Orders on the POS Overview--Retail

By Caresse

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Getting to know the different features of your Point of Sale will help you optimize the efficiency and flow of your business. This guide will give you an explanation of the major features of the POS.


Contents


Buttons on the Order Screen

Cancel Order: If a customer changes their mind, cancel order gives you the ability to cancel or remove the entire order.

Hold Order: In a scenario where your customer needs to step away from the cash register before paying for the order, you can use the Hold Order button. This gives you the ability to place a customer’s order on hold to ring up the next guest. When the customer returns, you can find their order by going under Orders > held order.

Plus Icon: If you would like to add a quick name to your order, you can tap the plus icon to enter the customer name.

Pay: Tapping this icon will direct you to the payments screen.




The Orders Tab

On the Orders tab, you can make the below adjustments to transactions:

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Settings Description
Held Orders Displays all orders that were placed on a hold
Today’s Order Displays all completed transactions for the day
Find Order by ID, Credit Card, and Serial Number Allows you to find all completed transactions by Order ID, Credit Card number, or Serial Number of the Specific Product
Outstanding Invoices Displays all invoices that have not been fully completed
Close Held Orders Allows you to close all outstanding held orders with an owner or manager PIN
Check Sync Status Display the status of your payments and orders At the end of the day you should receive a message that says:,All orders are sent to the server, all payments are sent to the payment processor. Typically, if you get a message that states,orders are not sent to the server, Revel recommends you wait 3-5 minutes for those orders to,completely send to the server. If you are still having issues, please contact our support department.




Action Icons

The action icons are listed on the bottom of your Order screen. These action icons give you the ability to adjust an entire order, rather than one individual item at a time.

Settings Description
Add Extra Items This icon will allow you to create a one-time-use item. If you would like to save the item to your inventory, you can select Save to Server.
Quantity Using this button will allow you to enter the quantity of the item you want to purchase.
Discount Order Using this icon, select an existing discount or create a manual discount towards the entire purchase.
Service Fee Add a percentage charge or flat fee to be applied to the entire order.
Enter Barcode If your establishment is using barcodes, you can use this button to manually type in or scan in an item’s barcode
Print Guest Check Before receiving payment on an order, use this icon to print a summary of the entire order
Open Cash Drawer Open the cash drawer and access the till without making a cash sale
Add/ remove tax Use this feature to remove the tax from the entire order.





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