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Transaction Terminal

The Transaction Terminal is used to process guest orders and transactions through the outlet. It provides a comprehensive set of functions to manage orders, payments, and item modifications efficiently.

Button Functions

  1. New Order: Create a new order or save a captain order that was previously created.
  2. Recall Captain Order: Save and recall other captain orders.
  3. Cancel Captain Order: Void or cancel the active captain order.
  4. Add Special Item: Add items not listed in the menu (Special Food or Beverage).
  5. Closed Transaction: View transactions that have been closed.
  6. Quick Payment Cash: Enter cash payment amounts quickly.
  7. Change Quantity: Modify the quantity of selected items in the items table.
  8. Update Remark: Add notes to selected items in the items table.
  9. Discount: Apply discounts to product items.
  10. Override Price: Change the price of product items (requires access).
  11. Modify Price: Remove tax/service or set item price to zero (requires access).
  12. Remove Item: Delete one or all items from the items table.
  13. Payment: Process payment for the captain order.
  14. Print Captain Order: Print the captain order.
  15. Finish Sale: Close the transaction.

Step-by-Step Usage

  1. In the Point Of Sales module, select the Transaction Terminal submenu to open the terminal window.
  2. To create a Captain Order, click New Order (+):
    • Select transaction type (Compliment or not).
    • Choose Sub Department.
    • Change Outlet if needed.
    • Select Table number.
    • Select Waitress name.
    • Enter Guest Name.
    • Enter number of Adults and Children.
    • Enter Document Number if using Captain Order.
    • Add remarks if needed.
    • Click Save to finish.
    • The Captain Order information will be displayed in the terminal.
  3. Add products ordered by guests:
    • Select Product Categories.
    • Click the desired Product Item to add it to the order.
    • Adjust quantity as needed using Change Quantity.
    • Items and quantities will appear in the Items group table.
    • To select products from other categories, repeat the steps above.
    • Use the search textbox for quick product selection.
  4. To add a new item not in the menu:
    • Click Spc Item.
    • Enter user ID and password for access.
    • Select Type (Food or Beverage).
    • Enter Name, Quantity, and Price.
    • Click Save to add the item.
  5. To save or recall captain orders:
    • Click New Order (+) to save and create a new captain order.
    • Use Recall Captain Order to retrieve other captain orders.
    • Click Close (X) to save and close the terminal.
  6. To change item quantity:
    • Select the item in the Items group.
    • Click Change Quantity.
    • Enter the desired quantity and confirm.
  7. To update item remarks:
    • Select the item and click Remark.
    • Enter the note and click Save & Close.
  8. To apply discounts:
    • Select the item and click Discount.
    • Enter user ID and password for access.
    • Choose discount percentage or nominal value.
    • Apply to selected item or all items.
    • Discount will be shown in the Summary section.
  9. To override item price:
    • Select the item and click Override Price.
    • Enter user ID and password for access.
    • Enter the new price and confirm.
  10. To modify price (remove tax/service or set zero price):
    • Click Modify Price.
    • Enter user ID and password for access.
    • Choose the desired option and apply to selected or all items.