Skip to main content

Sales Flow

Who this is for

Cashiers taking orders before payment.

Before you start​

  • You are signed in successfully
  • You are on Ordering page
  • Menu data is already loaded

Steps​

  1. Tap Dine-In.
  2. Tap the target table tile.
  3. Add items and required modifiers.
  4. Confirm items appear in the order list.
  5. Tap Send or tap Checkout.
Takeaway contact details

If you need the customer name or phone number on takeaway printouts, use Order Contact from the function menu. See Function guide.

What you should see​

Order page item selector Order list with items

  • Quantity and line totals update after each item selection
  • Send and Checkout actions are available
  • Item names follow your current language and item-name mapping (Main / Alt) from Settings
  • If the item has linked modifier groups and HQ has Auto-show modifier groups on POS on for that item, the modifier selection opens immediately after you add the item
  • If the item has linked meal-set groups, the meal-set selection opens so staff can choose the required combo items
  • On takeaway orders, saved customer contact details appear under the order header
Screenshot pending

Needed file: client/cl-41-order-item-name-language-mapping.png

Table screen view toggle​

When Floor Plan Mode is enabled in Settings, Dine-In table screen now has a round toggle button at the lower-right area:

  • Grid icon: switch to Table List
  • Map icon: switch to Floor Plan

This lets staff switch layout quickly without leaving the ordering flow.

Screenshot pending

Needed file: client/cl-37-ordering-table-view-toggle-floorplan-tablelist.png

Function menu (when needed)​

Tap the three-dot function button to open Select Function.

If you have many functions configured, Select Function may show Previous and Next tiles so you can move between pages.

Tap the three-dot function button to access:

  • Apply Discount
  • Cancel Discount
  • Apply Service Charge
  • Cancel Service Charge
  • Change Table
  • Order Contact
  • Order Remark
  • To Dine-In / To Takeaway
  • Split / Merge Txn
  • Void Txn
  • Pay In / Pay Out
  • Member Login
  • Octopus Settlement when Octopus V3 is enabled and the reader is available

Use these detailed guides:

Order function menu Apply Discount dialog Apply Service Charge dialog Order action buttons: Send / Link ODO / Checkout

Add an order remark​

  1. Tap the three-dot function button.
  2. In Select Function, tap Order Remark.
  3. If Order Remark is on another page, tap Previous or Next.
  4. Enter the remark, then confirm.
  5. Check the remark appears under the order header.
  6. Tap the pencil icon beside the remark if you need to edit it again.
Screenshot pending

Needed file: client/cl-42-select-function-dialog-pagination.png

Screenshot pending

Needed file: client/cl-43-order-remark-display-edit.png

If something goes wrong​

Cannot split/merge or void

Send pending items first, then retry.

Wrong table selected

Use Change Table from function menu before checkout.

Modifier or meal-set prompt did not appear

Select the item row and check whether modifiers can be adjusted manually. If the prompt still looks wrong, ask a manager/admin to review the item's Manage Relationships setup and Auto-show modifier groups on POS setting in HQ.

When to ask manager/admin​

  • Void/return requires manager policy approval
  • Discount/service-charge options are missing but should be available
  • Order behavior does not match store rules