Intro to the POS--QSR/Retail

By Caresse | Updated



The iPad Point of Sale is where all orders are created and fulfilled. The Point of Sale can also be used to generate reports, track inventory, and run End of Day processes.


Before Logging In

When you make changes on the Management Console ([yoursubdomain] the Point of Sale needs to be updated.

  1. Make sure you're logged out of the Point of Sale. To log out, find your name in the upper right-hand corner of the screen and tap the icon to its right:
  2. Tap Refresh:
  3. Once the refresh is done, enter your PIN on the keypad and tap Login.

Clocking In

What's the difference between logging in and clocking in?

  1. On the Point of Sale dashboard, tap Time Clock:
  2. Enter your PIN and tap OK:
  3. Tap Yes to confirm:

To clock out, follow the same steps. Depending on how your establishment handles tips, you may need to declare your tips in a pop-up window when you log out.

Creating a QSR or retail order

  1. On the Point of Sale dashboard, tap New Order.
  2. To add products to an order:
    1. Tap on a Category.
    2. Tap on a Subcategory.
    3. Tap on a Product to add it to the order.
  3. Tap Send to send the order to the Kitchen. (Learn about the Kitchen Display Screen here.)

Completing a QSR or Retail Order

  1. Tap Pay.
  2. Enter the payment amount on the keypad.
  3. Tap on the payment method. In this case, we're using cash. To learn how to run a credit transaction, read Running a Credit Transaction.

If applicable, a Change Due total will pop up.

Employee Time Management

Employees with Employee Time Management permission can view their own hours from the Point of Sale. To view hours:

  1. Tap Time Management on the dashboard:
  2. The Time Management window shows an employee’s clock in and clock out history. It also allows them to clock out directly from this screen:

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