# Dinex Docs > Comprehensive documentation for Dinex platform This file contains all documentation content in a single document following the llmstxt.org standard. ## Desktop printing agent ## βš™οΈ Configuration Steps 1. Open the **Branches** page and select the branch you want to set up. ![Desktop App Installation Step 2](/img/desktop-app/branches-en.png) 2. Go to **Printing Settings**. 3. Add an **Invoice Template** - Choose how many invoice templates you want to use. ![Printing Settings](/img/printer-settings/invoice-template-en.png) 4. Open the **Secondary Printers** tab. 5. Add **Secondary Printers** - These are virtual printer names that will be linked later in the desktop app. ![Secondary Printers](/img/printer-settings/secondary-printers-en.png) 6. Open **Printing Rules**. 7. Assign each **Invoice Template** to the **Secondary Printer** you want it to print on. ![Printing Rules](/img/printer-settings/printing-rules-en.png) Once completed, your printing setup will be ready to use. ## πŸ› οΈ Installation Steps 1. Download the **latest version** of the desktop app from the [Releases page](./releases). 2. Install the desktop app on your device. 3. Open the desktop app. ![Desktop App Installation Step 1](/img/desktop-app/install-step-1.jpeg) 4. Open the **Branches** page in your **Admin Panel**. 5. Copy the **Branch Code**. 6. Paste the code into the desktop app. ![Desktop App Installation Step 2](/img/desktop-app/branches-en.png) 7. Map printers in the desktop app - Check the checkbox for the **Secondary Printer** you want to configure. - Select the **physical printer** installed on your device. - Repeat this for each secondary printer you need. - Click **Save** to apply the changes. ![Configure Printers](/img/desktop-app/configure-printers.jpeg) 8. πŸŽ‰ **Congratulations! You can now start using the app.** ## 🧾 How to Change Receipt / Invoice Settings? 1. Open the **Print Settings** page. 2. Change the **Receipt / Invoice Settings** you want to change. 3. Click **Save** to apply the changes. ![Print Settings](/img/desktop-app/desktop-print-settings.jpeg) ## ➑️ πŸ–₯️ How to Close the Desktop App When It’s Running in the Background? The desktop app runs in the background. To close it completely, find the app icon in the **Windows system tray (menu bar)**, right-click on it, then select **Quit Printing Agent**. ![Quit App](/img/desktop-app/quite-app.jpeg) --- ## Printing Notifications ## πŸ”” How Notifications Work 1. An order is created and added to the **printing queue**. 2. After **⏱️ `2 minutes`**, the system checks whether the order has been printed. 3. If the order is **still not printed**: - A **notification sound** plays. - A **desktop notification** appears on the screen. ![Desktop Notification](/img/printing-notifications/desktop-notifcation-en.png) 4. When you **click the notification**: - The **Notification Center** opens. - You can see **all order details**. ![Printing Notifications](/img/printing-notifications/printing-notifications-en.png) ## βœ… What to Do When You See This Notification When the notification appears, please check the following: - πŸ–₯️ **Desktop Agent** - Make sure it is running correctly. - πŸ–¨οΈ **Physical Printer** - Check if the **paper has finished**. - Check for any **printer errors** or issues. Fix the issue, then ensure the order is printed successfully. ## ➑️ πŸ–¨οΈ How to Check the Order Printing Status? --- ## Releases Download the latest version of the Dinex Desktop Printing Agent. ## Latest Release ### Version 1.1.1 **Release Date:** December 2024 **Download:** - [Windows Installer (MSI)](/agent/DinexPrintingAgent.Setup-1.1.1.msi) **Installation Instructions:** 1. Download the installer file above 2. Run the installer and follow the setup wizard 3. Complete the configuration steps as described in the [Installation Guide](./desktop-installation) **System Requirements:** - Windows 10 or later - .NET Framework 4.7.2 or later - Administrator privileges for installation --- ## Release Notes ### Version 1.1.1 - Desktop printing agent functionality - Branch code configuration - Printer mapping and configuration - Receipt/Invoice print settings --- ## Support For installation help or troubleshooting, please refer to the [Installation Guide](./desktop-installation) or contact support. --- ## Dinex Documentation Welcome to the official **Dinex documentation**. This guide will help you set up, configure, and use Dinex POS to manage your business operations efficiently. ## What is Dinex POS? **Dinex POS** is a modern, cloud-based point-of-sale and business management system designed to support day-to-day operations across different types of businesses. With Dinex POS, you can: - **Manage orders and transactions** in real time - **Organize products and services** with flexible configuration - **Monitor sales and performance** through detailed reports - **Accept payments securely** - **Connect desktop and web tools** for seamless operations - **Gain insights** to improve efficiency and decision-making ## What You’ll Find in This Documentation This documentation covers everything you need to get started and go deeper: - Installation and setup guides - Desktop app configuration - Printing and notification workflows - Order and payment management - Troubleshooting and best practices ## Quick Start To get started with Dinex POS: 1. Install the desktop application 2. Connect your business branch 3. Configure your settings 4. Start processing orders and payments Let’s get you up and running πŸš€ --- ## Managing Categories --- ## Overview **Q: What are Categories in Dinex POS?