Point of Sale Solution App Orders

1. From the Point of Sale Solution app main screen, tap Orders.
   
   
2. If prompted, select an order type from the tabs and then fill in the customer information required and tap Done. For example, if you select a To Go order, you will need to enter the customer name and phone number of the person who will pick it up. 
   
   

   NOTE: If you are not prompted for an order type, but would like to add one, tap the Order Type button in the top right panel. To enable the prompt to automatically appear for every order, update the Hardware Settings.

   Order type options

   Order Type	Prompts
   Walk-in	Phone number, contact name and special notes
   Delivery	Phone number, contact name, date, time, address, special notes
   Pickup	Phone number, contact name, date, time, special notes
   Dine in	Phone number, contact name, table number, guests, special notes
   To go	Phone number, contact name, special notes
   Phone order	Phone number, contact name, special notes
   Drive Thru	Phone number, contact name, special notes

3. Add items to the order by tapping a button on the profile. Switch categories by tapping at the bottom. If you have many categories, you can swipe right and left to move between them.
   
   
4. If needed, tap Quantity to adjust the quantity.
   
   
5. If desired, tap Discount to add a discount. Automatic discounts created in Back Office may be applied or tap Manual and enter a discount percentage or dollar amount.  Discounts may be entered as a percentage of the item amount or as a dollar amount. Discounts are configured in Back Office. 
   
   
6. If using table mapping, enter the seat number associated with the item.
7. Tap the Notes icon to add a note to the sale, if desired. 
   
   
8. If tax exempt, tap to enable the Tax exempt option.
   
   
9. Tap Payment  or tap Save Ticket  to save the transaction and return to it later. 
10. Select a payment type and follow the prompts to accept the payment. See below.

You can delete an order by tapping Delete All in the upper right corner.

1. Select a payment tender from the available tabs. The accepted payment types for your business are configured in Back Office.
2. Confirm the Amount Due. This field cannot be edited. If the amount is incorrect, use the back arrow button at the top left of the screen to return to the order to correct. 
3. Confirm the tendered amount or change it if taking a partial payment. Follow the prompts for the tender type, then tap Continue.
   
   

   payment tenders table

   Payment Tender	Prompts
   Credit	Confirm tender amount.
   Cash	Tender amount. You can use the quick buttons below to select a common cash amount. If change is required, the change due will display.
   Manual Card Entry	Confirm tender amount and add notes if desired.
   Gift Card	Confirm tender amount, enter the gift card number and CVV, and any additional notes. See Gift Cards for additional information.
   Check	Confirm tender amount and add notes if desired.
   EBT	Confirm tender amount and add notes if desired. EBT must be available for the items ordered, otherwise amount due will be 0.
   Other	Confirm tender amount and add notes if desired.

   NOTE: If taking a partial payment, tap on the Tender field to change the amount, then tap Done. For example, your customer might pay for the first $10 of an order with cash and then will pay for the rest with a credit card. 

4. If tipping is enabled, the customer selects a tip option. Tipping settings are configured in Back Office.
   
   
5. (Manual Card Entry only) Enter the customer contact and card information. 
   

   To manually enter credit card contact and card information

   
   

   1. Tap Checkout with Card.
      
      
   2. Enter the customer contact email and/or phone number, then tap Continue.
      
      
   3. Enter the card information, including the card number, expiration date, security code and the billing address for the card. Tap Continue. 
      
   4. Confirm all of the card details are correct, then tap Confirm and continue.
      
      

   
   
6. Select a receipt option. Enter a phone number for text delivery or email address for emailed receipt.     
   
   
7. If loyalty is enabled, assign the points to an existing customer by entering the customer name and tapping Search or tap New Customer to add a customer. Tap No Thanks to skip. 
   
   
8. When complete, the order screen reappears and a new order may start. 

1. From the Orders screen, select Menu > History.
   
   
2. Tap the ticket number to select the order from the Orders history list. 
   
   
3. In the Details view, tap Return. 
   
   
4. If the order has not settled for the day, tap Void to void the sale and then tap Yes to confirm. Otherwise, tap Return.
   
   
5. Tap Continue.
   
   
6. Follow prompts to refund the payment.

To provide a refund without a ticket, use the manual return option.

1. From the Orders menu, tap Menu > History.
   
   
   
2. Tap Manual Return. 
   
   
3. Enter notes about the reason for the return, then tap Done.
   
   
4. Select the items to return, then tap Return. 
   
   
5. Select a payment option for the refund and enter prompted information if required.
   
   
6. Tap Continue if you are refunding to credit card or Done if refunding to another payment type.

1. From the Orders screen, tap Menu > History. Your previous orders will list.
   
   
2. Tap on the order that you would like to repeat. A new order is created with the same items selected as the original order.
   
   
3. Tap Repeat Order.
   
   
4. Continue with the order to add additional items if desired and then take payment.