How To - Corrections & Reopening Accounts


Corrections can be made on the account or table at any time, depending on the security settings managers authority maybe required to use some correction method


Fast Clear / Clear

This option allows items that have not been saved to be removed from the current order. The clear option does not affect stocks as the order has not yet been saved or paid.


  1. Press the Fast Clear button. This will change the order display to include up and down arrows.

  2. Scroll up or down as needed and press the required Product to be removed. Only items with the * symbol can be removed.

  3. In addition, by pressing on the Order Display area you can go into the main corrections screen and use the standard clear function to remove items.

  4. When the last item has been corrected, press the next button that you need (you do not need to press the Fast Clear button to turn off this function).



Void

This option allows saved items to be removed from the current order and will return this item back into stock. A void would be treated as a “mistake” item.


  1. Press anywhere on the Order Display and then press the Void button.

  2. If multiple items have been ordered and all of them are to be corrected, press the Correct All button (this will allow for all items that have been ordered as a quantity to be removed in one instance).

  3. Press the required product to be removed, and if prompted select the correction reason

  4. Press the OK button.

  5. When the corrections have been completed, press the OK button a final time to be returned to the main panel design.



To process any correction types (there may be other ones configured for your system) follow the process for void.


Re-Opening Accounts

If an account has been paid there may be the requirement to re-open this account and make corrections to the sales lines or the payment.


  1. Press the Other Functions or Table Options button
  2. Select the Recall Account button, and the recall account screen will be displayed.
  3. The accounts list displayed on the right-hand pane will display in account or order number values; by default the closed account and sales area accounts are toggled on.


  4. Find the required account to be opened by using any of the purple filter buttons or using the up and down arrows.
  5. Select the account so that it is displaying in yellow and is showing on the left-hand recalled account pane.
  6. Press the Reopen Account button and confirm Yes to reopen the account.
  7. The PoS will then display the standard corrections screen.

Item Corrections

If correcting a product, use the procedure previously described for corrections, though note that when the correction has been done this will leave a variance in the payment amount vs. the sales amounts.


  1. After completing the correction press the OK button to return you to the main panel design.
  2. The order display will now show a negative balance which needs to be refunded back to the required payment method.
  3. Press the Pay button and select the required payment type to complete the refund.
  4. The order display will then show a refund has been issued and the account will close.


Payment & Discount Reversals

If a payment or discount have been applied to an account, these would need to be reversed. The process is the same for a closed or open account.

In the correction screen press the yellow Discount or Payment line to be reversed; this will move to the left-hand correction lines pane. Once done, press the OK button to return to the main root panel design.



Choices, Messages & Instructions

Some products can be configured with choice prompts asking the user to select required options.Additionally, when ordering products messages or instruction options can be applied to the order to advise kitchen or bar servers of order requirements.


Choices – Conversational

Conversational choice windows allow for selection of the choice items in the order they are presented or can allow the server to change between the windows in conjunction with the conversation with the customer.

Press the required product on the PoS and the conversational order window will appear.

If configured the system will auto advance to the next available choice, or allow you to select the required choice to navigate into.

When the choices are configured, they may have a minimum and maximum setting applied to set the number of products that can be chosen from the choice. An inclusive amount can also be set so that these products will not be charged for and any additional choices will be.


Step 1 – Cooking Option – This choice is set to require a mandatory selection as this is required information for preparation of the dish.

If the option is not selected and another choice is chosen, the “How to be Cooked” button will become black.



Step 2 – Would you like Sauce? – this choice is available for a selection of a charged extra sauce. If there is no sauce required press on to the next option.


Step 3 – Potato Option – the following choice allows for a selection of a particular potato which is included in the price of the meal but also allow for the customer to order another potato dish at a charged price. The second selection of potato would show as the charged item.



Depending on the configuration the “Extra” button may become available this allows the server to order extra portion of an item already selected as the consumer wants a double portion which would need to be charged for. This would then show on the order display as an “Extra” item.



Step 4 – Salad or Mushrooms – some items can be configured to have automatically selected items that come with the dish but could be changed for other options or be removed altogether.

In this example Mushroom and Tomato is a default but has been turned off to be replaced by side salad. The order display “No” against the Mushroom & Tomato.



If there are multiple components of the dish that come as standard for example a beef burger that comes with lettuce, onion, tomato, and relish and if none of those items are required, pressing the Plain button will allow for all items to be deselected. Alternatively pressing the Only button will allow a selection of items that are only required for example only lettuce and onion. Some configuration options within the choice window allow up to three additional buttons to be displayed at the bottom of the window.


Message – allows the addition of a message to be typed from the keyboard prior to completing the selection.

.Message – allows the adding of the “And” command so that something is linked to a parent product.

Another Panel – during choice selection there might be a requirement to breakout of the choice to another panel with products or instructions.