Learn how the checkout process works for new orders and how each screen functions!
In this article, we'll learn how to checkout a new order on the POS and what the process looks like! We'll cover the following topics:
The first screen you'll see after tapping charge on the register is the order type screen. Here you can select the type of order you want to track an order by. The default options here are:
In addition to the default order types, you can also create your own custom types through the partner dashboard. Read the article on that for more information on that process!
Selecting an order type is helpful for a few reasons. For starters, you can filter the ticket screens to only receive certain order types. If you have specialized stations such as a 'front patio' for in house vs. to go orders, you could route them to different places. Additionally, you can generate reports based on order types to see where you are making the most money from!
In the top right corner of the screen throughout the checkout process you will see a button to add a name to the order or link a patron. If the patron has an account with the restaurant, entering their phone number will automatically pull their information including gift cards and loyalty points. If they have not previously been to your business, a popup screen will prompt you to enter their name, thus associating that name with the phone number for all their future purchases! If a patron just wants to pay without linking a phone number you can add a customer name to the order by clicking add name.
After you've selected an order type, the next screen is for choosing how you want to pay for the order. The main options as shown in the above image are:
In the event that you need to charge multiple methods on one order, you can tap the 'Split' button on the payment methods page. This will initiate a process that will repeatedly ask you for a payment amount then a payment type to get charged that amount until the order is fully paid off. You can see that in the following two screenshots:
Once you've fully paid off an order, you'll be taken to the confirmation screen. Customers can claim digital receipts and see the rewards they've earned on the purchase. If they are a new customer, they can claim the rewards and create a new account with you. Additionally, if they paid with a card, they can choose to save that card for future reference and we'll automatically claim their rewards next time they spend.
Tapping the 'No Receipt' button will then display a big checkmark signaling to the customer that they do not need to do anything else!
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