Boss It Docs
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  • Welcome
  • Getting Help
  • Users and Access
    • Logging In
    • User Profile Types
    • Shared Logins - Not Recommended
    • Adding a User
    • User Permissions
      • Setting Up or Updating User Permissions
      • Permission Presets
        • Creating Permission Presets
        • Applying Permission Preset to a User
        • Managing and Updating Presets
        • Limitations on Permission Presets
      • Permission-Based Interface Behaviour
    • Resetting a User's Credentials
    • Disabling a User
    • Disabled Account
    • POS Auto Logout Feature
    • Shift Schedule
  • Services
    • Service Types
      • Table
        • Areas and Tables
        • Managing Floor Plan
      • Takeaway
      • Collection
      • Delivery
    • Adding a Service
    • Activating / Deactivating a Service
    • Service Configuration
    • Service Open Hours
    • Favourite Service
    • Quick Pay
    • Changing Service of an Order
    • Filtering by Service
    • Waiting Room
    • Product Pricing and Availability by Service
    • Reports on Services
    • Availability of Services Online
    • Availability of Services on the Kiosk
    • Filtering Orders by Service in the Admin Portal
  • Providers / Channels
    • Toggling Providers On/Off
    • Menu Syncing
    • Product Pricing and Availability by Provider
    • Reports on Providers
    • Filtering Orders by Provider in the Admin Portal
  • POS
    • Order Creation
      • Service Conditions
        • Table
        • Takeaway
        • Collection
        • Delivery
      • Customer Details
      • Address / Delivery
      • Pre Order
      • Menu
      • Adding a Product
        • Product Behaviour
        • Modifying Components
        • Meals
        • Notes
        • Custom Product
        • Product Search
        • Quick Actions
        • Course Assignment (Table Service Only)
      • Removing a Product
      • Checkout
        • Checkout vs Send
        • Payments
          • Payment Types
            • Card Payment
              • Configuring VivaWallet Integration (POS)
            • Cash Payment
          • Multiple Payments and Split Bills
          • Payment History
          • Refunds
            • Full Refund
            • Partial Refund
        • Adjustments
          • Delivery Charge Adjustment
          • Service Charge Adjustment
          • Adjustment History
        • Urgency Levels
        • Receipt Printing
        • Order Notes
        • Assigning a Buzzer Number
      • Customer Details
    • Order Modification
      • Accessing the Order
        • Order Details in Order History
        • Order History Settings
          • Default Status Filter
          • Hide Status Filter
          • Sort Orders By
        • Order Statuses
      • Changes to an Order
        • Adding or Removing Products
        • Applying Discounts and Points
        • Adjustments
        • Overpayments and Underpayments
          • Handling Overpayments
          • Handling Underpayments
        • Changing Service of an Order
        • Changing Table Number (Table Service Only)
        • Restrictions
      • Print
      • Details
        • Cook Now
        • Customer Waiting
        • Soft Delete
        • Comp / Void
          • Comp / Void on Paid Orders
    • Customer Management
      • Searching Customers
      • Customer Details
      • Editing Customers
      • Blocking Customers
    • Kitchen Display System (KDS)
      • Enabling or Disabling KDS
      • Order Visibility in KDS
      • Station Management
        • Creating Stations
        • Assigning Stations to Products
        • Related Products
        • Multi-Stage Cooking
          • Multi-Stage Cooking Configuration
      • KDS Interface
      • KDS Bottom Bar
      • KDS Screen Views
      • KDS Settings
        • KDS Service Filtering
        • KDS Station Selection
        • Ready Button Configuration
          • No Ready Buttons
          • Order-Level Ready Buttons
          • Multi-click Functionality
        • KDS Layout Customisations
          • Orientation
          • Highlighted Quantities
          • Rows and Columns Count
          • Show Edge of Next Cell
          • Sorting Preferences
          • Bottom Bar
