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Platform Settings

What is this module?​

The Platform Settings module is the administrative control center for your entire Unidiner system. It handles company-wide configuration, outlet management, financial parameters, security settings, third-party integrations, and hardware setup. Proper configuration of these settings is crucial before going live with Unidiner.

Key Features​

  • Company & Outlets: Define your business structure, locations, and operational hierarchies
  • Financial Setup: Configure tax rules, currencies, exchange rates, and rounding policies
  • Security: Implement RBAC (Role-Based Access Control), ABAC (Attribute-Based Access Control), MFA (Multi-Factor Authentication), and device pairing
  • Integrations: Connect payment gateways, accounting systems, delivery platforms, and communication services
  • Printing & Hardware: Configure receipt printers, KOT printers, kitchen displays, and POS terminals

Configuration Workflow​

Phase 1: Company Setup​

  1. Create company profile with legal information
  2. Define business hours and operating calendar
  3. Set up organizational hierarchy
  4. Configure multiple outlets (if applicable)

Phase 2: Financial Configuration​

  1. Define primary and secondary currencies
  2. Configure tax types (VAT, Service Charge, etc.)
  3. Set up tax groups and rates by location
  4. Enable ZATCA e-invoicing (for KSA operations)
  5. Configure rounding rules for bills

Phase 3: Security & Access​

  1. Define user roles with granular permissions
  2. Implement attribute-based access policies
  3. Enable multi-factor authentication
  4. Configure device pairing for POS terminals
  5. Set up audit logging and compliance tracking

Phase 4: Integrations​

  1. Connect payment processors (Card, Digital Wallets)
  2. Integrate accounting software (QuickBooks, Xero, etc.)
  3. Link delivery platforms (Talabat, Deliveroo, etc.)
  4. Configure email/SMS notification services

Phase 5: Hardware Setup​

  1. Configure receipt printers with paper sizes
  2. Set up KOT printers for kitchen stations
  3. Pair Kitchen Display System screens
  4. Configure POS terminals and tablets
  5. Set up customer-facing displays (if applicable)

Configuration Checklist​

Essential settings to configure before going live:

  • Company legal name, registration number, and tax ID
  • Outlet addresses, phone numbers, and operating hours
  • Primary currency and exchange rate sources
  • Tax configuration for all applicable jurisdictions
  • ZATCA integration credentials (KSA only)
  • User roles matching your organizational structure
  • Device pairing for all POS terminals
  • Payment gateway API credentials
  • Printer configurations with test prints
  • Email/SMS service provider setup
  • Backup and disaster recovery preferences

Security Best Practices​

Access Control​

  • Principle of Least Privilege: Grant minimum necessary permissions
  • Role Separation: Separate duties for sensitive operations
  • Regular Audits: Review user access quarterly
  • Immediate Revocation: Remove access when staff leaves

Authentication​

  • Strong Passwords: Enforce password complexity requirements
  • MFA Requirement: Enable for all admin and manager accounts
  • Session Timeouts: Automatic logout after inactivity
  • Device Pairing: Restrict POS access to registered devices

Compliance​

  • Audit Trails: All configuration changes are logged
  • Data Encryption: Sensitive data encrypted at rest and in transit
  • Privacy Controls: GDPR-compliant data handling
  • Tax Compliance: Built-in support for regional tax regulations

User Roles​

Typical users of this module include:

  • System Administrators: Full access to all platform settings
  • Finance Managers: Configure financial and tax settings
  • IT Staff: Manage integrations and hardware configuration
  • Security Officers: Control access and audit user activity
  • Operations Directors: Set up multi-outlet configurations

Integration Ecosystem​

Payment Processors​

  • Credit/Debit cards (Visa, Mastercard, Amex)
  • Digital wallets (Apple Pay, Google Pay, Samsung Pay)
  • Regional payment methods (Mada, Benefit Pay)
  • Cash on Delivery tracking

Accounting Systems​

  • QuickBooks Online
  • Xero
  • Zoho Books
  • SAP Business One
  • Custom ERP integration via API

Delivery Platforms​

  • Talabat
  • Deliveroo
  • Careem NOW
  • HungerStation
  • Zomato

Communication Services​

  • Email: SendGrid, Amazon SES, SMTP
  • SMS: Twilio, Nexmo, local SMS gateways
  • Push Notifications: Firebase Cloud Messaging
  • WhatsApp Business API

Hardware Compatibility​

Printers​

  • Thermal receipt printers (80mm, 58mm)
  • KOT printers for kitchen stations
  • Label printers for food packaging
  • Network, USB, and Bluetooth connectivity

POS Terminals​

  • iPad with Unidiner POS app
  • Android tablets
  • Windows touchscreen terminals
  • All-in-one POS systems

Kitchen Equipment​

  • Kitchen Display System (KDS) monitors
  • Bump bars for order progression
  • Expo screens for order coordination

Payment Devices​

  • PIN pads and card readers
  • NFC readers for contactless payments
  • QR code scanners
  • Cash drawers with electronic locks
  • All Modules: Platform Settings affect the entire system configuration
  • Back Office: Financial settings flow into menu pricing and cost calculations
  • Front of House: Hardware and payment integrations enable POS operations
  • Analytics: Security settings control report access and data visibility
  • Integrations > Printers: Configure receipt and KOT printers (/docs/06-platform-settings/integrations/printers)
  • Integrations > Delivery Partners: Manage delivery partner entries (/docs/06-platform-settings/integrations/delivery-partners)
  • Branches: Add, edit, and delete branch locations (/docs/06-platform-settings/branches)
  • Tax Scenarios: Configure tax rules, slabs, and POS tax behavior (/docs/06-platform-settings/tax-scenarios)