Creating & Editing Order Types

Process for Setting Up Order Types in the SoftPoint POS System

1. 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.

2. 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).

3. 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.

4. 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

5. Deactivate or Delete Order Types:

   • Non-default order types can be deactivated or deleted using the drop-down menu.

6. 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.

7. 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.

8. Complete Setup:

   • Once set up, the order types are ready to be used in the SoftPoint POS system.