Open Orders | SpotOn Express (FOH)

Owned by Will Castleberry
Last updated: Sept 06, 2024
5 min read

Open Orders (also referred to as Checks) are orders that can be saved, retrieved, and checked out at any time. They provide flexibility for customers to continue ordering additional items during their stay while ensuring the Point of Sale is available for other customers to check out.

 

Contents

Create Open Order

There are three different paths to create an Open Order.

Action

Display

New Check

1. In the lower-right corner of the screen, select New Check

2. When prompted, enter a name for the check and select the Green Checkmark

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3. Select Start Check in the lower-right corner of the screen. A prompt will appear at the bottom of the screen indicated that a new check has been created

 

4. To add items to the cart, select an item from the menu, choose any modifiers (if applicable) and select Add item to check

5. Select Submit to apply the items to the current order. This will suspend the transaction with the added items and prepare the POS for the next transaction

Convert into Open Order

This option can convert the current transaction into an Open Order.

1. Select an item from the menu, choose any modifiers (if applicable) and select Add to order

2. Select Add item to check. This will navigate to the Checks menu

3. Select New Check from the upper-left corner of the screen

 

 

4. When prompted, enter a name for the check and select the Green Checkmark

5. Select Start Check. A prompt will appear at the bottom of the screen indicating that the check has been created and the POS will be ready for the next transaction

 

 

From the Checks Menu

1. Select Checks from the top middle of the screen

 

2. Select New Check

3. When prompted, enter a name for the check and select the Green Checkmark

4. Select Start Check in the lower-right corner of the screen. A prompt will appear at the bottom of the screen indicated that a new check has been created. Note the check name in the upper-right corner

 

 

5. Select an item from the menu, choose any modifiers (if applicable) and select Add to order

 

6. Select Submit to apply the items to the current order. This will suspend the transaction with the added items and prepare the POS for the next transaction

 

 

View, Edit & Checkout Open Orders

Action

Display

View

From the main screen of the terminal, select Checks from the top middle of the screen.

 

From here, you can view all currently open orders. Select an order to view/add/remove its contents, checkout, or cancel the order entirely.

Edit

To rename an order, tap on a check (it will turn green when selected) and select the Pencil icon in the upper-right corner next to the check name.

 

When prompted, enter the new name of the check and select Update.

 

 

Add Item

To add an item to an order, tap on a check (it will turn green when selected) and select the Menu button at the top of the screen.

 

Add item(s) as normal, selecting Submit when ready to update the order contents.

 

 

Checkout

To checkout, tap on a check and select Checkout in the lower-right corner. Follow the normal Checkout process to take payment and complete the transaction.

 

 

Cancel Open Order

Action

Display

1. Navigate to the Checks menu by selecting Checks at the top middle of the screen

2. Select an order

 

 

3. Select Cancel check at the bottom of the screen

 

4. Select Yes when prompted

5. The order will disappear from the Checks screen

 

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