The Create Order section in the POS (Point of Sale) system allows staff to manually place orders for walk-in customers or those ordering via phone. It provides a seamless interface for adding items, selecting tables, and processing payments.
Accessing the Create Order Screen
- Go to POS > Create Order from the dashboard.
- The screen will display available tables (if applicable) or an empty cart to start adding items.
- On the right side, you’ll see customer selection and checkout options.
2. Selecting the Order Type
- Choose between On-Site, Takeout, or Delivery (if applicable).
- If it’s a dine-in order, assign a table number from the available list.
- You can manually enter a customer name or select Walk-in Customer.
3. Adding Items to the Order
- Use the search bar to find items by name.
- Click on an item to customize it (e.g., select size, add-ons, preferences).
- Adjust the quantity as needed before clicking Add.
4. Customizing Orders
- Some items may allow add-ons, such as extra toppings or modifications.
- Customers can also specify special instructions (e.g., “No onions”).
- If an item is sold out, staff can choose to:
- Remove the item
- Go with merchant recommendations
5. Processing the Order
- Once all items are added, review the total on the right side.
- Choose Promotions, Discounts, Tips, or Loyalty Points if applicable.
- Click Proceed to Pay to finalize the order.
6. Payment Processing
- The system supports multiple payment methods:
- Cash
- Credit/Debit Card
- Split Payment
- Once payment is received, print a receipt if necessary.
7. Sending to Kitchen (If Required)
- Some items may need to be sent to the kitchen before finalizing.
- The order can be held if necessary or marked as Ready once prepared.
8. Completing the Order
- Once the order is fulfilled, it moves to the Orders List for tracking.
- If it’s a dine-in order, it remains active until the customer finishes their meal.