QwickServe Quick Start Guide

This guide describes what steps you must take to get started with QwickServe. It contains step-by step instructions on how to set up, configure and start using QwickServe devices and solutions to provide food services to customers.

This guide will be of interest to restaurants and food service retailers who are looking to deploy QwickServe devices in their environment. It can also be recommended to people who are interested in food service software and want to get insight into the product deployment and work processes.

The product implementation has many moving parts. For this reason, it is important to understand what tasks you must complete on the way to the first order, and what the tasks sequence is.

The table below outlines the most important steps you must take to set up and start working with QwickServe:

• Required: Obligatory steps.
• Optional: Recommended steps that can be omitted.

Step #	Operation	Description	Result	Optional/ Required
1	Sign up for Petrosoft Cloud and subscribe to QwickServe.	At this step, you get a Petrosoft account and subscribe to QwickServe solutions.	You have a Petrosoft account that you can use to log in to the Petrosoft Cloud portal and set up QwickServe for your locations.	Required
2	Review QwickServe documentation.	At this step, you review Petrosoft documentation to learn about the QwickServe functionality.	You get an understanding of QwickServe features and possibilities.	Optional
3	Set up QwickServe settings.	At this step, you configure QwickServe basic settings in CStoreOffice®, QwickServe Management Console, if needed.	Basic QwickServe settings are configured at: - CStoreOffice® - QwickServe Cloud (Management Console)	Required
4	Set up QwickServe users and assign roles	At this step, you set up accounts for all users who are planning to work with Petrosoft Cloud and QwickServe solutions.	User accounts for work with Petrosoft Cloud and QwickServe are activated.	Required
5	Set up Price Book objects	At this step, you set up major Price Book objects required for QwickServe.	The Price Book objects at the back-office side are configured.	Required
6	Set up what to sell	At this step, you set up a menu and add items you are planning to offer to your customers to this menu.	A menu containing categories and items is set up.	Required
7	Set up where to sell	At this step, you assemble QwickServe devices and connect them to the network. You also configure device settings.	The QwickServe infrastructure is up and running.	Required
8	Set up payment solutions	At this step, you enable the payment solutions you are planning to use to receive payments from customers.	The payment solutions are enabled.	Required
9	Start serving customers	At this step, you process first orders.	Orders placed at the QwickServe terminal and with QwickServe Mobile are processed.	Required
10	Run reports	At this step, you view reports to get information about sales at QwickServe devices.	You get insight into sales and business data for further examination and analysis.	Optional
11	Get support	At this step, you get support from Petrosoft if needed.	Your problems and questions are addressed and solved.	Optional