the basic screen: entering orders

Unipos Plus makes it quick and easy to enter and manage orders. The basic screen looks like this:

4 sections are available

1. The article overview
2. The category overview: the The category bar
3. The order overview
4. The menu bar

The article overview:

In this part of the basic screen, all articles are displayed within a certain selected category.

The article overview can be fully customised by size, colours and settings. The explanation for this is available in the management section page in the article screen design

Various data are available on an article button:

1. 1. 1. The price of the article
      2. Report button variations: when this symbol is visible, this article has linked Variations that will be shown when selecting this article.
      3. The article name
      4. Quick entry of quantity or manual price change:

Quick entry quantity:

An item button can be clicked several times in a row and each click will ensure that this item will be added once to the order.
If a larger number of a particular item is to be entered, it is possible to specify this number and this will also ensure that on the order summary only 1 line will be shown for this number of items instead of a number of lines each showing the item once.
A click on the 3 point symbol generates the following selection:

Then 'apply number' is selected and this appears:

1. 1. This indicates that a number can be entered.
   2. The number is tapped on the keyboard.
   3. The selected number is displayed.
   4. red = correction; green = confirm.

Manual price change:

In some cases, it may be necessary to deviate from an item's default price:
A click on the 3 point symbol generates the following choice:

'Apply € Price' generates following pop up:

1. 1. 1. predetermined standard buttons for percentage discount
      2. predefined standard buttons for absolute discount
      3. free input discount
      4. Option to convert the free input into absolute discount
      5. choice to convert the free input into percentage discount.

The granting of a discount is immediately visible on the order summary (1):

An article line can always be deleted via the red symbol (2).

The category bar:

At the bottom of the screen is the category bar. Tapping a particular category immediately displays the products in that category in the article overview. If the number of categories is too large to all be displayed at the bottom, you can scroll horizontally through the bar until you see the desired category appear.

The category buttons can be sorted and adjusted. This is done via the management functions on the admin page in the Customise category buttons section

On the right side of the category bar, is the reset button. This is fixed and does not scroll with the bar.

The order summary:

All the details of an order are displayed in the order overview. An order can be entered via the item overview, but can also be called up if it has previously been assigned to a table or person. Orders placed online or via a kiosk or a qr code on site can also be displayed and handled here.
We distinguish 3 sections:

1. Type selection at the top of the order summary
2. The order lines
3. The payment section at the bottom of the order overview

Order type:

When no items have been tapped yet and the order summary is therefore empty, 2 settings can be entered at the top:

1. order type
2. entry or withdrawal
3. place on account

Order type:

Allows the nature of the order to be changed. The nature of the order can be printed on the work order informing the kitchen what type of order it is. Moreover, in some countries, the nature of the order is important to determine the VAT rate to be applied.

The value automatically suggested for direct sales can be set in the management function on the management page via settings - Unipos Pro - default mode direct sales and for table orders via settings - Unipos Pro - default mode table order.

When the default value for a particular order needs to be changed, clicking on the 'order type' button will allow the following choices:

Tapping an order type changes the nature of the order and closes this pop-up.

entry or withdrawal:

When entering an order normally, the item screen has a black background:

When entering a negative order, you can tap the take-back button beforehand and the screen will fade to a light red background and a take-back (=negative order) can be entered:

Note 1: Tapping an item in return mode automatically generates a negative number.

Note 2: After entering a take-back, the mode is automatically set to normal. When entering a subsequent reversal, the reversal button will have to be tapped again.

Place an order on account:

When an item is tapped and thus at least 1 item line appears in the order overview, the 'normal/return' buttons are replaced by the 'account' button:

When an order is entered but not immediately paid, this order is placed on account. This allows you to print the work order without receiving payment and then later recall this order to receive it.
The 'account' button displays the following pop-up:

the entry keypad appears when you tap the entry window after which it is easy to enter the customer's name:

When the order is placed by name, it is confirmed and printed (work order) via the 'send' button(1).
Clearing the screen for the next entry is done via 'Close' (2)

Note: After each entry, it is necessary to send to print the work order. The button (1) itself will fade when tapped:

The green printer button (2) allows for forwarding partial orders. This makes it possible to print multiple work orders for 1 order (e.g. for groups that order separately but pay in 1 go)

Orders on account can be viewed and retrieved via the 'orders' menu button:

1. main menu button 'orders
2. Name assigned to this order: Make sure the same name is not used twice for different people.
3. total amount
4. amount already paid
5. status 'open' or 'closed
6. open the order back in the order overview to receive or add items.
7. view order details. Next pop up opens:

When the order is returned to the overview, it can be received via 'pay', add items via the items screen or return to the list orders via 'close'.

The order lines:

The items entered appear in the order view. The last item entered or the line tapped is discoloured and some more functions are available on this order line:

1. modify variations and add note
2. copy order line
3. grant discount
4. delete order line

Modify variations and add note:

When an item has variations and one wants to modify them, this can be done via this button (1): the variations appear and they can be modified.
Sometimes it may be necessary to add certain information related to a particular product to the order. This too is done via button (1). A pop up will become available:

When the input field is tapped, the keyboard appears:

after which the info can be entered. This info appears in the order overview:

and will also be printed on the work order when so set.

If variations have been added to the article, this pop-up must first be removed via the cross at the top right before the comment can be entered.

Copy order line:

Sometimes it can be interesting to copy a particular order line, for example when an item has several variations and this combination is re-ordered.
In this case, you can use the copy button (3) to enter a direct copy of the ordered article:

The copy appears immediately at the bottom of the order list.

Assigning a discount:

Section Manual price change shows how to assign a discount to an item. If the article has already been entered and a discount still has to be granted, this can be done using this button (3). The entry of the discount is then done in the same way as in Manual price change.

Delete order line:

If an item has been entered incorrectly, the order line can be deleted via this button (3).

In some configurations, deleting items is not possible due to tax regulations. In that case, the delete button is replaced by a 'void' button that does not delete the order line but generates a negative order line. This also brings the total of this order line to zero but keeps the operation traceable.