Workflows For Basic Navigation & Product Management

For experienced users who need a fast reference.


Quick Setup Check

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Click Here For Workflow
  1. Side menu → Verify till number
  2. Check logged-in clerk
  3. Understand: Product grid, order view, top bar

Add Products

MethodSteps
Product buttonClick button (or type quantity → click)
SearchOpen Search → Type name → Select
BarcodeScan barcode → Auto-adds
Increase quantityTap product in order → Press +

Remove Products

MethodSteps
Clear ItemTap product → Press Clear Item
Reduce quantityTap product → Press – (repeat or bin at 1x)
SwipeSwipe left on product → Tap bin

Change Size

Preselect:

  1. Press Preselect Size button
  2. Add product

After adding:

  1. Tap product in order
  2. Press Product Size button

Add Instructions

Preferences Window

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Click Here For Workflow
  1. Add product → Window opens
  2. Press + on instructions
  3. Press Apply

Instruction Buttons

  1. Tap product
  2. Press instruction button

Custom Instructions

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Click Here For Workflow
  1. Open Preferences Window
  2. Press + “Custom”
  3. Enter name and price
  4. Press Save → Apply

Special Products

Open Price

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Click Here For Workflow
  1. Add product
  2. Tap price box in Preferences
  3. Type price → Apply

Free Text

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Click Here For Workflow
  1. Add product
  2. Tap name box in Preferences
  3. Type description → Apply

Screen Elements

Product Grid: Product buttons for quick selection Order View: Current sale items, totals, payments Top Bar: Till status, clerk, held sales counter


Quick Troubleshooting

IssueSolution
Button doesn’t workClose open windows
Preferences closedX cancels - add product again
No size buttonsMust set up in database
Search failsTry fewer letters
Instructions not printingCheck printer config