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Updated April 7th, 2021 by Product Team

Adding/updating modifiers

You can add a new modifier or update the details of an existing modifier either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update a modifier through each mode: Add/update item through User Interface (UI) From Catalogue section, go to  Modifiers  list. Inside the Modifiers list, click t...

1 min reading time
Updated April 7th, 2021 by Product Team

Adding/updating modifier groups

You can add a new modifier group or update the details of an existing modifier group either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update a modifier group through each mode: Add/update modifier group through User Interface (UI) From Catalogue section, go to  Modifier groups  list. ...

1 min reading time
Updated March 26th, 2020 by Product Team

Item details

Items are products that you want to sell. Following are the details that make an item:  Basic Info Title - this is the display name of the item. Handle - this a unique identifier for your item, which can be used at different places across Prime for referencing the item. This is also an editable field.  Category - this represents the item-group that ...

1 min reading time
Updated April 26th, 2020 by Product Team

Convert Transfer Request into a PO

In a scenario where you've received a transfer request for goods that are not stocked up at requested location, you'd be required to place a PO to the supplier for the same.  This article walks you through the steps involved in converting a transfer request into a PO:  From Inventory section, go to Transfers Go to Transfers received tab and select t...

0 min reading time
Updated April 7th, 2021 by Product Team

Adding/updating items

You can add a new item or update the details of an existing item either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update an item through each mode: Add/update item through User Interface (UI) From Catalogue section, go to  Items  list. Inside the Items list, click the + Add Item butto...

1 min reading time
Updated April 9th, 2021 by Product Team

Adding/updating charges

Following the step by step guide to add/update a charge: 1. From Catalogue section, go to Charg es list. 2. Inside the Charges list, click the + Add Charge button. 3. Enter name, description etc. and details about how to apply the charge ( based on item quality or order subtotal etc), percentage to apply etc. Required fields are marked with a red *,...

0 min reading time
Updated April 9th, 2021 by Product Team

Adding/updating taxes

Following the step by step guide to add/update a tax: 1. From Catalogue section, go to Taxes list. 2. Inside the Taxes list, click the + Add Tax button. 3. Enter name, description etc. and how to apply the tax ( based on item price or a charge etc), percentage to apply. Required fields are marked with a red *, others are optional details. 4. Click C...

0 min reading time
Updated April 27th, 2020 by Product Team

Sales settings

Sales settings include the following controls:  Can edit sales price?  Can sales price be edited when making sales? Available options:  Yes, they can edit  No, they can't edit  Allow sales below cost? Can sales be made for price lower than cost? This ensures discounted sales can never be below the cost price of items. Available options: Yes, they ca...

1 min reading time
Updated March 22nd, 2021 by Product Team

How to automate Bill/KOT printing in Prime?

A manual dependency in printing of Bill/KOT can lead to delays in order processing and thus hinder the growth of a restaurant. Prime allows its users to print Bills and KOTs automatically on status change on web as well as app. Prime Web Here's a step-by-step guide for doing so; 1. Head to the Session settings from the Order Tracker view.2. Go to th...

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Updated March 22nd, 2021 by Product Team

How to connect multiple printers with Prime app?

Note Prime now supports printers that uses Bluetooth v3.0 and above. Here's a step-by-step guide for connecting printers in Prime mobile app. 1. Go to More -> Printer Settings 2. Click on Add New Printer.3. Prime App will ask you to Turn ON the Bluetooth if not already turned ON, click on Allow.4. Prime App will ask for Location permission for th...

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Updated March 28th, 2020 by Product Team

Location details

Locations can be your:  Dark kitchens (or cloud kitchen) Food Trucks Take-away stores  Dine-in stores  Base kitchens  With Prime, you can setup multiple locations for: Selling goods and services - online/in-store  Managing or tracking inventory  Following are the details that make a location:  Title - this is the display name of your location (usual...

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Updated March 22nd, 2021 by Product Team

How to enable seamless printing in Prime?

Auto-printing in Prime works with both Browser printing as well as Seamless printing. In browser printing when the status is changed, a browser print popup is shown. This is not preferred because it’s slower, and is a bit disruptive. With seamless printing on status change, print will be issued automatically in the background without a popup.  Seaml...

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Updated March 26th, 2020 by Product Team

Adding/ updating items

You can add a new item or update the details of an existing item either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update an item through each mode: Add/update item through User Interface (UI) From Catalogue section, go to  Item 's list. Inside the Item's list, click the + New Item but...

