Process for Setting Up Order Types in the SoftPoint POS System
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Access the Order Types Section:
- If using an external POS system, order types will be automatically populated from that system. For SoftPoint POS, proceed to create new order types manually.
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Create a New Order Type:
- Select the option to Create New Order Type and assign it a name (e.g., Dine-In, Take-Out, To-Go).
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Activate the Order Type:
- After creation, the order type will be marked as active. You can filter between active and inactive order types for easier management.
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Edit Order Type:
- Each order type has a drop-down menu for actions. You can edit the following:
- Name
- Status
- Default setting
- KDS (Kitchen Display System) type, if applicable
- Each order type has a drop-down menu for actions. You can edit the following:
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Deactivate or Delete Order Types:
- Non-default order types can be deactivated or deleted using the drop-down menu.
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Set a Default Order Type:
- Choose a default order type (e.g., Dine-In) that will automatically be selected when starting a new ticket in the POS system.
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Select Order Type When Starting a Ticket:
- When creating a new ticket, the default order type will be pre-selected, but you can choose a different one from the drop-down menu if needed.
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Complete Setup:
- Once set up, the order types are ready to be used in the SoftPoint POS system.
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