Quick Serve Documentation

Overview

The Quick Serve app is built on Shopify POS to support food service operations for:

• Fast food restaurants
• Coffee shops and cafes
• Food trucks
• Counter service establishments
• Quick service restaurants (QSR)
• And many more use cases

Key features include instant order processing, integrated payment handling, automatic kitchen notifications, and printing to multiple printers.

Initial Setup

Setting up your Quick Service POS system is straightforward and can be completed in minutes.

Prerequisites

• Active Shopify store
• Products configured in Shopify
• Shopify POS locations configured
• Flip POS app installed from the Shopify App Store
• Device with internet connection (tablet, computer, or smartphone)
• Optional: Kitchen Display - iPad or portable monitor with web browser included (Elo Touch)
• Optional: Receipt printer for physical receipts

Quick Serve POS App

The Quick Serve POS interface is optimized to place orders quickly and integrated directly in Shopify POS.

Add a Customer to an Order

Attaching a Shopify customer to a Quick Serve order links the sale to their customer record in Shopify — just like a regular Shopify POS transaction. Customer information is also used for email check delivery.

How to Add a Customer

1. On the main Quick Serve order screen, tap "Add Customer". This button appears below the "Add Items" button when the order is empty, and alongside the "Email Check" button when items are present.
2. The Customer Search screen will open. Type at least 2 characters to search by name, email address, or phone number. Matching customers from your Shopify store will appear as you type.
3. Tap a customer from the results to select them. Their name is attached to the order and displayed on the main screen.
4. If the customer is not in Shopify yet, tap "Enter name manually instead" and type their name directly. Manual names are used for display only and will not link to a Shopify customer profile.

How to Remove or Change a Customer

1. Tap "Update Customer" (the same button that previously said "Add Customer").
2. On the Customer Search screen, tap "Remove Customer" to detach the current customer, or search for a new one to replace them.

Taking an Order

1. Open Extension: Tap Quick Service tile in Shopify POS
2. Review Order Screen: System automatically creates a new order
3. Add Items: Tap "Add Items" button
4. Select Category: Choose from menu categories displayed
5. Select Item: Tap desired menu item button
   • If item has no modifiers: Item automatically added to order
   • If item has modifiers: Proceed to modifier selection (See Workflow 3)
6. Review Order: Return to main order screen to see added items
7. Repeat: Add more items by tapping "Add Items" again
8. Complete Order: Tap "Send to POS Cart" when finished
9. Confirm: Tap "Confirm" in dialog to clear existing POS cart
10. Process Payment: Complete checkout in Shopify POS

Add Items with Variants (Size/Options)

1. Follow Steps 1-4 from Taking a Basic Order
2. Select Item: Tap menu item that has variants
3. Modifier Screen Opens: Review item details
4. Select Size/Variant:
   • Tap desired variant button (e.g., "Small - $4.99")
   • Selected variant shows checkmark (✓)
5. Add to Order: Tap "Add to Order" button
6. Validation: System checks all required selections made
7. Return to Order: Item added with variant information displayed

Add Items with Modifiers

1. Follow Steps 1-4 from Taking a Basic Order
2. Select Item: Tap menu item with modifiers
3. Modifier Screen Opens: Shows item details and modifier groups
4. Select Variants (if applicable):
   • Choose required size/variant from "Size/Variant (Required)" section
5. Select Modifiers:
   • Tap modifiers from each group
   • Required groups must have at least one selection
   • Selected modifiers show checkmark (✓) and pricing
6. Review Selections: Verify all required options selected
7. Add to Order: Tap "Add to Order" button
8. Validation:
   • System validates required selections
   • Shows error if missing required options
9. Completion: Item added with all modifiers and pricing

Add Order Notes

1. Access Settings: Tap gear (⚙️) icon next to order name
2. Order Settings Screen: Opens configuration panel
3. Add Order Note:
   • Type in "Order Note" text field
   • Use for special instructions, allergies, etc.
4. Save Note: Tap "Update Order Note" button
5. Confirmation: Note saved and displayed on main order screen
6. Return: Navigate back to main order screen

