Miscellaneous Quick Service POS How-To's
Outside of Submitting Orders, Taking Payments, or Processing Refunds. There are other various functions within your Point of Sale that are pretty important and help with using the system!
Table of Contents
Saving an Order for Later
Maybe your guest started ordering but forgot their wallet in their car. Instead of discarding their order or submitting the order without payment. You can save that order as a draft and continue it later!
To do so, exit out of the started order by clicking the "Go Back" button located at the top left. You will be prompted to "Save" or "Discard" the order when doing so. When clicking the "Save" option, the order will close, and you will be taken back to the main Orders and Requests screen. The order you started and saved will be at the top and labeled as "Open."
To continue with this order, click on it and pick up where you left off!
Discard an Order
Have you started an order but need to discard it completely? Maybe a guest changed their mind, or you realized they have already been helped. Not a problem!
To discard an order, click on the "Go Back" button located at the top right of the screen. You will be given an option to "Discard" or "Save" the order. Click on the Discard option. That order will then be removed entirely, and you will be taken back to the main Orders and Requests screen.
(Note: Make sure you want to discard the order. Once discarded, the order can not be brought back)
Opening your Cash Drawer
If you have a Cash Drawer set up with your Table Needs Point of Sale. That cash drawer will be connected to your main receipt printer. When taking cash payments, you will be given the option to open the cash drawer alongside printing a receipt. But what if you need to open the cash drawer without taking payment? Read on to find out how!
To open your Cash Drawer, we will first need to start a new order. Items do not need to be added to this order, but we need to be on this screen to access the Drawer.
Next, click on the three "Dots" located to the left of the "Discount" button on the bottom left of the screen. You will be presented with a few different order options when doing so. At the top of these options is a "Cash Drawer" button. Clicking this button will allow you to open your Cash Drawer without submitting an order!
After opening the cash drawer, you can either discard this order. Or start a new one right from here!
New Open Item
Have you found yourself in a situation where you need to charge a guest for something that's not readily on your menu? Insert our "New Open Item" feature. This feature allows you to create a one-off item on the fly and add it to your guest's order!
To get started, click on the blue "New Open Item" button located at the bottom right of the order screen. Clicking this button will open a new screen to create the Open Item. (See image below)
This screen allows you to create and customize your one-off item entirely. You can set the item's name, price, and instructions!
The Tax Rate for this item will automatically match your restaurant's default Tax Rate but can be changed or customized. You can also define the "Destination" that you would like this item to go to. Then, when the order is submitted, the item will be sent to that destination, whether that be a KDS or a printer!
Once the item is created and ready to go, click the "Add Item" button at the bottom right of the screen. This item will now be displayed on the order as any other Menu Item would.
Printing Receipts
When an order is paid for and submitted, the system will automatically give you the option to print out a receipt. But what if you need to print out a receipt for an order that was already submitted? Maybe a guest lost their receipt or changed their mind!
To print the receipt of an already submitted order, navigate to the Orders and Requests page and click on the desired order. From here, click on the blue "Payments" button located at the bottom of the screen. This will open a screen that shows all processed payments for this order. A printer icon is just to the right of the "Full Refund" button. Clicking on this icon will allow you to select the printer that you would like to send the receipt to and begin printing it!
After clicking the "Print Receipt" button, you will get a notification at the bottom of the screen, letting you know that the system successfully sent the receipt to the printer.
Removing Order Items
Sometimes we accidentally add the wrong item to an order and need to remove it. Doing so is easy on the Table Needs Order page.
To remove an item from an order, click on the desired item from the tab on the right side of the screen. Then click on the "More Options" button located at the bottom of the screen. This will open a new window that gives you options for the item. Finally, click on the red "Delete" button to remove the item from the order.
(Note: items can not be removed from an order after it has been submitted. This only applies to orders before being submitted)
As always, if you have any questions for us. You can contact our support team by emailing support@tableneeds.com. And for urgent matters, by calling/texting (720) 821-4691.