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Roles & people · Role manual

Barista

For baristas — the café counter with call numbers, the barista board, calling orders on the collection board, café loyalty and prepaid, café waste and your own drawer.

9 min read

On this page

Welcome to the coffee bar. You take the café order at the counter, give the customer a call number, make the drinks from your barista board and call the number when the order is ready. This manual shows each of those steps and the guide that explains it.

Who this manual is for

  • System role: Barista (barista) — the café counter, the barista board, the collection board, café loyalty and prepaid balances, café waste, and your own cash drawer.
  • In the pictures: Bella, barista at Kampala — Kololo. Sam is the shift supervisor and Moses the branch manager.
  • Where you work: at the café counter — a till for orders and payment, the barista board on a tablet by the machine, and the collection board on a screen the customers can see. Sign in with your password to open and close your drawer; use your employee number and PIN to switch user on a shared till.

A day at work

New at the espresso bar? Practise the counter and the board in training mode first — Start training mode.

  1. Sign in and clock in — Sign in, Clock in and out.
  2. Open your drawer with its float — Open the till with a float.
  3. Dial in the grinder and record the shots you pulled — Record café waste.
  4. Open the barista board on the machine’s tablet — Open the barista board — and the collection board for the customers — Call and hand over orders on the collection board.
  5. Take each order at the counter with a call number — Take a café order with a call number — and the payment — Take a cash payment or mobile money or card.
  6. Give loyalty stamps and use rewards — Earn stamps and use loyalty at the counter.
  7. Make the drinks from the board — Start an order and tick off the drinks.
  8. Call the number when the order is ready — Call the customer’s number.
  9. Remake a drink when it is wrong, and record why — Remake a drink and record the waste.
  10. Take orders ahead for customers who will collect later — Take an order ahead.
  11. At closing, record the milk poured away and unsold cakes — Record café waste.
  12. Count and close your drawer — Count and close the till — and clock out.

Guides you will use

The café counter

Payments and your drawer

The barista board

Waste and stock

Practising in training mode

When the internet is down

Signing in and your time

Quick reference

I need to… Where Guide
Open my drawer Tills & cash → Open till Open the till
Take a café order Café counter (/cafe) Take a café order
Open my board Preparation Screens › Stations → Barista Open the barista board
Call an order Ready on the ticket Call the customer’s number
Show the numbers to customers Collection board (/cafe/collection) Collection board
Remake a drink ⋮ More actions → Re-make Remake a drink
Record wasted milk or shots Café waste (/cafe/waste) Record café waste
Give a stamp Loyalty customer on the counter Earn stamps
Close my drawer Tills & cash → Count & close Count and close the till

Getting help

  • Your supervisor (Sam) approves voids and large discounts on your till, and decides a drawer that does not balance. Your role does not record cash in, cash out or safe drops: when cash must go in or out of the drawer during the day, ask your supervisor.
  • The café or branch manager sets the doses, the drink recipes and the café settings, and reads the café reports.
  • The administrator fixes logins, PINs and a till that is not approved.
  • The Help Center: Help & Training › Role-Based Manuals in the menu, with a search box; the ? button, Help for this screen, on any screen. See Find help: the Help Center.
  • Troubleshooting you will need most: in Open the barista board, Take a café order, Record café waste and Count and close the till.

Manuals you can also read

  • Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
  • Waiter — For waiters and hosts — seating guests, taking table orders on the till or your phone, firing courses, splitting and printing the bill, bookings and the waitlist.
  • Room-service attendant and runner — For whoever takes room-service orders and carries them up — taking an order for a room, paid on delivery or charged to the room, following it through the kitchen, bar and barista, delivering it, and charging restaurant and bar bills to a room.

What you can do

These are the permissions of the Barista role. The ● ones are sensitive: closing your drawer asks you to be signed in with your password.

Area What you may do
accommodation Charge an unpaid order to an in-house guest room (accommodation.charge)
accommodation View rooms, availability, reservations and stays (accommodation.view)
approvals View approval requests (approvals.view)
attendance Clock in and out and take breaks at the time clock (attendance.clock)
auth Receive a signed offline permission snapshot on an offline-enabled terminal (auth.offline)
auth Unlock, switch user and sign in with a POS PIN on an approved terminal (auth.pin)
bar Bump, recall and complete bar tickets (bar.complete)
bar View bar and barista production screens (bar.view)
beverage Open and close bar shifts, count bottles and record bar losses (beverage.operate)
beverage View bar stock, bottles, kegs and beverage products (beverage.view)
cafe Use the café counter and collection screens (call numbers, order-ahead) (cafe.view)
cafe Record café waste: dial-in shots, re-makes, milk poured away, unsold items (cafe.waste)
cash Close a drawer and count cash (cash.close) ●
cash Open a cash drawer / declare a float (cash.open)
cash View drawer balances and cash reports (cash.view)
customers Create and edit customers, attach them to orders (customers.manage)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
events Read the approved function sheets and banquet event orders and acknowledge them for a department (events.beo)
expeditor Pack, assign runners, release and confirm collection of orders (expeditor.dispatch)
expeditor View the expeditor / pass board (expeditor.view)
giftcards Sell and top up gift cards against a payment (giftcards.sell)
inventory View stock levels and movements (inventory.view)
leave Request leave and see your own balance (leave.request)
loyalty Redeem rewards, stamp cards and enrol members at the till (loyalty.redeem)
loyalty View the loyalty programme, points and rewards (loyalty.view)
menu Mark items available / sold out (86) (menu.availability)
menu View menus, items, modifiers, combos and prices (menu.view)
notifications Receive and view own notifications (notifications.view)
payments Take payments on orders (payments.take)
production Open the production boards (stations overview) (production.view)
reservations Book, confirm, seat, move, cancel and mark no-shows; manage the waitlist (reservations.manage)
reservations View the reservation calendar and waitlist (reservations.view)
room service See room-service orders and the room-service report (room_service.view)
sales Create orders and take sales (sales.create)
sales Apply discounts within the standard limit (sales.discount)
sales Edit open orders (items, seats, notes) (sales.edit)
sales Transfer orders between tables, waiters or branches (sales.transfer)
sales View orders and sales (sales.view)
shifts View shifts and rosters (shifts.view)
storefront Accept, reject, fire and hand over online orders (storefront.orders)
storefront View the storefront setup, online orders and their tracking (storefront.view)
tables Seat, move, merge and split tables (tables.manage)
tables View floor plans and table status (tables.view)
training Practise in training mode (nothing reaches sales, stock or the books) (training.use)