Taking Orders on POS
Build carts, apply modifiers, save tabs, settle payments, and handle change due on the terminal.
The Order workspace is where cashiers build carts, apply modifiers, save open tabs, and settle payments. It stays responsive offline, lines queue locally until sync catches up.
Open Order from the command bar or start Take out / Delivery from the hub (both require an open shift).
Building the cart
- Browse categories in the sidebar, category picker, or All view (includes uncategorized items)
- Search items by name from the search field
- Adjust quantities from the order rail; open modifier dialogs for configured option groups
- Toggle tile density and category layout, preferences are saved per terminal
- Prices reflect location-specific overrides when set; otherwise the catalog base price applies (see Item catalog)
Stock-tracked items decrement locally on save/settle and sync back to inventory records.
Save vs. settle
| Action | When to use |
|---|---|
| Save as tab | Take-out on Base: hold an open tab; kitchen tickets fire for KDS items |
| Save order | Delivery, or any save on Satellite: hold the order until payment later |
| Settle | Capture payment (cash, card, gift card) and close the sale |
On Satellite terminals, only Save order is available, payment always happens at a Base register. Saving is blocked unless any Base shift is open at the location. On Base registers, save and settle are available when this register's shift is open.
Satellite save flow
Floor staff on a Satellite build the cart and save with a tab label. The order is stored without a shift until a Base register settles it. The tab syncs to every terminal at the location and appears under Satellite orders on Base hub screens. A cashier at the drawer settles it when the guest is ready to pay. The sale then joins that Base register's active shift.
See Satellite orders for the full workflow.
Save dialog
Saving requires a tab label (e.g. Table 4, customer name). Delivery saves also require a delivery address. Labels appear in recall search and on kitchen tickets; settled walk-in orders may receive an auto-assigned daily number when no custom label is entered.
On Satellites, save is disabled when no Base shift is open at the location. The same rule applies if a device attempts to sync offline tabs after shifts have closed.
Settlement & change due
Cash settlement uses a keypad with quick-cash suggestions. Enter the amount tendered on the keypad, then confirm. When change is due, a centered dialog shows the change amount and dismisses on its own. Card and gift card paths skip physical change.
When the location has dual currency enabled (see Locations), cash settle lets the cashier pick the tender currency (base or secondary). Card and gift card settle in the location base currency only. The bill converts using the location house rate when set, otherwise the daily reference exchange rate. Change is calculated and shown in the tender currency. Offline terminals keep using the last rate cached on the terminal; a full sync refreshes rates from the cloud.
When tax & compliance has statutory service charge enabled, order totals include the guest/service charge configured for the organization. Tax follows your inclusive or exclusive price mode and country adapter.
Receipt and station ticket printing follow terminal device settings when a printer is paired.
Barcode scan
Focus the search field and scan a package or printed label. An exact match on the item’s barcode adds the line to the order. If nothing matches, search falls back to name / SKU as usual. Set barcodes under Catalog → Items.
Combos and kits
Items set up as product bundles sell as one line. Stock comes off the component products at this location when the order is saved, cashiers do not pick the parts separately.
Print sticky labels from the floor
When a label printer is paired under Settings → Labels, use Print label on an item tile to print one or more sticky labels locally (qty stepper). For dashboard-driven jobs to this terminal, see Print via POS label printer.
Delivery orders
Delivery mode requires a delivery address on save. Settle is not available on the Order rail for delivery: save the order first, then settle from Recall. The address is searchable later in Recall.
Kitchen tickets
Items marked send to kitchen display generate tickets on save and settle. Expo sees the resolved order label (custom tab name or daily number).
Protected actions
| Action | Who can do it |
|---|---|
| Refund a settled order | Manager only (from Recall detail) |
| Cancel an open order | Any signed-in operator (from Recall detail) |
Managers authorize sensitive actions by signing in with a manager PIN. Cashiers use a cashier PIN for normal ringing.
Unsynced local orders
Orders created offline are marked not yet uploaded until they sync. During location-wide sync, local unsynced orders always win over cloud copies until the terminal successfully uploads them, preventing another register from overwriting in-progress tabs.