ℹ️ Using table service? These steps are for the regular Checkout. When table service is turned on, Checkout changes on every device at your location. See If you use table service at the end of this article.
Start in Checkout
At the top of the order panel, tap the channel button until it shows the one you want. It changes each time you tap it:
In-store (default): a guest at your counter or at a table.
Phone: a guest calling in for pickup or delivery.
3rd party: a marketplace order you enter by hand. It only shows once you turn it on (see Enter a 3rd party order by hand).
In-store orders
1. Set the channel to In-store.
2. Choose To-go or Dine in. To-go is selected by default.
3. For a dine-in order, tap Add table no. and enter the table number.
4. Optionally tap Add name to enter the guest's first name.
5. Add items to the cart, then tap Checkout to take payment.
ℹ️ The Add name and Add table no. buttons appear based on your Settings › Orders options (Ask for customer name, Ask for table number).
Phone orders
1. Set the channel to Phone.
2. Choose Pickup or Delivery.
3. Tap Add customer and enter or look up the guest by phone number. For a returning guest, their saved name and address fill in automatically. Add a name, and for delivery, an address.
4. For delivery, choose a provider on the In-house / 3rd party toggle. It appears after you add the address, and only when more than one provider is set up in Settings › Delivery.
5. Optionally tap ASAP to schedule the order for a later date and time.
6. Add items to the cart, then tap Checkout to take payment.
ℹ️ During a phone order, the guest-facing tablet stays on its rewards screen, since the guest isn't at the counter. It activates when you reopen a saved order to take payment.
Add items to the cart
Build the cart from the Checkout screen.
1. Tap a category, then tap an item.
2. Choose any option groups. You have to fill the required ones before you can add the item.
3. Tap Add.
To attach a note to a line, tap Add note in the item editor.
If you have more than one menu (like in-house and catering), tap the menu name at the top of Checkout and choose the one you want.
Manage the cart
Edit an item
Tap the item in the cart, make your changes, then tap Update.
Remove an item
Swipe left on the item, then tap the trash icon. You can also open the item, tap the trash icon next to the quantity, then tap Delete.
ℹ️ Once payment has started, you can't remove items from the order.
Add a custom item
Use a custom item for anything that isn't on your menu, like merch or an extra charge.
1. Tap Actions, then Add custom item.
2. Enter a Price and a Name.
3. Choose whether to apply tax, then add it to the cart.
Apply a discount
Tap Actions, then Add discount. Choose a coupon and tap Apply. To remove it, swipe left on the discount in the cart.
Make an order tax exempt
1. Tap Actions, then Tax exempt.
2. Enter the guest's tax exemption code and tap Done. If there's no code, tap Skip.
To undo it, tap Actions, then Remove tax exemption.
Start over
Tap Actions, then New sale, then Reset cart. This clears the cart so you can start the next order.
Take payment
When the order is built, tap Checkout to go to the payment screen. Choose Card, Cash, Card entry (manual), Gift card, or Pay later, then tap Pay.
For split payments, tips, and saving an order to pay later, see Take payment on your Owner tablet or POS.
ℹ️ No card reader connected? You'll take card payments with Card entry (manual). The Card tab shows a "no card reader available" note.
Enter a 3rd party order by hand
If you get marketplace orders on a separate tablet, you can enter them here so they show up in your reports.
1. Go to Settings › Orders.
2. Under Manual entry for 3rd party orders, turn on Show manual entry for 3rd party orders on checkout.
3. In Checkout, set the channel to 3rd party, then choose the marketplace.
4. Choose Pickup or Delivery, add the guest's name, and add the items.
Reorder for a returning guest
1. Add the guest to the order by phone number with Add customer.
2. Tap Actions, then Previous orders.
3. Tap the order you want, then tap Order again to reorder everything, or select items and tap Order [n] items again. The items drop into the current cart.
If you use table service
ℹ️ Owner POS only
When table service is turned on, Checkout changes on every device at your location. You can also seat guests from Tables and send their order to the kitchen in rounds. To seat and serve guests, see Seat guests and manage tables with table service.
When the cart is ready, use the buttons below it:
Stay: sends new items to the kitchen and keeps this order on screen.
Send: sends new items to the kitchen and starts a new order.
Checkout: opens the payment screen.
ℹ️ To take payment later for an order you already sent to the kitchen, go to Orders, tap the order, then tap Actions › Open in Checkout.
Manage the cart
To remove an item you already sent, tap it and choose Void item, or swipe left and tap Void sent item. The kitchen gets a void ticket. A manager may need to approve.
Add discount also lets you choose Discount check or Discount items to take a percent or dollar amount off. Pick a preset or enter an amount, then tap Apply discount.
Discounts can't be changed after payment has started.