Resources

Resources for running a better local business

Guides, checklists, and practical advice for cafés, restaurants, retailers, and service teams using franchisetech.

Getting started

POS setup checklist

Follow this checklist when you first set up franchisetech to make sure your till is ready for real use.

  • Add your business name and details in Settings
  • Add your product categories (e.g. Coffee, Food, Drinks)
  • Add at least a few products with prices and VAT rates
  • Set each product as available in POS if you want it to appear on the till
  • Add staff users and assign roles (cashier or manager)
  • Set up payment methods (Cash, Card, and any custom types you use)
  • Configure VAT rates if you sell items at different rates
  • Set up receipt preferences if you use a receipt printer
  • Choose your cash drawer mode — manual (default) or automatic if hardware is connected
  • Run a test sale and process a test refund to confirm everything works
  • Check reports after the test sale to confirm data appears correctly

Getting started

Cash drawer setup guide

There are two ways to use the cash drawer with franchisetech: manual mode (available for everyone) and automatic mode (beta, requires specific hardware).

Manual mode (all setups)

  • Manual mode works for all businesses with no hardware required
  • You open and close the drawer yourself — the app tracks cash in and cash out
  • Record each cash movement (cash in, cash out, opening float) through the POS
  • The expected cash total is calculated automatically from your movements
  • Simulation mode lets you test the cash workflow without a physical drawer

Automatic mode (beta — Windows only)

  • Requires: Windows PC (Windows 10 or newer)
  • Requires: LAN-connected ESC/POS receipt printer on TCP port 9100
  • Requires: The franchisetech Connector app installed on the till computer
  • The cash drawer connects to the receipt printer via an RJ11 cable
  • When a sale is completed, the Connector sends a drawer-open command to the printer
  • Diagnostics inside the app help identify connection and printing issues
  • iOS automatic drawer opening is not supported
  • Android automatic opening is not currently supported
  • Always test automatic mode before using it with customers

Getting started

Daily close checklist

Run through this at the end of each trading day to close correctly and keep your records clean.

  • Review today's sales report — total sales, transaction count, and payment method breakdown
  • Count the physical cash in the drawer
  • Compare counted cash to the expected cash figure in franchisetech
  • Record any cash movements you did not log during the day (cash out, float adjustments)
  • Check for any refunds or voids — confirm they were authorised and recorded correctly
  • Review staff activity if relevant — who processed transactions, refunds, or cash movements
  • Close the till session to lock in the day's records
  • Export or screenshot the Z-report / till closing summary for your records
  • Note any stock issues or product changes needed for tomorrow

Getting started

Staff permissions checklist

Set the right access levels for each team member before they start using franchisetech.

Cashier role

  • Access to POS register
  • Can process sales and receipts
  • Can apply pre-configured discounts
  • Can record customer details
  • Cannot access settings or financial configuration

Manager role

  • All cashier access
  • Can process refunds and voids
  • Can record cash in / cash out movements
  • Access to reports and transaction history
  • Can access settings if permitted by owner
  • Audit log visibility
Good practice: Assign the minimum permissions needed for each role. Review permissions periodically as your team changes.

Hardware & payments

Hardware compatibility checklist

Use this checklist to confirm your hardware is ready for a full franchisetech setup with automatic cash drawer support.

Required for automatic cash drawer

  • Windows 10 or newer PC or laptop at the till
  • LAN-connected ESC/POS receipt printer (not USB-only)
  • Printer accessible on the local network at a known IP address
  • Printer accepts connections on TCP port 9100
  • Cash drawer connected to the receipt printer via RJ11 cable
  • franchisetech Connector app installed and running on the till PC
  • Connector app configured with the correct printer IP address

Not supported

  • USB-only receipt printers (automatic opening not supported)
  • iOS devices (automatic hardware opening not supported)
  • Android automatic opening (not currently supported)
  • Bluetooth printers (not currently supported for automatic opening)
Note: All hardware setups should be tested before going live with customers. Use the simulation and diagnostics tools in Settings to verify your setup works correctly.

Industry guide

POS guide for cafés

franchisetech fits naturally into the rhythm of a café counter — fast order entry, cash and card tracking, and a clear end-of-day close.

  • Set up product categories: Hot Drinks, Cold Drinks, Food, Pastries
  • Add modifiers (e.g. milk type, size) as separate products or variants
  • Use the fast product grid to keep popular items in easy reach
  • Run cash and card split payments or separate them as different payment methods
  • Use the cash drawer workflow to manage your float each day
  • Check daily sales at close to see total revenue, best sellers, and cash balance
  • Track ingredients (milk, coffee beans, syrups) for stock visibility and recipe costing

Industry guide

POS guide for restaurants

For restaurants, franchisetech handles orders, payments, receipts, and end-of-day reporting in one clear system.

  • Organise products by meal type: Starters, Mains, Desserts, Drinks
  • Add customers to orders for tracking and receipt personalisation
  • Use receipts for customer copies and kitchen communication
  • Set cash and card as separate payment methods for accurate Z-report splits
  • Track recipe costs for your most popular dishes to protect your margins
  • Use the daily sales report to see covers, average spend, and best sellers
  • Assign staff to till sessions to track individual performance

Industry guide

POS guide for takeaways

Speed is everything in quick service. franchisetech keeps the checkout fast and gives you the cash controls you need.

