Sales are made in the Register section. To take payments you need an open shift on that tablet. If there is none, you will see “Open a shift to charge”.
Add products
- Tap a product to add it. Filter by category with the chips at the top (“All” shows everything).
- “Search product” searches by name. “Scan barcode” uses the camera or a connected reader.
- If the product has variants (sizes, flavors), the app asks you to “Pick a variant.”
- If it has modifiers, you will see “Choose one option”, “Choose up to N, if you like” or “Choose N to M”.
- Products sold by weight ask for the weight in kg, lb, g or oz depending on the product.
- “Sold out” marks what is no longer available. “Out of stock” appears if you track inventory and it ran out.
- If a product has a schedule and you are outside it, the app asks whether you want to add it anyway.
Edit the sale
- Tap a line to write a note on it. Press and hold or swipe to remove it.
- “Note for the kitchen” goes on the kitchen order. “Allergy” is shown large in the kitchen.
- In restaurants you can split the dishes into courses (starter, main) and fire them when it is time.
Order type
| Restaurant | Store | What it asks for |
|---|---|---|
| Dine in | Counter | Nothing else |
| To go | Pickup | Optional: the “Pickup time” |
| Delivery | Shipping | The customer’s name, phone and address, and the “Delivery fee”. Check “Save to the customer” so you do not have to type them again |
Customer
Tap “Add customer”, search by name or phone or tap “New customer”. With a customer you can use their points, charge the sale to their account (store credit) and send them the receipt. See Customers and accounts.
Discounts, coupons and points
- “Discount”: as a percentage or an amount, on the whole sale, with a reason (Regular customer, Promotion, Courtesy, Employee). “Remove discount” undoes it.
- “Item discount”: only on one line.
- “Coupon” and “Use points”, if you have them turned on.
If your role cannot give discounts, the app asks for “Supervisor authorization”: someone with permission enters their PIN and taps “Authorize”.
Save an order for later
Tap “Save order”. The order stays open and you pick it up again in “Orders”, at the top of the register. There you filter by To go, Delivery or Counter, see whether it is In the kitchen or Ready and dispatch it.
On a delivery you can set “How do they pay?” (cash or card on delivery), how much they pay with and the “Change to carry”. If you have your own couriers, tap “Send to my couriers”.
Send to the kitchen
In restaurants, “Send to kitchen” sends the order to the kitchen screen or to the printer of its station. If a product has already been sent and you remove it, the app asks for “Void sent item” and the kitchen gets the notice.
Take payment
Tap “Charge” with the total. See Payments.
Other options under “More options”
- “Quotes and special orders”: “Save as quote” saves the sale without charging it. Later you turn it into a tab.
- “Open the drawer” without a sale: it asks for a reason and the opening is recorded.
- “Void sale”: discards the sale in progress. It asks for a reason.
Limits by role
In Staff > Roles you can set caps on discounts, refunds, voids and cash taken out, or always require a manager. They are turned on in Settings > Advanced sales.