Taking orders on the POS

Where: Operations > POS Terminal
Who can use it: pos.access to open the POS. Changing an order needs pos.update_order, Hold needs pos.hold_order, Note needs pos.add_note, Split needs pos.split_order or pos.split_bill, rider assignment needs pos.assign_rider or delivery.assign_rider.
Open this page in SureTill

Watch it: open table, add the dishes, press ORDER to send the ticket to the kitchen (35 seconds).

An order starts when you pick a table (or tap New Order) and add products to the cart. It becomes a real order when you press Order. Until then nothing is sent to the kitchen and nothing is saved on the server.

Step by step

Start a dine-in order at a table

1. Tap the Dine-In tab in the bottom bar. The table grid opens.
2. Tap a free table. The product screen opens with an empty cart and the table name in the cart header.
3. Tap Guest if you want to record how many guests are seated (see below).
4. Add products (next section), then press Order.

Table colors show the state: Available (white), Occupied, Bill Printed, Billed, Reserved, Account and Ready. A strip above the grid counts the tables in each state. A timer on a busy table shows how long it has been open.

Tip

Tapping a busy table opens its current order. If the table holds more than one ticket, a window “Table - Tickets” opens so you can choose a ticket, move it (Move), or put it back on its original table (Put Back).

Add products to the cart

1. Pick a category in the category bar. “All Items” shows every product unless your owner hid it in Settings > Theme.
2. Tap a product tile. It goes into the cart. Tap again to add one more, or use the minus and plus on the tile.
3. To add several at once, tap numbers on the Qty pad first (for example 3), then tap the product. The pad is cleared after each add. You can type a decimal such as 0.5 for half a portion.

• A tile marked “Sold Out” cannot be added.
• A veg or non-veg mark in the corner of the picture shows the diet flag set on the product.
• If you scan a barcode, the product is found and added by itself when auto-add on scan is on.

Choose a size, add-ons and a note for one line

1. Tap a product that has sizes. The POS adds the smallest-priced size first. You can change it in the next step.
2. Tap the line in the cart. After a moment the item editor opens. (Double-click also opens it.)
3. Under Size / Variation pick the size. If the product has no add-ons, tapping a size saves right away.
4. Under Addons & Extras tap each extra you want. Tap again to remove it. The price at the bottom updates.
5. Type a request under Notes, for example allergies or “no onions”.
6. Tap Update Item.

Products sold by weight or by amount

1. Tap the product. The weight window opens with the rate per unit (for example per kg).
2. Choose Enter Weight or Enter Amount.
3. Type the value or tap a quick value (0.25, 0.5, 1, 2 for weight; 50, 100, 200, 500 for amount). A live line shows the result.
4. Tap Add to Cart. Each weighed entry is its own cart line. Tap the line later to change it.

Tip

A product can have a minimum and a maximum weight. If you go outside the limit the POS shows the limit and does not add the line.

Select several lines, change quantity, change a price

1. Tap one line to select it. Tap a second line quickly to select several. Tap a selected line again to unselect it.
2. Use Plus and Minus in the button column to change the quantity of a single selected line. The quantity never goes below 1.
3. To change the price of one line, tap its price, type the new price and press Enter or tap the check mark.
4. Use Void or Del for lines you do not want (see the voids article).

Add a note to the whole order

1. Tap Note. Type the note (“Type order note for bill/KOT”) and close the window. The note shows above the totals and prints on the bill and kitchen ticket.

Tip

On a ticket whose bill is already printed, a note can still be saved with Order/Update. Reprint the bill to include it.

Attach a customer

1. Tap Cust. The customer window opens.
2. Search by name, phone or address and tap the customer, then Select. Tap Edit to change their details, or Account to open their account.
3. To add a new person, fill Name and Phone (both needed for an account), and optionally Address. Then tap Save Customer, or Create Account to create and attach an account customer.
4. For delivery you can tap Address Only. This writes the name and address on the order without creating a customer account or an order history.

