Create new order, choose options, add notes, accept payments, print receipt, close order
Step 1: Select a Table or To-Go
- For Table-side Orders, navigate to the Room/Table Layout and select the customer’s table (e.g., Room 01 → Table 01).
- If the table has a QR code, simply scan the table’s QR code to link the order to that table.
- For To-Go Orders, select the Pick up at Counter option.
Step 2: Choose Items and Options
- After selecting Table-side or To-Go, the ordering interface will appear.
- Click on an item in the Menu.
- All available options for that item will appear on the right side.
- Select the desired options (selected options will be highlighted in blue).
- Once all options are chosen, click “+ Add” to include the item in the order list.
- To add other items, click the Menu tab on the left side and repeat the process.
Step 3: Add Notes
- To add a note for a specific item:
- Enter the note in the textbox below the options area for that item.
- To add a note for the entire order:
- Click the “Add Note” link in the order section.
- Enter the note in the provided textbox and click OK to save
Step 4: Add Customer Information
- Click the Guest icon on the right side.
- A textbox will appear for entering customer details such as:
- Full Name
- Phone Number
- Email Address
- Number of Guests
- Tax option (select Tax or No Tax)
- Fill in all required information and click OK to save the customer details.
Step 5: Place Order
- Review the order to ensure all details are correct.
- Click “PLACE ORDER” to finalize and create the new order.
- If you do not wish to proceed, click the “Delete” icon to cancel the order.
After the new order is created:
- The Cashier printer at the cashier will automatically print a receipt for the customer.
- The Kitchen printer will automatically print a ticket with the items to be prepared for service.
Step 6: Accept paymentsCustomers can wait for their order to be served or for pickup. Once they receive their order, they can proceed with the payment.
1. After sign-in your POS → Click Order-Ticket.2. Select the order you want to process → The order details will appear → Click the “
Receive” button to proceed with payment → Select a payment method:
CASH, CARD, TERMINAL, or
CHECK.
Payment with CASH:1. Select the
CASH tab. The following details will appear:
- Additional charge needed: The amount the customer needs to pay.
- Amount Received: Enter the amount of cash provided by the customer.
- Need to refund: The change to return to the customer if they overpay (this will be automatically calculated).
- Tip (if any).
- Automatic change return: Enable or disable this option.
- Reason (if any).
- Automatically print a receipt after full payment: Enable or disable this option.
- Number of prints: Set the number of receipt copies to print.
⇒ After reviewing and confirming all details, click “
OK” to complete the payment.
⇒ To cancel the transaction, click “
Cancel”.
⇒ If the payment is successful, the
Cash Drawer will open automatically, allowing you to return any change to the customer.
Payment with CARD, TERMINAL, or CHECK:* The process for
CARD, TERMINAL, and
CHECK payments is similar to the
CASH process. Follow the same steps outlined above, choosing the appropriate payment method.
Step 7: Print ReceiptTo print a receipt, the order must be fully paid. Follow the steps below based on whether the order is
Open or
Closed.
1. Printing a Receipt for an Open Order (Before Closing the Order):
- After sign-in your POS → Click Order-Ticket.
- Select the order you want to print a receipt for → The order details will appear.
- Click the “Print” button located at the bottom left corner.
- A preview link with a printer icon will appear. Click “Preview”
- The receipt layout will display → Click the “Print” button to print the receipt.
2. Printing a Receipt for a Closed Order:
- After sign-in your POS → Click Content Management → Select the Invoice tab.
- A list of invoices will appear → Select the invoice for which you want to print a receipt.
- The order details will appear → Click the “Print” button in the bottom left corner → A preview link with a printer icon will appear. Click “Preview”.
- The receipt layout will display → Click the “Print” button to print the receipt.
Step 8: Close OrderAn order can only be closed once it has been paid in full and the payment is successfully processed.
- After sign-in your POS → Click Order-Ticket.
- Search for the order by its number, customer’s name, or phone number → Click on the order you want to close.
- Click the “Close Order” button.
When the order is closed, it will be moved to the
Invoice section within
Content Management.
Note: Once an order is closed, no changes can be made!