Chain – First-Time Setup (Checklist)

Use this checklist with restaurant managers. Agree on the setup and timing with Vendion and choose one restaurant for the initial menu-publication check.

1. Prepare the chain

Collect the chain name, restaurant names and organisation numbers, and the existing Vendion user who will be the first administrator. Choose what to share: menus, branding, loyalty and gift cards. Contact Vendion for creation and connection.

2. Check access

Open Till startskärm → Kedjeöversikt (Home screen → Chain overview). Check Restauranger and use Öppna admin to verify access to the correct locations. Under Medlemmar (Members), add existing users by their email address and select groups matching their responsibilities. Assign Admin only when the person should be administrator in all of the chain's restaurants, including payroll and personal data.

3. Check sharing

Open Inställningar → Delning (Settings → Sharing), choose what to use and save. Read the confirmation when changing shared loyalty. Then configure each area; enabling a switch does not finish the setup.

4. Prepare and publish the menu

1. Create products under Meny-mall → Ny mallprodukt (Menu template → New template product).
2. Check name, menu group, price, VAT and default locks.
3. Prepare the receiving restaurant’s product groups and printing settings.
4. Select Publicera (Publish), choose the first restaurant and run Dry-run (förhandsvisa) (Preview).
5. Resolve errors or skipped entries and preview again.
6. Select Publicera på riktigt (Publish for real).
7. Check products under the restaurant’s Meny → Produkter → Alla artiklar (Menu → Products → All items), in POS and relevant customer views.
8. Complete details such as allergens and modifiers that are not edited in the chain template form.

Check the result before publishing to more locations. New template locks do not automatically change locks on existing product copies.

5. Branding and guest assistant

Under Varumärke (Branding), style the chain gift-card shop. Check restaurants’ own branding values before saving shared field locks; locks do not copy chain values to them.

Configure each restaurant’s guest assistant under Online order → AI-assistent. The chain’s central personality fields do not currently control these active assistants automatically.

6. Loyalty and gift cards

After activation, check Lojalitet (Loyalty): programme rules, tiers and member balances. Plan existing local-balance handling with Vendion.

For online chain gift cards, first select and save the issuing restaurant under Presentkort → Butik (Gift cards → Shop). Then configure and save the shop separately. Check amounts, expiry, terms and payment setup.

7. Finance routine

Agree on the intercompany accounts (Intercompany → Inställningar) with the finance manager. Decide who reviews Intercompany, checks both restaurants’ records and makes payments between companies. Use Markera reglerat (Mark settled) only after settlement is completed.

Sales and gift-card redemptions create real financial transactions. Plan any trial purchases with Vendion so that they are handled and concluded correctly.

8. Follow up

Tell staff what they can change locally and whom to contact for central changes. Follow published products, customer views, loyalty and outstanding balances during the first weeks. Use Analytics for comparable periods and investigate differences in each restaurant.