Get Started Selling Online and In Store

SOP: Set Up Bizzfo Online Store and In-Store POS

Objective

This SOP explains how to create a Bizzfo account, upload menu data, use AI to build products and modifiers, activate the online store, and set up the in-store point of sale. It is designed to help a team member launch both sales channels quickly and verify that the store is working correctly.

Key Steps

1. Create and activate your Bizzfo account 0:24

• Go to Start for free and begin account creation.
• Enter the business name, email address, mobile number, and password.
• Click Create account.
• Check your email inbox and complete the activation step.
• Sign in after activation to access the dashboard.

2. Open the dashboard and begin online store setup 0:53

• From the dashboard, review the left-hand navigation for Sell in store and Sell online.
• Start with Sell online to build the storefront first.
• Select the business type as Restaurant/Cafe.
• Prepare to upload the menu file for AI processing.

3. Upload the menu and let AI build the product catalog 1:19

• Drag and drop the menu file into the upload area.
• Wait for AI to process the menu and generate products.
• Review the imported products in Step 2 of 5.
• Edit product names, descriptions, or details if needed.
• Click Save and continue when the catalog looks correct.

4. Generate and review modifiers 1:47

• Choose the option to auto-generate modifiers using AI.
• Allow time for the modifier generation process to complete.
• Review the generated modifiers carefully.
• Confirm that product options, add-ons, and variations are accurate.
• Proceed only after checking that the modifiers match the menu structure.

5. Skip ingredients if not ready, then import the store 2:35

• Review the ingredients/recipes step.
• If ingredient data is not ready, skip this step for now.
• Confirm the number of products, modifiers, and recipes left to complete later.
• Start the import process to push the catalog into the online store.
• Wait for the import to finish before testing the storefront.

6. Verify the online store and confirm products loaded 3:10

• Open the store in the browser using the provided link or default store name.
• Confirm that products and modifiers imported successfully.
• Open the product menu to verify categories and items.
• Refresh the browser if needed to check whether the storefront is visible.
• If the store does not appear, return to setup and confirm the store is active.

7. Activate store hours, delivery, and pickup 4:00

• Go back to Sell online settings.
• Set the store to open/active.
• Configure operating hours for the correct day.
• Enable delivery and pickup as needed.
• Save the settings and ensure the branch is marked as active/show branch.
• Recheck the browser to confirm the online store is live.

8. Rename the storefront and configure store settings 4:59

• Rename the storefront to a clear business name, such as Lloyd Online Store.
• Claim the domain if required.
• Set the primary logo, brand colors, homepage, currency, and payment options.
• Choose the payment provider, such as PayFast.
• Update branch settings and save all changes.
• If using sandbox mode, enter the required dummy/test information.

9. Set up the in-store POS using the same catalog 6:04

• Switch to Sell in store.
• Repeat the setup flow and continue to the recipes step.
• Skip recipes if they are not ready.
• Import the same catalog data into the POS store.
• Confirm the products appear under catalogs and open a menu to verify the import.

10. Create a POS user and test the in-store login 7:00

• Go to the dashboard and open Users.
• Create a new staff user.
• Enter the user name, staff reference, and password.
• Save the user account.
• Log in to the POS using the new credentials to confirm access.

11. Test POS ordering and output options 7:25

• Confirm the POS dashboard loads correctly.
• Select a category and add an item, such as a hot drink.
• Review the product list on the right-hand side.
• Test sending an order to the kitchen.
• Check available output options such as print and email.
• Verify that the POS workflow functions as expected.

12. Use AI setup for future changes and support 8:05

• Return to AI setup when changes are needed.
• Use prompts to request updates such as password changes or configuration help.
• Use AI support to speed up future adjustments.
• Confirm both the online store and cloud POS are working before handoff.

Cautionary Notes

• Do not skip activation: the account must be activated by email before setup can continue.
• Review AI-generated data carefully: products, modifiers, and recipes may need manual correction.
• Be cautious with ingredients/recipes: if AI generates recipe data, verify it before using it in production.
• Confirm store status: if the storefront does not appear, check that the branch is active/open and hours are saved.
• Use sandbox/test payment settings when testing payment integrations to avoid live transactions.
• Ensure the correct day and hours are set for delivery, pickup, and store operations.

Tips for Efficiency

• Upload a clean, well-structured menu file to improve AI import accuracy.
• Start with the online store first, then duplicate the setup for the in-store POS.
• Skip ingredients/recipes initially if speed is the priority, then complete them later.
• Use the browser refresh key if the storefront does not load immediately.
• Keep business details, logo, colors, and payment information ready before setup to save time.
• Use AI prompts for small admin tasks instead of navigating manually when possible.