Account structure: business, brands, outlets, devices
Understand tenants, brands, outlets, and devices, staff roles, and where each setting takes effect.
On this page
Before you configure a lot of things, it helps to understand the “framework” of a P&P Cashier account. It’s simple: one business, one or more brands, one or more outlets, and a few devices at each outlet.
Four layers#
| Layer | What it means | Example |
|---|---|---|
| Business (tenant) | Your company account. This is what the subscription bills. | PT Kopi Senja Nusantara |
| Brand | The name shown on receipts and the QR menu. Menus are built per brand. | Kopi Senja, Dapur Senja |
| Outlet | A physical location. It has its own address, opening hours, tax, tables, stations, and devices. | Kopi Senja Kemang, Kopi Senja BSD |
| Device | A tablet or phone paired to one outlet, in Cashier, Waiter, or KDS mode. | Cashier iPad, Waiter Phone 1, Bar KDS Tablet |
Brands and outlets are managed in Back OfficeOutlets & brands. One outlet can serve several brands, and the outlet’s menu combines the menus of the selected brands. This is useful for a cloud kitchen or a food court run by one operator.
Staff roles and permissions#
There are six built-in roles. You can add a Custom role in Back OfficeStaff & rolesRoles & permissions, for example “Senior barista”.
| Role | Signs in through | Usually allowed to |
|---|---|---|
| Owner | Back Office + device | Everything, including subscription & modules |
| Manager | Back Office + device | Menu, staff, devices, reports, approve refunds |
| Supervisor | Back Office + device | Approve voids & discounts, reports for their own outlet |
| Cashier | Device (PIN) | Take orders, accept payments, open/close shifts |
| Waiter | Device (PIN) | Take orders, collect payment at the table |
| Kitchen | Device (PIN) | Process KDS tickets, mark items sold out |
Each permission has three values: Allowed, Not allowed, or Needs PIN approval. For example, by default a cashier can create orders, but manual discounts and voids after an order is sent to the kitchen need a supervisor PIN. Only a manager or owner can approve refunds. See Staff & access for the full explanation.
You can also limit staff access by outlet. Staff who only have access to Kopi Senja Kemang can’t sign in to or see data from other outlets.
Where does a setting take effect?#
Every setting has a default value that can be overridden at a more specific level. The system always uses the most specific level that has a value:
Platform default → Business-type preset → Tenant (all outlets) → Brand → Outlet → Device
Day to day, this is all you need to remember:
- Platform default and Business-type preset are filled in automatically from the wizard. For example, the Café preset makes tables optional.
- Tenant (all outlets) is the default you set on the Settings pages. It applies to every outlet.
- Brand is used for receipt templates.
- Outlet is used when one outlet needs to be different. For example, a mall outlet uses a 5% service charge while the others use 0%.
- Device sets the mode (Cashier, Waiter, KDS) and the KDS station for that tablet.
How to set an outlet-specific value#
- Open the settings page. For example, Back OfficeSettingsTax & charges.
- Pick the outlet in the “Applies to” field. The default is All outlets (tenant default).
- Change the value, then save. Changed fields are labeled Overridden at this outlet. Other fields stay Inherited from tenant.
- Revert if needed. Tap Revert to inherited to remove that outlet-specific value.
Three layers of feature control#
A feature shows up in the cashier app when three conditions are met:
- Your Subscription plan includes the module (see Back OfficeSubscription).
- The Module is turned on in Back OfficeSettingsModules.
- The module’s settings are configured, for example in Back OfficeSettingsGuest QR ordering.
Turning a module off only hides the feature. Existing data isn’t deleted and comes back when you turn the module on again.
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