How do I…? — POS¶

Find what you are trying to do in the left-hand column. Each row gives the words OTO uses for it, who normally does it, and the page that answers it.

Orders and billing¶

If you need to…	OTO words or screens	Usually done by	Go to
Start or add another order	POS, table, waiter PIN, order	Waiter	Waiter guide
Add an accompaniment to an item	Side, side dish	Waiter	Waiter guide
Send items for preparation	KOT, kitchen order ticket	Waiter	Waiter guide
Combine some or all table orders into a bill	KOT, Billing, order selection	Waiter	Waiter guide
Find and settle a bill	Pending Bills, payment, close bill	Cashier	Cashier guide
Sell a service with no order — gym, massage, pool	Direct bill, manual billing, Served By	Cashier	Cashier guide
Tell two versions of the same product apart	Unit, crate, box, piece	Waiter or cashier	Cashier guide
Use more than one payment method	Split payment, partial payment	Cashier	Cashier guide
Set or create the customer on a bill	Customer, New Customer	Cashier	Cashier guide
Charge a bill to a guest room	Send to Room, room charge	Cashier	Cashier guide
Find a printed bill by scanning it	Bill Scanner, START SCAN	Cashier	Cashier guide
Enter a customer's purchase code	TIN Purchase code, tax receipt	Cashier	Cashier guide
Make a bill complimentary	100% discount, complimentary	Cashier with approval	Cashier guide

If you need to…	OTO words or screens	Usually done by	Go to
Correct or cancel an order	Cancel order, cancellation	Supervisor or above	Supervisor guide
Remove or cancel a payment	View Bill, payment correction	Authorized role	Cashier guide
Review orders and payments linked to a bill	View Bill	Cashier or Supervisor	Cashier guide
Reprint a bill	Print, reprint, copy limit	Cashier or Supervisor	Cashier guide
Apply a discount	Discount, reason, approval	Cashier or Supervisor	Cashier guide
Review sales or close the business day	POS reports, X/Z report, New Day	Authorized closing role	Reports guide
See the day at a glance	Dashboard, peak hours, popular products	Supervisor or above	Supervisor guide
Read sales as a chart	Sales Insights	Report user	Reports guide

If you need to…	OTO words or screens	Usually done by	Go to
Add or change a product or service	Products, services, price	Configuration owner	Configuration guide
Add or change sides	Sides, side dishes	Configuration owner	Configuration guide
Put a product on the ordering screen	Menus, menu items, menu price	Configuration owner	Configuration guide
Change the price charged at the till	Menu Price, base price	Configuration owner	Configuration guide
Choose which menus a till shows	Workstations, Workstation Menus	Supervisor or authorized manager	Configuration guide
Send items to the right kitchen or bar	Item to Store Rules, mapping	Configuration owner	Configuration guide
Work out why an item is missing from a till	Menu, workstation, store rule	Configuration owner	Configuration guide
Add a table, waiter, or cashier	Tables, users, access	Supervisor or authorized manager	Supervisor guide
Resolve an unclear result	Missing order, bill, payment, print	User and Supervisor	Troubleshooting