Order Actions
Overview
Beyond adding items, you have actions on the whole order — and which ones you get depends on the order’s mode:
- Live mode — while you’re building or working an unpaid order: cancel, discount, voucher, compliment, fees, notes, printing, holding, and changing the order type or channel. Most sit behind the More (⋯) button on the sidebar.
- History mode — on a finished order in Order History: Refund and Cancel appear as buttons on the order itself.
Protected actions may ask for a manager approval, and several require choosing a reason — the reasons your admin set up in Reasons.
Requirements
- Signed in to the POS app with an open order
- An internet connection for discounts and vouchers (see below)
- A manager available for protected actions you don’t have permission for
Steps
Live mode: the More menu
While an order is still open, most order-level actions sit behind More (⋯) on the sidebar.
Open the More menu
On the order sidebar, tap More (⋯) to see the order actions.
Cancel the order
Tap Cancel. The order is cancelled permanently — this can’t be undone. Choose a cancellation reason, optionally add a note, then confirm. An order that never reached the kitchen becomes Void; one that was sent at least once becomes Cancelled — see Order Statuses.
Apply a discount
Tap Discount and pick a discount type:
- System Discount — one of the discounts predefined in Discounts.
- Custom Discount — added specially for a particular customer. Choose Percentage or Fixed Value and type the amount, capped at the subtotal.
A discount reason is required. One discount at a time: a new one replaces the old.
Discounts and vouchers need an internet connection. This lets the app confirm a discount or voucher is still valid and check its usage online, so it can’t be misused by more than one order or user at the same time.
Apply a voucher
Tap Voucher. You can enter more than one voucher code on the same order — tap the field to add another. Each code is validated online against the platform, so its validity and usage count are always up to date. The app tells you clearly if a code is expired, over its usage limit, not found, or already applied.
Voucher tax behavior follows the promo’s setup in Promo Codes.
Compliment the order
Tap Compliment to make the whole order free. A compliment reason is required. A complimented order can be reversed with Cancel Compliment.
Add fees
Fees are usually set up in advance: created in POS Admin and assigned to a location for specific order types (see Fees). Those fees appear under Available to add — tap one to add it to the order.
You can also add a custom fee on the spot: choose Fixed amount or Percentage and type the value.
Tap Print to choose a format: Customer Receipt, Kitchen Format, or Dispatching Format.
Note
Tap Note to attach a note to the order — for example a special request from the customer.
Hold
Tap Hold to pause the order; it stays in Active Orders until you Unhold it.
Change the order type or channel
Use Change on the sidebar to switch the order type (Delivery, Pickup, Dine In) or channel.
Make sure the order type and channel you switch to still use the same menu. Menu categories can be limited to specific order types, so switching to a type on a different menu can hide items that were already in the order. A location’s menu-per-order-type/channel assignment is set on its location page in POS Admin.
History mode: on a finished order
Open a past order from Order History. Instead of a More menu, its actions appear as buttons on the order: Print, Resend to Kitchen, Refund, and Cancel.
Open a past order
Open Order History and tap a finished order to see its action buttons.
Refund
Tap Refund, choose a refund reason, and confirm — this is permanent.
Then choose how to give the money back. You can select more than one payment method to split the refund across, and you don’t have to refund everything — type a partial amount instead. The maximum you can refund is capped at what was actually paid. Refunding everything marks the order Refunded; a partial amount, Partially Refunded. See Item Actions to refund a single item instead of the whole order.
Cancel the order
Tap Cancel, choose a cancellation reason, optionally add a note, then confirm — this is permanent too. Cancelling marks the order Cancelled, but it doesn’t return money to the customer by itself — use Refund if you need to give money back.
Resend to Kitchen and Print
Resend to Kitchen notifies the kitchen about the order again without duplicating its items or changing its status. Print reprints the receipt. Both are covered in Order History.
Notes
Discount lowers the price; compliment makes it free; refund gives money back after payment; cancel doesn’t. Refunds are covered in more depth in Item Actions and Order History.
Every action is recorded on the order — who did it, who approved it, the reason, and the amount.
Troubleshooting
A voucher code is rejected? The message tells you why — expired, over its usage limit, not found, or already applied to this order. Vouchers validate online, so also check the device has a connection.
Discount or Voucher won’t apply? Check the device is online — both need an internet connection to confirm validity and usage.
Can’t refund the full amount of a finished order? The refund is capped at what was actually paid — check the maximum shown in the dialog.
An action asks for an approval? You don’t have permission for it — a listed user approves it with their PIN. See Manager Approvals.