How to Use the POS Screen for Different Scenarios

This guide is for restaurant owners, administrators or managers. Before you run a transaction report you need to open a new restaurant,  add a restaurant menu item and onboard your employees

Here's how to navigate the POS screen for different situations:

Step 1: Accessing the POS Screen

•    Start from the home page of your Do Your Order account.
•    Click on the specific restaurant you are interested in managing.
•    Look for and click on the "POS" option to access the POS screen.

Step 2: Opening a Tab for Clients

On the POS screen, there is an option to open a tab for clients. This is useful when clients want to pay at the end of their service. You can even name the tab for easy reference.

Scenario 1: Client Pays Now and Consumes Now

If a client orders an item like a beer or gelato and plans to consume it immediately, the person serving them can take the order.

The server can then generate the bill and print a receipt directly from the POS screen. In this case, there's no need to "call items," as it will not be sent to the Kitchen Display System (KDS).

Scenario 2: Client Pays Now, but Consumes Later

• If a client orders food items that require preparation in the kitchen, these items should be "called" from the POS screen. This action ensures they appear in the Kitchen Display System (KDS).
• A receipt will be generated for the order, and the client pays at the counter. However, they can consume their meal once it's ready.

Scenario 3: Client Consumes Now (or Later), Pays Later

In some cases, such as in a pub, clients may consume drinks and want to pay later. 

• To accommodate this, you can open a "tab" for the client, which allows items to be debited on their account.
• At the end of the drinking session, the client is served with the bill, and the tab can be named for identification. 
• During the billing process, you can still split the bill if needed, avoiding the necessity to open multiple tabs for the same group of friends.
• If food items from the kitchen are ordered alongside drinks, remember to "call" those items to appear in the KDS for preparation.

By following these instructions, you can efficiently use the POS screen in various scenarios, providing flexibility for different payment and consumption preferences of your clients.