        • Alerts
        • KDS Print Settings
          • KDS Labels
        • Enforce Cooking Stage Flow (For Table Service)
          • Table Away
          • Enabling or Disabling Enforce Cooking Stage Flow
        • Cooking Start Confirmation
          • Manage vs. Display
      • Split Orders
        • KDS Views for Split Orders
        • Order Allocation
      • Page
    • Packing Screen
      • Enabling or Disabling Packing Screen
      • Packing Screen Views
        • Prepared
        • In Progress
        • Combined
      • Packing Settings
        • Packing Service Filtering
        • Packing Station Selection
        • Show Combined Page
        • Only Show Unpacked Items
        • Packing Print Settings
          • Packing Labels
        • Table Away on Packing
        • Packing Screen Layout Customisations
          • Orientation
          • Highlighted Quantities
          • Rows and Columns Count
          • Show Edge of Next Cell
      • Alternative View of the Packing Screen
        • Enabling or Disabling Alternative View of the Packing Screen
        • Staff Selection
        • Order Details on Alternative View of the Packing Screen
        • Packing Process
        • Reports on Packing
      • Order Details and Checkout from Packing Screen
    • Waiting Room
      • Waiting Room Views
      • Waiting Room Actions
      • Groups
        • Grouped Orders in the KDS
    • Driver Station
      • Enabling or Disabling Driver Station
      • Driver Station Views
      • Filtering Orders in Driver Station
      • Order Display in Driver Station
      • Driver Status Indicators
      • Bulk Actions
      • Driver Assignment
      • Map View
      • Delivery Statuses
      • Driver Fee Types
        • Driver Surplus
          • Configuring Driver Surplus
      • Cashout
        • Cashout Process
        • Cashout Receipt
        • Cashout History
        • Cashout History in the Admin Portal
      • Driver
      • Driver Station Settings
        • Driver Station Sorting
        • Print Cashout Setting
    • POS Settings
      • POS Setting Groups
      • POS Order Settings
      • POS Receipt and Label Printer Settings
      • POS Device Settings
  • Kiosk
    • Supported Devices
    • Initial Setup
    • Order Creation
      • Customer Identification
      • Choosing a Service
      • Menu
      • Product Customisation
      • Basket
      • Basket Upsells (Kiosk)
      • Checkout
        • Card Payments
      • Receipt Printing
      • Starting a New Order
        • Inactivity Timeout
        • Manual Reset
    • Alcohol
      • Setting Alcohol Flag
  • Web / App
    • Services
      • Service Conditions for Delivery
      • Service Availability
    • Order Creation
      • Venue Selection
      • Customer Identification
        • Sign Up Requirements
        • Phone Number Verification
        • Account Settings
      • Menu
        • Navigating the Menu
        • Product Information
        • Product Customisation
          • Regular
          • Meals
          • Product Upsells
      • Basket
      • Basket Upsells (Web/App)
      • Checkout
        • Payment Options
          • Configuring Payment Options on Web/App
      • Order Confirmation
      • Order Status
      • Driver Tracking
    • Order Completion
      • Customer Reviews
    • Time Slots
    • Configurable Messages
    • Website Configuration
    • Tips
    • Minimum Order Values
      • Minimum Order Value for Online Orders
        • Setting the Minimum Order Value for Online Orders
      • Minimum Order Value for Discount Eligibility
        • Setting the Minimum Order Value for Discount Eligibility
      • Minimum Order Value for Using Points
        • Setting the Minimum Order Value for Using Points
    • App - Key Differences
      • Location Permissions
      • QR Code
      • Review Photo
      • Notifications
      • Active Order Visibility
      • Refer a Friend
    • App Navigation
      • Sign Up
      • Order Creation
        • Service and Venue Selection
        • Menu
          • Departments
          • Product Search
          • Adding a Product
          • Product Customisation
        • Basket Management
        • Alcohol (App)
          • Setting Alcohol Flag
        • Checkout
