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Use the POS
Steve Jennings avatar
Written by Steve Jennings
Updated over a year ago

Navigation bar: POS

The POS view is the main view that staff use to create and edit orders, as well as handle payment. The view contains is divided into two mains areas: the Menu and the Cart

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The Menu area in the POS

The Menu area contains all the Menu Products, the Menu Categories, the search form, the filtering features, some device specific settings, and the Wine Menu selection.

Clicking a menu product will add it immediately to the cart. If the same product is clicked again, the cart item will just increase its quantity.

Each Kitchen product also has a ‘+’ button at the bottom-right corner. This button opens the product overview panel, allowing you to make ingredient modifications or change the quantity before adding the product to the cart. Note that you will always edit products after they have been added to the Cart, simply by clicking on the product item in the Cart.

Sorting

The Products in the Menu area are sorted according to the following criteria:

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  1. Menu Category

  2. Product number (if set)

  3. Price (if the Menu Category defines it)

  4. Alphabetical order

By-the-glass, multiple prices, and open price options

Some products are defined as being sellable by the glass (typically a wine bottle).

In such cases the product item shows a glass icon in the left-bottom corner, and when the item is clicked a panel opens up offering the possibility to choose between the whole bottle or a glass. Similarly, products that have multiple prices defined require one of the price choices to be selected.

Some products are defined as ‘Open Price’, meaning that before the product is added to the cart, the POS user must insert a price for it.

Search

The search features offer an extremely quick way to find a product. This is especially useful if your menu is quite large. As characters are typed in the search field, a list of all products containing the search text in the product name or description appears.

The Cart area in the POS

The cart contains the actual order with products and price.

Besides listing all the order products, the cart offers the possibility to:

  • add an open product to the cart

  • set special request comments or ingredients modifications to the menu items

  • define serving group priorities

  • set discounts per product or per order

  • define the order of guests in the order

  • set the seating Location

  • set order time and customer info (for pick-up later orders)

  • associate the order to a loyal customer

  • pay the order now or later

Open product

An Open Product is a cart item that does not exist in your Menu. You must define a price for it, and optionally the Kitchen or Bar product type, together with a description (shown in the receipt) and a product station.

The Open Product can be added by clicking the top-right ‘+’ button.

Serving group priorities

Order products can be grouped defining the serving priority. There are 2 ways to group products:

  • by Category

  • manually

A button in the cart allows you to choose if you want to automatically group products by their category or manually. When grouped manually, products are added in the same group until a new serving group is added by pressing the button in the cart top-left corner.

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No matter which grouping criteria is used, product items can be dragged and dropped from one group into another.

Paying

A new order can be paid immediately when it is created (‘PAY NOW’ button) or later (‘PAY LATER’ button). The PAY LATER option is only permitted when a Location is associated with the order.

Modify an order

Fresto offers the possibility to edit orders after they are created, by adding, removing or modifying products. It also provides an easy way to re-order a product that was already in the order, such as another drink of the same type that another guest already ordered).

It is a good practice to add new orders on the same Location if guests want to order more.

This will keep the kitchen workflow more organized.

Manage order status

Fresto offers a digital way of communicating between the kitchen and the waiting staff.

Each serving group (group of products) in an order has a status that can be HOLD, START, PASS, READY, or SERVED. (PASS and READY are optional).

Each different member of the staff can filter products in the order by which status they want to manage.

Merge and split orders

If many orders are placed on the same Location, and the guests want to pay, Fresto offers an easy way to merge all the existing Location orders into one.

Conversely, it often happens that guests request to split the bill. Fresto can split the bill either equally by number of guests, or by product.

Making payment

An order can be paid when created, or later.

As mentioned above the Pay Later feature is available only if a Location (e.g., a table) is associated with the order. This means the POS will allow you to keep adding orders to the same Location. At the end, you can merge them into a single bill and take payment for it.

Regardless of whether an order is paid Now or Later, the payment process happens inside the Payment dialog:

The dialog gives a summary of the products in the order, and offers the possibility to pay by Card, Cash, Offline, Wallet or Gift Card:

Payment type

Description

Card

The customer uses a credit/debit card to pay via the card machine using our system. Since this is seamlessly integrated, the display updates as soon as payment is completed.

Cash

The staff member receives payment by cash.

The cash amount can be the same as the order total amount, it can be higher (in which case the difference is calculated and displayed) or it can be lower (in which case, the cash is considered a partial payment, with the remaining amount to be paid in a different way).

Offline

The customer pays in some other way, for example via a terminal that is not part of Fresto’s integrated system.

Wallet

The customer pays using some external electronic means. For Fresto it just means that the order was paid.

Gift Card

The customer pays using a Fresto Gift Card. The Payment dialog offers the possibility to either manually enter the Gift Card code, or scan the associated QR code to settle the payment fully or partially.

The distinction between paying by Wallet and paying Offline is relevant for reporting and accounting reasons.

Printing out and sending by email and SMS

Once the order is paid, it can be emailed, sent by SMS, or printed for the customer.

If the order contains customer information (from a booking, for example) the customer email and phone number are filled in automatically.

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