Daily Operations
This page covers the typical flow of a shift — from opening to closing.
Video: Full shift walkthrough — to be recorded
Opening the Shift
Before taking orders, complete these steps:
1. Log In
Enter your credentials on the login screen. See Getting Started.
2. Check Printer & Cash Drawer
- Confirm the receipt printer is connected and has paper loaded.
- Open the cash drawer and count your starting float.
- Report any hardware issues to your manager before starting.
3. Verify Settings
- Confirm the correct order types are enabled (Dine-In, Takeaway, Delivery).
- Check the default order type matches your shift type.
- If you manage tables, verify the table layout is up to date.
Taking an Order — Basic Flow
This is the most common daily task. Follow these steps for every order:
Step 1 — Select Order Type
Choose Dine-In, Takeaway, or Delivery from the selector on the POS screen.
Step 2 — Add a Customer (Optional)
- Tap Search Customer to find an existing customer by name, phone, or email.
- Tap New Customer to register a walk-in customer.
- For anonymous orders, skip this step or enter just a name or buzz number.
Step 3 — Assign a Table (Dine-In Only)
- Tap the Table selector and choose an available table.
- The table status updates automatically once assigned.
Image: Screenshot of the order type selector
Step 4 — Add Items
- Browse categories in the product grid.
- Tap a product to add it to the cart.
- If the product has modifiers (e.g., toppings, extras), a popup appears — select the options and confirm.
- If the product has variants (e.g., sizes), choose the variant before confirming.
- To add a half & half item (e.g., half pizza), select the half option when prompted.
Image: Screenshot of the product grid with an item being selected
Step 5 — Review the Cart
Check the cart panel on the right:
- Verify items, quantities, and any customisations.
- To change quantity, tap the quantity field next to an item.
- To remove an item, tap the delete icon (a confirmation may appear if enabled in settings).
- To add a note for the kitchen, tap the note icon on a line item.
Image: Screenshot of the cart panel with items, quantities, and action icons
Step 6 — Apply Discounts or Coupons (Optional)
- Tap Add Coupon and enter the coupon code, or select an auto-applied offer.
- To apply a manual discount, tap Discount and enter the amount or percentage.
Note: Staff may need manager authorisation for discounts above the configured limit.
Step 7 — Proceed to Payment
Tap Checkout or Pay Now to open the payment screen. See Payments.
Step 8 — Print Receipt
After payment is confirmed:
- The receipt prints automatically (if configured), or
- You are asked whether to print — select Yes or No.
Handling Multiple Orders
The POS supports multiple open orders at the same time:
- Each order is stored in the cart list.
- Switch between open orders using the order tabs or cart selector.
- Useful for Dine-In scenarios where multiple tables have open orders.
Viewing Order History
To see past orders during your shift:
- Tap Orders in the navigation menu.
- Use the filters (date, status, order type) to find the order.
- Tap an order to view its details.
From the order detail screen you can:
- Reprint a receipt
- Void an order (requires manager authorisation if enabled)
- Refund an order (requires manager authorisation if enabled)
- View payment breakdown and order status history
Order Status Reference
| Status | Meaning |
|---|---|
| Placed | Order submitted, awaiting acceptance |
| Accepted | Kitchen has accepted the order |
| In Progress | Kitchen is preparing the order |
| Ready to Serve | Order is ready for pickup or serving |
| Finished | Order completed and served |
| Declined | Order rejected by kitchen |
| Cancelled | Order cancelled before preparation |
| Void | Order voided (usually before payment) |
| Refunded | Payment has been refunded |
For delivery orders, an additional status:
| Status | Meaning |
|---|---|
| Out for Delivery | Driver has picked up the order |
Closing the Shift (Cash Up)
At the end of your shift or the trading day:
- Count all cash in the till.
- Navigate to Cash Up in the menu.
- Follow the cash reconciliation process.
See Cash Up for detailed instructions.
Tips for Busy Periods
- Use keyboard shortcuts or barcode scanning if available to add products faster.
- Keep the default order type set to the most common order type for your shift.
- Use customer search before creating a new customer to avoid duplicates.
- If the printer is busy, you can re-print any receipt from Order History.