• A green “Account” badge marks customers who can buy on credit. An amber “Secondary” badge marks a secondary account whose charges go to its primary account.
• A delivery order needs a customer, or an address-only entry. Without one the POS asks you to select a customer.

Record the number of guests

1. Tap Guest. Use minus and plus, type a number, or tap 1 to 10. Tap Confirm. Clear sets it back to zero. The button shows the number once set.

Send the order

1. Check the cart. The header shows the customer, order number, table and who took the order.
2. Press Order. The order is created, the table turns occupied, the kitchen display gets it, and the kitchen printers print the ticket (when those branch settings are on).
3. The cart empties and you return to the tables (or the department view). If “Keep Order In Cart After Sending” is on, the order stays open instead.

• For a table-based department the POS requires a table before it sends the order. If you forgot, a table picker opens. A department with no tables skips this.
• If the table is already taken by someone else, the “Table Occupied” window lets you pick an available table.
• While the order is being sent the button shows “Sending” and ignores extra taps, so one tap never creates two orders.

Add more items to an order that is already open

1. Tap the table to open the order. Existing lines are marked SUBMITTED.
2. Add products. New lines are marked NEW. If you lower a quantity on a submitted line it is marked QTY PENDING.
3. The Order button changes to Update. Press Update to save the changes and print only the new items on the kitchen ticket.

Put the order on another ticket (T4, T4A, T4B)

1. On a table with an order, tap Ticket. The table label gets the next letter (T4A).
2. Add products for the new ticket and press Order. Each ticket is a separate order with its own bill.
3. Pay the tickets together or one by one. The cart shows lines grouped under each ticket name.

Move an order to another table or department

1. Tap Move (or the selected table chip in the bottom bar). The window “Change Department / Table” opens.
2. Pick the department tab and then the table. Tap Move Table, choose the target and tap Move Here.
3. To combine two tables into one, tap Merge, pick From Table and To Table, then Merge.

Tip

Opening this window always starts on the order’s own department, so a plain table move does not turn a dine-in order into a takeaway order. To change the order type, pick a different department tab inside the window on purpose.

Hold an order and bring it back

1. With items in the cart, tap Hold. The order is saved on the server with a name made from the table or customer and the time.
2. The cart is cleared. For a table-based department you must have picked a table first.
3. Later tap Held. The list shows the name and time of each held order.
4. Tap an entry to recall it into the cart. Tap the red bin to delete a held order.

Careful

The red bin deletes a held order at once, with no confirmation. Hold saves the products, sizes, weights, table, customer and the order note. It does not save per-line notes or add-ons.

Start a takeaway or delivery order without a table

1. Tap the Takeaway or Delivery tab. If it has no tables, you see the open orders of that type.
2. Tap New Order. The product screen opens with an empty cart.
3. For delivery, attach the customer or an address. Tap Rider to choose a rider now, or after the order is placed.
4. Press Order.

Tip

Delivery fee and service charge are added to the totals by your branch settings. If “Takeaway/Delivery as Token” is on, the printout is the bill with a big token number instead of a kitchen ticket.

Print the kitchen ticket again, or the bill

1. KOT button: tap KOT, read “Reprint to Kitchen?” and tap “Yes, Reprint”. Every item of the order is printed again. Each station ticket carries the text “REPRINT - DO NOT RE-MAKE” so the kitchen does not cook it twice.
2. One line only: tap the red dot on a cart line that is not yet sent to the kitchen. It sends just that item. A green check means the item was already sent.
3. Bill button: prints the bill for the customer. The ticket is locked after that (see the voids article).

The Orders tab inside the POS

Tap Orders in the top bar to see the orders of the current work period. Filter by order type, by payment method (“Paid via”), by text (order number or customer) and by date range. Tap an order to see its items, voids and payments. Load to POS opens it in the cart.

