Administration

In Administration you run your venue: employees and their permissions, items and prices, clients, goods, receipts and reports, and the register settings. It is meant for the owner and managers and works on a computer, tablet and phone — in the Konty app or in a browser. You need a venue account (see Registration and First Setup) and an internet connection: Administration reads and saves its data directly on the server.

Opening Administration

From the register

At the register, open Options and click Administration (see Options). Administration opens in the same window, without logging in again, on the Dashboard page. You return to the register with the SELL ITEMS button at the bottom of the side menu.

If your user group is set to Go to Administration, Administration opens right after you log in with your PIN.

In a browser

1. On any computer, open pos.konty.com.
2. Choose the country USA, enter the venue account's Email and Password and click LOG IN.
3. Enter your PIN and click LOG IN.

What opens next depends on how your venue works:

• One cash register shared by all devices (a new account is set up this way): the browser can also sell. After the PIN, the screen set for your user group in the After login section opens — the Administrator group goes to Administration. The side menu has the SELL ITEMS button, and from the sales screen you switch to Administration through Options.
• Several cash registers: the browser opens Administration only, and the menu has no SELL ITEMS button. You sell in the installed app (see Installation).

Who sees which pages

What an employee sees in Administration is decided by their user group (see Users and Permissions):

• the Access Administration permission (the Navigation section of the group) decides whether the employee can enter Administration at all. The Administrator group always has this permission;
• in the Administration section of the group, every page has its own switch. The side menu and the page search show only the pages turned on for the group. The exception is the Delivery Platforms page, which everyone with access to Administration sees when the delivery module is on.

The Account tab in My Account is seen only by the account owner — the user created at registration, with the administrator PIN.

Besides permissions, some pages depend on the venue itself: on the business type (retail or hospitality), on the modules turned on (for example inventory accounting or pricelists) and on integrations (for example Scales). What depends on what is listed in the table Areas of Administration.

Warning

Administration always opens on the Dashboard page. For a group that has access to Administration, leave the Dashboard page turned on too — without it, the employee is returned to the PIN screen after logging in and cannot enter Administration.

Finding your way around

Side menu

On the left is the side menu with the pages you may open, grouped by area (Users, Inventory, Clients…). Click an area to open it, then click a page. The page you are on is highlighted in the menu, and its name is also the page title.

The button with the panel icon, to the right of your name at the bottom of the menu, narrows the menu to icons; the same button brings it back. You change the width of the menu by dragging its right edge.

Page search

Click Search… at the top of the menu or press Ctrl+K (⌘K on a Mac). Type part of a page name, for example "stock", and choose the page from the results (with the arrow keys and Enter, or with a click). The search finds only the pages you may open.

Sales, kitchen and your account

At the bottom of the side menu are:

Control	What it does
SELL ITEMS	Takes you back to the sales screen of the register. It is shown in the installed app, and in the browser when the venue works with one shared cash register.
KITCHEN	Opens the kitchen display screen (see Kitchen Display). Shown in hospitality, when the venue has a registered kitchen display and your group has the permission for the Terminals page.
Your name	A menu with your name and group and the items My Account, Dark theme (turns the dark theme of Administration on and off) and Log out (back to the PIN screen). My Account opens only for a group that has the My Account page turned on; without it, the item takes you back to the PIN screen.

If the open page has unsaved changes, the app asks whether to discard them before you switch to the register or the kitchen, or log out (see Settings pages and forms).

On a phone and tablet

On a smaller screen the side menu is hidden: you open it with the ☰ button to the left of the page title, and it closes when you choose a page. On a page opened from a list, for example a document or a user group, the arrow ← to the left of the title takes you back to the list; on a phone it stands in place of the ☰ button.

On a phone, the buttons in the page header show only their icons, the SAVE button is in the bar at the bottom of the screen, and each list row is shown as two lines of text.

How lists and forms work

Most pages in Administration are a list (items, clients, documents) or a settings page. Both kinds work the same way on every page, so they are described here once.

Lists

Part of the list	What it does
Search field	Narrows the list as you type; ✕ in the field clears the search.
FILTERS	Opens a window with the list's filters, for example a period or a category. Choose the values and click APPLY; CLEAR FILTERS returns the defaults.
Filter labels	The applied filters are shown below the search bar. ✕ on a label removes that filter, and CLEAR ALL returns all filters to their defaults. A label with a padlock is a required filter (for example the period): you can change it, but not remove it.
Number of items	At the end of the bar — how many rows match the search and filters.
Column heading	A click sorts the list by that column, and a second click reverses the order (in columns that can be sorted). On a phone you choose the order in the FILTERS window, in the Sort order field, or with the SORT ORDER button on a list without filters.
Row	A click opens the entry — for editing or viewing.
⋮ at the end of a row	Other actions with the entry, for example Copy or Delete.
Bottom of the list	The number of rows per page (20, 50, 100 or 200) and arrows for moving to other pages.
Page header	The main action, for example ADD, and the ⋮ menu with less frequent actions — import, export, printing. The ⋮ menu is always last, on the far right.

A list remembers its search, filters, page and order in the page address: when you refresh the page or come back from a document, you see the same list.

