Point of Sale

This lesson covers how to take a shipping order from the Point of Sale.

This lesson covers modifier setup inside OrderPort Restaurant. Modifiers allow you to offer customers modifications to food items in your catalog. They come in two forms: product modifiers and text modifiers. Both are set up on OrderPort admin.

This lesson covers the cash drawer audit feature on the OrderPort POS. This is an optional feature to reconcile your cash payments with the cash in your drawer.

This lesson covers how to add a member to your case club from the Point of Sale. Case club membership is given to customers who purchase enough bottles.

You can create new customer accounts from the Point of Sale. This allows you to track order history and save cards on file, among other things.

The timecards feature allows you to track clock ins and outs of your employees.

Work orders are created on the point of sale, and they allow you to start an order, take payment, then save the order later. This is especially useful to take deposits for events.

In this lesson, we will cover tab payments in the Point of Sale. Tab payments allow you to start payment of an order without closing it.

This lesson covers how to make, view, and start orders for reservations on the Point of Sale and Restaurant.

If your wine club allows customers to pick up their releases, this can be processed from the Point of Sale.

This lesson covers the setup process of point of sale printers. These printers can be kitchen, bar, and receipt printers.

Gift Cards are a unique type of product within OrderPort. When you wish to sell one, the workflow differs from the typical ordering process.

Order refunds can be made from the Point of Sale.

Tip presets and autogratuity settings can be changed in the Point of Sale module of OrderPort Admin.

This lesson covers the workflow for taking orders on the OrderPort Point of Sale system.

In OrderPort Restaurant, the automatic receipt printing can be configured. You can have OrderPort Restaurant automatically print both merchant and customer receipts, only automatically print the merchant receipt, or only print when the associate manually chooses to print the receipts.

In the point of sale, associates can split orders for customers in a few ways. They can split a bill in evenly, unevenly, or by guest. Each split can be payed using any payment method.

In the point of sale, there is a setting available to customize when the tip is requested for: before, or after the card is read. This setting is labeled as the contactless checkout setting.

The Point of Sale has many customization options that allow you to tailor it for your needs. These settings are found in the Point of Sale module in OrderPort Admin.

In the Point of Sale checkout, the other payments option contains check payments, purchase order payments, and member account payments. It also has any custom payment options that your business has set up.

Counts are done in the Point of Sale by your employees, and the inventory adjustments are finalized in OrderPort admin based on the count.

The Point of Sale must pair with your card reader to utilize the readers. This lesson covers the card reader pairing process.

Card can be added to customer account within OrderPort Admin, as well as the Point of sale. This allows the customer to save their payment method and use it in their orders and as payment for wine club releases.

If you ever need to add members to your wine club through OrderPort Admin, this can be done in the Wine Clubs module.

Free tastings allow you to give customers complimentary tastings based on their customer class. These free tastings are tracked with OrderPort's Free Tasting Tracker, which is managed in OrderPort admin and can be viewed in the Point of Sale.

If you utilize OrderPort's gift card system, it is important to understand how gift cards can be used as a payment method on the Point of Sale.

Editing an order is a simple process and can be done from the point of sale. This is useful in the event of a mistake or if your customer would like to add or remove from their order.

Gift Card Balance If you ever need to check the balance of a gift card from the point of sale, the process is simple. On the manage page, the menu to the right has the option to check the balance of a gift card. When you tap on this option, it will open a window …

Checking a Gift Card Balance (POS) Read More »