POS Help Centre
Find the answer while the customer waits¶
Short, task-based instructions for taking orders, creating bills, receiving payments, and closing the day in OTO POS.
Choose your role¶
-
Waiter
Place table orders, add sides, send items for preparation, and combine orders into a bill.
-
Cashier
Find pending bills, receive one or several payments, charge to a room, and close the bill.
-
Supervisor
Corrections, cancellations, discounts, urgent setup, staff access, and end-of-day reports.
-
Configuration owner
Maintain products, services, prices, and side dishes for the outlet.
-
Report user
Choose, generate, and reconcile POS reports, including X and Z reports.
-
Practice
Guided exercises to confirm a new user can complete each task unaided.
Before you begin¶
Confirm these four things on every transaction
- You are using the correct account.
- The correct outlet, table, and waiter are shown.
- The bill ID and amount match the customer request.
- You know when approval is required.
Never share a password or waiter PIN. If the result of an action is unclear, stop and find the order or bill before trying again.
Role boundaries¶
| Action | Owner | Approval |
|---|---|---|
| Place orders and create customer bills | Waiter | — |
| Verify pending bills, record payment, close | Cashier | — |
| Cancellation and refunds | Supervisor | Required |
| Maintain Waiter and Cashier access | Supervisor | — |
| Table changes | Manager | Required |
| Product and side setup | Config owner | Emergency only |
| X/Z reports and NEW DAY | Closing role | — |
The controls you can see may include actions you are not allowed to perform. When unsure, leave the transaction unchanged and ask your Supervisor.