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Overview

The POS system is designed for restaurant staff to quickly take orders for walk-in customers, phone orders, and table service. It provides a streamlined interface optimized for speed and accuracy.

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Accessing the POS

Navigate to POS from your dashboard sidebar.
Users need the orders:create permission to access the POS. This includes roles: staff, branch_manager, and org_admin.

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Interface Layout

The POS interface is split into two main sections:

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Left Side: Product Selection

Search Bar
  • Quick search by product name
  • Real-time filtering as you type
  • Displays matching items across all categories
Category Filter
  • Horizontal category tabs
  • Click to filter products by category
  • “All” option to show everything
Product Grid
  • Visual grid of menu items with images
  • Shows: image, name, price
  • Displays availability status
  • Click to add to cart or open modifier dialog
Use the search bar for fastest item lookup when you know the product name. Use categories when browsing.

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Right Side: Cart & Checkout

Order Header
  • Order type selector: Dine In / Takeout
  • Customer name field (optional but recommended)
  • Order notes field (kitchen instructions)
Cart Items
  • Line items with quantity controls
  • Shows modifiers if applicable
  • Remove item button
  • Individual item notes
Order Summary
  • Subtotal (before tax)
  • Tax amount (based on branch tax rate)
  • Total in large, bold text
Action Buttons
  • Clear Cart - Remove all items
  • Create Order - Submit to kitchen

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Taking an Order

1

Select Order Type

Choose between:
  • Dine In: Customer eating at the restaurant
  • Takeout: Order to go
2

Add Customer Name

Enter the customer’s name (or “Table 5”, “Phone Order”, etc.)This helps identify orders in the kitchen and order list.
3

Add Items to Cart

Click products to add them. Each click adds quantity +1.For items with modifiers:
  • Modifier dialog opens automatically
  • Select options (e.g., size, toppings)
  • Add special notes if needed
  • Click “Add to Cart”
4

Review Cart

Check quantities and modifiers are correct.Use +/- buttons to adjust quantities or remove items.
5

Add Order Notes (Optional)

Add kitchen notes like:
  • “Rush order”
  • “Allergies: nuts”
  • “Extra hot”
6

Submit Order

Click “Create Order” button.Order is sent to kitchen and appears on KDS.

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Order Confirmation

After creating an order:
  1. Success Dialog appears showing order number
  2. Cart is automatically cleared
  3. Order appears in the Orders list
  4. Kitchen Display System receives the order
The order number is assigned automatically (e.g., #1234). Reference this number for order tracking and payment processing.

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Working with Modifiers

Modifiers allow customization of menu items: Modifier Groups:
  • Required: Must select one (e.g., Size: Small, Medium, Large)
  • Optional: Select zero or more (e.g., Toppings)
Modifier Dialog: 
Product: Burger

[Required] Size
○ Small (+$0)
● Medium (+$2)  ← selected
○ Large (+$4)

[Optional] Toppings
☐ Cheese (+$1)
☑ Bacon (+$2)  ← selected
☐ Avocado (+$1.5)

Quantity: [−] 1 [+]

Notes: _______________

[Add to Cart - $12.00]
Price Calculation:
  • Base price + modifier prices
  • Displayed in real-time as selections change
  • Total shown on “Add to Cart” button

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Cart Management

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Adjusting Quantities

For items already in cart:
  • Use [+] to increase quantity
  • Use [−] to decrease quantity
  • Quantity reaches 0: item is removed

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Editing Modifiers

You cannot edit modifiers after adding to cart. Instead:
  1. Remove the item
  2. Re-add with correct modifiers
This ensures accuracy and prevents kitchen confusion.

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Clearing the Cart

Click “Clear Cart” to remove all items at once. Use case: Starting a new order without submitting the current one.

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Order Types

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Dine In Orders

  • Default order type
  • Customer is eating at the restaurant
  • Can be linked to a table session (optional)
  • Status flow: Pending → Confirmed → Preparing → Ready → Completed

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Takeout Orders

  • Customer picks up the order
  • May include phone number for pickup notification
  • Same status flow as dine-in
  • Kitchen may prioritize differently
Use the customer name field to indicate pickup time, e.g., “John - 6:30 PM”.

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Order Workflow

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Real-time Updates

Orders created in POS are broadcast in real-time:
  • Kitchen Display: Receives order immediately
  • Order Dashboard: Shows in active orders list
  • Customer (if QR order): Sees order status update
No manual refresh required - WebSocket updates are instant.

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Multi-Branch Operations

The POS is branch-scoped. Orders created in POS are assigned to your currently selected branch.
To take orders for a different branch:
  1. Click branch selector in top nav
  2. Switch to the target branch
  3. POS loads that branch’s menu
  4. Orders are created in the selected branch

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Integration with Payments

After creating an order:
  1. Navigate to Payments page
  2. Find the order by number or customer name
  3. Process payment (see Payment Processing)
  4. Order status updates to completed
For fast-casual service, you can create order and process payment in quick succession without leaving the dashboard.

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Keyboard Shortcuts

The POS system supports keyboard shortcuts for faster operation:
  • F - Focus search
  • Enter - Create order
  • Esc - Close dialogs
  • + / - - Adjust quantity

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Best Practices

Always Add Customer Name

Even “Guest 1” is better than blank. Helps kitchen and payment processing.

Use Order Notes for Urgency

Mark rush orders or special timing in notes field.

Double-Check Modifiers

Review modifiers before submitting, especially for complex orders.

Clear Cart Between Orders

Prevents accidental submission of previous customer’s items.

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Common Workflows

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Walk-in Customer

  1. Customer approaches counter
  2. Staff opens POS
  3. Customer orders verbally
  4. Staff adds items to cart
  5. Staff confirms order with customer
  6. Submit order
  7. Process payment immediately
  8. Hand receipt and order number

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Phone Order

  1. Customer calls restaurant
  2. Staff opens POS, sets type to “Takeout”
  3. Enters customer name and phone
  4. Takes order over phone
  5. Adds items to cart
  6. Confirms total with customer
  7. Submits order
  8. Tells customer pickup time and order number
  9. Payment on pickup

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Table Service (Manual)

  1. Waiter takes order at table
  2. Returns to POS
  3. Enters “Table X” as customer name
  4. Adds all items
  5. Submits order to kitchen
  6. Kitchen prepares and serves
  7. Payment processed when customer requests bill

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