Configure local service and reporting settings
Console: Settings → Location settings → General. Confirm the working
location and your permissions. Shared business currency/identity and local
service configuration are different records.
Review location name, type/categories, time zone, device-login contact, and
Accounting Profile used for local documents. Site details contains
public information such as description, contact, website/social links, and Place
ID. Keep staff-login contact and guest-facing contact distinct. Use the
restaurant's own verified details, not another location's defaults.
Ordering and service
A channel must be Allowed by TablePort before the location can switch it
On. An unavailable channel is not enabled by changing a terminal or URL.
Open each offered channel for its settings and test its intended flow.
| Control | Check |
|---|
| Dine-in rounds and seat numbers | Intended pacing and dish-to-seat behaviour |
| Guest screen for card payments | What the guest sees during reader payment |
| Auto-complete | Supported completion behaviour; not proof an uncertain payment succeeded |
| Table time / warning threshold | Configured service attention cue, not actual departure |
| Counter catalogue layout | Full-catalogue versus curated-menu staff browsing |
| Show stock countdowns | Visibility of portions; hiding it does not stop tracking or sold-out warnings |
| Hide currency symbol on menus | Guest price display; bills retain their currency context |
Review Service charge & tips, displayed rate, and card-tip prompting mode
(Off, Auto before, or Manual). Check actual guest totals and the restaurant's
agreed policy before enabling changes; the setting is not proof of collection or
distribution.
Hours, direct orders, and feedback
Opening hours and the cutoff before closing affect supported ordering.
Reservation shifts/special dates and delivery hours have their own controls;
verify the relevant channel rather than assuming one schedule changes all of
them. Direct pickup/restaurant-managed delivery settings can separate staff
acceptance from preparation; existing orders and marketplace workflows keep
their own rules.
Review Enable reviews, required/optional questions, custom Stars or Yes/No
questions, and Reset questions. Blank overrides use current system wording.
The optional Google action is offered equally after submitted private reviews;
check Place ID and the actual thank-you flow. Use Reviews.
Reports and stock routine
Under Daily report & manager email, review Enforce time tracks ended and
up to 20 Manager report recipients. Empty recipients disable automatic
email. Delivery after close must be checked separately. Service shifts split
reports; they do not replace reservation arrival shifts.
Business statistics contains default hourly/item costs, operating days,
monthly overheads and targets. Defaults make estimates where actual data is
missing; a shown reference benchmark is not a universal business recommendation.
Check source records before using estimates for accounting or payroll.
Review stock count cadence/day and supplier price-alert threshold against the
restaurant's agreed process. A reminder or threshold does not perform a count or
approve a supplier price.
Save and verify
Fix highlighted fields, save the intended changes, then reopen the same location
and test affected guest/staff views safely. Preserve current configuration after
failed loading; do not save an empty fallback. Escalate with location, section,
intended change, saved state and error, keeping personal/financial data private.