Overview
The NX Restaurant Portal is where you set up and run everything behind your POS: menus, staff, payments, gift cards, reports and more. You can reach it from any web browser at home.joinnx.com.
This guide walks you through the portal layout so you always know where you are, what you're editing, and how to find what you need. What you see depends on your permissions, so don't worry if a menu or two looks different on your screen.
The Portal at a Glance
Every screen in the portal has the same layout, so once you learn it, you can find your way anywhere.
| Where | What it is | What it does |
|---|---|---|
| Left side | Sidebar menu | Your main navigation. Every page in the portal lives here. |
| Top of the sidebar | Filter box | Type a word (like "tax" or "printer") to shrink the menu down to matching pages. |
| Top left | Page title and « button | Shows where you are. Click « to collapse the sidebar for more room. |
| Top right | Location selector | Chooses the Enterprise or Venue you're working in. This is the most important control in the portal. |
| Top right | Lab (flask icon) | Early-access features. |
| Top right | Notifications (bell icon) | Alerts for the selected venue. Shows when a venue is selected. |
| Top right | Your initials | Account menu: Account Details and Log Out. |
| Center | Work area | The page you're viewing or editing. |
| Bottom right | Save and Cancel | Appear when you're editing something. Nothing changes until you click Save. |
| Bottom right | Ask Nexy AI (sparkle button) | Opens Nexy, NX's AI assistant, for help right where you are. |
| Bottom left | Cloud icon | Shows the portal's live connection status. Hover over it to check that you're connected. |
The Sidebar Menu
The sidebar is how you get anywhere in the portal. Click a menu name to open it; click a page name to go there. Some menus have a second level (for example, Configuration > Menus > Items), and only one menu stays open at a time.
The menus you see change with where you're working (Enterprise or Venue) and your permissions. If a page in this guide isn't on your screen, it's either at the other level or not turned on for your role.
Shortcuts at the top
- Filter: Don't know where something lives? Type part of its name in the Filter box above the menu.
- Favorites: Your pinned pages, one click away. These also appear as tiles at the top of your Dashboard.
- Dashboard: Today's key numbers (Gross Sales, Net Sales, Orders, Labor $ and more) plus 7-day trend charts. Use the dropdown under the page title to switch between dashboards.
- Launchpad: Every page you have access to, shown as tiles with a search bar. Hover over a tile and click the ☆ star to add it to your Favorites.
Main menus
| Menu | What you'll find there | Shows at |
|---|---|---|
| Employee Portal | Employee dashboard and shifts | Venue |
| Venue | Location settings: General Settings, Devices (POS devices, printers & KDS, payment devices, drawers), Floor Plans, Integrations and the Integrations Marketplace, Merchant Accounts, Notifications, Subscription & Billing | Venue |
| Enterprise | Enterprise-wide General Settings and Subdomains | Enterprise |
| Configuration | How your restaurant runs: Areas, Images, Time Ranges, Tags, SMS Templates, plus groups for In-Store (POS Config, Guest Display, Kiosk, QR Ordering), Labor (Employees, Jobs, Permission Sets, Breaks, Payroll, Tip Pools), Menus (Items, Categories, Modifiers, Menu Sets, Price Points, Combos), Ordering (Order Types, Tenders, Discounts, Fees, Gratuities, Voids) and Printing (Formats, Routing) | Both |
| Financial | Reports, plus Setup for Taxes, Sales Categories, Revenue Centers, Day Parts, General Ledger and Accounting. Venues also get Cash Trays, Credit Cards, Deposits, NX Pay Summary and Paid Ins/Outs. | Both |
| Guest | Customers, Gift Cards, Loyalty Plans, Marketing (campaigns, email and SMS templates, lists) and Subscriptions. Gift Card Types and Promo Codes are set up at the Enterprise. | Both |
| Help & Support | Nexy Support (knowledge base and AI help). Venues also see System Status. | Both |
| Host | Reservation and waitlist setup: Host Settings, Time Slots and Blackouts | Both |
| Ideas | Share feature ideas with the NX team | Both |
| Inventory | Ingredients, Recipes, Vendors, Purchase Orders, Count Sheets, Waste Log and more | Both |
| Kitchen | Kitchen bins and routing. Venues also manage Keypads and Printers & KDS here. | Both |
| Log | The manager Log Book, its dashboard and config | Venue |
| Nexy | AI tools: Menu Modifications, Sales Insights and Nexy Support | Both |
| Online Order | Order Page Builder and your ordering Subdomains | Venue |
| Orders | Order Viewer, Order Control Center, Deliveries and Credit Cards | Venue |
| Scheduled Changes | Changes set to take effect at a future date and time | Both |
| Shifts | Scheduling: Schedules, Builder, Templates, Coverage and Schedule Config | Venue |
Choosing Where You're Working: Enterprise vs. Venue
The location selector at the top right decides what you're looking at and what your changes affect. Always check it before you edit anything.
