How to Use the POS Register

The POS Register is where you ring up sales, take payments, and serve your customers. This guide covers the key features and walks you through creating an order.

Key Features

• Discounts -- Apply preset discounts or enter a custom discount. Custom discounts support both a fixed amount and a percentage off the order or individual items.
• Gift Cards -- Enter or scan a gift card code to apply its value.
• Customers -- Attach a customer to the sale for loyalty tracking, receipts, or special offers.
• Tax Exemption -- Remove tax from an order when a customer qualifies for exemption.
• Service Mode -- Choose how the order will be fulfilled: Dine-in, Delivery, Pick Up, Take Away, or Service.
• Assign Unit/Area -- Assign the order to a specific table, room, or area within your store. This is useful for dine-in orders or service-based businesses.
• Staff Assignment -- Assign one or more staff members to the order for tracking.
• Notes -- Add special instructions like "No onions" or "Deliver after 5pm."
• Payments -- Add payment details before or during checkout.
• Order State -- Set the default order state (Pending, On-Hold, Processing, Ready, Shipped, or Complete) before submitting.
• Void Items -- Remove individual items from an order by voiding them. Voided items are tracked separately for accountability.

How to Create an Order

1. Open the Menu -- Click the sidebar menu icon to open navigation.
2. Go to POS Register -- Select POS Register or Terminal from the menu.
   • If sessions are enabled and no session is active, you will be asked to start one.
   • If sessions are disabled or one is already running, you go straight to the register.
3. Add Items -- Search for products or scan barcodes to add them to the order.
4. Add a Customer (optional) -- Attach a customer for loyalty or receipt purposes.
5. Apply Discounts or Gift Cards (optional) -- Add a preset discount, enter a custom fixed or percentage discount, or scan a gift card.
6. Remove Tax (if needed) -- Remove tax for an exempt customer.
7. Set Service Mode (optional) -- Choose Dine-in, Delivery, Pick Up, Take Away, or Service.
8. Assign Unit/Area (optional) -- Assign the order to a table, room, or area.
9. Assign Staff (optional) -- Link staff members to the order.
10. Add Notes (optional) -- Enter any special instructions.
11. Add Payment (optional) -- Select a payment method and enter the amount.
12. Set Order State (optional) -- Pick the appropriate status for your workflow.
13. Review -- Double-check items, discounts, taxes, and totals.
14. Submit Order -- Click Submit Order to finalize the sale.

Voiding Items

You can void individual items from an order instead of canceling the entire order. Voided items are removed from the order total but remain visible for record-keeping. This helps you track adjustments without losing the audit trail.

Tips

• Use the search bar or barcode scanner to find items quickly.
• Always verify the total before taking payment.
• Attach customers to sales for loyalty rewards and easier returns.
• Assign staff to orders so you can track who handled each sale.
• If you make a mistake, you can void individual items or refund the order afterward.
• Set the order state to match your workflow (for example, mark as Processing or Ready).
• Use the Assign Unit/Area feature to organize dine-in or room-based orders.

Related Guides

• POS Unit (Area and Unit Management)
• Events
• Managing Orders