Function and Feature Map

This page is the full index of POS X1 Client functions and where each function is documented.

Why This Page Exists

Use-case guides are best for training and operations. This page is best for:

• Audits
• UAT checklist planning
• “Where is this function?” lookup
• Gap analysis for upcoming releases

For one-function-per-page reading, use Function Guides Overview.

Module Map

Module	Core functions	Main references
Initialization	Language selection, HQ login, brand/shop binding, product type, mode, activation, settings download, first sync	First-Time Initialization
Login	PIN login, optional quick language switch, roster clock in/out, sign out	Access and Navigation, Function: Sign In
Ordering	Dine-In/Takeaway navigation, table selection, takeaway order contact, item add/remove, qty adjustment	Sales Flow, Screen Guide: Client Overview
Online Orders	Server/pickup order monitoring and action handling	Screen Guide: Online Orders
Orders Overview	Open/closed/deposit/search transaction lookup	Screen Guide: Orders Overview
Inventory	Sold-out and limited-item controls	Screen Guide: Inventory
Order Functions	Apply/cancel discount, apply/cancel service charge, change table, order contact, order remark, split/merge txn, void txn, pay in/out, member login, paged Select Function dialog	Sales Flow, Function: Order Contact, Refunds and Voids
Checkout	Amount, split by amount, deposit, split by item, payment method selection (including paged Payment Methods from More), payment remark, deposit remark	Checkout and Payments, Function: Take Payment
Payment Recovery	Retry logic, cancellation guardrails, escalation data	Payment Errors and Retry, Troubleshooting
Completed Transaction	Void, return, reopen, modify payment, reprint receipt	Refunds and Voids, Function: Void vs Return
Devices	Printer add/edit/delete, info/status, test print, spooler, payment/input/X1 device configuration (including Linkly EFTPOS pairing)	Screen Guide: Devices, Function: Manage Printers, Function: Configure Payment Devices, Function: Configure Input Devices, Function: Configure X1 Products, Troubleshooting
Reports	Report selection, date filters, print output	Screen Guide: Reports
Settings	Language configuration, item-name mapping (Main/Alt), login quick-switch enablement, POS code, cash register code, terminal Mode (Restaurant / Quick Order), general order-flow toggles (Enable Dine In Auto Open Order, Enable Takeaway Auto Open Order, Enable Default Takeaway Mode, optional auto-assign table code), Clearing day-end controls (Use Starting Day Section, unclosed-order checks, pre-new-workday processing) plus Local Transaction Retention (Days), restore-from-backup action, rounding controls (Rounding Method, Decimal Places, Round For Cash Only), printing controls (Mapping, Setting, Template), Auto Print Receipt, order-contact print toggles, receipt Customer Contact font section, print language override, report print quantity, Daily Report Sections, advanced day-end report section toggles, third-party integrations (enabled-only list), ODO channel mapping (mapped-only list)	Screen Guide: Settings, Troubleshooting
Info	Version, debug mode, offline reactivation, log export/upload/remove	Screen Guide: Info, Data Retention and Storage
More Tools	Open drawer, day-end, pay in/out, queue controller	Screen Guide: More Tools, Function: Day-end, Function: Pay In / Pay Out

Function Scope by Role

Function area	Cashier	Manager
Start shift, normal ordering, normal checkout	Yes	Yes
Change terminal settings (POS Code, system-level config)	No	Yes
Void/return approval-sensitive actions	Usually limited	Yes
Day-end execution	No	Yes
Incident escalation and final decision	No	Yes

Practical boundaries: Roles and Permissions

Known Gaps (Current Draft)

• Missing screenshots for some warning/error states
• HQ admin function map is still work in progress

See current pending screenshot list in SCREENSHOT_PREP_LIST_EN.md (project root).