        • Order and Delivery Tracking
      • Profile
        • Account and Profile
        • Order History
        • Wallet
        • Saved Addresses
        • Marketing Preferences
        • Allergen
        • Legal
        • Contact Us
        • Verify Phone Number
        • Log Out
    • Active Hours for Products
      • Setting Up Price Levels
      • Assigning Price Levels to Variable Products
    • Department Hours
      • Assigning Department Hours
  • Call Centre
    • Call Centre Link
    • Customer Lookup
    • Order Creation
      • Service and Venue Selection
      • Menu
        • Departments
        • Product Search
        • Adding and Customising Products
      • Checkout
      • Payment
      • Order Details
      • Orders Map View Tab
      • SMS Delivery Tracking
    • Order History Tab
    • Customers Tab
  • Integrations
    • Food Aggregators
    • Two-Way Integration
    • Menu Syncing to Food Aggregators
    • Order Numbering
    • Delivery Areas and Charges
    • Customer Information from Integrations
    • Enabling Integrations
  • Vouchers
    • Creating Vouchers
    • Activating / Deactivating Vouchers
    • Vouchers in the POS
      • Selling Vouchers (POS)
      • Redeeming a Voucher (POS)
    • Vouchers in the Web/App
      • Voucher Purchase (Web)
        • Voucher Purchase Confirmation
      • Redeeming a Voucher (Web)
      • Redeeming a Voucher (App)
      • Adding a Voucher to Wallet (Web)
      • Adding a Voucher to Wallet (App)
      • Voucher Sharing (App)
    • Vouchers Reports
  • Discounts
    • Types of Discounts
    • Creating Preset Discounts
      • Assigning Discounts to Specific Users for Web/App
    • Discount Block (Web/App only)
      • Blocking Discounts for Specific Products
      • Discount Block
      • Override Product Block
    • Discounts in the POS
      • Discount-Related Permissions (POS)
      • Applying Discounts (POS)
      • Discount History
      • Removing a Discount (POS)
    • Discounts in the Web/App
      • Applying Discounts (Web/App)
    • Discount Reports
  • Points
    • Restrictions on Points
    • Issuing Points
    • Points in the Kiosk
      • Redeeming Points (Kiosk)
    • Points in the POS
      • Redeeming Points (POS)
    • Points in the Web/App
      • Redeeming Points (Web/App)
      • Reward Shop (App only)
        • Redeeming Products on Reward Shop
        • Reward Shop Management
    • Loyalty Migration
  • Workload
    • Impact of Workload Values on ETA and other Order Timestamps
      • Workload and ETA
      • Internal Cooking Time vs Preparation Time
    • Workload-Related Permissions
    • Setting Workload Modes
    • Defining Workload Modes
    • Workload Mode for Scheduled Orders
  • Events
    • Venue Transfer
  • Delivery Areas
    • Defining Delivery Areas
    • Delivery Surcharges
    • Configuring the Delivery Fee
    • System Behaviour
  • Refunds
    • Types of Refunds
      • Active Order Refund
        • Issuing an Active Order Refund
          • Full Refund
          • Partial Refund
      • Online Full Refund (POS)
        • Issuing a Online Full Refund (POS)
      • Retroactive Refund
        • Issuing a Retroactive Refund in the POS
        • Retroactive Refund in the POS
        • Issuing a Retroactive Refund in the Admin Portal
        • Retroactive Refund in the Admin Portal
    • Reports on Refunds
  • Brands
    • Brands in the POS
      • Selecting a Brand
      • Favourite Brand
      • Brand Receipts
      • Brands in Order History
    • Brands in the Kiosk
      • Configuring Brands in the Kiosk
    • Brands in the Web/App
    • Brands in the Admin Portal
      • Brands in Orders
      • Brand Providers
        • Updating Brand Provider Image
  • Driver App
    • Driver App Login
    • Side Menu Navigation
    • Orders
      • Order Views
        • List View (Default)
        • Map View
      • Check-In Process
        • Check-In Settings
      • Order Rejection
      • Order Selection
      • Order Sequence
      • Active Delivery and Actions
        • Display Orders
        • Details
        • Actions
        • Arrived
        • Finished
      • Return to Venue
      • End Shift
    • Order History
    • Cashout History
  • Menu
    • Menu Structure
      • Significant Products
