Foodops Settings — Configuration Reference

Plain-English summary#

Settings is where you set up your organisation's structure and rules. Before any order can go through, you need at least an outlet, a register, a payment method and a tax. In admin.foodops.io the Settings menu has seven groups: Organization, Accounting, Discounts, Outlets, Inventory, Customisation, Integrations. Each section is its own page with a list and a form.

Where things are: money settings — Currencies, Taxes, Service Fees, Payment Methods — are in the Accounting group. The Inventory settings group contains Units of Measure; Brands are under Catalog, and Warehouses are in the main Inventory area. The Integrations page currently shows Coming soon.

When you'd use this#

• First-time setup — go through each section once to get ready
• Adding a new outlet, payment method or tax rate
• Customising receipt templates or invoice numbering (transaction series)
• Changing organisation-wide defaults — currency, discount reason types, units of measure

Once set up, you'll rarely come back — most day-to-day work happens in POS, Kitchen, Reports and Purchasing.

How to access#

• Sidebar: the gear/Settings entry in the admin sidebar opens the Settings menu

Walkthrough — first-time configuration order#

For a brand-new organisation, a sensible order:

1. Account Profile — company name, logo, legal details (shown on every receipt)
2. Currencies — confirm MVR as default; add others if needed
3. Taxes — check the GST rate matches your location (8% for Maldives); add Zero-rated if needed
4. Units of Measure — review the pre-loaded list; add anything unusual
5. Brands — if you run several brands, create them before setting up the menu
6. Warehouses — one Primary Warehouse is fine for a single outlet
7. Outlets — create each location with its registers, kitchens, floors and tables
8. Payment Methods — check the Cash/Card/Transfer defaults; add your own
9. Service Fees — set a service charge if you use one
10. Discounts — create rules for happy hour, staff meals and so on
11. Discount Reason Types — set up reasons before cashiers need them
12. Delivery Sectors — if you deliver, set up zones and fees
13. PDF Templates — customise receipts and invoices (logo, footer)
14. Transaction Series — set numbering before your first orders
15. Users — invite staff (see Users & Roles)

Then you're ready to set up the menu and start selling.

Key concepts#

• Outlet — one physical location (restaurant, branch). Has its own registers, kitchens, floors, tables and warehouse. Orders happen at outlets.
• Register — a cashier station in an outlet. It's opened and closed as a session with a cash float. Orders belong to the open session; reports reconcile per session.
• Warehouse — a place where stock is kept. Every outlet has a Primary one by default; using several warehouses lets you manage stock across outlets.
• Brand — sits between your organisation and its products. Lets one organisation run several concepts with separate menus, branding and reports.
• Service Fee — a percentage charge added automatically (e.g., 10% dine-in service). Set up in Settings, applied per outlet or per service.
• Transaction Series — the numbering for invoices, POs, quotes and sales receipts. Has a prefix and can reset (e.g., "INV-2026-0001" restarting each year).
• Discount Reason Type — before applying an ad-hoc discount at the POS, the cashier picks a reason from your list. Stops "10% off for no reason".
• Delivery Sector — a named delivery zone with a fee and delivery time. The customer's address is matched to a sector when they order.
• Account Reset / Data Reset — destructive. Use with extreme care: Account Reset wipes the whole organisation; Data Reset wipes chosen types of data. Both ask you to confirm.
• The General setting (Settings → Outlets → General, headed "Outlets General") — the organisation-wide switchboard for POS and order behaviour. It holds defaults that apply to every outlet, as a list of separate switches. Each one saves on the spot (no Save button). Known switches: Invoice close off date (on/off, default off) and its window in days (1/2/3/5/7/10, default 3), which together decide how long after the invoice date an invoice can still be edited or voided. The list can differ between organisations. Compare with Outlets, which holds settings for each location.

Common questions#

Q: What does the General setting do? A: General (Settings → Outlets → General) is the page headed "Outlets General" — "Configure outlet POS and order behaviour." It holds switches that apply to every outlet, unlike the per-location settings on the Outlets page. It's a list of separate settings, each with its own control, and there's no Save button — a toggle saves as soon as you flip it, and a text or number field saves when you click away. Known settings are Invoice close off date (on/off, default off) and Invoice close off window (days) (1, 2, 3, 5, 7 or 10; default 3), which together control how many days after an invoice's date it can still be edited or voided. The settings you see can differ between organisations. It does not set your timezone or base currency.

Q: I was told about a switch on the General settings page but I can't see it. A: The General page isn't a fixed form — it shows the settings turned on for your organisation. A missing switch either hasn't been set up for your organisation (support can add it) or is one Foodops deliberately doesn't show here — for example, item-wise KOT printing is set per outlet instead.

Q: Where is Users in Settings? A: Settings → Organization → Users. It has Members and Role groups tabs. See Users & Roles.

Q: How do I add a second outlet? A: Settings → Outlets → Add Outlet. More than one outlet needs the right plan — Starter is usually single-outlet; upgrade for more.

Q: GST rate changed — do I have to update every existing order? A: No. Past orders keep the tax rate they were created with, for audit purposes. Edit the GST entry in Taxes — new orders use the new rate from then on. The Output Tax Statement and other reports use the historical rates.