Counters for your trade

If your shop runs on an industry pack, you get a counter built for that trade instead of the general till. There are five, and they all work the same way underneath.

Each needs its industry pack switched on, the Growth plan or above, and its own permission. See Plans and what they unlock.

What they all have in common

Every trade counter works in two stages:

1. You build the document — the table’s tab, the guest’s folio, the client’s ticket, the rental agreement, the prescription.
2. You settle and take payment — one payment, on a shared pay screen, which completes the sale and prints a receipt.

Nothing is sold until you settle

Up to the moment that payment goes through, no stock has moved and no money is recorded. Abandoning a tab, folio or ticket before settling leaves no financial trace at all.

The trade counters are simpler than the main till

None of them handle split payments, discounts, coupons, loyalty points, gift cards or holding a sale. They take one payment at the end. If a customer needs any of those, use the ordinary till screen.

Restaurant

Where

Sale Transactions → Restaurant POS

Plan

Growth and above

Permission

Sales → Open Tab

Feature

Verticals → Restaurant

How to serve a table

The floor is empty and you cannot add tables

The floor screen shows “No tables set up yet.” and there is no screen anywhere in the app that creates a restaurant table. The menu has no Tables entry, and nothing seeds them.

Without tables the only usable route is New takeaway, which opens a tab with no table. Everything below about tapping tables assumes somebody has loaded them for you directly into the system.

1. Go to Sale Transactions → Restaurant POS. Pick your shop in the top bar if asked.
2. Tap a free table. Enter the Number of guests and optionally a Customer name, then confirm. (Tap an occupied table to go back to its tab. New takeaway opens a tab with no table.)
3. Add items from the menu. For each, open Item modifiers & notes to set Modifiers and a kitchen Note, then Apply.
4. Press Send to Kitchen. Each press sends only what is new since the last one.
5. When the guests are ready, press Settle & Pay, choose Cash, Card or Mobile money, enter Cash tendered if paying cash, and press Confirm payment.
6. Optionally press Print receipt. The table is freed.

To abandon a tab, press Cancel tab. No sale, no stock movement and no money is recorded.

How the kitchen sees it

Kitchen staff open Sale Transactions → Kitchen display and move each ticket through Start preparing → Mark ready → Mark served.

The kitchen display shows no food

Every card on the kitchen screen is empty — a status badge, the order type, how long ago it was fired, and a button. The dishes, quantities, modifiers and kitchen notes are not on it, and neither is the table number: every card is headed simply “Ticket”.

It also never refreshes itself. A screen left open on the pass will not show a new order until somebody taps Refresh.

As it stands the kitchen display tells you that an order exists, not what to cook. Keep printing or calling orders through until this is fixed.

A bill can now be split, but only from Sale Transactions → Split Tickets — not from the restaurant counter itself.

1. Go to Sale Transactions → Split Tickets.
2. Pick the tab in the Open tab dropdown.
3. Click Split tab.
4. Give the ticket a Guest label, then tick the lines that person is paying for. Ticking a line reveals a Quantity and a Line total you can change, so a shared dish can be divided unevenly.
5. Save, and repeat for each payer.
6. Settle each ticket from its row.

Do not settle the tab as well — it bills everything a second time

Settling a split ticket does not remove those items from the parent tab. Settling the tab afterwards creates a sale from every line on it, including the ones already paid for.

Split the tab, settle each split, and then cancel the tab rather than settling it.

Settling a split takes no money

It creates a draft sale and stops. No payment is collected and no receipt prints — unlike Settle & Pay on the counter, which does tender. You have to collect against that draft sale elsewhere.

Splits also carry no tax, no discount and no service charge, even where the tab would have added one.

You cannot see what is on a split ticket

There is no detail view. The list shows a number, a guest label and a sub-total — not the items. Note who is paying for what as you go.

The counter cannot split

The restaurant floor screen still offers only Send to Kitchen, Settle & Pay and Cancel tab. A server at the table has to use the Split Tickets screen on another device.

The floor screen is a map of your tables, colour-coded Free, Occupied, Reserved and Out of service.

On the tab you add items as normal, plus two things the general till does not have: modifiers per item (extras, substitutions — the price adjusts) and a kitchen note.

Send to kitchen fires a ticket. Press it as often as you like: each press only sends what has been added since the last one. Changing an item’s modifiers or note marks it unsent, so it goes again on the next press.

Settle & Pay turns the tab into a sale and frees the table. Cancel tab voids it with no sale.

A service charge for large parties can silently not appear

Automatic service charges for big tables depend on a default service item being set up. If it is not, no charge is added and nobody is told. Worth checking once, on a test table, rather than discovering it on a busy night.

Kitchen display

A separate screen for the kitchen, showing tickets as they are fired. Each moves sent → preparing → ready → served, forwards only.

It is an ordinary screen with its own permission — open it on a kitchen tablet if you want, but nothing requires a separate device.

