Point of Sale
What the Point of Sale covers, which jobs are done in the POS app and which in the Web admin, and a guide for each task.
What the POS covers
The Point of Sale is where your staff take orders and payment, run tables, the kitchen and deliveries, and look after the cash drawer from the start of the day to the end. Every order starts as Dine In, Take Away or Delivery.
Two places to work
You use the POS in two places. The guides say which one each step happens in.
| POS app | Web admin | |
|---|---|---|
| What it is | The app on the counter device: Windows or mobile. | The back office you open in a browser. |
| Who uses it | Cashiers, waiters, kitchen staff, drivers and managers on the floor. | Owners and managers. |
| Used for | The working day: starting the day, orders and payment, tables, kitchen, deliveries, the cash drawer, clocking in and out, and closing the day. | Set-up and review: the menu, prices, tables, printers, delivery zones and drivers, payment methods, and the full set of reports. |
| Menu entries | Dashboard, New Order, Orders, Tables, Kitchen, Online Orders, Delivery, My Deliveries, Customers, Reports, Cash Drawer, Clock In/Out, Driver Settlement, Expenses, Settings. | Under Point of Sale: Dashboard, POS Home, New Order, Order History, Online Orders, Customers, Payment Methods, Reservations, Menu Categories, Menu Items, Modifier Groups, Price Lists, Sales Channels, Modifiers, Recipes, Tables, Table Sections, Kitchen Display, Kitchen Stations, Printers, Printer Rules, Delivery Dashboard, Delivery Zones, Delivery Drivers, Business Days, Cash Drawers, Expenses, Shifts, Refunds, Tips, Reports. |
In both places you only see the entries your permissions allow. See Users and Roles.
Point of Sale > POS Home is a control panel for managers. It shows whether the business day, your shift and the cash drawer are open, and has buttons for the business day, shifts, cash drawers, reports and manager approvals.
A working day
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Sign in to the POS appThe first time on a device, a manager approves the terminal for your branch with their PIN. See Getting Started.
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Start the dayCount the opening cash on Start of Day. This opens the business day and the cash drawer. The person signed in is clocked in automatically; other staff clock in from Clock In/Out.
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Take ordersChoose the order type, add items and take payment. See Order Taking, Tables and Reservations, Kitchen and Delivery.
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Record cash that goes in or outUse Pay In and Pay Out on the Cash Drawer screen. See Cash Management.
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Close the dayFinish the open orders, count the cash drawer on End of Day and close the business day. See Closing the Day.
A business day is never closed automatically. If it is left open, the POS app will not start the next day until someone closes the old one with a cash count.
Before you start
Install the POS App
Put the POS app on the counter device.
Users and Roles
Give each staff member a sign-in and the right permissions.
Daily work
Getting Started
Sign in, set up the terminal, start the day and clock in the team.
Order Taking
Take an order from the first item to payment.
Tables and Reservations
Seat guests, work with tables and manage reservations.
Kitchen
Follow orders through the kitchen.
Delivery
Delivery orders, zones and drivers.
Customers
Customer records and addresses.
Refunds
Give money back on an order.
Cash Management
Pay In, Pay Out, cash expenses and the reports that show cash.
Closing the Day
Count the cash drawer, check the variance and close the business day.
Set-up and review
Menu Management
Menu categories, menu items and modifiers.
Recipes
Link menu items to the ingredients they use.
Price Lists and Sales Channels
Price lists and the sales channels that use them.
Printers and Receipts
Set up printers and what is printed where.
Reports
Sales, shift and end-of-day reports.