In Direct Sale mode, customers pay for their order immediately. Direct sales are not assigned to a table or tab, making this workflow ideal for quick-service restaurants, cafes, and food stalls where wait staff are not involved.

To place an order in Direct Sale mode, a sales period must be opened and a user clocked in.

Processing orders in Direct Sale mode

Direct Sale mode is designed to support fast-paced workflows by simplifying the checkout process.

To process an order:

1. Navigate to the Register screen.
2. Add all items to the order by selecting them from the menu. To add multiples of an item, tap the correct quantity on the keypad then tap the item button.
3. (Optional) Add a discount, assign a customer, edit the order, or perform other Register screen actions.
4. Tap Pay to process the order’s payment.

Editing Direct Sales

With the streamlined nature of Direct Sale mode, there are fewer editing options than when processing an order in Table Service mode.

The Actions menu will allow you to:

• Add allergens: Tap Add/View to add an allergen warning or to view existing allergen warnings on an order. Allergens will be printed on all production tickets and displayed on the KDS.
• Add notes: Tap Add/View to add a note or to view existing notes on an order. Notes will show on all tickets for this order and the KDS.
• Open a tab: If bar tabs have been enabled on your account, tap Open a tab to open a new tab. This will change the order to Table Service mode.
• Clear unsent items: Tap Clear unsent items to clear any unsent items from the order while keeping the order open.
• Refund all items: Tap Refund all items to create a negative quantity for all items on the order.
• Apply a discount: Applies a discount to an entire order.
• Select order profile: Select an order type to apply to the order (such as Takeaway, Dine-in, or Delivery).

Editing items

To edit individual items, tap the edit button for the item. This will open available transaction actions for the selected order item. From here, you can adjust the item's quantity, remove the item from the order, refund the item, or apply a discount.

Completing payment

You can process the payment either by tapping one of your quickpay buttons, or by tapping Pay.

Selecting one of your quickpay options will automatically resolve the amount due as paid in full, with no option to add a tip or process change.

Tapping Pay will open the payment screen, where you can then select the payment type, enter the payment amount, and add a tip.

It is not possible to split checks while in Direct Sale mode. You can only split checks while settling an order in Table Service mode.

Placing an order on hold

Depending on your POS configuration, you can place a Direct Sale on hold from the POS, allowing the sale to be opened later from Orders screen. 

To put the order on hold and come back later for payment, tap On hold beside the keypad. 

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