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How do I record an order from the Point of Sale?

In this article, we’ll go through the steps you need to follow to record an order in the Point of Sale.

Updated over a week ago

In a previous article, we looked at the general layout and structure of the Point of Sale. Now, let’s see step by step how to enter ,or “ring up”, an order at the cashier.

Once you open the “Point of Sale” tab, follow these steps:

1. Select Category & Product

On the left side of the screen, choose the category to which the product belongs.
In the center of the screen, click on the product you want to add to the order.

2. Customize Product

  • Options: If the product has options (e.g., size, add-ons), select the appropriate ones from the menu that appears below the product.

  • Notes: In the “Notes” field, add any special instructions or customer preferences for the product (e.g., “gluten-free,” “well-done”).

  • Product Discount: If you want to apply a discount to this specific product, click the “Discount” button and set the amount or percentage. For more details, click here.

3. Adjust Quantity and Environmental Fee

  • Quantity – Units: Use the “+” and “–” buttons to increase or decrease the quantity of the product to be added to the order.

  • Environmental Fee: If the product is subject to an environmental fee and automatic charging is not enabled, click the Environmental Fee button to add it to the order.

From the catalogue, you can define per product whether it should include an environmental fee, the quantity, and whether it should be charged automatically when selected in each order.

If the “Automatic Fee Charging” option is enabled, the button will always be active in the Point of Sale. However, you can still disable it individually if needed.

4. Add to Cart

  • Once you have finished configuring the product, click the “Add to Cart” button.
    The product will appear in the order cart on the right-hand side of the screen.

5. Complete the Order

  • Order Notes (Optional): In the “Notes” field on the right-hand side, you can add general comments for the entire order.

  • Order Discount (Optional): If you want to apply a discount to the entire order, use the “Discount” button and set the discount percentage.

  • Document Selection: Choose the type of document you want to issue (Receipt or Invoice) by clicking the “Document” button.

  • Finalize and Payment: Click the “Complete Order” button. In the new window that appears, select the payment method (Cash, Card, etc.).

Successful Submission!

You’re all set! Your order has been successfully recorded and sent to the corresponding preparation point- kitchen for processing.

  • If you are using printers in preparation areas, the order ticket will be printed at the respective station.

  • If you are using Butler KDS, the order will appear on the screen.

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