Upserve Features

Creating a menu within the platform for servers to input orders or for online ordering.

Tools to track restaurant inventory in order to make accurate purchasing decisions and avoid spoilage.

Tools to create work schedules for your employees.

Tracking revenue and expenses within the platform.

Reporting and analytics on a variety of data and metrics.

The ability to create a loyalty program to offer coupons or discounts to frequent customers or to lure back infrequent customers.

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Purchasing method in which a consumer places a deposit on an item for later pick-up when they come back and pay the balance

Manage order deliveries until they are received by the customers

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

The ability to proces credit card payments within the platform.

The ability to see all the tables in a restaurant, their availability, and the status of their orders.

Adjusting or splitting checks to reflect discounts or refunds.

The ability to send order tickets to the kitchen to either be printed or appear on a screen.

Tools to help create an online ordering service for delivery and takeout.

Upload, track, and submit receipts in a central database

Calculation of consumption tax imposed on the sale of goods/services

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Design, communicate, and distribute incentives to perform a specific action

Create, send, and track purchase orders and their statuses

Track and facilitate returns of products sold

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Tracking, calculating, and paying commissions and earnings to employees

An order generated by a seller to a customer, containing details about products or services

Track products that are for sale at a reduced price or part of coupon promotions

Manage and track customer orders for goods, investments, or any other purchases

Store recipes, enable recipe modification, and generate data required for production records

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Capture and record the tips received by servers and manage their distribution between all types of workers in a restaurant

Pre-authorize credit cards to run the total charges that guests accumulate throughout their time at bars

Track employee schedules, availability, and performance across projects and tasks

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Allows users to view inventory and build a menu that's appropriate

Allow customers to make a partial payment on an invoice and track remaining debt

Manage the buying, selling, and holding of stocks

Tool used to determine accurate pricing and product eligibility for borrowers

Track and manage the profit margin between the cost of a product and its selling price.

Distribute a bill into multiple payers according to the proportion suggested by the payers

Provides analytics tools that reveal important business metrics and track progress.

Connects to external systems and applications as needed to complete team workflows.

Active reporting of data and metrics

Report on the allocation and distribution of labor costs across projects

Accounting functionality within the system, not requiring integration with third-party tools

The ability to manage employee schedules, payroll, or onboarding.

Analyze and gain insights into data in real-time

Manage the buying, selling, and holding of stocks

Manage and track customer orders for goods, investments, or any other purchases

View and track pertinent metrics to find patterns and gain insights from data

Accept and process customer payments for products or services using hardware and software

The ability to see which tables are free and which are occupied so tables can be assigned customers as they arrive.

Tools for the kitchen to receive customer orders via tickets so they can be prepared and delivered to the proper table.

The ability to reserve tables in advance so the restaurant is not overbooked at the time of the reservation.

Create, send, and track purchase orders and their statuses

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Design, communicate, and distribute incentives to perform a specific action

Track products that are for sale at a reduced price or part of coupon promotions

Record, update and manage waiting lists

Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event

Allows users to view inventory and build a menu that's appropriate

Has a centralized dashboard for users to interact with

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Condenses long documents or text into a brief summary.

Simulates human-like speech from text inputs.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Scan barcodes to ensure accurate pricing and label tracking

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Integrate with a third-party accounting system

Application programming interface that allows for integration with other systems/databases

Track orders throughout the fulfillment process

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Access previous interactions or concerns to maintain customer relationships

Accept, record, and reconcile financial transactions

Set up connections to third-party platforms to improve business processes

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Alter the layout and content of reports

Manage and support multiple locations

Designed for bars, clubs, nightclubs, etc.

Track employees' arrival and departure timings for payroll purposes

Accept and process credit card transactions

A collection of customer information such as contact details, demographics, previous interactions, etc.

Monitor product stock levels

Present a catalog of inventory that customers can view

Use AI to generate content in the form of text, images, videos, etc.

Ability of websites, web applications, or mobile applications to function without an active internet connection

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Reports specific to sales analysis for trends and strategies

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Use the built-in point of sale or POS integration to streamline administrative and accounting operations across restaurants

Import and export data to and from software applications

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Accept and process customer payments for products or services using hardware and software

Record customer information, purchase history, and other notes

Operate/access software on iPad Devices

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Receive data and information in real time

For Retail Stores

The ability to identify a barcode on or within an image or packaging

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Receive system updates as soon as any changes are made

Create, manage, and send invoices or bills to customers

Automate order processes to improve operational efficiency in fulfillment, shipping, and more

For retailers

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Serves restaurants

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Access software remotely via mobile devices

Tracks and processes online orders

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

Accept and process credit card transactions

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Access software remotely via mobile devices

Manage and support multiple locations

Receive data and information in real time

Add customized logos and colors to align with company branding

Reports specific to sales analysis for trends and strategies

Market event via social media tools

Notifications that are delivered to users as soon as an event occurs

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

Application programming interface that allows for integration with other systems/databases

Track orders throughout the fulfillment process

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Receive system updates as soon as any changes are made

Tracks and processes online orders

Alter the layout and content of reports

Scan barcodes to ensure accurate pricing and label tracking

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Access previous interactions or concerns to maintain customer relationships

Form predictions based on past and present data/trends

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Electronically collect payments for goods or services