New Sale
Taking orders, applying discounts, processing payments, and printing receipts
Navigate to: New Sale (Operations → New Sale, or click "Open POS" from the Dashboard)
The POS has two main parts:
- Left/Center — product grid organized by category
- Right panel — the current order cart
Starting a New Order
The POS opens with an empty cart ready to go. If you have an order in progress, click + New (top of cart) to start a fresh order.
Browsing Products
- Category tabs run across the top of the product grid
- Click a category tab to filter to those products
- Use the Search bar above the grid to find a product by name
- Products with a stacked layers icon are combo products (e.g., a meal deal with multiple components)
Menu Schedules
Products may be restricted to certain times of day (e.g., breakfast items only show before 11:00 AM). Menu schedules are configured by managers in Settings → Menu Schedules. The POS automatically shows only products available for the current time window.
Adding Items to the Cart
- Click any product button to add it once
- Click again to add another unit
- If a product has modifiers (e.g., spice level, size, add-ons), a popup appears — select your options and click Add to Cart
Combo Products
Combo products bundle multiple items together (e.g., "Lunch Special: Main + Side + Drink"). When you add a combo:
- The combo appears as a single line item in the cart at the combo price
- Production tracking automatically splits the combo into its individual components for the kitchen
Editing Cart Items
In the cart on the right:
- Click + or − next to an item to change quantity
- Click the pencil icon (or the item name) to edit quantity or add a note
- Click the trash icon to remove an item
- Click Add Note on a line item to add a special instruction (e.g., "no onions")
Applying a Discount
- With items in the cart, click Discount
- Choose from your saved discount presets (e.g., Staff Discount 10%, Senior 10%), or enter a custom amount (percentage or fixed GYD)
- The discount appears in the cart total
Discounts exceeding the cashier's limit require supervisor approval — a dialog prompts for a manager PIN.
Supervisor Approval
Certain actions require manager authorization:
- Discounts exceeding the cashier's configured limit
- Price overrides on products
- Voiding items after they have been sent to the kitchen
When required, a dialog appears asking for a Manager PIN or email login. Once approved, the action proceeds and is logged in the audit trail.
Selecting Order Type
At the top of the cart, select the order type:
- Walk-in / Dine In — for table orders (select a table from the dropdown or floor plan)
- Takeaway — for counter pickup
- Delivery — prompts for customer name, phone, and delivery address
Table Assignment (Dine In)
When order type is Dine In, select a table from the dropdown. The table status changes to "Occupied" on the floor plan. See Floor Plans & Table Layout for more on table management.
Processing Payment
- Review the cart items and total
- Click Charge
- The payment dialog opens — choose method(s):
- Cash — enter the amount the customer hands you; the system shows the change due. Quick-cash buttons for common GYD denominations: $100, $500, $1,000, $2,000, $5,000
- Card — confirm the amount, process on your physical card terminal
- Gift Card — enter the gift card number; it deducts from the card balance
- Split Payment — click Add Payment to split across multiple methods
- Click Complete Order
The order is saved and a receipt preview appears.
VAT Display
Guyana uses VAT-inclusive pricing. The cart shows "Incl. VAT: $X" as an informational line — it does not change the total. This can be toggled per terminal via the VAT display setting.
Printing a Receipt
After payment, click Print on the receipt preview. Receipts print to the configured receipt printer (see Printers).
Split Bill
After completing an order, the receipt preview has a Split button:
- Click Split
- Choose how to split:
- Equal Split — divide total evenly among N people
- By Item — assign specific items to each person
- Custom Amounts — enter custom dollar amounts per person
- Each split portion can be paid separately
Holding an Order
Click Hold (at the bottom of the cart) to save the order without charging. Retrieve held orders by clicking the Held Orders button (stack icon at top of cart).
Voiding Items
- Before payment: Click the trash icon next to a cart item to remove it. No void record is created.
- After payment: Go to Orders, open the order, and click Void Order. See Orders.
Linking a Customer to an Order
Click Add Customer in the cart, search by name or phone, and select the customer. Benefits:
- Loyalty points earned automatically when the order completes
- If the customer has a price list assigned, their custom prices apply immediately
- Delivery address is pulled from the customer profile for delivery orders