Sell¶
The till. Products on one side, the order on the other, Pay at the bottom.
Where: menu → Sales → Sell. On a POS site it is also what the app opens on.
Video: Taking an order in 90 seconds¶
With sound and captions: a coffee with options, change a line, a note for one item, take a line off, name the order, and pay by card. All the videos are on Videos.
Ringing up a sale¶
Tap a product. What happens next depends on one setting, Fast add to cart (Sales → Setup):
| Fast add | Tapping a product |
|---|---|
| On | Puts it on the order at once. If it has options, they open beside the order. |
| Off (default) | Opens its options first; Add to cart puts it on. |
The line flies to the order and washes in its category colour for a moment, so you can see it land without looking away from the grid.
Scanning works at any time — you do not have to be in a search field. A product barcode adds the product. The QR printed on every receipt reopens that order, which is how you pull up a sale someone has come back with.
On a phone or tablet the camera button in the search box does the same job as the handheld: the code goes to the same place either way. A code nothing here carries now says so, instead of the scan appearing to do nothing — it offers Add product, with the number copied ready to paste. The barcode on a case is not one the till reads; put that on the case's own product, or receive it in Inventory.
Finding a product¶
- Search at the top of the grid.
- ★ shows favourites only. Set them up under the ⋮ menu → Manage favorites.
- The filter icon holds the tabs your site has set up, each one a group of categories.
- ⋮ → Appearance has Group by category and Product button size, per device. A busy counter can run bigger buttons than the back office.
Running low¶
Only for products you track stock of, once they have a Warn me at number.
- The small number in the corner of a product is how many are left. It turns amber at the Warn me at number or under, and red at none.
- The order says it too, as you sell. A line that takes the product to its number or under shows 2 left in amber, or last one in red. More on the order than you have shows none left.
It never stops you selling. At Little Kite, the chocolate tart is set to warn at 3: the server who sells the tart that leaves 3 sees 3 left on the order and calls to the kitchen for more.
The till that made the sale updates straight away. Other tills catch up within five minutes.
Changing a line¶
Tap the line in the order. It opens beside the order on a wide screen, as a full page on a phone.
| Quantity | The stepper at the top |
| Options | Tap to change; long-press one to edit it in place |
| Note | Note, then type. Saves when you tap away, not as you type |
| Discount | Discount — this line only |
| Remove | ⋮ → Remove item |
There is no Save. Every change is written as you make it.
Swipe a line right-to-left to delete it. There is no "are you sure" unless the order already has payments on it. Treat the swipe as live.
Discounts¶
+ Discount at the bottom of the order discounts the whole order. Discount inside a line discounts that line. Both open the same dialog, and both remember what you typed in each mode, so flipping % and $ and back does not lose your number.
| Whole order | One line | |
|---|---|---|
| Percent presets | 5, 10, 15, 20, 25 | 25, 50, 100 |
| Dollar presets | 5, 10, 20 | 1, 2, 5 |
| Round to nearest $1 / $5 / $10 | Yes, in $ mode | No |
100% on a line makes it free. A discount can never exceed what it is discounting. The dialog previews Discount: −$x and New total: $y before you save, and the bin icon removes a discount you have already applied.
Codes¶
When a customer gives you a code from an ad ("I heard FRIDAY10 on the radio"), tap + Code at the bottom of the order. The codes running now are listed with their discounts: tap one to use it, or type the code and tap Apply. Capitals do not matter. Anyone can enter a code; it needs no discount permission, because the owner set the discount when they made the offer.
The code shows on the order with its discount, and the discount keeps itself right as you add or remove items. If the order is under the offer's minimum spend, or has none of the items the offer is for, the code stays on and says what is missing. Tap the code line to take it off or use a different one.
- + Code only shows while you have an offer running in Online → Campaigns, or when the order already has a code on it.
- Codes need an internet connection. With the till offline, the code is refused and says so; try again once you are back online.
- A code and a loyalty reward cannot go on the same order. A gift voucher can: it is a way to pay.
- If the offer is once per customer, it counts only when a customer is on the order.
- Typing a discount with + Discount replaces the code.
The customer¶
The box at the top of the order is for a name. Start typing and matching customers appear underneath, with the last few digits of their phone and anything they owe. Tap one to put that customer on the order. It then shows as a tag with a person on it, so you can always tell a customer from a name that was just typed. Tap the x on the tag to take them back off.
If nobody matches, or you only want a name on the docket, ignore the list and tap away. What you typed stays as the order name. A short number like 12 never brings up the list, so table numbers go straight in. New customer at the bottom of the list adds someone, using what you typed as their name.
With a customer on the order, the box takes a different name for the docket, such as a table number, and the customer stays on the order.
Offline, the search still finds customers who have an account, so you can still put a sale on account. Anyone else needs the internet, and the search says "Can't search customers not on account while offline."
With a customer on the order, it also shows their loyalty standing. An available reward offers itself once; Not now puts it away until the order changes. Redeeming shows in the price, not in a message — nothing covers the Pay button.
Loyalty needs a connection. Offline, no reward is offered and the order says "Can't show loyalty stamps while offline." in place of the customer's stamps. The stamps for an order sold offline are added once the till is back online.
Taking payment¶
Pay $x at the bottom. It reads Refund $x when the balance is negative.
You need an open register first. If none is selected you are asked to pick one, and to open it with its float if it is closed. A site with no registers at all cannot take payment — that is a setup job, not a till job.
Paid lines stay in the order, dimmed, with a tick.
Several people paying? The split icon beside the amount shares the bill between a number of people, or lets each person pay for their own items. See Split the bill.
Paying for a whole table? See Pay a table's bill.
Printing at the bottom: Receipt, Docket, or Preview & Email.
The ⋮ menu on the order¶
| Item | What it does |
|---|---|
| Unlock cart | On a locked or layby order |
| Delete cart | Voids this one. Asks first. |
| New cart | Starts a fresh order |
| Payments | Every payment on this order, newest first. Tap one to reprint it. |
| History | Who did what to this order, and when |
| Print receipt / Print docket | Straight to the printer |
| Preview & Email | Opens it first |
Two shortcuts skip the menu. Tap a payment line above Pay to open Payments. Tap History beside the order's date and time, under the customer name.
Laybys¶
A layby order is locked: its lines cannot be edited, and it shows Layby order - items locked. Opening a line shows the detail with no controls. Unlocking it is a deliberate act with its own permission.
When the app asks for a PIN¶
Two different things:
- The whole screen goes to the PIN over your shop photo. The till timed out. Sign back in and carry on; nothing is lost.
- A PIN dialog over the action you just took. That action has a permission bar set and your level is below it. A more senior person enters their PIN to approve it, then it goes through.
The second only happens for actions the owner has set a bar on — by default nothing is barred and nobody is prompted. Sites with staff PINs turned off entirely are never gated. The actions that can carry a bar: applying a discount, removing a line, voiding a sale, unlocking a layby, and refunding.
Good to know¶
- The order list collapses to a handle, and the handle shows the line count so a line that landed while it was closed still tells you. That choice is remembered on that device.
- + Cash-out adds cash back to a sale, with presets of $5, $10, $20 and $50.
- Category surcharges apply themselves to a line by category. Remove surcharge in the line takes one off.
- Discount, cash-out and notes are all unavailable on a locked or layby order, and the button says so rather than doing nothing.
- An online order that nobody has accepted yet shows Accept and Reject in place of Pay. Deal with that first — see Orders.