Skip to content

OTO POS Participant Workbook

Name: ____ Role: ___ Date: _____

Use only the training tenant and the credentials assigned to you. Your trainer will supply the fictional table, products, tender, and customer details.

Readiness check

  • I am in the training tenant.
  • My identity is shown correctly.
  • The correct outlet/store is selected.
  • The printer or training fallback is ready.
  • I know which actions require approval today.

Scenario A — place a waiter order

Table: _ Store: _ Product 1: _
Product 2: _ Quantity: _ Note/side dish: _

  • Build the requested order.
  • Review table, store, items, quantities, and note.
  • Authorize and submit using your own waiter identity and PIN.
  • Verify the confirmation and kitchen/order output.

Order ID or identifying details: ___________

Scenario B — turn orders into a bill

Table: _ Requested orders/items: ____

  • Open the KOT start screen → BILLING and authorize with my own waiter PIN.
  • Open the table's orders.
  • Combine the requested quantities from all specified orders.
  • Check the bill total.
  • Save and record the bill ID.
  • Confirm any unbilled quantities remain available on the table.

Bill ID: _ Expected total: _ Actual total: ____

Discount name (if authorized): _ Rate: Reason: _

Scenario C — accept payment

Bill ID: _ Method: _ Currency: _ Amount: ___

  • Verify the bill before payment.
  • Locate it under Pending Bills and match bill ID, waiter, and amount.
  • Record the payment exactly as tendered.
  • Confirm the bill leaves Pending Bills after closure.
  • Verify balance/status and receipt outcome.

Final balance: _ Final status: _

Customer practice, when assigned

  • Search for and select the assigned existing fictional customer.
  • Verify the selected customer appears on the bill.
  • Explain when Walk-In is appropriate.
  • Open Add New, identify the required fields, and explain how duplicate records are prevented.

Do not create a customer during practice unless the trainer assigned a fictional record and authorized submission.

Optional split-payment practice

First method: _ Amount: _
Second method: _ Amount: _

  • After the first payment, confirm the recorded amount and remaining balance.
  • Close only at zero and verify both rows in Reports → Payments.

Optional complimentary-bill practice

Bill ID: _ Approval/reason: ______

  • Apply only the assigned configured 100% discount to every intended item.
  • Verify the final total is zero and do not enter a payment.
  • Confirm the bill leaves Pending Bills.
  • Verify it in Reports → Complementary Bills.

Scenario D — uncertain result

The screen times out immediately after you submit an order or payment. Write the safe response in order:

Scenario E — shift check

  • Review and explain every Pending Bill.
  • Open Cashier Summary for the correct cashier/date.
  • Compare physical/external tender with each payment-method total.
  • Reconcile individual rows in Reports → Payments.
  • Use My Shift to review bill-level balances.
  • Identify any balance or discrepancy by bill ID.

Expected: _ Actual: _ Difference: ____

My three safety rules

Supervisor add-on

Complete this section only if your assigned role is Supervisor.

Scenario F — cancel an order

Order ID: _ Reason: ___________

  • Verify the waiter, table, store, items, and total.
  • Cancel the order with a clear reason.
  • Confirm Cancelled: Yes and verify the saved reason.

Scenario G — cancel or refund a bill

Bill ID: _ Paid / Unpaid: _

  • Verify the customer, waiter, items, total, payments, and balance.
  • Select the correct reason and add a useful comment.
  • Decide correctly whether associated orders should also be cancelled.
  • Confirm the bill in Cancelled Bills.
  • For a paid reversal, reconcile Cashier Summary and Payments.

Scenario H — emergency service request

Approved service: _ Price: _ Tax: ____

  • Search first to prevent a duplicate.
  • Complete the form using Service as the product type.
  • Leave inventory tracking off.
  • Explain who must review the entry afterward.

Do not submit during practice unless the trainer has approved a test entry.

Scenario I — staff and table access

  • Demonstrate how to add an approved user as a Waiter or Cashier.
  • Explain how activation and deactivation are handled.
  • Explain why a Supervisor must send table changes to a Manager or Administrator even when the controls are visible.

Scenario J — prepare for New Day

  • Confirm there are no pending bills.
  • Confirm there are no pending orders.
  • Reconcile Cashier Summary, Payments, and X Report.
  • Explain when to stop instead of continuing.
  • Confirm that New Day changes the working date and requires the authorized closing procedure.

Do not select New Day during practice unless the trainer has explicitly approved closing the training date.

Product and Sides Configuration add-on

Scenario K — approved product setup

Product: _ Group: _ Category: _ Unit: _

Cost: _ Price: _ Tax: _ Type: _

  • Search Products first and confirm no duplicate exists.
  • Select the approved group, category, unit, tax, type, and availability.
  • Set inventory tracking correctly.
  • Review the record and explain how it will be verified in POS.

Do not submit unless the trainer assigned and approved a fictional record.

Scenario L — sides management

Side: ____ Description: _______

  • Search Sides first.
  • Explain that the current side list is shared rather than assigned per product.
  • State which role is required to create a new side.
  • Explain how to verify the change in a test KOT item.

Scenario M — configuration request

Requested setting: ____ Requested by: ______

  • Identify the minimum required role.
  • Record the previous value and dependencies.
  • Explain the checks required before saving.
  • Name the KOT, Billing, room, payment, report, or printing workflow that must be tested afterward.
  • Explain why integration keys must never be displayed or shared.