Guided Workflows

The Right Response, Every Time

Structured playbooks guide your team through common operational scenarios step by step.

FlexotiumPOS operational playbooks

Example Playbooks

Built-in operational playbooks

Pre-built for the most common scenarios. Customisable for your specific workflows.

4 steps

Low Stock Response

  1. 1Identify affected SKUs
  2. 2Check reorder points
  3. 3Create purchase order
  4. 4Notify manager
3 steps

Shift Discrepancy

  1. 1Compare expected vs actual cash
  2. 2Log variance
  3. 3Escalate if above threshold
5 steps

Supplier Invoice Dispute

  1. 1Flag invoice
  2. 2Contact supplier
  3. 3Document dispute
  4. 4Hold payment
  5. 5Resolve and re-approve
3 steps

Offline Recovery

  1. 1Reconnect terminal
  2. 2Sync queued transactions
  3. 3Verify register balance

Playbooks are suggested by the AI copilot when relevant context is detected.

When the insight engine detects a low stock situation, shift discrepancy, or connectivity issue, it surfaces the matching playbook automatically — no searching required.

Guided responses for every situation

Explore the playbook library and learn how to configure custom workflows.