1 min reading time
Updated April 9th, 2020 by Product Team

Raw material details

Raw materials can be your item ingredients, packaging material or other things that you have to procure like tissues for the restaurant.  Basic Info   Name - this is the display name of the raw material  Category - this represents the material group this raw material belongs to Supplier - this the default supplier for the raw material  Associated Lo...

0 min reading time
Updated April 24th, 2020 by Product Team

Stock taking guide

This is a step-by-step guide that walks you through the process of stock taking in Prime:   From Inventory section, go to Stock counts:  From the location dropdown, select the location at which you'll be "stock taking":  Click on the + New Stock Count:  Select Location and Date Time when you want to start stock taking:  It is worth noting that, the ...

0 min reading time
Updated March 28th, 2020 by Product Team

Adding/updating charges

Following is the step-by-step guide for setting up charges in Prime: From Catalogue section, go to Charges. Inside the Charges list, click on +New Charge button. For fixed charge on item quantity, fill in: Name, Description, Amount Per Quantity with Applicable On field selected as Item Quantity. For percentage charge order sub-total, fill in: name, ...

0 min reading time
Updated April 23rd, 2020 by Product Team

Adding/ updating raw materials

You can add a new raw material or update the details of an existing item either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update an raw material through each mode: Add/ Update a raw material from User Interface (UI): From Raw Material section, go to Material list Inside the Material's...

0 min reading time
Updated July 28th, 2020 by Product Team

Typical processing flow for online orders

The entry point of order is  placed  state and the terminating state can be " completed"  or " canceled" . Now, once an order is in the "placed" state it can go to the following order states: Placed - initial state of the order when it is new Acknowledged - when the restaurant accepts the order Food ready - when the food is ready for pickup Dispatch...

1 min reading time
Updated March 29th, 2020 by Product Team

Add floor plan on a location

For locations where there is in-person mode of selling - floor plan needs to setup.  Floor Layout can primarily be of two types:  Table view - when you want to mange tables  List view - when you want to manage queues So, the floor layout for various concepts will go like:  Fine dine - table view Casual dine - table view Casual dine (self-serve) - li...

0 min reading time
Updated July 28th, 2020 by Product Team

Order detail screen

The order detail screen is divided into 4 key sections: Order summary  Items ordered  Totals calculation Actions  Let's dive deep and understand what makes each of these sections.  Order Summary This section includes the meta-information around the order, like: Order ID Order Type Placed On  Location  Status  Customer Details  Delivery Agent Details...

0 min reading time
Updated April 7th, 2020 by Product Team

Void an item from a running order

In case an item which has been marked served has to be voided due to any reason, follow this step-by-step guide to do that:  Select the table on which the item has to be voided. From there, select the item that needs to be voided. Let's say Plum Cupcake.  Clicking on the item, opens up a popup. Click on Void Items button.  Another pop up would show ...

0 min reading time
Updated April 25th, 2020 by Product Team

Receive inventory from supplier

This article walks you through the steps involved in receiving inventory from a supplier for a raised PO.  From Inventory section, go to Purchases:  Click the PO against which you want to make the receives.  Now you'll see a Receive Items button there. Click that.    The system will take you to the following view. Here, you've to enter quantities of...

0 min reading time
Updated April 26th, 2020 by Product Team

Issue goods on a "transfer request"

This is the step-by-step guide that'll walk you through the process of issuing goods to a transfer request:  From Inventory section, go to Transfers  Select the Requests Received tab Select the location at which you'd like to view the Requests received  Click the Transfer Request Number to view the detail This will show you the details of the Transf...

0 min reading time
Updated April 25th, 2020 by Product Team

What is "stock-taking" or "inventory checking" ?

"Stock-taking" or "inventory checking" or "wall-to-wall" is the physical verification of the quantities and condition of items held in an inventory or warehouse. This may be done to provide an audit of existing stock. It is also the source of stock discrepancy information. Info Each business has it's own cadence of doing these periodic stock taking....

0 min reading time
Updated July 28th, 2020 by Product Team

How to control the Platform store status ?

This article explains how to control the aggregator store status from Prime.  From Order Tracker screen, fo to Session Settings This opens the settings view. From here:  Go to Platforms tab Select the location for which you want to change the status of the store Toggle the store status...

0 min reading time
Updated April 25th, 2020 by Product Team

Raise a purchase orders

This guide will walk you through the various steps involved in preparing your purchase orders:  From Inventory section, go to Purchases.  Make sure you are on the Purchase Order tab. Click on the +New button: You will be presented with a form, like this. Where you have to specify the:  Location - from where you'll like to raise the PO Supplier - who...

