Split POS Order
To use Splitting functionality, first we need to allow splitting the PoS order at the PoS session settings:
This checkbox will enable Splitting control button at the main PoS UI:
Click on the Split button and select the lines that we need to split to a new PoS order from the current one and click the Split button:
The order will get split into 2 separate orders like below:
The orders will appear with a deactivated order button.
The order printers will print the split order tickets only after the “Split” button is pressed. The sequence of tickets printed remains as follows:
1. One initial ticket with the full order before splitting.
2. One canceled ticket with the splitted Products.
One new ticket with the same splitted Products.
At the Order monitor the lines will be displayed as two separate Orders:
Transfer to Another Table
Enable control button at the PoS Session settings:
Now it will appear at the main PoS UI:
Let’s say we are at table O3 and we need to transfer the Order to table O1.
1. Table O1 has an active order already.
We click on Transfer button inside of O3 > choose O1 at the Floor Plan:
We see that the table we are transferring to shouldn’t have any ongoing orders.
So first all the Orders at table O1 should be closed.
2. Table O1 doesn’t have any ongoing Orders.
Click on the Transfer button inside of O3 > go to Floor plan > choose O1 > see that the order is transferred.
We can check it by the name of able at the top of PoS UI:
Or at the list of orders:
Make Payment
To proceed the payment > click on the “Payment” button inside of the PoS order UI:
The Payment Screen will open:
Single payment method
Just click on the chosen payment method (f.e. “Cash”) and see how the “Validate” button became active:
Click on the “Validate” button to proceed the payment > depending on the “Bills & Receipts” section in PoS Settings > the receipt will be printed automatically and the cashier will be directed to the floor plan.
More than one payment method
1. Click at the first Payment method, than input the amount required by using the buttons with numbers at the screen:
2. Click at the second Payment method.
3. Repeat the actions according the number of Payment methods that are used.
4. Click "Validate" button.
Add Tips to Order
Configure TIPs Product
Open PoS app > Products > Products > find “TIPs” product:
Open Tips Product form view:
It should be NOT Storable.
The Tax amount with 0% should be chosen.
Open PoS app > Dashboard > Choose POS session and enable the Tips Product in Settings > Payment section:
Starting from this point we can add tips after Payment from the Payment Screen:
But first, let's check the option of automatically calculated tips in POS.
Configure Automatically Calculated TIPs
Configuration > Automatic Tip Calculations:
This feature introduces an automatic tip calculation option. This allow to select predefined tip percentages or enter a custom amount, making tipping more convenient and efficient.
Functionality:
- Configure fixed percentage options for tips.
- Default percentages: 5%, 10%.
- Ability to customize these percentages by using create option.
Add the custom percentage with a specific description at the following UI:
At the Payment Screen, The new feature appears as a new button under the existing "Tips" button as the following:
Further let's check how to add tips to Payment.
Add Tips to payment
Tips should be added before defining the payment method. Upon selecting the button, a pop-up will appear to input the tip amount.
After adding the value, the total price will adjust, and the Tips button will be highlighted in green, displaying the tip amount, as described below:
- if we use mannually added tips:
- if we use automatically calculated tips:
After this, you can proceed to select the relevant payment method.
If you wish to modify the Tips value, select the button again and make the necessary adjustments. To remove it, avoid using the delete button as it will not remove the tip, instead, set the TIPS value to 0.
If you select the payment method before adding the tips, it will appear as a remaining balance, prompting you to select a payment method again.
Add Global Discount
Configure Discount Product
Open PoS app > Products > Products > find “DISC” product:
Pay attention to the Product Type: it should be “Service”.
At the Sales tab: it should be available in PoS and have a PoS Product Category and Course.
Then we need to add Global Discount product into PoS session settings and input the default value:
Add Global Discount to an order
Click at the 'Discount" button inside of the order:
The popup will appear, keep the default value of discount or change it:
Check the discount in the order:
Check the discount at the bill:
Procced payment.
Check the discound in backend
Check the discount at the backend (available only for manager’s access):
manager can open PoS app > Orders > Orders.
Find the Order at the list and open the form view, the discount will be shown inside of the order:
Discount per line
The "Discount" button is enabled at the main POS widjet:
To make a discount per order line: choose the line and click on the Discount button pointed above, enter the discount value (%), check the change in the order:
Check the discount at the bill:
To check the discount from the backend (available only for manager’s access):
PoS app > Orders > Orders > Choose the Order from the list > Open it > Check the discount:
