Selling from the Register screen

The Register screen is where you build the order. To charge you need an open shift. See Shifts and cash drawer.

Add products

• Type in Search product or tap a category chip (All, shows everything).
• Tap a product to add it to the order.
• Deactivated products show “This product is deactivated.”
• If the menu is empty: “The menu is empty. Add products in the Menu section.”
• With a barcode scanner, scan the product code. If it does not exist: “No product with code (name)”.

Modifiers

When a product has options, a sheet opens that says Choose one option, Choose up to (number), if you like or Choose (number) to (number). Check what the customer wants and tap Add.

• If you do not meet the minimum or maximum: “The chosen options do not meet the minimum or maximum of the group.”
• If the combination leaves the item with a negative price: “That combination of options gives the item a negative price. Check the menu extras.”

Combos

A combo is built by choosing one component from each group, with their extras. If components are missing or inactive, the combo shows Unavailable.

Products sold by weight

If the product is sold by weight, the app asks for Weight of (product) with Type the weight in (name). The units are Unit, Kilogram, Pound, Gram and Ounce.

Categories with hours

If a category is outside its hours, its products appear grayed out with the note Outside hours. Tapping them asks “(name) is outside its schedule. Add it anyway?”

Edit the lines

• − and + change the quantity (maximum 99 per line).
• Tap the line to write a note: Line note or Note for the kitchen.
• To remove a line, press and hold it or swipe it and confirm Remove from the sale.
• A line already sent to the kitchen cannot be changed: “That line was already sent to the kitchen and cannot be changed.”

Dine in, To go or Delivery

Choose the order type with three buttons: Dine in, Takeaway and Delivery.

• Tables are handled separately. See Tables.
• The Table: No table button only appears under Dine in, when tables are on and you have the Quick sale and Tables permissions.

Customer

Tap Add customer to open the Customer dialog: you will see recent customers, search results and New customer. For a new one, fill in the details and tap Save and use. Remove customer takes them off the order.

Delivery and delivery fee

Choosing Delivery opens Delivery details:

1. Enter the name, phone and address (required). The reference is optional.
2. Check the Delivery fee (currency).
3. Turn on Save to the customer if you want to keep the details.
4. Tap Continue.

If something is missing: “A delivery needs the customer’s name, phone and address.”

The default fee is set under Settings > Sales and taxes > Home delivery > Default delivery fee. You can change it on each order, but lowering it requires the Discounts permission or a supervisor PIN. If the value is not valid: “Enter a valid delivery fee, for example 0 or 30.”

Discount

Tap Discount. The discount is a fixed amount only, not a percentage.

1. Enter the Discount amount (currency); the screen shows “Maximum”.
2. Confirm. Remove discount takes it off.

You need the Discounts permission or a supervisor PIN. If the amount is higher than the products: “The discount cannot be greater than the total of the items.” On a table order you want to split, remove the discount first.

Totals

The order shows Subtotal, Discount, Service, tax, Delivery and Total. The bottom buttons are Discount, Send to kitchen (if Kitchen is on), Request check or Print check on tables, Save order (not on tables) and Charge (amount).

Send to the kitchen

Tap Send to kitchen: you will see Sent to the kitchen. One ticket is printed per station on the printers that have that station. A product without a station is not printed in the kitchen. If there is nothing new: “There is nothing new to send to the kitchen.” When you charge, anything new is sent to the kitchen automatically.

Save the order and open orders

For an order that will be paid or delivered later, tap Save order:

1. Enter Name or reference (optional).
2. Choose the Pickup time: As soon as possible, +(number) min or Other time.
3. For deliveries, choose “How do they pay?”: Cash on delivery or Card on delivery. For cash, enter Pays with.
4. Tap Save or Charge now.

Saved orders appear under Open orders (N), with filters All, Takeaway, Delivery and Counter. On deliveries, Dispatch opens the delivery driver’s sheet.

Common errors:

No open shift

If you try to charge without a shift you will see: “This device has no open shift. Each register keeps its own shift.” Choose Open a shift to charge or Send to the register to charge.

Void

If a product was already sent to the kitchen:

1. Tap the line and choose Void sent item.
2. Enter the reason (required). A VOIDED notice is printed at its station.

You need the Void permission or a supervisor PIN. If the product was not sent yet: “That item has not been sent to the kitchen yet. Just remove it from the sale.”

To void a whole sale: ⋮ menu (More options) > Void sale > Void the sale, with a reason. You will see Sale voided.

Sales history

In the ⋮ menu tap Sales:

• Browse by day and use Search by receipt, customer or phone.
• Each sale shows its status: Paid, Voided, Refunded, Merged into another check or Open.
• See details opens the sale and Reprint receipt prints it again. Without a printer: “No receipt printer is set up on this device.”
• If another tablet already charged or voided that order: “This tab was paid (or voided) on another device.”

The ⋮ More options menu

It gathers Sales, Open drawer and Void sale.

Next step

If you work with tables, continue with Tables. To take the payment, Charging.