Workflows
Quick-reference guides for experienced Paimnt users. These task-focused articles (and videos!) deliver fast steps without Basic-level detail—perfect for daily operations.
What You’ll Find Here
Streamlined workflows organized by system area. Each guide includes:
- ast steps for experienced users
- Key actions in table format for quick scanning
- Links to detailed Basics articles when needed
- Troubleshooting links for instant fixes
🎥 Training Videos
Step-by-step video tutorials for common workflows. (Coming soon—perfect companion to these guides)
🗂️ Database Setup Workflows
Rapid HQ configuration guides.
Available workflows:
- Creating Your Product List - Fast product setup
- Configuring Your Till Keyboard - Quick keyboard configuration
- Organising Products with Tags - Rapid tag setup
- Setting Up Price Lists - Quick pricing configuration
- Configuring Payment Methods - Fast payment setup
🍽️ Managing Orders
Essential till operation shortcuts.
Available workflows:
- Table Functions - Quick table and covers/pax guide
- Special Sale Actions - Fast hold/recall/cancel reference
- Completing a Sale - Quick payment processing
- Printing Orders & Receipts - Fast printing reference
- Basic Navigation & Product Management - Quick till navigation
👔 Management Functions
Supervisory task accelerators.
Available workflows:
- Adjusting Sales - Fast payment method corrections
- Sales Overview & Reporting - Quick review sales reference
- End-of-Shift Actions - Fast shift closing guide