** A: Categories are the groups that organize your menu items into logical sections β€” like "Perfumes," "Restaurants," "Roses," or "Bukhour." Instead of scrolling through hundreds of items, categories let you and your customers find what you're looking for quickly. They also appear as sections on the digital menu your customers browse. --- **Q: Where do I find and manage categories?** A: Categories are in the **left sidebar** on the Items List page (**Orders β†’ Menu Setup β†’ Items List**). You don't need to go to a separate page β€” everything is right there alongside your items list. --- ## Adding a New Category **Q: How do I add a new category?** A: At the bottom of the left sidebar, click the green **"+ Add Category To Items List"** button. Enter the category name and any other details, then save. The new category will appear in the list immediately and be ready to assign items to. --- **Q: Can I add a category without leaving the Add Item form?** A: Yes. When you're on the Add New Item or Update Item page, you'll see a **(+) button** right next to the Items Category dropdown. Click it to create a new category on the spot without navigating away from the form. --- ## Editing Categories **Q: How do I rename or edit an existing category?** A: Next to each category in the left sidebar, you'll see a **teal pencil icon**. Click it to open the category details and make your changes, then save. The updated name will reflect across all items assigned to that category. --- **Q: Can I change the color dot of a category?** A: Yes. Each category has a colored dot that helps you visually distinguish it from others at a glance. You can update the color when editing the category, which is especially helpful when you have many categories and want to organize them visually. --- ## Deleting Categories **Q: How do I delete a category?** A: Click the **red trash icon** next to the category in the left sidebar. The system will ask you to confirm before permanently deleting it. --- **Q: What happens to items inside a category if I delete it?** A: This is important to know β€” items assigned to a deleted category may lose their category assignment. Before deleting a category, it's a good idea to reassign its items to another category first, or make sure the category is empty and no longer needed. --- ## Filtering Items by Category **Q: How do I view only the items in a specific category?** A: Click on any category name in the left sidebar. The items list on the right will instantly filter to show only the products in that category. Click **All** at the top of the sidebar to go back to viewing all items. --- **Q: Can I search for a specific item within a category?** A: Yes. Click the category first to filter the list, then type in the **Search** bar. The search will run only within that selected category, giving you much more focused results. --- ## Categories and Branches **Q: Can different branches have different categories?** A: Yes. At the top of the left sidebar there's a **branch dropdown** where you can switch between branches. When you select a branch, the category list updates to show only the categories for that branch. --- **Q: How do I add a category for a specific branch only?** A: First, select the branch you want from the dropdown at the top of the left sidebar. Then click **"+ Add Category To Items List."** The new category will be created and linked to that specific branch only β€” it won't appear when you switch to a different branch. --- ## Categories on the Digital Menu **Q: Do categories appear on the customer-facing digital menu?** A: Yes. Categories show up as the main navigation sections on the digital menu. Customers tap a category to browse the items inside it. Well-organized categories with clear names make it much easier for customers to find what they want and improve their overall experience. --- **Q: Does the order of categories on the sidebar match what customers see?** A: Generally yes β€” the categories appear in the order they were created. If you want a specific order, plan your category structure accordingly or recreate them in the preferred sequence. --- ## Frequently Asked Questions **Q: Is there a limit to how many categories I can create?** A: There's no set limit. You can create as many categories as your business needs. That said, it's best to keep things organized and avoid creating too many categories that overlap β€” too many options can confuse both staff and customers. --- **Q: Can an item belong to more than one category?** A: No, each item can only belong to one category. If you need to reorganize, you can reassign an item to a different category by editing the item and updating its Items Category field. --- **Q: I deleted a category by mistake β€” can I recover it?** A: Unfortunately, category deletion is permanent and cannot be undone. You'll need to create a new category with the same name and reassign the affected items to it. --- **Q: Why can't I see some categories when I switch branches?** A: Categories are branch-specific. If a category was created for one branch, it won't appear when you're viewing a different branch. Make sure you're on the correct branch in the dropdown at the top of the sidebar. --- ## Managing Menu Items (Items List) --- ![Items List](/img/menu-management/items-list-en.png) ## Overview **Q: What is the Items List page?