  • Keep the product grid simple — group by meal type or by popular order combos
  • Add order notes to capture kitchen instructions per transaction
  • Use discounts for meal deals, loyalty offers, or end-of-day markdowns
  • Record cash in/out regularly during busy periods to keep your float accurate
  • Run refunds quickly without leaving the POS view
  • Use the close-of-day report to review takings across cash and card

Industry guide

POS guide for bakeries

Bakeries need speed at the counter, clear best-seller data, and good stock visibility for opening each day.

  • Organise products by bake: Bread, Pastries, Cakes, Drinks
  • Mark products as sold out quickly during the day when stock runs low
  • Use product performance reports to see which items sell fastest each morning
  • Track raw materials (flour, butter, eggs) to understand ingredient costs
  • Build recipes for your key products to see cost per unit and gross margin
  • Review opening stock each morning to plan production for the day

Industry guide

POS guide for food trucks

franchisetech runs as a PWA on any device, making it ideal for mobile setups with limited hardware.

  • Install franchisetech as a PWA on your phone or tablet for portable till access
  • Use manual cash drawer mode — no printer or hardware required
  • Keep the product list short and focused on your menu for the day
  • Use cash in/out to record your opening float and any change movements
  • Review your daily total at the end of each event
  • Export transaction records for accurate accounting after each event day

Industry guide

POS guide for retail shops

franchisetech handles the product catalogue, discounts, receipts, and daily reporting that retail shops need.

  • Add your full product range with categories (e.g. Clothing, Accessories, Gifts)
  • Set sale prices, standard prices, and apply discounts at the point of sale
  • Issue receipts for all transactions — important for refund and warranty management
  • Use staff permissions to control who can process refunds or access reports
  • Check the sales dashboard daily to see which product lines are performing
  • Use the import feature to upload large product catalogues from a spreadsheet

Industry guide

POS guide for salons & barbers

Salons and barbers sell a mix of services and retail products. franchisetech handles both in one simple checkout.

  • Add services as products (e.g. Haircut, Colour, Blowdry) with fixed prices
  • Add retail products (shampoo, styling products) in a separate category
  • Attach customer names to transactions for basic appointment tracking
  • Record which staff member completed each service for attribution
  • Use cash and card as separate payment methods for accurate daily reconciliation
  • Check end-of-day totals per staff member to understand individual performance

Industry guide

POS guide for franchises & multi-location operators

franchisetech supports multi-location businesses with consistent product setups, role-based staff access, and location-level reporting.

  • Create a separate workspace for each location with its own products and staff
  • Use a consistent product naming and category structure across all locations
  • Assign manager roles at each location to local team leads
  • Review each location's daily reports separately for performance comparison
  • Use the same payment method setup across all locations for consistent reporting
  • Export transaction data per location for consolidated accounting
  • Plan product updates centrally before pushing changes to individual locations

Frequently asked questions

Honest answers about how franchisetech works and what it requires.

What businesses is franchisetech built for?

franchisetech is built for cafés, restaurants, takeaways, bakeries, food trucks, retail shops, salons, barbers, and franchise operators. Any growing local business that needs a practical POS and clear daily records is a good fit.

Does franchisetech support cash drawers?

Yes. Manual cash drawer mode works for all businesses with no hardware needed — you manage cash manually and record movements through the app. Automatic drawer opening (triggered by sales) is a beta feature for Windows setups with a LAN receipt printer and the franchisetech Connector.

What hardware is needed for automatic cash drawer opening?

A Windows PC, a LAN-connected ESC/POS receipt printer (TCP port 9100), and the franchisetech Connector app installed on the till computer. The cash drawer connects to the receipt printer via RJ11. iOS and Android automatic opening are not currently supported.

Does franchisetech work on tablets?

Yes. The POS is a Progressive Web App (PWA) that works in any modern browser on tablet or desktop. Android tablet setups work well for the POS. iOS is functional but automatic hardware integration (cash drawer, receipt printer) is not supported on iOS.

Is franchisetech suitable for multiple locations?

Yes. Each location is a separate workspace with its own products, staff, till sessions, and reports. Owners can run consistent product catalogues and reporting across locations.

Can I track ingredients and calculate recipe margins?

Yes. Add ingredients as stock items, connect them to recipes, and franchisetech calculates cost per portion, gross margin percentage, and how many portions you can make from current stock.

Can I import my existing products?

Yes. Download a CSV template, fill in your products, and import them. Imports are supported for products, ingredients, suppliers, purchases, recipes, and customers.

Is manual cash drawer mode available for all businesses?

Yes. Manual mode is the default and requires no hardware. You open the drawer yourself and record cash in/out movements through the app at any time. Automatic opening is an optional add-on for supported hardware setups.

Ready to simplify your daily operations?

Start with POS, products, cash/card tracking, and the reports a small food business owner needs every day.

Resources for POS, Cash Drawer Setup & Business Operations | franchisetech | franchisetech