OTO POS Settings Cheat Sheet

Safe change rule

Approved request → record old value → search/check dependencies → change one thing → save once → test affected workflow → record handover

Role boundaries

Setting	Create	Edit	Remove
Product	Supervisor	Supervisor	Supervisor
Side	Administrator	Supervisor	Supervisor
Store	Administrator	Supervisor	Administrator
Table	Administrator	Manager	Administrator
Currency	Supervisor	Supervisor	Administrator
Discount / payment method	Administrator	Manager	Administrator
Frontdesk charge mapping	Administrator	Administrator	Administrator
Menu / menu item / menu category	Supervisor	Supervisor	Supervisor
Workstation / workstation menu	Administrator	Supervisor	Administrator
Item to store rule	Administrator	Supervisor	Administrator
App, bill, and report settings	—	Manager	—

The listed role means that role or above. Approval is still required.

Check before saving

• Store: name, alias, warehouse, printer.
• Table: physical name and alias.
• Currency: primary status, approved rate, effective time.
• Discount: name/code, rate or fixed treatment, dates, approval rule.
• Payment method: name, alias, correct tender classification.
• Room mapping: product group and matching Frontdesk charge type.
• Menu item: category, display order, status, and Menu Price — the menu price is what the customer pays, not the product's base price.
• Workstation menu: workstation, menu, sort order, and Active.
• Item to store rule: type, match value, store, priority, and Active.
• App settings: company name, TIN, address, phone, email, website, logo, theme, date and number format, product code prefix, Use Menu Products, Enable Manual Billing, Enable Price Change (Billing), Enable Cash-drawer, Enable Bill Splitting by Group (Frontdesk), Enable Training Mode, remote print server address, and the integration key.
• Bill settings: printer name, receipt style, and the note printed on bills.
• Report settings: which of TIN, address, phone, email, and website appear, and the footer note.
• VSDC settings: device serial number, and Initialize Device.

High-risk controls

• 100% discount creates a complimentary bill when it covers the full bill.
• Never rename a payment method to represent another tender.
• Never create a duplicate store, table, product, or side as a workaround.
• Never share or capture an integration key or a workstation key.
• Enable Training Mode marks everything recorded while it is on. Bills created in training mode are flagged in the Bills list. Turn it off before real trading, and never use it to correct a live transaction.
• A menu price change applies to every workstation using that menu.
• Test KOT, Billing, room posting, payment, report, or printing—whichever the change affects.

Ownership

Routine product work belongs to the Storekeeper/configuration owner. Supervisors handle only approved emergencies. Permission never replaces an approved business request.