** A: It's your main hub for managing everything related to your products. From here you can view all existing items, add new ones, edit details, or remove items you no longer need β€” all in one place. --- **Q: How do I get to the Items List?** A: From the top navigation bar, click on **More**, then **Items List**. The page is split into two sides β€” the **left panel shows your categories**, and the **right panel shows all your menu items**. --- **Q: What's the difference between a Regular item and a Grouped item?** A: A **Regular** item is a single product with its own price, like "Ketchup Bottle" or "Red Roses Hand Bouquet." It appears with a blue **REGULAR** badge. A **Grouped** item is a container that holds multiple related items under one name β€” for example, "Women Perfumes" which contains several individual perfume products inside it. Grouped items appear with a purple **GROUPED** badge and an arrow you can click to expand and see what's inside. --- ## Adding a New Item **Q: How do I add a new item to the menu?** A: Click the green **"Add New Item"** button at the top right of the Items List page. You'll be taken to a form where you fill in the following: - **English Name** β€” the product name in English - **Arabic Name** β€” the product name in Arabic - **Items Category** β€” select the category this item belongs to - **Item Status** β€” leave it toggled ON if you want the item visible right away - **Image** β€” upload a product photo (800Γ—800 pixels recommended, max 6MB) - **Default Price** β€” enter the item's price Once you're done, click **Save** and the item will be added to your list immediately. --- **Q: Why do I need to select a category before I can see the branches?** A: The system links branches to categories, so it needs to know which category the item belongs to before it can load the relevant branches. As soon as you select a category, the branch availability panel on the right side of the form will load automatically. You'll see the message **"Select a category first to load your branches"** as a reminder until a category is chosen. --- **Q: What should I put in the Item Code field?** A: The Item Code is an internal SKU you use to identify the product in your own system. It's optional β€” you can leave it blank if you don't need it. But if you manage a structured inventory, filling it in will help you track products more easily. --- **Q: Can I add a description for the item?** A: Yes. There's a **Description** field where you can write a short description of the product. This description will appear on the digital menu that customers see, so keep it clear and useful β€” things like key ingredients, flavor notes, or what makes the item special. --- **Q: What are Modifiers and when should I use them?** A: Modifiers are the extra choices that appear to the customer when they order an item β€” things like "Extra Size," "No Sugar," or "Add Nuts." There are two types: - **Optional** β€” the customer can choose or skip - **Mandatory** β€” the customer must make a selection before completing the order To add them, scroll to the bottom of the Add/Edit Item page and click **"Modifier Mandatory / Optional."** --- **Q: What image size should I use for product photos?** A: The recommended size is **800Γ—800 pixels** in PNG or JPG format, with a maximum file size of **6MB**. Using this size ensures the photo looks sharp and professional on the digital menu. --- ## Branch Pricing **Q: Can I set a different price for each branch?** A: Yes, and this is one of the most powerful features in the system. When you open an existing item to edit it, you'll see a branch table on the right side showing every branch with its own price field. Just type the price you want for each branch directly in the table. --- **Q: How do I apply the same price to all branches at once?** A: Check the **"Use this price for all branches"** checkbox at the top right of the pricing section. The default price you entered will be applied to every branch automatically β€” no need to update them one by one. --- **Q: What does "No Price Change" mean in the Sales Price Change column?** A: It means the cashier at that branch cannot manually change the price of this item during a sale. If you set it to **"Full Price Change,"** the cashier will be allowed to modify the price when needed. --- ## Editing and Deleting Items **Q: How do I edit an existing item?** A: In the Items List, find the item you want to update and click the **teal pencil icon** on its row. You'll be taken to the Update Item page where you can change any field β€” name, price, image, category, branch availability β€” then click **Save** when done. --- **Q: How do I delete an item?** A: Click the **red trash icon** next to the item in the list. The system will ask you to confirm before deleting. Keep in mind that deletion is permanent and cannot be undone. --- **Q: What happens when I turn off the Item Status toggle?** A: The item will be hidden from the digital menu and from the POS screen, but it stays saved in the system. You can turn it back on anytime. This is useful when a product is temporarily out of stock β€” instead of deleting it, just deactivate it. --- ## Grouped Items **Q: When should I use a Grouped item?** A: Use it when you have a collection of related products you want to display under a single name. For example, "Women Perfumes" as a group containing multiple individual perfumes, or "Bukhour" containing different incense types. It keeps your menu organized and easy to browse. --- **Q: How do I create a Grouped item?