POS Take Order Page Overview

The Take Order page is where staff can create new orders, add items, assign customers and complete payment, all from a single view. This screen works for dine-in, takeaway and delivery workflows.

To Get Started

Open the TechSuite POS App and navigate to the Take Order screen. For a step-by-step walkthrough of starting an order, assigning a customer and taking payment, see How to Take an Order.

a. Header Bar and Menu Options

At the very top of the screen, you’ll find a set of controls that help guide the flow of the order.

• a.1. Order Types Button

  On the left-hand side, staff can switch between order types such as In-store, Takeaway and Delivery. The types shown here are managed in the POS Profile settings from the Portal. To adjust which order types appear on POS, go to: TechSuite Portal → Settings → Devices & Profiles → POS Profiles → Edit POS Profile.

• a.2. Menu Option Button

  Use the dropdown labelled “All Items” to switch between available menus. Menus are created in the Management Portal and can be linked to specific locations. This allows for seasonal or branch-specific offerings.

• a.3. Held Orders Button

  Tapping the Held Orders button takes you to a list of saved orders that have not yet been finalised. This is useful when a customer wants to add more later or needs time to decide.

• a.4. Search Icon

  The magnifying glass allows you to search for items within the currently selected menu.

• a.5. Open Item

  Use this when you need to sell something that isn’t in your inventory. Tap Open Item, enter a one-time name and price (optional note), and it’s added straight to the basket and receipt like a normal item. It won’t be saved to the Item Library or tracked for stock. Ideal for one-off or temporary products until you create a proper item later.

b. Categories and Items

Just beneath the header, you’ll see a row of tabs representing item categories.

• b.1. Category Tabs

  These are pulled from the inventory categories set up in the Portal. When POS Menu is set to “All Items”, all categories will appear here. The order of these categories can be customised in the Portal.

• b.2. Item Grid

  Inside each category, items are displayed in a tile format showing the name, image and price.

• b.3. Item Selection and Modifiers

  Tapping an item will add it to the order. If the item has modifiers, you will first be prompted to select the required or optional options before it is added. Modifier behaviour (for example, required, optional, free or charged) depends on the group settings configured in the Portal.

c. Basket Panel

On the right-hand side, you’ll see the active order panel.

• c.1. Order ID

  New orders begin with the name “New”, which is automatically replaced with a number once saved or completed.

• c.2. Customer Assignment

  Tap “Add Customer” to attach a customer to the order. You can either add them manually or select from existing records.

• c.3. Order List

  As you add items, they appear in this panel with quantity controls and the ability to remove items. Items with modifiers are grouped under the main product for clarity.

• c.4. Table Number

  Tap the Table button to open a numeric keypad, then enter the customer’s table number. The table is shown on the order header, prints on kitchen tickets/receipts, and appears on the KDS (if connected).

d. Action Buttons Above the Basket

To the right of the order name and customer section, there are a set of action icons that help you manage the current bill.

• d.1. Add Customer Allergens

  Click this button to open a popup where staff can add the customer’s allergens, then click Confirm.

• d.2. Order Note

  Opens a panel where staff can add a note to the entire order. This is helpful for kitchen instructions, packaging requests, or general remarks.

• d.3. Order Discount

  Opens the Order Adjustments popup, where you can:

  1. Remove an additional cost/fee (e.g., service charge, cutlery).
  2. Apply a manual promotion to the entire order.
   

• d.4. Hold Order

  Places the order on hold. This sends the current bill to the Held Orders section, where it can be resumed and edited later.

e. Item Controls in the Basket

Each item added to the basket includes several quick-action buttons that allow staff to make changes before completing the order. Tap an item to reveal these buttons, the selected row highlights in blue, and the controls appear directly beneath the item name.

• e.1. Item Info

  Tap the Item Info to view detailed information about the item. This can include a description, ingredients, allergens, and more.

• e.2. Item Promotions

  Apply a promotion to the individual item.

• e.3. Item Note

  Use this to add a note to the specific item. Item notes are helpful for small adjustments such as “no sauce”, “extra crispy", or “cut in half". These notes typically print to the kitchen or appear on the KDS depending on your setup.

f. Payment Section

At the bottom of the basket panel, you’ll find the payment tools.

• f.1. Quick Cash & Quick Card

  These buttons allow staff to complete the order immediately using cash or card, with no further confirmation screens. This speeds up service during busy times.

• f.2. Pay Button

  Tapping “Pay” opens the full payment screen. From here, you can choose to split the bill, enter custom payment amounts or select alternative methods.

Where to Start?

For a step-by-step walkthrough, see how to take an order in TechSuite POS.