Who is this guide for?Anyone with back-office access. Admins can change everything; Finance and Viewer can look but not change settings.
The menu
The menu runs down the left side. On a phone, tap Menu at the top to open it.
- Dashboard: today's sales, Best sellers, By hour and Who sold it.
- Reports: sales, refunds, tips, item sales and more.
- Customers: your customer directory, on Surge Plus and Surge Premium.
- Store setup: what the till sells and how it behaves.
- Business: your business name, legal name, EIN, phone and address, and your Plan.
- Team: everyone who works here, their jobs, till codes and back-office access.
- Notifications: your own alerts and the Live feed.
The Store setup tabs
Changes here reach your terminals within a couple of minutes.
- Items: items, prices, sizes, modifier sets and categories. The item menu is part of Surge Plus and Surge Premium, so on Surge Free this tab isn't shown.
- Stock: counts on hand, where stock counts are on.
- Tax & discounts: sales taxes, discounts, happy hours and service charges.
- Receipt: the name, address, phone and logo printed on receipts.
- Till access: how staff sign in at the till.
- Devices: your terminals and licenses, and pairing a new one.
- Features: the switches that turn parts of the till on and off.
- Other tabs, such as Vendors, Tables, Kiosk or Text messages, appear only when that feature is on and part of your plan.
Good to know
- The bottom of the menu shows your email, your access level and sign out.
- If you belong to more than one business or location, a picker at the top of the menu switches between them.
If a tab in these guides is missing, that feature is off under Store setup > Features, or isn't part of your plan.
Still stuck?
info@surgeups.comEmail us your business name and what you were trying to do.