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Reviewing your Settings on the Tebi App

Here we’ll go through how to adjust (i) your business address, (ii) the type of service, payment and Floor Plan, (iii) the language, (iv) the address and logo printed on your receipts, (v) your customer-facing display, (vi) QR ordering options, and (vii) adding users in the app.

Profit Center

If Profit Centers have been enabled, the selected Profit Center for this device will be visible in the Settings menu.

Click on the Profit Center name to select another profit center.

About

(i) To change your business address:

  • In the app, go to Settings, then About.
  • Fill in your business address in the Merchant info section.
  • By default, this is the address used on your receipts.
  • This is also where you will find your Accounting settings (e.g., base currency and tax rates), based on the information provided during the onboarding process.
  • This is also where you will find your Device info.

Preferences

Type of service and Sale Screen settings

  • In the app, go to Settings, then Preferences.
  • The Sales mode can be determined at device or profit center level. Device level overrides profit center level.
    • Go to Sales mode > This device and select:
      • Counter sales if customers order from you directly and pay before service. When the sale is completed, the next sale will start automatically. Useful for retail stores, bakeries and coffee stands;
      • Service sales if you are serving multiple customers with the same device at the same time. You can start a payment and can move on to the next sale while payments are in progress. Useful for cafes and restaurants with multiple staff member and limited POS devices; or
      • Default: Profit Center default is service sales. This overrides the Profit Centers default setting on this device.
    • Go to Sales mode > Profit Center Default and select Counter Sales or Service Sales. Switching default sales mode will immediately change sales mode for all devices in the profit center, unless the device the default has been overridden at device level (above).
  • Change the size of the Sales grid depending on the type of device and orientation (portrait vs landscape).
  • Turn on the Prompt customer name for new sale switch to make adding a customer name to each sale a requirement.
  • Enable the Prompt table number for new sale to require a table to be selected before creating a sale.
  • Covers - Prompt number of guests for new sale. This means you and your staff will be required to add the number of guests when creating a new Sale, unless the sale is a reservation that has been checked in. This is to keep track of covers, also view your Cover Report the next day in the Back Office for more detailed information.
  • Enable seat numbering when taking orders.
    • Use the arrows in the Sales order to move between seats when adding products.
    • The seat number will be added to a product as a note and will be sent to to the prep station.
  • Turn on the Set the last used product grid tab as default switch if you want to return to the same Sale Screen that you last used when adding a product to your invoice. If the switch is turned off you will return to the first Sale Screen by default.
  • Turn on the Dismiss sale after submitting an order if you want the Sale to close after submitting an order.
  • Turn on the Dismiss Sale after a full payment if you want the Sale to close after a full payment.

Payment Preferences

  • You have the option to turn on the Ask for tip on payment terminal switch.
    • When enabled, set the Sale amount threshold. The tipping options will only show if the payment is above this amount.
  • Select receipt type after payment options Print or QR code. * The selected receipt type will be automatically prompted after payment.
    • By scanning the QR code you will receive the invoice as a PDF document.
    • If you selected Print as the preferred payment option, you can still view the digital receipt by clicking on the three dots on your invoice screen and clicking on View digital receipt.
  • Select Quickpay options Card or Cash.

Floor Plan Preferences:

  • Use Show amount due on Floor Plan to show the amount remaining for sales on the Floor Plan card
  • Show sale notes will use the content from a sale note as the title for a Floor Plan card
  • When Allow invoices outside tables switch is turned on, a sale must be added to a table when it is created and moved on the Floor Plan. Otherwise sales can be created anywhere in the Floor Plan.
  • Show reservations on tables will display information about upcoming reservations on the Table Grid
  • Show sales toolbar displays a shortcut toolbar with access to upcoming reservations and other sales on the Table Grid
  • Use Indicate when sale has not been attended to set times for highlighting sales that have not been opened in a while. Sales will be outlined in yellow (warning) or red (critical) based on the times you set.

The Appearance:

  • Tap Theme and select on the theme options
    • Dark mode - A darker theme which will stand out less in low light or dim lighting
    • Light mode - Uses a brighter colour palette which helps reduce glare
    • Follow device settings - This will choose light or dark mode depending on the device settings. Usually light mode in the day, dark mode at night.

To enable sound:

  • switch on the ‘Mute’ toggle

Language

(iii) To change the language and date formats used in Tebi:

  • In the app, go to Settings, then Language.
  • Select Device settings to make changes in the app your staff use or Customer-facing settings to make changes to the customer-facing display.
  • Turn off the Use systems settings switch.
  • Select the language you would like to use (only Italian or English are available at the moment).
  • Select the clock style and date format.

Terminals

For more information on how to set up your payment terminal, go to the article Setting up a payment terminal.

Printing

(iv) To add a logo for use on your receipts and in the customer-facing display or change the address shown when printing receipts:

  • In the app, go to Settings, then Printing.
  • Press Printer selection and find the available printers. learn how to connect your printers here.
    •  
    • Scroll down to view all the printer jobs
      • Click on the printer job to select the printer that you would like to use
      • When selected, click on the settings wheel to set the number of receipts, margin and the font size
  • Update the address in the Receipt customization section.
  • Update the message shown at the bottom of the receipt in the Tagline section.
  • Upload a logo by pressing Upload business logo.
  • Turn on the QR payments toggle if you would like to show a QR Payment code on receipts.
  • Print a ticket number on receipt. You have the following options:
    • Disable (ticket number will not appear on receipt)
    • Two digits
    • Three digits
  • Show name of staff member on the receipt or prep station ticket
  • Show or hide product and sale notes on receipts
  • Turn on the Show the payment receipt toggle to print payment receipts. You will get two options:
    • Print customer receipt - copy of receipt for the customer
    • Print merchant receipt - copy of receipt for (you) the merchant as a card holder

Prep stations

For more information to add prep stations, go to Adding a Prep Station.

Customer-Facing Display

(v) Let’s setup a customer-facing display.

QR Ordering

(vi) Two adjustment to your QR ordering can be made here to help you run a more smooth QR service:

  • Turning the QR Menu and ordering on and off with a simple toggle.
  • Selecting which payment method you want for your various areas: either before or after service.

Users

(vii) To add users and set user roles:

  • In the app, go to Settings, then Users.
  • Tap Add User ⊕︀ in the top right corner.
  • Fill in the user details.
  • Select the desired level of access this user will be granted in the app. View permissions granted to roles.

Exit Ledger

Switch between multiple Tebi accounts on your personal devices, without having to log in again.

  • Turn on the This is a personal device toggle in the account selection screen
  • Go to Settings > Exit Ledger to quickly switch to your other accounts

Sign out

To leave the Tebi App:

  • Go to Settings > Sign out to exit the Tebi App