F&B Services | POS - Create Sales orders

Key Highlights

• In full-service restaurants, the guests are cared for by servers from the moment they sit down until the moment they leave.
• The sale process of the full-service restaurant is also more complex than the quick-service restaurant.
• In more details, the customer seats at the table, the server takes the order and brings foods & drinks to the table, the meal is paid for after the customer finishes the meal. The customer is served throughout the experience at the restaurant.
• So the point-of-sale of full-service restaurants should have & manage the queue, and also be required printing bills for kitchen/bar.
• Before using the point-of-sale for making sale, you should configure Sale & Bill settings to make Point-of-sale feature fit with requirements of full-service restaurant sale operation and process as above. Visit this article: Configuration for more details.
• Only accounts having the "POS (Point-of-Sale)" role in the "Sale" section can use Point-of-sale.
• For sale orders in the queue, visit the next article: POS - Update statuses' Sales orders.

Create new Sale Order

Open "Sale" menu and Select "POS (Point-of-Sale)" and follow the below guide to create new Sale Order.

Step 1: Input Table/Guset

There are two options for the table/guest input:

• Click on (a) to select a table name from the available table list.
• Or input another table name outside the list (b) in case your store has a new table, or for reserved tables, takeaway/delivery orders (use guest's name, delivery service, etc.).

Step 2: Input Products for Sale

There are three ways for the product input:

• Select from the list (a).
• Search product name in (b), the search result will be displayed in (a).
• Search product name in (c), the search result will be displayed in (d). This way is the best suitable choice if you only use the Tab key when creating sale orders.

Step 3: Check/Change Products for Sale Price

The price of the product for sale will be displayed right after the product name (a) in the sale order information box.

You can also change product price if you enable this option when configuring Sale settings, visit this article: Configuration if you want to review this setting.

Click on (b) of the product you want to change the product price. Then input the new price (c) in the pop-up window and click on "Submit" to apply the new price of the selected product.

Step 4: Input Quantity of Products for Sale

There are two ways to input the quantity of the product:

• Click on (a) to increase the quantity of the added products in sale orders.
• Input the quantity in (b) after selecting products as 3rd way in Step 2.
• You can input the integer or decimal number based on the Sale Configuration. Visit this article configuration if you want to review this setting.

Step 5: Input Discount/Extra/Prepaid

Input the absolute amount or percentage in (a) for discount, in (b) for extra (optional).

Input the absolute amount in (a) for discount for reservation cases.

Step 6: Input Customer

Input the customer name or code in (a) to search the customer information to apply the customer reward promotion and record the loyalty points based on the reward program.

The reward point of the selected customer will be displayed in (b).

You can also register the new customer in the customer reward program of your restaurant/coffee shop. Click on (c) to record information of the new customer in the pop-up window (d). Then click on "Add" to create the new customer.

Once you've completed creating the new customer, you can add this customer into the sale order as in (e) to record the loyalty points based on the reward program.

The customer information and updated loyalty points will be displayed on the customer bill.

Visit this article: Manage Customer Loyalty program if you want to explore more about this feature.

Step 7: Input Remark

Input other information (remark) in (a) (delivery address, notes, etc.)

Added remark will be displayed on the customer bill.

Step 8: Add Sale Tag

Search sale tag in (a) you want to add to the sale order and select from the list in (b).

Click on (c) to create new custom sale tags and input new sale tag name in (d). Then click on "Add" to create the custom sale tag. Once you've completed creating the new sale tag, you can add this sale tag into the sale order.

Added sale tag will be displayed in (e) for internal tracking and not be displayed on the customer bill.

Visit this article: POS - Add Tags to Sales Orders to create & manage custom information if you want to explore more about this feature.

Step 9: Add Customer Segmentaion Information

Select the suitable customer segmentation information (a) to add to the sale order.

This information is just for internal tracking and not be displayed on the customer bill.

Visit this article: Customer Segmentation - Get Started to Understand Customer of your Accommodation Businesses if you want to explore more about this feature.

Step 10: Add Sale Order into Queue for In-Store Sale Orders

Once you've completed filling information for the new sale order, click on "Add into queue" to add the new sale order into the queue list.

Once you've clicked on "Add into queue", you may process printing bill for bar/kitchen based on the Sale Configuration for setting bar/kitchen bill printing. Visit this article configuration if you want to review this setting.

Step 11: Finish Sale Order for Take-away/Delivery Sale Orders:

Once you've completed filling information for the new sale order, input the payment information: there are two payment methods:

• Cash: input the money customers give for you in (a), the exchange for customers will be displayed in (b).
• Master/Visa Card: input the card’s number (c).

Click on "Print bill for Bar/Kitchen" to print the bill for Bar/Kitchen if you configured printing bill for bar/kitchen in the Sale Configuration. Visit this article configuration if you want to review this setting.
Click on "Finish and print bill" to print the customer bill and finish the new sale order or "Finish" to finish the sale order without printing the bill.
Click on "Reset" to clear the recently added information.