Restaurant Onboarding and Setup

Created by Ashish G, Modified on Sun, 28 Sep at 12:07 AM by Ashish G

Setting up your restaurant on Orgnyz is simple. Follow these steps to complete the onboarding and start managing your restaurant.



Step 1: Enter Restaurant 

Start by filling in your basic restaurant details like name, type, and address. At this step you can also add tax information and government registration details.



Adding Tax Details

You will also see two input fields for tax details on the same form:

  • Tax Name: Enter the name of the tax (for example: GST, Service Tax).

  • Tax Value: Enter the percentage or flat value for the tax.


You can add multiple taxes by clicking Add Tax.


Adding Registration Numbers

You will also see two input fields for registration details on the same form:

  • Registration Name: Enter the type of registration (for example: FSSAI, License No.).

  • Registration Number: Enter the actual registration/license number.


You can add multiple registrations if applicable. 




Click Save and Go Next when done



Step 2: Set Opening Hour

Here you can configure when your restaurant is open.


Set Open Hours

Check the days when you are open. By default, all days are selected as open. Select opening and closing times for each checked day.



Mark Day as Closed

Uncheck the days when your restaurant is closed. This will ensure no orders can be placed on those days.



Click Save and Go Next to proceed.



Step 3: Configure Table Layout

Design your table layout by adding floors and tables.




Add Zone/Floors

Click Add/Edit Zone to add floors (for example: Ground, First, Outdoor). You must have at least one zone to proceed.




Add Tables

For each floor, add tables and specify seating capacity. You must have at least one table per floor to proceed.



Setup Later

Not ready to set up your table layout right now? No worries. Click Setup Tables Later and continue with the rest of the onboarding. You can come back anytime from settings to add floors and tables when you are ready.



Condition: Free plan allows a maximum of 7 tables. 


Click Save and Go Next to proceed.



Step 4: Setup Menu

Let’s create your digital menu so you and your staff can quickly take and manage customer orders, the menu is the heart of your ordering process.





Manual Menu Setup

  1. Add a Category: Click Add/Edit Category to create sections like Starters, Main Course, or Drinks.



  2. Add Items: Enter the item name, add an Item Code for quick search and easy access, choose Veg/Non-Veg, and set a price.


  • Do you want to add more sizes to each item?
    Click Add/Edit Sizes & Prices, then add multiple sizes like Small, Medium, Large with separate prices.





  • Do your items have add-ons?
    Enable Add-Ons and click Add/Edit Add-ons to include extras like extra cheese, sauces, or toppings.






Auto-Fill Menu from Image

Prefer to upload your menu instead? Use Auto Fill Menu from Image.

  1. Upload your menu (JPG/PNG) and click Start Scanning.

  2. Review and edit detected categories.
  3. Verify and edit detected items and prices.
  4. Confirm and save.


Important: Auto-fill is in beta and might make mistakes. Carefully verify every category, item, and price before saving.


Setup Later

Not ready to add the menu yet? Click Setup Menu Later and add items whenever you’re ready.


Click Finish Setup when done.




Additional Notes

  • Each category must have at least one item before finishing setup.

  • Use the Previous button to go back anytime. Your data is saved only after clicking Save and Go Next.

  • If you leave in the middle, you can log back in later and continue from where you stopped.

  • You can edit any step later even after completing onboarding.



Next Step: Learn how to take table orders: How to Take Table Orders?



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