TableViews Integrated Support & Resources

Yes. Use our standard import templates and validation checks to migrate customers, vendors, items/SKUs and opening balances. We recommend a clean cutover: configure, import, test day, then go live. Start with Support — getting started, and see Why TVI — migration & onboarding for the overall sequence.

TVI runs on Windows workstations and supports common receipt printers, cash drawers, barcode scanners, customer displays, and region-appropriate payment devices. Use POS hardware, setup & training for guidance and see the POS overview for capabilities.

Build recipes and sub-recipes with yields. TVI auto-explodes components on each sale or prep batch so COGS and food cost are recognized at the right time using current ingredient costs. Start with Inventory — bundles, recipes & kits and the restaurant deep dive for menu costs: Recipes, food cost & prep.

You can add user-defined fields, categories, tags, enforce status/approval workflows, and extend via API endpoints and webhooks—while TVI remains the system of record. Explore Customization & Integration — overview, User-defined fields & workflows, API endpoints, and Webhooks. For governance, see API security & auditability.

Yes. TVI supports tables/seats, tabs/split bills, tips/gratuities, item modifiers, coursing notes, and permissioned overrides—with clean postings to inventory and accounting. See Restaurant POS workflows and POS workflows — tables, splits, returns, promos.

Every POS sale/return posts instantly to Inventory (including component explosions for kits/recipes), so on-hand counts, COGS, and reorder signals stay accurate. Learn more in POS → Inventory integration and Inventory — reporting & analytics.

Onboarding scales by plan and typically includes system setup, data migration assistance, role-based training, and early-period check-ins. Begin with Support — onboarding, then see Support — getting started for the step-by-step checklist. For refreshers, check POS hardware, setup & training.

Yes. Run location/company-level statements and consolidated views with drill-through to source. Inventory reports cover turns, aging, on-hand value, margin by item/category/location. See Accounting — financial statements & reports and Inventory — reporting & analytics. For architecture context, read Why TVI — single source of truth.

Invoices, payments, vendor bills, and receipts post to AR/AP automatically, keeping aging, statements, and cash flow accurate—no double entry. See Accounting — AR/AP integration and Reconciliation & period close.

TVI supports common payment terminals/gateways based on region. Payments, deposits, and gift cards map to the GL correctly for clean reconciliation. For device setup, visit POS hardware, setup & training; for how tenders flow to the books, see POS → Accounting integration.

Yes. TVI runs on Windows (servers, desktops, laptops, tablets, 2-in-1s), with secure remote desktop access for mobile scenarios. Hardware/role guidance: POS hardware, setup & training. For resilience and uptime strategy, read Why TVI — reliability & offline resilience.

Use least-privilege roles, manager-PIN approvals, reason-coded overrides, period locks, and immutable audit logs across POS, Inventory, Accounting, and CRM. Start with Security, permissions & auditability, POS workflows & permissions, and Accounting controls & audit trail. For CRM privacy controls, see CRM — security & permissions.

Updates preserve your transactions, contact records, item master, and financial history. We provide update guidance so you can plan, test, and roll out changes with minimal disruption. Pair update windows with a quick health check to validate inventory and role settings. See Support — health checks and Why TVI — reliability & offline resilience.

TVI’s reporting & exports give finance live visibility and the ability to compare projected vs. actual by location, category, item, and time frame, with drill-through to source documents—so budgets are grounded in operations. Use Accounting — financial statements & reports and Why TVI — reporting that leads to action. For feeding external models/BI, see Customization — reporting & analytics exports.

Run cycle counts (scanner-friendly), use reason-coded adjustments, and monitor exception reports (returns, overrides, voids) to surface leakage early. See Stock counts & adjustments (cycle counting), Barcodes & serial tracking, and POS reporting & exception analytics.

Define tax rules at item or order level; TVI posts liability as you transact, keeping returns and statements audit-ready. Review Accounting — tax handling & compliance and the close workflow in Reconciliation & period close.

Yes. Offers/codes attach to transactions for real ROI attribution, and dynamic segments (RFM, category, lifecycle, tier) refresh from live POS and AR data—no CSV rebuilds. Explore CRM — segmentation & automation, CRM — reporting & analytics, and POS ↔ CRM integration.

Yes. Configure tiers, proration/freezes, renewals, and dunning; apply member pricing/benefits at POS based on live status; and post charges/credits/write-offs to Accounts Receivable with full audit trails. See CRM — memberships & recurring billing and Accounting — AR/AP integration.

TVI is engineered for fast, reliable local performance and can keep selling during hiccups with sync on reconnect strategies. Plan devices and uptime with POS hardware, setup & training and read Why TVI — reliability & offline resilience.

Start with Support — system requirements and Support — overview for contact channels. For tailored workflow refreshers, book a live demo that walks your exact process end to end: Contact — book a live demo.

Use the Getting started checklist: configure locations/tenders/taxes/roles → import customers/vendors/items → load open AR/AP and opening balances → test day with real transactions → lock prior periods → go live → review early KPIs. Open Support — getting started and the broader Migration & onboarding plan.