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’.

From here you can now navigate the menu and add items and modifiers.

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

Once you have the item selected you can adjust the quality of the menu item you would like to add.

You must then select the seat number or seat numbers for this item to be served to.

You also have the ability to leave Special Instructions by selecting 'Special Request' from the lower bar. Once the order is complete, click ‘Checkout’.

From here you will be allowed to split the check.

Select the items that you would like to split and then select whether you would like to split by seat or by item. 

If you select separate by seat, any item that was served to multiple seats will be split equally between those seats.

You can easily move items to other checks as needed. Select the item you would like to move and tap the check you would like to move it to.

Once you are ready, select the blue 'Checkout' button.

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. If no payment method is available then select 'Continue' to add a card.

From this screen, you can hand the device to the guest to select the Tip, add a Promo Code and add their contact info for digital Receipt. They can then select Pay Now and they will be prompted to use the chip reader.

The guest will then be prompted to return the device to the server.

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

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