Getting Started - Flip POS Setup Documentation

Prerequisites

Before you begin setting up Flip POS, ensure you have the following prerequisites in place:

• Active Shopify store
• Products configured in Shopify
• Shopify POS enabled
• Shopify POS locations configured
• Flip POS app installed from the Shopify App Store
• Optional: Kitchen Display - iPad or portable monitor with web browser included (Elo Touch)
• Optional: Receipt printer for kitchen or bar orders

Overview

Setting up Flip POS is simple. This page will walk you through the complete setup steps to configure all aspects of your restaurnt to work within Shopify POS via Flip POS.

IMPORTANT: You must have the following items configured in order for Flip POS to work properly.

• Service Location
• Menu
• Menu Items

Add Service Location

The first step after installing Flip POS to your Shopify store, is to setup your service locations. Service locations are individual restaurant or food service locations. We support multiple service locations. Flip POS service locations typically mirror Shopify POS locations. Every location that you would like to use Flip POS at, add as a Service Location within the app Settings. NOTE: every service location is an additional monthly charge with Flip POS. Contact us for custom pricing.

1. Go to Settings in the Flip POS app
2. Under the Service Locations click the Add Location button
3. Enter a Service Location Name - this should allow you to easily identify the location
4. Select a Shopify POS Location - this will be a list of Shopify POS locations you have configured in your Shopify Point of Sale configuration

Menu Configuration

You must create your menu in the Flip POS app. The products you are able to add to menu categories automatically sync from your Shopify store, but you can customize them for food service.

Create Categories and Adding Products to the Menu

Products from your Shopify store can be organized into menu categories:

1. Go to Menu in the Flip POS app
2. Create a new menu by clicking the New Menu button
3. Name your menu (e.g., "Main Menu", "Drinks Menu")
4. Click the Create menu button
5. Click the Activate button to make the menu available in the POS
6. Click the Manage button next to the menu you created
7. Create menu categories (e.g., "Burgers", "Drinks", "Sides") by clicking the Add Category + button
8. Within a category, click the Add Product button
9. By clicking into the Search Shopify Products input, you will be presented with Shopify products that are configured in your SHopify store, to add to the category you are within.
10. Click Assign Product

Modifiers and Customizations

Modifiers allow customers and staff to specify details for each order, like ingredient preferences or custom requests, helping boost accuracy and customer satisfaction. Modifiers groups contain a set of modifiers that can be applied to a category or an individual product in your menu:

• Go to Modifiers in the Flip POS app
• Click the New Modifier Group button and add a Group Name (e.g., "Drink Sizes", "Toppings")
• Optional: select Required Group: if a customer must choose a modifier within this group.
• Minimum Selection: is the minimum number of modifiers that must be selected from this group. This will default to zero.
• Optional: Maximum Selection: Maximum number of modifiers that can be selected (leave blank for unlimited)
• Click the Create Group button
• Within the modifier groups page, click View Details to see modifiers that are within the selected modifier group.
• Click the Add Modifier button to add a modifier to the group
• Enter a modifier name (e.g., "Small", "Medium", "Large")
• Set a price if applicable, this can be a negative price to apply a discount or a non-negative to apply a price increase
• Optional: set a sort order to control the display order of modifiers
• Click the Add Modifier button

Staff Management

The Staff Management screen lets you add and manage the restaurant staff members who appear in Flip POS. Staff names are used for server assignments on tables, order tracking, and reporting.

Adding a Staff Member

1. Go to Staff in the Flip POS admin navigation
2. Click the Add Staff Member button in the top right
3. Fill in the staff member's details:
   • Name (required) — Full name as it will appear in Table Service and reporting
   • Role (required) — Select from: Server, Manager, Host, Bartender, Busser, or Other
   • Initials — Short display identifier used on table layouts (e.g., "AJ" for Alice Johnson)
   • Email — Optional contact email for the staff member
   • Phone — Optional contact phone number
4. Click Create to save the staff member

Editing a Staff Member

1. In the Restaurant Staff table, find the staff member you want to update
2. Click the Edit button in the Actions column
3. Update any of the staff member's details — name, role, initials, email, or phone
4. Click Update to save your changes

Deactivating a Staff Member

Staff members cannot be permanently deleted, but they can be deactivated so they no longer appear in active workflows.

1. In the Restaurant Staff table, find the staff member you want to deactivate
2. Click the Deactivate button in the Actions column
3. The staff member's status will change to Inactive and they will no longer appear as an option when activating tables or assigning servers

Staff Roles

Roles help organize your team and are displayed alongside staff names in the staff table. Available roles are:

• Server — Front-of-house service staff
• Manager — Management-level staff
• Host — Host or hostess staff
• Bartender — Bar staff
• Busser — Bussing and support staff
• Other — Any other role not listed above