0 min reading time
Updated April 26th, 2020 by Product Team

What are "transfers" or "indents" or "issues" ?

Before understanding "transfers" or "intents", let's first understand the process of issuing goods, or commonly called as "requisition".  "Requisition" or "Issuing" It refers to a way of procuring goods from the issuing department. The key objectives of having proper requisition process are:  To ensure proper authorization in issuing and releasing g...

0 min reading time
Updated April 24th, 2020 by Product Team

Managing suppliers

Suppliers are the entities from whom the restaurant procures. They are first in the entire supply chain for the restaurants.  Here are the details that makes a supplier, in Prime:  Name: this is the name of the supplier's company/individual  Tax Number: this is the GSTIN of the supplier  Note: this is a free floating text that can be added to the su...

0 min reading time
Updated July 28th, 2020 by Product Team

Tracking Rider status update

Rider status update, helps you stay updated on the status of the rider assigned to an order. The following can be the rider status:  UNASSIGNED - this means the rider has not yet been assigned to the order ASSIGNED - this means the rider has been assigned to the order (this will the point when the Delivery Info — i.e. Delivery person , Phone starts ...

0 min reading time
Updated October 16th, 2020 by Product Team

How to create a marketing campaign?

A campaign is a marketing message that you can share through SMS, email, App push notification or Web push notification. Start a marketing campaign A marketing campaign can be started in one of the following ways: 1. Start a regular campaign with —Create Campaign— button on the campaign page 2. Start a campaign with a segment from the Segment Galler...

1 min reading time
Updated July 28th, 2020 by Product Team

Searching and filtering orders

Quick lookups of orders in Prime can be done with "search" and "filter" options. This article provides a breakdown of how it works.  In both cases, the journey starts by clicking the "search" or "filter" button on the header of Order tracker table view.  Search workflow  Clicking on the search button opens the search view. In this view:  Select the ...

0 min reading time
Updated March 28th, 2020 by Product Team

Adding/updating modifier-groups

You can add a new modifier-group or update the details of an existing modifier-group either from the User interface (UI) or Comma separated value (CSV) sheet. Following the step by step guide to add/update a modifier-group through each mode:  Adding/updating modifier-group through UI:  From Catalogue section, go to Modifier group list. Inside Modifi...

1 min reading time
Updated April 7th, 2020 by Product Team

Split and transfer tables

In the restaurant there can be requests from the customer like:  We'd like to split the table, and keep the bill different — split table We'd like to move to from table x to y — transfer table This article will walk you through the step-by-step guide to handle such use-cases.  Split a table  Select the table which you would want to split. Let's say ...

0 min reading time
Updated April 23rd, 2020 by Product Team

Adding/updating Intermediate

You can add a new raw material or update the details of an existing item either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update an raw material through each mode: Add/ Update a intermediate from User Interface (UI): From Raw Material section, go to Intermediate list Inside the Interm...

0 min reading time
Updated July 20th, 2020 by Product Team

What happens when you receive an order ?

When you receive an online order:  You get an audio & visual notification.  The order tracker screen shows you the order.  Order processing starts.  Audio & Visual notification Timely acting on the orders is essential to the online ordering business. If your kitchen takes long time to acknowledge an order placed for the aggregator, then chan...

0 min reading time
Updated March 28th, 2020 by Product Team

Associate/disassociate Items to Location(s)

If your business is small and there are not much variation in the menu at each location - you can manage your item-location associations right at the time of setting up item. Here is the link to Item detail article, where we talked about associating/dis-associating item with location But, when you have many locations, and more complex associations -...

0 min reading time
Updated September 30th, 2020 by Product Team

Getting started with Dashboard

Upon logging-in to Atlas, the first screen that loads up is the dashboard. The dashboard gives a clear overview of the entire business.  Online Ordering View The focus of this view is to provide an insight into the most important data-points for an online business. The information contained in this view helps you to gauge the health of your online b...

1 min reading time
Updated April 25th, 2020 by Product Team

What is a purchase order?

A purchase order, a.k.a PO, is the official document b/w you and your supplier that specify the details of the business transaction.  How does purchase order work ? Usually, the buyer prepares a purchase order. It should include the PO number associated with that order, the shipping date, billing address, shipping address, product request, quantity,...

