Point of Sale Solution App Order Management
Description
What's in this article?
The Orders menu options include a summary of transaction totals by payment method, the No Sale option to open the cash register without a sale, reprinting a receipt, transferring a ticket, viewing a history of transactions, managing a waiting list for check-ins, and viewing scheduled orders.
On the Orders screen, tap the Menu to access additional order management options.
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- This video covers the Order Management menu options in the Point of Sale Solution application.
- To access the order menu options, tap the Orders tile and then tap the menu icon in the Orders screen.
- The top of the menu displays your sale summary for the day. This display can be disabled in the Back Office if desired.
- Tapping No Sale opens the assigned cash register without having to complete a sale.
- Reprint allows you to reprint a receipt from a ticket completed in the last 24 hours. Tap the desired ticket and select an option.
- Transfer Tickets allows you to reassign a ticket to another employee when you go on break or end your shift. Select the desired ticket, select the employee you'd like to transfer it to, and then tap Transfer.
- History allows you to recall a completed ticket from the last 24 hours and manually return, repeat, or assign loyalty points to the order. Tap the desired ticket and select an option.
- Check-ins manages a customer waiting list. To add a customer to the queue, tap the Add icon, complete the customer fields, and tap Check-In. To check in a customer from the queue, locate the desired customer and swipe left to start the order.
- Scheduled allows you to view the orders that are scheduled for pickup or completion.
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Sales summary
A sales summary appears at the top of the Order screen menu, showing overall totals for the day and totals by tender. If you prefer to not have this view available to your team, you can suppress it in the Hardware settings options by turning off Show Till Summary.
No Sale
To open the cash register without making a sale, tap Menu on the Orders screen, then tap No Sale.
Reprint
You can reprint a receipt from a ticket that completed within the last 24 hours.
To reprint a receipt
- Tap Reprint from the Order menu,
- Select an order ticket from the list.
- Select a reprint option.
Transfer a ticket
When you go on break or end a shift, you can transfer tickets to another employee.
To transfer a ticket
- From the Orders menu, select Transfer.
- Select the order ticket from the list.
- Select the employee to transfer to the ticket to.
- Tap Transfer.
History
Your ticket history for the last 24 hours is available. Recall a ticket to void or refund the order, manually return an order, repeat an order, or assign loyalty points to a completed order.
To recall a ticket
- From the Orders menu, select History.
- Tap on a ticket number to select the ticket.
- Choose an option to return, repeat, or add loyalty to the order.
Check-in a customer
The Check-ins option functions as a "waiting list". You can add customers to the list and then check-in the customer to remove them from the list. For example, some restaurants use a waitlist for customers waiting for a table or you might use it for customers that do not have an appointment.
To add a customer to the check-in list
- From the Orders menu, select Check-ins.
- Tap the Add icon in the top right corner.
- Add a customer name, phone, email, number of guests, date and notes.
- Click Check-in to add the customer to the list.
To check-in a customer
- From the Orders menu, select Check-ins.
- Select the customer that you want to check-in.
- Swipe left to accept and start the order.
Schedule pickups/deliveries
Tap Scheduled to view orders that are scheduled for pickup/completion.