** A: Click the purple **"Add new sub category"** button at the top of the Items List page. Fill in the English and Arabic names, select a category, upload an image, then hit **Save.** After saving, you can go back and assign individual items to this group. --- **Q: Does a Grouped item have its own price?** A: No. A Grouped item is just a container β€” the price lives on each individual item inside the group, not on the group itself. --- ## Searching and Filtering **Q: How do I quickly find a specific item?** A: Use the **Search** bar at the top of the items panel. Start typing the item name and the list will filter in real time β€” no need to press Enter or any button. --- **Q: How do I filter items by category?** A: Click any category name in the left sidebar and the items list will instantly show only the products in that category. Click **All** to go back to viewing everything. --- Q: How do I quickly view only disabled items? A: Use the **Item Type** dropdown filter next to the Search bar. It has four options β€” **All**, **Regular**, **Grouped**, and **Disabled**. Select **Disabled** to instantly see all deactivated items in one place. This is especially useful when you want to review and re-enable items that were temporarily turned off. --- **Q: Can I search and filter by category at the same time?** A: Yes. Select a category from the sidebar first, then type in the search bar. The search will run only within that selected category, giving you much more precise results. --- ## Barcode and Bulk Import **Q: How do I add a barcode to an item?** A: In the Add or Edit Item page, scroll down to the **Barcode** section. Select the Barcode Type from the dropdown, then enter the barcode number in the Barcode field. On existing items, you'll also see a **Print** button to print the barcode label directly. --- **Q: Can I add many items at once instead of one by one?** A: Yes. Click the **"Upload Item lists"** button at the top of the Items List page. This lets you import items from a file (typically Excel or CSV), which saves a lot of time when you're adding a large number of products. --- ## Frequently Asked Questions **Q: Why aren't my branches showing up when I add a new item?** A: You need to select a category first. The system loads branches based on the selected category, so pick a category from the dropdown and the branches will appear automatically. --- **Q: Can I delete an item that is linked to past orders or inventory?** A: No. The system will not allow you to delete an item if it is associated with existing orders or if it is linked to your inventory setup. This is a safety measure to protect your sales history and stock records. If you no longer need the item, you can deactivate it by turning off the **Item Status** toggle instead β€” this hides it from the menu and POS without affecting any related data. --- **Q: Can the same item belong to more than one category?** A: No, each item belongs to one category only. If you need to change its category, open the item for editing and select a different category from the dropdown. --- **Q: I turned off an item but it still shows on the POS β€” why?** A: Try refreshing the POS screen. Status changes are saved immediately in the system but the POS may need a refresh to reflect the latest updates. --- ## How to Import Modifiers from Another Menu Item Instead of rebuilding modifier groups from scratch, you can copy them directly from any existing menu item that already has modifiers configured. ### Steps 1. **Open the menu item form** Navigate to **Menu Setup β†’ Menu**, then open the item you want to add modifiers to by clicking its name or the edit button. 2. **Go to the Modifiers tab** Inside the item form, click the **Modifiers** tab. 3. **Click "Import Modifier"** Click the **Import Modifier** button to open the import dialog. {/* Screenshot: Import Modifier button in the Modifiers tab */} 4. **Search for a source item (Step 1)** Use the search box to find the menu item(s) whose modifiers you want to copy. Each result shows the item name and a badge with the number of modifier groups it has. Check the box next to one or more items, then click **Next**. {/* Screenshot: Step 1 – item search list with checkboxes and modifier-count badges */} 5. **Select modifier groups and options (Step 2)** The dialog now shows every modifier group from the items you selected. Each card displays: - The group name and whether it is optional or mandatory (min > 0) - The minimum and maximum number of selections allowed - Whether multiple quantities are supported - A table of modifier options with their additional prices Check or uncheck individual options, or use the group-level checkbox at the top of each card to select/deselect the entire group at once. {/* Screenshot: Step 2 – modifier group cards with checkboxes and option tables */} 6. **Click "Add Selected"** Click **Add Selected** to import the chosen modifier groups into the current item. The imported groups appear immediately in the Modifiers tab. 7. **Save the item** Click **Save** on the item form to persist the changes. :::tip You can import from multiple items at once β€” select several source items in Step 1 and all their modifier groups will appear together in Step 2, labeled with their source item name. ::: :::note Importing copies the modifier groups and their options at that point in time. Future changes to the source item's modifiers will **not** automatically update the imported groups. :::