Every setting explained

Cart header, lines and totals

Setting	What it does
Customer	The attached customer, or “Walk-in Customer”.
Delivery Boy	Only on delivery orders. The assigned rider, or the rider you preselected.
Ord.No, table, operator	The order number, the table name (with ticket letter) and the person who took the order.
Quantity and name	Each line shows the quantity (a scale icon for weighed items), the product name and the size.
pcs	Shown when a product or size has a pieces-per-unit count (for example Half = 3 pcs). It multiplies by the quantity.
NEW / QTY PENDING / SUBMITTED	NEW: not yet sent. QTY PENDING: quantity lowered, waiting for Update. SUBMITTED: already sent. Submitted lines also show the time and “by name” of who added them.
merged from	A line brought in from another ticket by a merge.
Kitchen dot	Green check: sent to the kitchen. Red circle: not sent, tap to send that item.
VOIDED	A voided line is struck through. It stays on screen for the record.
Order note	The order note, shown above the totals.
Opened / timer / status	When the order was opened, a running timer, and a status such as “Preparing - Unpaid” (kitchen state and billing state).
Subtotal, taxes, Service, Discount, Total	Subtotal, each active tax (inclusive taxes are shown in brackets), service charge, discount, and the total to pay.
Payments and Remaining Due	Each payment already taken, and what is still owed.
Close	Clears the cart and returns to the tables. If there are unsaved items and no order yet, it asks “Do you want to cancel this order and go back to tables?”.
Order / Update / Bill / Print	Sends the order. It becomes Update when an open order has changes, Bill in a supermarket or general store, and Print in a bakery.
Cash / Settle / Settled	Cash takes full cash payment (after a confirmation). After the order is paid it becomes Settle. After settling it shows Settled and is disabled.

Action buttons

The column of buttons is fixed. Their permissions are below. The separate Action Buttons page is described in its own article.

Button	What it does
Plus / Minus	Change the quantity of the one selected line. Needs pos.update_order.
Void	Voids the selected lines. Hidden once the order is paid. Needs pos.void_item.
Del	Removes the selected line. A line that is already on the server is removed there too. Removing the last line cancels the order and clears the table. Needs pos.update_order.
Hold	Saves the cart as a held order. Needs pos.hold_order.
Ticket	Starts the next ticket letter on the same table. Needs pos.update_order and a selected table, not in Retail mode.
Split	Moves selected items to a new order. Needs pos.split_order or pos.split_bill. See the payments article.
Move	Move table or change department, and merge tables. Only with a table selected.
Note	Order note. Needs pos.add_note.
Bill	Prints the bill and locks the ticket. A red number shows recent failed prints. Needs pos.reprint_receipt.
Rider	Assign a rider on a delivery order, or preselect one before the order exists. Needs pos.assign_rider or delivery.assign_rider.
Pay	Opens the Payment screen. Needs pos.cash_payment, pos.card_payment or pos.settle_order.
Cust	Attach or change the customer.
Guest	Set the number of guests.
Res	Opens the Res tab and the new reservation form.
Clear	Empties the cart on screen. On an order that is already saved this does not cancel it.
Held	Shows held orders to recall or delete.
KOT	Reprints the whole order to the kitchen. Not shown in bakery, supermarket or general store. Needs pos.update_order or manage orders.
Unlock	Only visible when the bill is printed and the ticket is locked. Needs orders.unlock.

Item editor, weight window and customer window

Setting	What it does
Size / Variation	Chooses the size. The line price becomes the size price.
Addons & Extras	Optional extras with a price. Each selected extra is added to the line price.
Notes	Special instructions for this line. They print on the kitchen ticket and show on the kitchen display.
Update Item	Saves the changes to the line. On a saved order the old line is replaced by the new one.
Enter Weight / Enter Amount	Weight mode multiplies the weight by the rate. Amount mode divides the money by the rate to get the weight.
Search by name, phone, or address	Finds customers in the customer window.
Name, Phone, Address	New customer fields. Name is required. Phone is required for an account.
Select, Edit, Account	Attach the highlighted customer, edit them, or open their account.
Address Only	Attaches only a name and address to this order. No account is created.
Save Customer, Create Account	Save the person as a customer, or create an account customer and attach it.

Related articles

• POS Terminal: the selling screen
• Payments and split bills on the POS
• Voids, refunds, discounts and the bill lock
• Kitchen Display (KDS)
• Action Buttons