Settings pages and forms

• Settings pages, for example the tabs of My Account: you save all changes on the page with one SAVE button in the header. The button becomes active only once you change something, and "Unsaved changes" is then shown next to it. On a phone, SAVE is in the bar at the bottom of the screen.
• Documents and editing on a separate page, for example a delivery-in note or a user group: the arrow ← to the left of the title takes you back to the list, and the save buttons are in the header.
• Windows, for example for adding a client: the SAVE and CANCEL buttons are at the bottom of the window.

Some pages save every change immediately, without a SAVE button — their pages in this guide say so (for example Table Plan Settings).

When you leave a page with unsaved changes, the app asks "Leave this page?": LEAVE discards the changes, and STAY keeps you on the page so you can save them. If you refresh or close such a page in a browser, the browser itself asks the same.

Dashboard

The Dashboard is the start page of Administration: your venue's sales today, in one place.

Figure	What it shows
Total Sales	The value of receipts issued today, from midnight until now. It covers the same receipts as the Total sales report.
Receipts	The number of those receipts.
Average Receipt	Total sales divided by the number of receipts.

Below each figure is the change in percent "from last day" — green for growth, red for a drop. Today's sales so far are compared with the sales of the whole of yesterday, so the percentage is usually negative in the morning and grows as the day goes on. There is no percentage when there were no sales yesterday or when there are no receipts today yet.

The Activities card shows the latest recorded actions of employees at the register, newest first: cancelled receipts, orders and items, transferred tables, receipt copies, receipts issued with a pricelist, and receipts and reports sent by email. Each row starts with the date, time and the employee's name. Actions are recorded only when Enable recording of staff activities is turned on (see My Account → Venue settings); without it the card shows "No activity today yet".

You create sales for another period, by employee, by item or by payment method in the reports (see Receipts and Reports).

Availability

The Dashboard page is seen by a user group that has the Dashboard page turned on in the Administration section.

Areas of Administration

The areas are listed in the order of the side menu. The column "When you see it" lists the conditions that apply in addition to the group's permission for each page.

Area	Pages	What you do there	When you see it	Guide
Dashboard	Dashboard	Today's sales at a glance.	Always.	Dashboard
My Account	Account, Company, Receipts, Integrations, Settings	Company details, texts on receipts and invoices, integrations, venue settings.	Always; Account is seen only by the account owner.	My Account
Users	Users, User Groups	Employees, their PINs and permissions.	Always.	Users and Permissions
Inventory	Inventory Items, Item Categories, Item Modifiers, Pricelists	Items and prices, import and export, categories, modifiers, pricelists.	Pricelists: hospitality, the Pricelists module, without inventory accounting.	Inventory
Clients	Clients, Client Transactions, Bank Statements	Buyers and suppliers, debts and payments.	Client Transactions and Bank Statements: inventory accounting.	Clients
Inventory Accounting	Delivery-in Notes, Delivery-out Notes	Goods coming in and going out.	Without inventory accounting; with it only in hospitality.	Receiving and Dispatching Goods
Inventory Accounting	Price Calculations, Price Levelings	Goods from a supplier's invoice into stock, and changes of selling prices.	Inventory accounting.	Price Calculations and Price Levelings
Inventory Accounting	Beginning Inventories, Write-Off	Beginning inventory, inventory count and write-off of goods.	Inventory accounting.	Beginning Inventory, Inventory Count and Write-Off
Inventory Accounting	Daily Cash Sales, Stock, Sales Purchase Ledger	Stock of goods, item transactions, the sales purchase ledger and cash handed over to the bank.	Inventory accounting.	Stock, Stock Item Transactions, Sales Purchase Ledger and Daily Cash Sales
Receipts & reports	Receipts & Orders, Sales Reports, Working Hours	Issued receipts, reports for any period, employees' working hours.	Always.	Receipts and Reports
Receipts & reports	Receipts & Orders → Incoming	Your suppliers' invoices.	Always.	Incoming Invoices
Settings	Tax Rates, Weight Barcodes, Keyboard Shortcuts, Table Plan Settings, Beach Settings, Sales Interface Settings, Terminals, Delivery Platforms	Tax rates, the layout of tables and buttons, shortcuts, devices, beach and delivery.	Weight Barcodes: the Scales integration. Beach Settings: the beach module. Delivery Platforms: the delivery module.	Settings

What inventory accounting is and how the documents of the Inventory Accounting group relate to each other is described on the Inventory Accounting page.

Some pages are meant for one business type only: Keyboard Shortcuts for retail, and Item Modifiers, Pricelists, Table Plan Settings, Sales Interface Settings and Terminals for hospitality.

Troubleshooting

Problem	Solution
At the register, Options has no Administration card	Your group does not have the Access Administration permission. The owner or an administrator grants it in the user group.
After logging in, the PIN screen is shown again	The Dashboard page is turned off for the group — see Who sees which pages.
In the browser, the message "Action failed" appears after the PIN	Your group has no access to Administration, nor — in a venue with one shared cash register — to the sales screens.
A page from this guide is not in the menu	The page depends on the group's permission, the business type, a module or an integration — see Areas of Administration.
The SAVE button is grey	Nothing has been changed on the page yet, or saving is in progress.