Server Handheld Mode - New Order and Checkout

You can start and submit a new order, as well as complete a checkout, right from your terminal.
To get started, navigate to the Locations Screen of your terminal. Here you will see all locations linked to this device profile.

If desired, you can filter your view using the 'Filter' option in the top right-hand corner. This can be particularly useful for a server that is only waiting on 3 tables and would prefer to view only those locations.

When you are ready to create the order, select the location for which you would like to place the order by clicking on it. Then select ‘New Order’ from the top right corner of the screen.

Select the number of guests in the party and click ‘Go’.

Next, select items from available menus. Note that if you entered more than 1 guest, you will be required to assign a seat number to each item. 

Selecting the Menu Headers will show all Menu Items listed under that Header. Modifiers and Nested Modifiers will also appear when you select Menu Items. 

There is the ability to search all or selected menus by typing in item names.

You also have the ability to leave Special Instructions by selecting 'Special Request' from the lower bar.

Once the order is complete, click ‘Checkout’.

You will then have the option to split the check if necessary. Simply select menu items you’d like to move and then click the desired separate check.

If an item goes out of stock while you are splitting checks, you are now notified and can remove the item without going back to the cart.

When ready, select ‘Checkout’.

After using a Card Reader to add the guest’s credit card information, they’ll have the option to 'Start Tab' or 'Pay Now'.

If you are adding items to a Tab, the card used to start the Tab will appear as a payment option.

Once a credit card and payment option are selected, select ‘Continue’ and ‘Pay Now’ to complete the transaction.

From this page, you have the ability to send a receipt via email or SMS text to the guest.

Once Checkout is complete, you can 'Submit Order.' The order will appear on your KDS screen as a Current Order. 

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