- Enterprise: Your whole restaurant group. Settings made here are shared by every location, so you set things like menus, jobs and gift card types once.
- Venue: A single location. Choose a venue to manage things that are specific to it, like devices, floor plans, orders, shifts and that location's reports.
Switching locations
- Click the location selector (it shows the name of your current Enterprise or Venue).
- Start typing a name in the search box, or click the > arrow next to an Enterprise to see its venues.
- Click the Enterprise or Venue you want. The sidebar and pages update to match.
💡 Tip: Notice how the sidebar changes when you switch? Menus like Venue, Orders and Shifts only show at the venue level, and Enterprise only shows at the enterprise level.
Enterprise Settings vs. Venue Settings
Many records (menu items, gift card types and more) show two buttons at the top when you open them at the Enterprise:
- Enterprise Settings: The standard version that every venue uses.
- Venue Settings: Pick one or more venues from Select Venues to give them their own version of a setting. The header bar turns purple so you always know you're editing venue-specific settings.
You don't have to use Venue Settings at all. Only use it when one location truly needs to be different.
Available at / Unavailable at
Next to those buttons, Available at and Unavailable at control which venues can use the record. Leave Available at set to All to share it everywhere, or pick specific venues. Use Unavailable at to leave out a location or two.
In a list, a purple badge (like All Venues) shows where each record is available at a glance.
Working in Lists and Records
Most pages open as a list (like all your Gift Card Types or Menu Items). Click an item to open its record, where you make your changes.
Lists
| Control | What it does |
|---|---|
| Quick Filter | Type to find an item in the list fast |
| Column headers | Click a header to sort. Use the column's filter and ⋮ menu for more options. |
| ✎ Edit (pencil) | Opens the record |
| Copy | Makes a duplicate you can tweak, great for building similar items fast |
| Archive (red box) | Removes the item from use without deleting it |
| Archived checkbox | Shows archived items so you can find or bring one back |
| Reload | Refreshes the list |
| + New | Creates a new item |
| Total | How many items are in the list |
Records
- Tabs: Bigger records split their settings into tabs (for example, General Settings and Wallet Setup). Check every tab before you save.
- Advanced Settings: Some records have an Advanced Settings toggle at the top right. Turn it on to show more configuration options on the page. Not everyone needs these, so they're hidden by default to keep things simple. Can't find a setting? Turn on Advanced Settings to see everything.
-
↗ Arrow links: Some dropdown fields have a small arrow next to them. Click it to jump straight to the setup page for whatever is selected.
- For example, on a menu item's Reporting tab, the arrow next to Sales Category opens that sales category (hover over the arrow and you'll see Open "Food"). When you click Save or Cancel there, you're taken right back to the record you came from. If you have unsaved changes when you click an arrow, the portal will warn you first so nothing gets lost.
- ⓘ Info icons: Click one for more detail. Many link straight to the matching help article.
- Helper text: The small italic text under a field explains what it does.
Saving your work
Nothing changes until you save. Use the buttons at the bottom right:
- Save: Saves your changes and makes them live right away. You're taken back to the list.
- ⌄ arrow next to Save: More options: Save & Copy (save, then start a copy of this item) and Save & New (save, then start a blank new item). Handy when you're entering a batch of items.
- Schedule…: Saves your change to go live later instead of right now. Perfect for a new menu launch, a price increase or a holiday special. Choose When should this change apply? (a date and time), then add a Label (optional) and click Schedule. The label names a group of changes, so you can add more changes to the same group and have them all go live together. Review upcoming changes anytime under Scheduled Changes in the sidebar.
- Cancel: Takes you back to the list without saving anything.
Getting Help
Help is built right into the portal:
- Ask Nexy AI: Click the purple sparkle button at the bottom right on any page. Nexy is NX's AI assistant and can answer how-to questions while you work.
- Help & Support > Nexy Support: Search the NX knowledge base from inside the portal.
- Help & Support > System Status: Check whether NX services are up and running (venue level).
- ⓘ Info icons: Open the help article for the page or field you're on.
Still stuck? Contact your NX Support Partner for assistance.
Pro Tips
- Check the location selector first. Most "my change didn't show up" moments come from editing the wrong Enterprise or Venue.
- Can't find a setting? Flip on Advanced Settings at the top of the record.
- Favorite your daily pages. Star them on the Launchpad so they're waiting on your Dashboard every morning.
- Lost? Filter it. The Filter box at the top of the sidebar is the fastest way to find any page.
- Copy instead of starting over. Use Copy or Save & Copy to build similar items in seconds.
- Plan ahead with Schedule. Group menu or price updates under one label so they all go live at the same moment.
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If you encounter any issues or have further questions, please contact your NX Support Partner for assistance.