0 min reading time
Updated April 27th, 2020 by Product Team

Direct Stock Transfer

The ideal way of transferring stock is by raising a TR (Transfer Request). However, there are can certain scenarios in which you'd need to transfer certain goods in an emergency.  In such cases, you can directly log the stock of these items without creating a TR. Here's how you can do it. From Inventory, go to Stocks section From the 3-dot-button, s...

0 min reading time
Updated March 28th, 2020 by Product Team

Adding/updating Locations

You can add a new location or update the details of an existing location either from the User interface (UI) or Comma separated value (CSV) sheet.  Following the step by step guide to add/update an item through each mode: Add/update location through User Interface (UI) From Company Admin, go to Locations. Inside Location list, click + New Location b...

1 min reading time
Updated March 28th, 2020 by Product Team

Taxes

As a business, you are required to charge taxes on the goods and services that you are selling to your customers. Tax laws and regulations are complex, and change often. The latest standard of taxes in India is the GST. Within GST itself the norms keep changing. We suggest you to keep yourself updated with the latest GST regulations at all times to ...

0 min reading time
Updated April 27th, 2020 by Product Team

General Settings

General settings include the following:  Currency - the company currency code to be used through out the system. Eg: $, ₹ Timezone - the timezone your shop is set up at. By default all dates will be shown in this timezone.  Unique Customer Mobile Numbers? - Validate customer mobile numbers to be unique? Company Logo - Upload a JPEG logo file (maximu...

0 min reading time
Updated April 23rd, 2020 by Product Team

Intermediates details

Intermediates are products that are prepared from a group of raw materials, but aren't directly sold. They are in fact, used just like other raw materials for finished products.  The most basic example would be dough. It is prepared from Flour + Water. Once prepared, it can be used as a raw material for different products like: Rolls, Pizza, Sandwic...

0 min reading time
Updated March 28th, 2020 by Product Team

Charges (or fees)

Whether you are selling online or in-store, there can various charges that you might want to charge your customers. Some of the commonly used charges/fees in Restaurant industry are: Packaging charge  These are usually applicable on take-away or delivery orders. Delivery charge  These are only applicable on delivery orders. However, when you are sel...

0 min reading time
Updated April 26th, 2020 by Product Team

Raise a transfer request or intent

This is a step-by-step guide that'll walk you through the process of raising a "transfer request" or "intent":  From Inventory section, go to Transfers  Click the +New Reques t button Select the location from where you'd like to Transfer Goods From, and the location to which you want to Transfer Goods To. One filled, hit the Create Transfer button. ...

0 min reading time
Updated July 20th, 2020 by Product Team

Add a new user

Here is the step-by-step guide to add a new user:  From Company Admin, go to Users section Click the + New User button on the right top corner This will present you with a form to create a new user. Following are the fields that have to be filled: Full name, Username, Password, Email & Role Once you fill the form, hit the Save button. That's all...

0 min reading time
Updated August 26th, 2020 by Product Team

Customize Print Template for PO

For changing the default Print format of Purchase Order, it is possible to define a customized Print Template. Here is the step by step guide on how to do it: From Company Admin, go to Print Templates Click on the New Template button: Enter a name for the template and select the template type as Purchase Order Select the Fields in List Items Table t...

0 min reading time
Updated August 26th, 2020 by Product Team

Setting up stock par level

You can define stock "par levels" either at raw material level (both materials and intermediates) or at their location association level. Following is the step-by-step guide on how to configure at both levels. Raw material level configuration: From Raw material section, go to Material or Intermediate list Select the material from the list, where you...

0 min reading time
Updated March 28th, 2020 by Product Team

Adding/updating taxes

Following is the step-by-step guide for setting up taxes in Prime: From Catalogue section, go to Taxes. Inside the Taxes list, click on +New Tax Rate button. Fill Tax type, name, description, applicable on and tax percentage. Hit the Save button. Your tax has been created. Now you can specify the item group and location group on which the tax is app...

0 min reading time
Updated April 26th, 2020 by Product Team

Direct stock receive

The ideal way of receiving stock is by raising a PO to the supplier. However, there are can certain scenarios in which you'd need to procure certain goods in an emergency.  In such cases, you can directly log the stock of these items without creating a PO. Here's how you can do it. From Inventory, go to Stocks section From the 3-dot-button, select +...

0 min reading time
Updated April 6th, 2020 by Product Team

Modifiers, Modifier-groups (Add-ons & variants)

Modifiers are added to items, when they come in different options. Each combination of the modifiers, is an sell-able entity.  The collective group of modifiers is called modifier-group.  Now, modifiers-groups can be of two types: Variants or Add-ons Variants  These are modifier-groups that change the way an item is sold. For example, a Pizza item c...