Add Item Notes

1. Select Item: Tap "..." (horizontal dots) next to any order item
2. Item Options Screen: Opens item management panel
3. Add/Edit Note: Tap "Add Note" or "Edit Note" button
4. Note Input Screen: Opens dedicated note editor
5. Review Item Details: See which item the note applies to
6. Enter Note:
   • Type modifications, allergies, special prep instructions
   • Use multiline text field
7. Save: Tap "Save Note" button
8. Confirmation: Return to order screen with note displayed
9. Visual Indicator: Notes shown with 📝 icon under item

Remove Item from Order

1. Select Item: Tap "..." next to item to remove
2. Item Options: Opens item management screen
3. Remove Item: Tap "Remove Item" (red/destructive button)
4. Immediate Action: Item removed from order without confirmation
5. Order Update: Order total and item count automatically updated
6. Return: Navigate back to main order screen

Duplicate Item

1. Select Item: Tap "..." next to item to duplicate
2. Item Options: Opens item management panel
3. Duplicate: Tap "Duplicate Item" button
4. Processing: System copies all item attributes:
   • Menu item selection
   • All modifiers and pricing
   • Variant information
   • Item notes (newly added feature)
5. Completion: Duplicate item added to order
6. Return: Navigate back to main order screen
7. Verification: See duplicated item with identical configuration

Change Order Name

1. Access Settings: Tap gear (⚙️) icon next to current order name
2. Order Settings: Opens configuration screen
3. Edit Name:
   • Clear or modify text in "Order Name" field
   • Enter customer name or custom identifier
4. Update: Tap "Update Order Name" button
5. Confirmation: Order name updated throughout system
6. Display: New name appears on main screen and in order history

View Order History

1. Access History: Tap "Order History" in top-right of main screen
2. Browse Orders: View list of previous orders with:
   • Order name and number
   • Date and time created
   • Total amount
   • Status badges (PAID, CANCELLED, etc.)
   • Item summary
3. Load Previous Order (for unpaid orders):
   • Tap "Load Order" button
   • Order imported as current working order
   • Continue editing or processing

Clear Current Order

1. Clear Option: Tap "Clear Order" button (red) on main screen
2. Confirmation Dialog: "Are you sure you want to clear all items?"
3. Confirm: Tap "Yes" to proceed
4. Processing: All items removed from current order
5. Clean State: Empty order ready for new items
6. Alternative: Tap "Cancel" to abort clearing

Manage Incoming QR Orders

Quick Serve receives QR orders from walk-up QR codes — location-level QR codes that customers scan without an assigned table (see Walk-Up QR Codes). When QR ordering is enabled for your location, incoming orders appear directly in the Quick Serve app.

How QR Orders Appear

Quick Serve automatically checks for new QR orders every 20 seconds — no manual refresh is needed. When pending QR orders arrive:

• A "QR Orders" button appears at the top of the main order screen
• If orders are waiting for approval, the button is highlighted and shows the pending count (e.g., "QR Orders (2 pending)")
• Once all orders are approved or rejected, the button shows the count of active (non-pending) orders in a standard style

Approving and Rejecting QR Orders

1. Tap the "QR Orders" button to open the QR Orders screen.
2. Pending orders are listed first and show the customer's name, the items ordered, total, and how long ago the order was placed.
3. To send a pending order to the kitchen:
   • Tap "Send to Kitchen". The order is sent to the Kitchen Display System and any configured printers immediately.
4. To decline a pending order:
   • Tap "Reject". A confirmation dialog will ask you to confirm before the order is cancelled.

Note: QR ordering for Quick Serve must be enabled in Settings → QR Code Ordering. Walk-up QR codes are generated per service location from that same settings page. See the QR Code Ordering documentation for setup instructions.