Users and permissions are crucial for maintaining secure access control within Unity Enterprise. Unauthorized access to sensitive information can be prevented by assigning specific privileges to each user based on their role in the business.
User - refers to a person who will have access to Unity Enterprise that is the back office of the system. Users can be assigned to multiple roles and nodes thus allowing users to navigate to different stores using the same profile.
Role - This is the security level, or level of access that would be assigned to a specific user. Roles make it easier for multiple users to be assigned to the same permission sets.
Node access groups – are used to create a group with specific access to certain nodes. Multiple nodes can be assigned to a group.
Permission sets – are used to create custom permissions which will then be assigned to a role.
These are used to organize data. There are several types of tags that can be created in Unity Enteprise,
Cash Management Tags - are used within the POS as descriptions for Pay-Ins and Pay-Outs.
Descriptive Tags - are used to link locational identifiers for a node for example Provincial, Suburbs or online ordering.
Discount Reason Tags - are used to create reasons for giving a discount on products that are not on promotion. Additional information such as customer details , employees and notes can be Enforced, Prompted or neither.
Kitchen Order Tags - are used to allocate session states on the KDS. They allow employees and customers to keep track on orders.
Portioning Tag - are used to create portioning loss columns.
Product Filter Tag - are used to identify specific products within a node, for example if there is a node that is strictly Halaal, only products with a Halaal Product Filter Tag attached will be visible in that node.
Product Groups Tags - can be used to sub divide the Sales Order Tags by product department groups, for example, Alcoholic, Meals, Non-Alcoholic, Retail, etc.
Sales Order Tags - are used as descriptors for how specific orders can be placed and this will determine how they should be prepared, for example Sit Down would require cutlery and plating, Takeaway would require packaging. These tags can
also be used to exclude specific products from other meal option types, for example a product can only have a Sit-Down sales order tag linked, meaning that it will not be available on any other platform.
Stock Adjustment Tags - are used to create reasons for adjusting stock for example Damages, Left Over, Expired etc.
Void Reasons Tags - are used to create reasons for voiding items on the POS.
These are used to create specific schedules for products, thus allowing them to be sold on certain days of the week. The schedules can be customised to include any day of the week, time period and a date range. Availability templates can also be used when running campaigns, promotions and discounts.
Auto Popup for Incomplete Required Preparation message - When ordering a product the preparation message screen will automatically show for products that have required preparation messages where the requirements have not yet been met.
Auto Popup for Any Required Preparation Messages - When ordering a product the preparation message screen will automatically preparation messages.
Auto Popup for Any Optional Preparation Messages - When ordering a product the preparation message screen will automatically show for products that have any optional preparation messages.
Selling Prices - Grid allows you to edit all available Pricing Options. It also contains an Adjust Pricing Tool where you can auto apply Amount, Percentage, Food Cost %, Gross Profit % or Mark Up % from one option to another.
Cost Prices - Grid allows you to edit all available Cost Prices (Last Cost, HQ Cost or Average Cost).
Future changes is a tool that is used to update selling prices, supplier cost prices , cost prices , replace products in recipes , active or deactive a range of products for a release on a future date.
This is used to maintain employees and what they can access on the POS system.
This is used to create pay in and pay out on clock out based hours. Conditions such as commission on products can also be applied.
A customer is an individual or business that purchase a product or service from your business. There are 3 types of customers that can be created on Unity that is Debtors , Loyalty , Delivery. The system keeps track of all the customer transactions. Customer Statements and postings can be done on both Unity Enterprise and POS.
Customer groups - Customers can be categorize in Unity , this can be used to set credit limits or make promotions available to a specific group of customers.
Compaigns - this is an instore promotion that take place at the point a transactions occurs in order to increase the number of purchases. The system allows promotional notifications to be sent to customers using different formats such as email , sms , in- app messages and push notifications.
Voucher - this the reward given to the customer once they have accumulated the required points.