership payment type and its account (WW Membership account) let a member charge against their membership rather than paying cash.
• Boosters and WW smoothie add-ons work exactly like the bar (see A3).

• Base Unit (recipe unit: ml, g) vs. Transaction Unit (how you buy: bottle, kg) and the multiplier between them.

• Recipe per product, per portion, quantities in base units (Mojito = 60 ml rum, 1 lime, 8 mint leaves…).
• Auto-create 1:1 recipes for bottled drinks; use a fixed cost for tiny garnishes instead of tracking them.
• When you add a new product, add its recipe in the same sitting — a product without a recipe never deducts stock.

• Purchases only work inside a Work Period. Go to Storerooms/Purchasing → new Purchase Transaction.
• Add lines: item, quantity (in transaction unit), unit price — match the supplier invoice on both quantity and price (price drives your cost / COGS numbers).
• Receive stock into Main Store (your central store), then transfer out to outlets (next module).

• Store Transfer: move stock Main Store → Beach Bar / Kitchen / Restaurant. Choose source and destination each time.
• REFUND/SPOIL: record breakages, wastage, and returns so they don't look like sales-driven consumption.
• BF / SM / NON-POS consumption docs: for stock used outside normal POS sales (staff meals, complimentary, non-POS use).

• End of Day Records → enter the counted figure per item in Physical Inventory.
• Variance = System stock − Physical count = your wastage / shrinkage number.
• Cadence that fits you: daily bar count on fast-movers (spirits, beer), weekly full store.

Closing checklist, in order:

1. All open tickets settled — the system blocks closing otherwise (check the Tickets list).
2. Cash reconciliation: count the drawer against the Work Period Report. Cash is ~89% of your takings, so this is the big one.
3. Room Charge handoff: confirm the day's Room Charge slips are with Front Office to post to guest rooms.
4. Enter physical inventory adjustments (End of Day Records) for counted items.
5. Print & review the Work Period Report: sales by outlet, payments, voids / gifts.
6. Work Periods → End Work Period — locks the day and fixes inventory + cost numbers.

Next morning: Start Work Period, then check the "Transfer" column carried yesterday's closing stock.

• In SambaPOS: the Reports screen — Work Period Report, sales by category, payment breakdown, inventory & cost.
• Beyond SambaPOS: your live analytics dashboard (revenue trends, spend-per-head, best/least sellers, Fitness-vs-F&B, category-by-month) — samba-dashboard.pages.dev.
• This is why A4 (Person Count) and A3 (modifiers) matter: clean input at the terminal is what makes these reports trustworthy.