Video tutorial
Steps
- Find or add a customer. Type a name or phone number in Search or Add Customer and pick a match, or tap the add button to create a new customer. Skip this to sell to a Walk-In Customer.
- Start an order. Tap a Service Mode button: Dine-in opens Table Selection, Take Away opens the POS, and Delivery opens the POS for a customer with an address.
- Use Quick Actions. Tap Resume Order or Held Sales to reopen a parked order, View Tables for the floor, Open Drawer, Cash Pay Out, or Clear Screen.
- Check the server status. On a client till, the bottom bar shows Live Status. Tap Connect if it says the server is disconnected.
- Open the drawer menu. Tap ☰ for Settings, Admin, the Daily Sales Report, Recent Transaction and the other menu items.
Where the service buttons come from
The Service Mode buttons match the Types of Service set up for your business, so a store that only does counter service can show just Take Away. Each type can carry its own packing or service charge. Change them in Admin › Types of Service, or in the back office.
Home on a phone and in Retail Mode
On a phone the same parts appear in a single column: customer search, Start an order with the service buttons, and Quick actions tiles. In Retail Mode the service buttons are replaced by a single New Sale button, and table actions are hidden.
Frequently asked questions
Why can't I pick a customer on the Home screen?
SeroPOS won't change the customer while the cart has items, and shows Please Empty Cart to Select Customer. Finish or hold the current order, or use Clear Screen, then search for the customer. You can also set the customer name from the cart header.
How do I add Dine-in or Delivery buttons to Home?
The buttons come from your Types of Service. Open Admin › Types of Service and add the service, for example Delivery, with any packing charge. After the sync, it appears on Home as a Service Mode button.