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Cashier Procedures

This section describes the procedures performed by a cashier.

For procedures relating to Retail, see Retail Services.

Order Entry Overview

Order_Entry_Screen_Overview.png

1

System Navigation

Open the System Navigation menu to access:

  • Order Entry - Enter orders.

  • Drive Thru - Enter drive thru orders.

  • Open Orders - Resume Open and Suspended orders.

  • Order History - View details about previous orders and perform various actions on those orders.

  • Functions - Perform terminal, drawer, and employee functions, and view reports.

  • Sign Out - Sign out of the terminal.

2

Employee Name

The name of the employee assigned to the drawer on this terminal.

3

Item Menus

The list of available item menus. Select a menu from the list to view the items on that menu.

4

Menu Items

The items that are available on the selected menu. Select items to add them to the order.

The quantity added to the current order appears in the upper-left of the item button.

5

Actions Menu

A list of actions to perform on order items. This list is only available when an item is selected from the order item listbox.

6

Order Total

The Total field displays the total amount due on the current order. This total includes the tax and any applied discounts. As items are added or removed from the order, the order total is adjusted.

To view a summary of the order total, select Summary. The field expands to display:

  • The subtotal (order total before tax or any applied discounts).

  • The total amount in discounts.

  • The total amount in taxes.

Select Total to proceed to the Tender screen to tender the current order.

7

Options

Open the Options menu to access a list of order options.

8

Tray Number

The Tray field identifies the tray number currently visible on the order item listbox.

9

Order Item Listbox

Items added to the current order. Each line on the listbox specifies:

  • The order item quantity.

  • The order item name.

  • The price of the order item.

Item modifiers are indented and listed below the order item to which they apply.

Select an item from the order item listbox to perform an action on the item, such as changing its quantity or applying a modifier.

10

Order Destination

Identifies the order destination for the order. Examples of order destinations include:

  • To Go

  • For Here

  • Drive Thru

  • Pick Up

  • Delivery

Select the down arrow next to this field to change the order destination.

11

Order Number

The order number assigned to the current order.

Toast Notifications

Toast notifications appear at the bottom of the screen to notify the user of a condition that requires attention.

Notifications are automatically dismissed after a few seconds and do not require acknowledgment by the user.

The following describes the toast notifications types:

Type

Description

Heads Up

Colored blue with letter i icon.

Contains information about a condition or event.

Success

Colored green with check mark icon.

Indicates operation is successfully completed.

Warning

Colored yellow with exclamation point.

Warns user about a condition or event.

Critical

Colored red with exclamation point.

Warns user about critical issue that may disrupt operations.