Documentation / POS Guide

Point of Sale (POS) Guide

POS Overview

The RoostSync POS system handles all your food & beverage, retail, and service sales. It's designed to be fast and easy to use, even during peak hours.

POS Interface

The POS screen is divided into:

Taking Orders

1. Create a New Order

Orders start automatically when you add the first item. For table service, you can optionally set a table number or guest name.

2. Add Menu Items

  • Tap category tabs to filter items
  • Tap an item to add it to the order
  • Tap again to increase quantity
  • Use search (/) for quick lookup

3. Modify Items

  • Tap an item in the order to select it
  • Use +/- buttons to adjust quantity
  • Click "Add Note" for special instructions
  • Swipe left to remove

4. Send to Kitchen

Click "Send to Kitchen" to send food items to the kitchen display. Drinks and retail items don't need kitchen processing.

5. Process Payment

Click "Charge" when ready to pay. Select payment method, enter amount, complete transaction.

Payment Methods

Method Process
Cash Enter amount received. System calculates change. Cash drawer opens automatically.
Card Process on external terminal. Click "Mark Paid" when approved.
GCash Scan QR or enter reference number. Verify on your phone before confirming.
Maya Same as GCash - scan QR and verify.
Room Charge Search guest booking. Bill added to their room folio.
Split Divide bill among multiple payments.

Discounts

To apply a discount:

  1. Click "Discount" on the order panel
  2. Choose type: Percentage (%) or Fixed Amount
  3. Enter value (e.g., 20 for 20% or 100 for ₱100 off)
  4. Select reason (optional)
  5. Click Apply
Manager Approval

Discounts over 20% require manager PIN. A manager must be present to authorize large discounts.

Voids and Refunds

Voiding Items (Before Payment)

Simply remove the item from the order before processing payment.

Voiding Orders (Before Payment)

  1. Click "Cancel Order"
  2. Enter reason
  3. Click Confirm

Refunds (After Payment)

  1. Find the order in Order History
  2. Click "Refund"
  3. Select items to refund (partial) or "Refund All"
  4. Enter reason
  5. Manager PIN required
  6. Process refund to original payment method

Kitchen Display (KDS)

The Kitchen Display shows orders that need preparation:

Kitchen staff tap orders to mark progress. When all items are ready, the server is notified.

Menu Management

(Requires Manager or Admin role)

Adding Menu Items

  1. Go to POS > Menu Admin
  2. Select category or create new one
  3. Click "Add Item"
  4. Enter name, price, description
  5. Upload image (optional)
  6. Set inventory tracking (optional)
  7. Save

Editing Items

Click any item in Menu Admin to edit name, price, availability, or other settings.

Categories

Organize items into categories like: Food, Drinks, Desserts, Retail, Services. Items can only belong to one category.

Reports

Access POS reports from Reports > Sales:

Tips & Best Practices

Pro Tip

For high-volume periods, prepare common modifiers in advance (e.g., "No ice", "Extra rice") and add them as item notes with one tap.

Troubleshooting

Issue Solution
Order won't send Check internet connection. Orders queue offline and sync when reconnected.
Receipt not printing Check printer connection, paper, and browser printing settings.
Kitchen not receiving Verify KDS is open and connected. Refresh the kitchen display.
Wrong price Don't modify on this order. Contact manager to fix in Menu Admin for future orders.
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