Completing a Transaction 

Current Order Screen 

 

There are two ways to complete a Transaction from the point-of-sale: selecting from your Tags and adding a Manual Item.

 

On the Home Screen of the App, select the Orders Button.

 

You will land on the Current Order Screen where your first Tag will be preselected in the left-hand column, filling the center of the screen with the Items organized within that Tag. Select the Item(s) you want to include in the Order by tapping on the Item(s). You can also add Items not listed in your Inventory by selecting the Manual Entry Button from the left column.

 

 

To increase the quantity of a particular Item, add notes about the Item, or adjust Modifiers for the Item, tap that Item in the Receipt Viewer. This will load the Edit Item Screen where you can make changes to the Item. To remove an Item from an Order, tap the X button to the right of the Item in the Receipt Viewer. 

 

 

Press the Checkout Button below the Receipt Viewer to go to the Payment Method Screen and begin the Checkout Process.

 

Checkout and Payments Methods

 

After tapping the Checkout Button, you are directed to the Payment Methods Screen, where you can select the payment type for the Order.

 

 

If the customer is paying with cash, after entering the amount of cash they gave you for the Order using the number pad in the center of the screen, press Pay, and give the customer their change, if any. If the customer is paying with a credit card or debit card, insert or swipe the card using your preconfigured Swiper and/or Terminal. Learn more about completing transactions with cash, credit cards, or debit cards.

 

After completion of the Payment Method Screen, you will be directed to the Receipt Screen. Select whether you would like to Print a Receipt, Email a Receipt, or press the All Done Button to dismiss the screen. If you elected to email a receipt, enter the customer’s email address.

 

 

 

Step by Step Summary

 

1. On the Current Items Screen of the App, add Items to the Order
   •  Add Items from your Tags
   •  Add Manual Items
2. Add any Order Info, if applicable
3. Click the Checkout Button below the Receipt Viewer
4. On the Payment Methods Screen, select the payment type for the Order
5. If the customer is paying with cash, after entering the amount of cash they gave you for the Order using the number pad in the center of the screen, press Pay, and give the customer their change, if any
6. If the customer is paying with a credit card, debit card, or Gift Card, insert or swipe the card using your preconfigured Swiper and/or Terminal
7. On the Receipt Screen, select whether you would like to Print a Receipt, Email a Receipt, or press the All Done Button to dismiss the screen.
   •  If you elected to email a receipt, enter the customer’s email address and press Send