Sale | POS - Create Sales orders (for quick-service restaurants)

Key Highlights

  • The quick-service restaurant is one which is focused on providing customers with foods and drinks as quickly and efficiently as possible
  • The quick-service restaurants are normally takeaway coffee shops or fast-food restaurants.
  • The sale process of quick-service restaurants also quicker and simpler than the full-service restaurant: the customers go to the cashier, place the order, make the payment then receive the dish (at their tables or at the food reception counter). Then, they may enjoy their plates at the store or take them away.
  • So the point-of-sale of full-service restaurants should process the payment before printing the bill for the customer. Also, cashiers will print the bill for the customer and for bar/kitchen at the same time.
  • 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 quick-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.

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 Guset

  • Input guset name in (a); so after finishing customers' foods & drinks, the cashier may call their name to inform for customers.

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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.

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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.

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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.

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Step 5: Input Discount/Extra/Prepaid

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

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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.

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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.

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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.

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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.

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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.

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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: Input Payment

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).

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Step 11: Finish Sale Order

Once you've completed filling information for the new sale order

  • 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.

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