Hotel front desk

Where

Sale Transactions → Folio POS

Plan

Growth and above

Permission

Sales → Folio

Feature

Verticals → Hospitality

There are no rooms, and you cannot add any

The folio counter shows “No rooms found for this shop.” and there is no screen in the app that creates a room. No menu item, no route, nothing seeded. As shipped the hotel counter cannot be opened at all.

The room itself is never charged

Even with rooms loaded, nothing in the app bills a room night. No screen posts a room charge, the rate plan screens are placeholders, and the nightly rate shown on a room card is never charged to anything.

To bill for the room you must create an ordinary product — “Standard room, per night” — and ring it up on the folio like a bar order.

Tap a room to check a guest in — name, phone, number of adults — and the room is marked occupied. Tap an occupied room to return to its folio.

A room stays on “Cleaning” forever after check-out

Checking out puts the room into Cleaning, and the only thing that returns it to Available is the housekeeping screen — which is a placeholder. The badge never clears.

Charges post to the folio as you ring them, straight away, rather than sitting in a basket. Quantity works by charging again rather than editing a number, so + and − add and remove single charges.

Checking out settles the folio into one bill, takes payment and puts the room into cleaning.

Only charges tied to a product reach the bill

A charge with no product behind it — a room rate, a phone call noted by hand — is recorded on the folio but left off the checkout bill unless a default service item is configured to catch it. Set that up before you rely on it.

Printing the folio itself is not available yet.

Salon

Where

Sale Transactions → Service ticket

Plan

Growth and above

Permission

Sales → Service Ticket

Feature

Verticals → Salon

Two tabs: the ticket you are working on, and a day board of today’s appointments and walk-ins. Ring up on the day board starts a ticket with the stylist and client already filled in.

On the ticket, confirm the stylist — required — pick the client or type a walk-in name, then add services and any retail products. Settling bills it and takes payment in one go.

As shipped, this counter cannot be used

Stylist is compulsory, and there is no way anywhere in the app to create a stylist. The Stylists screen is a placeholder, nothing else creates one, and HR employees are not stylists.

So the picker is permanently empty and Settle & Pay stays greyed out forever, with nothing on screen explaining why. The day board is permanently empty for the same reason — nothing can create an appointment or a walk-in either.

Until stylists can be created, ring salon work up on the ordinary till.

Two things to know:

• A service with no product behind it, and no default service item configured, is dropped from the bill. If nothing is billable the ticket still completes, with nothing to pay.
• Stylist commission rate cards can be set up, but the counter does not calculate or pay commission when a ticket settles. Treat commission as separate from this screen.

Rentals

Where

Sale Transactions → Rental POS

Plan

Growth and above

Permission

Sales → Rental Agreement → Create

Feature

Verticals → Rental

Enter who is renting — a customer on file, or a name, phone and ID number — set the start and due dates, and add the items. The catalogue price is read as the daily rate, and the screen shows a running estimate of the rent.

Checking out creates the agreement and bills the rent only. The rented item itself is never sold or taken out of stock.

Check that payment was actually taken

If the rent cannot be billed — most often because no default service item is set up — the counter says “Rental created” and takes no money at all. No payment screen opens and no error appears.

The tell is that the payment screen did not appear. If it does not, the rental exists but nothing has been charged.

Stock is untouched, so nothing stops a double booking

A hired-out item still shows its full available quantity in the catalogue, and the app will happily rent the same unit to two people at once. There is no reservation and no availability check.

The deposit and the late fee are just notes

Both are numbers you type onto the agreement. Neither is charged, collected or calculated. The deposit is not taken at the counter, and nothing applies a late fee when an item comes back late.

Returning an item is not done at this counter — it is a status change on the rental agreement in the admin list. Recording the condition of a returned item is not available on any screen yet.

Pharmacy

Where

Sale Transactions → Prescriptions

Plan

All plans

Permission

Sales → Prescription

Feature

Verticals → Pharmacy

Either select an existing prescription — its items load with the quantity still owed — or capture a new one at the counter by adding items, attaching a prescriber and naming the patient.

Prescriptions carry no prices of their own, so the pharmacist sets the price per item when dispensing.

Dispense & Pay dispenses only the lines with a quantity entered and takes payment.

Do not dispense a prescription across two visits

The record does not add up what has been handed over — each dispense overwrites the previous figure.

Dispense 10 of 30 today and 20 next week, and the prescription ends up claiming only 20 were ever dispensed. It still shows 10 remaining and it never reaches “Dispensed” — it stays “Partial” permanently.

The money and the stock are right, because each visit bills what was actually handed over. It is the prescription record that goes wrong. Dispense in full in one go, or keep the running total on paper.

Two separate things are easy to confuse here

Marking a medicine as a controlled substance on its record is a label. On its own it changes nothing at the counter — there is no extra prompt and no extra sign-off when you dispense it.

What does prompt the pharmacist is the separate restricted item flag, which brings up a confirmation that you have checked the customer’s age or identification. If you want a controlled medicine to stop the pharmacist, it has to be flagged as a restricted item too.

Either way, the controlled-substance register is not written to when you dispense. If you keep one, maintain it separately.

Related

• Selling at the till — the full-featured screen
• Plans and what they unlock