1 min reading time
Updated April 27th, 2020 by Product Team

Log material wastage

Wastage are common in restaurant operations. With Prime, you can log with using the Adjust Stock functionality.  This article provides the step-by-step guide to walk you through the process: From Inventory section, go to stocks Select the location at which you want to log the wastage:   Click the Adjust stock button on the product for which you want...

0 min reading time
Updated April 7th, 2020 by Product Team

Open a table and manage orders

In a setup where the restaurant manages tables following is the workflow for order punching: Open a table Assign a server/ waiter Waiter takes orders against the table (either from waiter app or from the POS itself — this doc will describe the latter) KOT is printed for each item added to the open table for kitchen to know about it Item is marked se...

1 min reading time
Updated March 29th, 2020 by Product Team

Add a registers on a location

Here is a step-by-step guide to add a register on a location. From Company Admin > Locations, click the name of the location where you want to add a register. In the Registers tab, click on Add Register button. Fill in the Name of the register along with the Starting Number of the invoice that should be generated from this register. Hit the Save ...

0 min reading time
Updated October 17th, 2020 by Product Team

Opening & closing a register

Here is the step-by-step guide from opening till closing a register:  From POS section, go to Register.  Select the Register that you have to open, and click the Open Register button The system, will prompt you to fill the cash in the Cash Drawer after counting. Count and fill, to proceed. Now the register is open, which means the store operator can...

0 min reading time
Updated March 29th, 2020 by Product Team

Withdraw or deposit cash during a register session

As you know registers play an very important role in tracking the cash-flow at the store front.  Withdrawing or depositing cash to the Cash Drawer without any log can break the balancing of "expected" v/s "realized" cash during a register session.  To maintain the integrity of the system, there is a way to log your withdraws or deposits into the sys...

0 min reading time
Updated July 20th, 2020 by Product Team

Settle the bill and clear the table

When the customer is done and you want to close the table and settle the bill, you need to do the following:  Collect customer data in the system (optional) Apply a discount or fees, if applicable (optional) Print the Bill  Here is the step-by-step guide:  Click Select customer button, to add customer details: You can search the customer, by name or...

1 min reading time
Updated March 29th, 2020 by Product Team

Understanding Registers and its Sessions

Cash management is crucial for every restaurant. In Prime - Registers - facilitate cash flow through the store-front's  in a structured and organized way. Through this document, we'll walk through various use-cases where Registers play an important role in restaurant operational cash-flow:  Capturing "Opening Cash" at the start of a shift  When a ca...

1 min reading time
Updated March 5th, 2021 by Product Team

Grant UrbanPiper Access to Your Apple Developer Account

Once you have the app store developer account. You'd need to provide us with permission to publish an app on your behalf. Invitation : Apple Developer Console From the Apple Developer console navigate to People > Go To App Store Connect > Click on ➕ Send the UrbanPiper Team an invitation with Roles as Admin rights. The invitation should be add...

0 min reading time
Updated January 9th, 2019 by Product Team

How to Set Up an Apple Developer Account

An Apple ID is required to use Apple Services. Click here to create your Apple ID, as you will not be able to proceed until this step is done. Please keep in mind the Apple Developer account is $99/year. Next, you need to enroll in the Apple Developer Program as an organization. You’ll need your Apple ID as well as a D-U-N-S number. You can acquire ...

0 min reading time
Updated June 29th, 2020 by Product Team

Introduction to Satellite Prime

Welcome!  Satellite Prime is a full-fledged online-first POS and restaurant management system. It offers: Point of Sales (POS) 3rd party order tracking Catalogue manager Recipe toaster  Raw material tracker  Inventory manager Reporting & analytics  Kitchen display system (KDS)  Waiter ordering app Whether you are running a brick-and-mortar store...

0 min reading time
Updated August 26th, 2020 by Product Team

Tracking stock health

Stock health can be tracked in Prime based on the "par levels" defined on Raw materials. Refer to this article to understand how to configure Par levels.  Based on the stock par level on each raw material following are the possible stock health:  Healthy - Stock is greater than or equal to par level Low - Stock is greater than 0 but less than par le...

0 min reading time
Updated October 16th, 2020 by Product Team

How to create & use customer segments?

Customer segmentation is filtering customers based on common characteristics— so that one can market each group effectively & appropriately.  With Atlas, customers can be filtered into groups (segments), by specifying one or more characteristics. Broadly, there are 4 major criteria groups for applying filters:  User Profile  Online Ordering Data...

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