This is the process of running a POS transaction through the POS terminal from beginning to end.
Viewing the Register
While in the backend, go to the Point of Sale module and click Registers.
View the register you want by clicking the
three dots to the right of the register and hit View.
Enter the PIN assigned to your User account to see the register.
POS Buttons - At a Glance
Field Name | Functionality |
Cash Drawer | Opens Cash Drawer |
Invoices | Allows you to enter customer to view and pay any open invoices on their account without having to go to the backend of Sharper |
Server Close Out | Closes out the Server from restaurant transactions, not the Register |
New Order | Takes you back to the default screen to create a transaction |
Refund | Once this is selected, running a transaction will process as a refund |
Orders | Shows history of all tickets for that day, or when dates are selected, entire history of POS tickets |
Log Out (top right) | Logs User out of the POS terminal |
Search | If the product is not on the grid you can Search the product by name in this field. Don’t forget to select Search More after typing in the product |
Send All | Sends ticket to Kitchen printer as a service ticket |
Split | Allows you to split the ticket |
Order Actions (3 Dots at the top right) | Shows actions that effect the entire order |
Default Customer | Allows you to switch the default customer for saved payment methods or house account charges |
Blue Print Button | Prints the ticket that is showing on screen |
Credit Card Icon | Shortcut to the Credit Card payment method |
Pay Button | Brings up the pay modal to receive payment |
If any buttons are unusable, it may be a permission based setting limiting the logged in user from performing these actions.
Creating and Modifying a Ticket
Select the product on the grid to move it to the ticket.
Search More if the product is not here.
There are actions that can be done to the entire ticket, which are your Order Actions.
Order Actions | Functionality |
Hold | Saves the ticket and brings up a new ticket |
Save | Saves the ticket and remains on screen |
Authorize Payment | Creates a hold on a credit card. Can be captured or released later |
Prints the ticket | |
Add Note | Adds a note to the ticket. Useful before ‘Hold’ |
Add External Note | Note that shows up on a house account charge |
Add Seats | Add seats to table |
Add Discount | Adds a discount to entire order |
Change Table | Changes Table |
Change Server | Changes User that created the ticket |
Void Order | Voids ticket |
3. To the right of each Item will be three dots that will show Item Actions. Item actions effect just the item selected.
Item Actions | Functionality |
Add Discount | Adds a discount to a specific item |
Change Tax | Changes the tax code |
Add Note | Adds a note to the item |
Edit Price | Edits the price for the sale. Does not update the price permanently |
Delete Item | Deletes the item from the ticket. Can only be done when no payment is applied to the ticket |
Taking a Cash Payment
Click the green Pay button to pull up the payment modal.
Select the Cash Payment Method using the ribbon at the top.
The cash that gets handed to you will be entered into the Amount Paid field.
Hit Pay to receive the payment. This will print the receipt and open the cash drawer.
Taking a Check Payment
Click the green Pay button to pull up the payment modal.
Select the Check Payment Method using the ribbon at the top.
Enter the amount of the check into the Amount Paid field.
Enter the check number into the Check Number field.
Hit Pay to receive the payment. The receipt will print.
Taking a Credit Card Payment
Click the green Pay button to pull up the payment modal.
Select the Credit Card Payment Method using the ribbon at the top.
Insert the card into the reader, when it beeps you can take the card out.
If the card does not read, click the credit card picture to manually enter the card’s info.
This is when you manually select the Pay button.
The card will process and a receipt will print.
To use a customer’s saved credit card, change the Default Customer to the customer’s name before hitting Pay. While inside the credit card payment method select the credit card from the drop down.
Charging a House Account
Charging a house account will create an invoice for the customer to pay later.
Click the green Pay button to pull up the payment modal.
Select the House Account Payment Method using the ribbon at the top.
Enter the customer’s name in the Default Customer field.
Click Pay.
The invoice will generate on the account once the ticket is finalized.
Charging a Current Booking
You can add a charge to a customer’s active booking.
Click the green Pay button to pull up the payment modal.
Select the Booking Payment Method using the ribbon at the top.
Enter the customer’s name in the Search field.
Click Pay.
The invoice will generate on the reservation once the ticket is finalized.
Finalizing and Adding Tip to Ticket
After the payment is taken there will be the option to add a Tip and Finalize.
Click the Tip button to add the tip to the ticket if applicable.
Click the Finalize button to finalize the ticket and bring up a new ticket.
In order to close the register at the end of the day, tickets will need to have a status of Void or Finalized.