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Merchant guide and platform rules

Last updated 19 October 2026

Everything you need to go from approval to your first table order on Takane Serve, and the rules every store follows. We also send this guide to your WhatsApp when your store is approved.

  1. 1. Set up your store (about 20 minutes)

    1. Branding: Settings, Branding. Add your logo and tagline and pick your colours. The preview shows what guests will see.
    2. Menu: create categories first, then add items with a photo, price, veg mark and any add-ons. Mark items sold out instead of deleting them.
    3. Payments: Settings, Payments. Enter the UPI ID where you receive money, then scan the test QR with your phone to check the name.
    4. Tables: set your number of tables in Settings, Store, then print the codes from Table QR codes and place one on each table.
    5. Go live: open Live orders on a tablet in the kitchen, turn on sound, and place a test order from your phone.

  2. 2. Running service every day

    • Move each order through Accept, Start preparing, Mark ready and Complete. Guests see every step on their phone.
    • Don't prepare UPI orders marked “Awaiting UPI” until payment is confirmed. If a guest shows a successful payment, check your bank app, then tap Mark paid.
    • Use the receipt button to send a guest their bill on WhatsApp, and the WhatsApp button to message them about their order.
    • On plans that include it, link your own business WhatsApp in Settings, Payments, so receipts come from your number. Use a dedicated business number.
    • Reply to reviews from the Reviews page. Thank guests and answer complaints politely.

  3. 3. Plans and billing

    • Your plan sets your limits (tables, menu items) and features (full branding, TV board, automatic payment confirmation, analytics).
    • Renew from Settings, Subscription by UPI. Invoices are in Payment history and arrive on WhatsApp.
    • To change plans, pay for the new plan or contact support.

  4. 4. Platform rules

    • Sell only legal goods. No alcohol, tobacco or other regulated items unless you hold the licence and it is allowed where you operate.
    • Show honest prices, including taxes, and honour them. Keep your veg/non-veg marks accurate.
    • Use your own UPI ID, in the name of your business or yourself. Never ask guests to pay a different account.
    • Don't create fake orders or reviews, or pressure guests to change reviews.
    • Use guest phone numbers only for their orders. No marketing messages without their permission.
    • Handle refunds and complaints yourself, quickly and fairly.
    • Breaking these rules can lead to suspension or removal of your store.

  5. 5. Getting help

    Use “Chat with support” in your dashboard to reach us on WhatsApp, or reply to any message we send you.

Takane Serve is operated by Takane System. Questions? Write to pravinheisnam@gmail.com.