Point of sale

The point of sale is a fast order screen for staff. It reads the same menu, prices, and availability rules as your website, and every sale lands in Orders.

#What it runs on

Point of Sale in the sidebar has the downloads. The desktop app for macOS and Windows drives the printer, cash drawer, scanner, and customer screen on the counter. See Terminal hardware. It also runs in a browser on a tablet or laptop.

#Pairing a terminal and signing in

A terminal is paired to one branch once, from Settings → Devices → Pair a device. Generate a code and type it into the app; it works once and expires in 15 minutes. See Devices.

Staff then sign in with their six-digit PIN, so a shared till changes hands all day. Lock signs the person out; the pairing survives, and terminals lock themselves after a stretch of inactivity.

#Taking an order

Pick the order type (Pickup, Delivery, or Dine in), tap items, and answer their customizations. Prices, sales tax, and availability come from the paired branch.

• Customer. Optional, and never blocks a sale. Search by phone, name, or email, or create one with just a name. Order the usual puts their last order onto the ticket.
• Delivery address. Choosing Delivery adds an address row. The terminal checks it against your delivery zones and shows the fee and minimum; an address no zone covers is refused.
• Discounts. Staff with permission can apply a discount to the order, including one that would not have applied on its own.
• Payment. Cash goes into the branch's open cash session, so open one first. Card payments need a card terminal registered under Settings → Devices. Use credit spends a customer's store credit or points, never past their balance or the order total.

#Tabs and tables

Tables on a dine-in branch lists every open tab with what it owes. Tap a free table to start a tab, or an open one to add items and settle, which takes payment for its unpaid orders and closes it. Two cashiers cannot settle the same table; the second is told who closed it. See Tables and open tabs.

#Receipts

A paid sale prints its receipt on its own, on the till's own printer or through the branch's shared printers. Kitchen tickets route by category to the station printers set up in Settings → Printers.

Orders on the terminal lists today's sales to inspect, reprint, void, or refund. A reprint is always marked as a duplicate.

Send receipt, on the payment confirmation and on every order, emails or texts the receipt, with the order tracking link. It never signs a customer up for marketing.

#Working offline

A signed-in terminal keeps selling when the network drops. Orders are saved on the device and send themselves when the connection is back; a retry can never create a second order.

The indicator on the terminal is always in one of three states:

• Online: everything this terminal took has been sent.
• Syncing: some orders are still on their way, with a count.
• Offline: the terminal is saving locally.

Tap it to see what is waiting, retry a stuck order, or discard it. Unsent orders also show in Orders marked Not sent.

Order numbers are assigned when an order arrives, so an offline order carries a provisional reference such as T3-014 (the terminal's initials and a counter) on screen, receipt, and kitchen ticket until the real number replaces it.

Cash, printing, the cash drawer, and your branch's discounts keep working. Card payments do not; the terminal offers cash instead. Stock levels are from the last sync, and closing a drawer with a large variance waits for the network.

Held orders only send while the person who took them is signed in. Locking with orders waiting asks you to confirm, and nothing is thrown away.

#Several tills in one branch

Every terminal in a branch shares one live feed: an order taken on one till appears in Orders on the others, kitchen status changes land everywhere, and an item marked unavailable greys out on every till within a second.

#Keyboard shortcuts

#Interface language

Each terminal picks its own language under Account → Language, independent of the other tills; the same picker is on the pairing screen. Right-to-left languages lay the terminal out right to left; switching direction asks for a restart. Amounts and order numbers stay in Latin digits.

#Losing access

Removing a terminal from Settings → Devices, or removing a staff member, takes effect within seconds, even on open screens. A role change that removes point of sale access sends the person back to the lock screen.

Sign out of this terminal in the account sheet unpairs it and wipes everything on the device, including orders not yet sent, so send those first.