Processing a sale in CounterPOS

When a POS shift is active, you can process a new order by clicking on the Sale button at the bottom of the screen.

Tapping the Sale tab on the footer will open the sale screen, which shows the invoice in progress and your restaurants' menu.

The Sale screen can be divided into 2 main parts:

Invoice Details

The Invoice details section is where you can see the invoice you're building and all the things you've rung up so far.

Invoice info - the top banner displays information about this transaction, such as cashier, customer etc. You can set the Transaction Type here (Counter, Collect, Lounge etc.)
Sale controls - Above the left panel is a row of buttons that allow you to re-print the last invoice (or Send an order to the kitchen when applicable), add a customer, choose a sales channel, and choose additional options under “More” (this may include customised integration options).
Note that the View Last button changes to Send if this is an order type that is placed in advanced and not ready to be paid (Collect, Delivery, Lounge and Drop order types)
Basket and line options - This panel shows you all the information with regards to the sale, including rung-up menu items, the invoice total, and gives you the controls to discount, change item quantity, add notes, or void line items.
Payment options - The buttons at the bottom let you to choose from payment options that are enabled for your store, including Cash, Card, Voucher, Account, or “Other” third-party payments systems,

Your Menu

To the right of your basket is your menu. This is split into two columns. Your menu categories on the left, and that categories items on the right. The menu is maintained on the Portal, so any changes to items or categories will need to be made there by a user with brand-level access.

Ringing up items

Tap on a menu category to see its items. Then, tap on an item to add it to the basket.

When you do this, you'll notice a number tag for each item. This is a quantity indicator, and just lets you know how many of each item you've rung up.

The number on the category button tells you how many of those items from that category you've rung up.

Variants

Menu items will often come in different varieties - a typical example is that a given type of pizza, such as a Four Seasons, will come in Small, Medium, or Large varieties, or a Coke will come in Can, Buddies, or 2L sizes.

In CounterPOS, we call these different varieties "variants". You can filter your menu items by these different variants using the selector buttons along the top of the Menu item panel.

In this example, we have a selector called "Size" on our Drinks category, meaning we have size variants of these drinks. Tapping the "Size" selector will give us the different variations we can narrow down the menu items by.

Tap the variant you want and the menu items will only show that variant:

You can then tap the Variant selector again to un-select that variant and show the full list again.

Menu item options

Some menu items need you to make choices for them, to choose a flavor or offer an upsell, for example. In those cases, you'll be given an Option list that replaces your top-level menu for a moment.

In this example, selecting an item has required us to choose a sauce, so it's given us the Option list called Sauce Choice. The options we can choose from are on the right hand panel,

When selected, these items are added to the basket nested under the parent menu item:

On some occasions the option list will have an exclamation icon. This means you must choose an option before you can add this item to the basket.

Invoice and Item Notes

CounterPOS gives you the option to add notes to your invoice or individual items. Tap the Note button from the basket controls to add a note.

When no items are selected, an Invoice Note will be added.

An Invoice Note is a specific request or instruction with regards to the entire invoice - for example, "When delivering ask for the customer at reception".

Type the note in the text box that appears

When an item has been selected, an Item Note will be added for that item:

An Item Note is a specific request or instruction with regards to the item, it is important to note that you cannot use item note that would affect the stock quantity or prices like adding or removing toppings. e.g "Do not cook onions".

Processing payment

Now that we can add notes, let's pay for the order.

Choose a Payment method from the options listed beneath the basket. What payment options you have available depend on what your store is configured to accept.

Fulfilling Sales

Some sales, such as delivery or collect sales, may have been paid in advance or online. In this case, the system will mark these sales as 'Paid', but they may not yet have been completed yet in that they have yet to be delivered or collected.

To fulfil a sale, select the “check box” next to the order on the Summary screen. You can also select multiple checkboxes to fulfil multiple orders at a time.

To the top right of the Summary screen, we have the “fulfil sales” button.

Marking a sale as 'Fulfilled' means payment was successfully received, the order has been handed to the customer and the order is ready to be included in this shift’s POS cashup.