Taking Orders

Overview

The Home screen is where you build orders. The layout has four areas:

Menu categories in the center.
Product grid on the right, showing the items in the selected category.
Current order (cart) on the left, listing what you have added.
Header along the top, with the brand switcher, the sync indicator and the clock.

You add products to the cart, customize them, send them to the kitchen, and take payment — or park the order for later.

Requirements

Logged in to the POS app
The business day started — you can’t create orders before it
A finished first sync so the menu, products and prices are available

Steps

Choose the order type and channel

Set the order type (such as dine-in, takeaway or delivery) and the order channel for this order.

The order type selector — Pick the order type.

The order channel selector — Pick the order channel.

Browse categories and add products

Tap a category, then tap products in the grid to add them to the cart.

Tapping a category then products to add them to the cart — Tap a category, then tap products to add them.

Customize variants and modifiers

If an item has variants or modifiers, the item dialog opens. Choose the variant and any modifiers, then add it to the order.

The item dialog with variant options — Choose the variant.

The item dialog with modifier options — Choose any modifiers, then add the item.

Know the sidebar buttons

At the top of the cart sit four buttons:

New (+) — opens the New Order options (see below).
Change (⇄) — change the order’s type, channel, or menu.
Kitchen (chef hat) — send the items to the kitchen.
More (⋯) — the order actions: cancel, discount, voucher, compliment, fees, note, print, hold.

A held order shows Unhold and Cancel instead.

The New, Change, Kitchen and More buttons on the cart — The order sidebar buttons.

Send to the kitchen

Tap Kitchen to send the items. Each item shows a kitchen indicator that turns on once it’s been sent. The order stays open on the sidebar so you can keep working on it or take payment.

An item before it has been sent to the kitchen — Before sending — the kitchen indicator is off.

An item after it has been sent to the kitchen — After sending — the kitchen indicator is on.

Add more items afterwards and the order becomes Partially Sent. A yellow banner appears above the items — “Items changes need to send to kitchen or pay” — reminding you that the new items aren’t with the kitchen yet. Tap Kitchen to send just the new items, or tap Pay, which sends them automatically.

A partially sent order with the yellow items-changed banner — "Items changes need to send to kitchen or pay."

Park it or start fresh — the New button

Tap New (+) when you’re done with this order but not taking payment now. It offers:

Send To Kitchen — sends the items and moves the order to Active Orders unpaid. This is the pay-later order: the customer pays later from Active Orders.
Move to Active — parks the order in Active Orders as it is.
Hold — pauses the order.
Cancel — calls it off (with a reason).

The New Order options — Send to kitchen and move to Active — the pay-later flow.

Or take payment now

When the customer pays right away, tap Pay to go to Payment. Paying marks the order Completed — and sends the order to the kitchen even if you forgot to tap Kitchen.

When you tap Pay, a customer dialog pops up. Enter the customer’s name and phone number — or create a new customer by typing into the same fields — then tap Next. Whether you must fill it in depends on the order type:

Required — you have to enter the customer information before you can continue.
Optional — tap Next to skip it.

This is set per order type in POS Admin → General Settings.

The customer dialog shown when tapping Pay — Enter the customer's name and phone, or tap Next if optional.

Notes

Two ways to send to the kitchen: the Kitchen button keeps the order on the sidebar; New → Send To Kitchen sends it and moves it to Active Orders unpaid (pay later). Either way, paying also sends the order to the kitchen, so nothing is missed if you forget to tap Kitchen.

The app is offline-first. Orders are saved on the device and uploaded automatically when the device is back online, so you can keep taking orders even without a connection.

Troubleshooting

“Please Start A Day First”? The business day isn’t open — see Business Day.

A product or price looks wrong or is missing? It may have changed in the cloud. Run a sync from Syncing to refresh the menu on the device.