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šŸ›’ How to Use the POS Register/Terminal


The POS Register (or Terminal) is where you ring up sales, take payments, and help your customers quickly and easily. No technical skills needed! This guide highlights the helpful features you can use to make every sale smooth and simple.


āœØ Key Features in the POS Register

  • Apply Discounts or Custom Discount: Add preset discounts or enter a custom discount amount/percentage to the order or specific items.
  • Apply Gift Cards: Enter or scan a gift card code to apply its value to the order.
  • Adding Customers: Attach a customer to the sale for loyalty, receipts, or special offers.
  • Removing Tax: Remove tax from the order if the customer qualifies for tax exemption.
  • Adding Service Mode: Choose how the order will be fulfilledā€”In-Store, Delivery, Takeout, or Service.
  • Assigning Staffs: Assign one or more staff members to the order for tracking and accountability.
  • Adding Notes: Add special instructions or notes to the order (e.g., ā€œNo onionsā€ or ā€œDeliver after 5pmā€).
  • Adding Payments: Add payment details to the order.
  • Modifying Submit Order Default State: Set the orderā€™s default state (Pending, On-Hold, Processing, Ready, Shipped, Complete) to match your workflow before submitting.

šŸ“ How to Create an Order (Step-by-Step)

  1. Open the Menu: Click the ā˜° sidebar hamburger menu to open navigation.
  2. Go to POS Register: Click the POS Register or Terminal from the main menu.
    • If the store has session enabled and not started, you will be prompted to start a new session.
    • If the store has session enabled and already started or the session is disabled, you will be taken directly to the POS.
  3. Add Items: Search for products or scan barcodes, then add them to the order.
  4. Add Customer (Optional): Attach a customer for loyalty, receipts, or special offers.
  5. Apply Discounts or Gift Cards (Optional): Add a preset/custom discount or scan a gift card if needed.
  6. Remove Tax (if needed): Remove tax if the customer qualifies for exemption.
  7. Add Service Mode (Optional): Choose how the order will be fulfilled (In-Store, Delivery, Takeout, or Service).
  8. Assign Staff (Optional): Assign staff to the order for tracking.
  9. Add Notes (Optional): Add any special instructions or notes.
  10. Add Payment (Optional): If taking payment now, select the payment method (cash, card, etc.) and enter the amount.
  11. Set Order State (Optional): Choose the default order state (Pending, On-Hold, Processing, Ready, Shipped, Complete).
  12. Review the Order: Double-check items, discounts, taxes, and totals.
  13. Submit Order: Click Submit Order to finalize.

šŸ’” Tips
  • Use the search bar or barcode scanner to find items quickly.
  • Always double-check the total before taking payment.
  • Attach customers to sales for loyalty rewards and easier returns.
  • Assign staff to orders for better tracking and reporting.
  • Add notes for special requests or delivery instructions.
  • If you make a mistake, you can void or refund the sale.
  • Adjust the order state to match your business process (e.g., mark as Processing or Ready).

šŸ”— Related Guides

For more help, see the documentation or contact support.