The Point of Sale acts as your digital cash register, simplifying the process of recording and paying for orders at Take Away or Delivery tables. Let’s explore its basic structure and features to get you started.
1. Log in to the Butler Panel
Sign in to the Butler Panel using your account credentials. If you encounter difficulties, refer to the login guide found here.
2. Access the Point of Sale
Open the options menu on the left-hand side of your screen. Navigate to the tab named “Point of Sale.”
3. Point of Sale Structure
Attention!
For the Point of Sale to work, at least one table of type “Take Away” or “Delivery” must already be registered. If you’re having trouble adding a table, you can find out how by clicking here.
The Point of Sale screen is divided into three sections:
1. Product Categories (Left):
Here you will see all the active categories from your catalogue, making it easy to navigate and find the products you want to add to the order.
2. Products (Center):
When you select a category, its products will appear in the central part of the screen.
If you have set up product groups, they will appear as filters just above the products, as shown below:
You can therefore browse through your products by clicking on the different product groups you have set up, so that only the items belonging to that group are displayed. For example, in the “Cold” product group, you will find the following products, and so on.
To learn how to create product groups in your catalogue, refer to the guide found here.
Once you select a product from the catalogue, an options menu will appear directly below it. This menu allows you to customize the product according to the customer’s preferences. For example, you can choose the size of a coffee, add milk or syrup, or select the cooking level of a meat dish.
In addition, there is a “Notes Field” where you can add specific instructions or customer preferences for the product (e.g., “Less salt,” “Extra well-done,” etc.).
Finally, just below, you will find the "Discount"
button that allows you to apply a discount to the selected product.
In addition, above the products in your catalogue, there is a toolbar with the following functions:
Preferences Button
: By clicking this button, you can perform the following actions:Change and select the table type: Switch the table type (Take Away or Delivery) and choose the specific table where the order will be recorded.
Enable Dine-In tables: Activate this option if you want to record orders from the Point of Sale for tables with Dine-In service.
When you select “Enable Dine-In tables,” a new box will appear allowing you to choose a table:
By clicking the arrow on the right, a list will open showing the Dine-In tables you have set up.
Search: Use the search bar to quickly find a product by name, especially if your catalogue is large.
Cashier
: Open the cashier to view pending unpaid orders that have been recorded from the Point of Sale.
If there are pending unpaid orders, the icon will turn blue and display the number of unpaid orders with a badge on the icon.
In the next article, we will see how you can process payments for your orders from the Point of Sale, click here.
At the bottom of the screen, you will find the following buttons in order:
Quantity Adjustment Button: This button allows you to increase or decrease the quantity of a product you have added to the order cart.
Environmental Fee Button: This button allows you to add the environmental fee to the order, if the product is subject to this fee.
“Add to Cart” Button: This is the main button used to add a product to the current order.
3. Product Cart, Order, and Actions (Right):
In this section, you will find:
Table Name: Displays the name of the selected table (Take Away or Delivery) where orders are currently being recorded.
Order Type Switch: If you are recording both Take Away and Delivery orders in the Point of Sale, there is a toggle button that allows you to quickly switch between the two types.
Order Cart: View the products you have added to the current order.
Action Buttons: Use the various buttons for the following actions:
Order Notes Field: Here you can add specific instructions or customer preferences for the entire order (e.g., “Serve in 30 minutes,” etc.).
Discount: You can apply a discount ,a price reduction to the entire order, before submitting it.
Number & Total of Products: Displays the total number of items and the total cost in euros (€) of the order you are about to submit.
Document Selection: By clicking this button, you can choose which document you want to issue for this order, Receipt or Invoice.
Now that you have a general overview of the Point of Sale, in the next articles we will dive deeper into its specific functions, such as order entry, payment management, and using the cashier.