      • Meal Deal Design Best Practice
    • Menu Updates
    • Featured Menu
    • Categories
      • Creating a Category
    • Departments
      • Creating a Department
      • Products in Departments
      • Department Hours
        • Assigning Department Hours
    • Products
      • Product Types
      • Product Pricing
      • Creating a Product
      • Product Configurations
        • Product Presentation
        • Product Details
        • Product Printing
        • Product Customisations
          • Assigning Customisations to a Product
          • Modifying Customisation in a Product
            • Product Visibility
            • Default Quantity
            • Product Limit
        • Product Prices
          • Adding Product Pricing and Availability
        • Product Allergens
      • Creating a Meal
      • Product Cloning
      • Common Configuration Mistakes
      • Intentional Product Hiding
    • Product Availabilities
    • Customisations
      • Setting Up Customisation Options
      • Creating a Customisation
      • Product Upsells
        • Creating Product Upsells
        • Product Upsells in the POS
        • Product Upsells in Meals
    • Allergens
    • Price Levels
      • Setting Up Price Levels
      • Assigning Price Levels to Variable Products
    • Basket Upsells
      • Basket Upsell Configuration
  • VAT
    • VAT Rate Management
    • VAT Calculation
      • VAT Calculation for Regular / Detailed Products
      • VAT Calculation for Meal / Combo Products
      • Ireland VAT Guidelines
    • VAT on Receipts
    • Reporting on VAT
    • VAT on Custom Products
  • Venue Details / Configuration
    • General
    • Branding
    • Operational
  • Payment Terminals
    • Viva Wallet
      • Viva Wallet POS Integration
      • Viva Wallet Kiosk Integration
      • Payment Processing Workflow
        • Force Payment
      • Refunds
      • Viva Terminal Configurations
        • Disable Manual Amount Entry
        • Disable Receipts
        • Tipping
        • Force Card Presentment for Refunds
      • Z-Read / Batching
        • Creating Batches
        • Batch Statistics
      • Payment Scheduling and Invoicing
        • Payment Schedule Options
        • Invoices in the Admin Portal
        • Invoice Content
        • Weekly Summary
        • Daily Data
      • Transparency and Verification
      • AADE Protocol Deactivation
  • Receipt Printers
    • Sunmi USB Printer Configuration
    • Sunmi Built-in Printer Configuration
    • Sunmi IP Printer Configuration
    • Epson USB Printer Configuration
    • Sunmi Cloud Printer Configuration
  • Label Printers
    • Epson Label Printer Configuration
  • Stock
    • Stock Products vs Stock Items
    • Creating a Stock Product
    • Creating a Stock Item
    • Stock Category
    • Stock Items History
    • Stock Profile
      • Managing a Product's Stock Profile
      • Stock Profile for Products with Customisation Options
    • Stock Structure Approaches
      • Stock Multiplier for Customisations
    • Verifying Stock Deduction
    • Stock Count
      • Stock Count Comparison
      • Stock Count Adjustment
      • Full Count vs Partial Count
      • Stock Count Timing
      • Stock Calculations
      • Uncounted Stock Products
    • Stock Shipments
      • Adding a New Shipment
    • Stock Transfer
      • Creating a Stock Transfer
      • Stock Ordering
        • Creating a Stock Order
        • Receiving a Stock Order
      • Stock Requests
    • Stock Suppliers
      • Adding a Stock Supplier
      • Assigning a Stock Item to a Supplier
      • Stock Supplier Orders
        • Creating a Stock Supplier Order
          • Stock Supplier Order Email
        • Receiving a Stock Supplier Order
    • Stock-Related Permissions
  • Manufacturing
    • Manufacturing Departments
    • Manufacturing Items
    • Manufacturing Jobs
      • Manufacturing Jobs Statuses
      • Creating a Manufacturing Job
      • Updating a Manufacturing Job Status
  • Petty Cash
    • Petty Cash in the Admin Portal
  • Till / Cash Drawer
    • Cash Drawer Management
      • Starting Cash
      • Closing Cash
      • Adjusting Difference
    • Cash Drawer Records in the Admin Portal
  • End of Day Report
    • Creating an End of Day Report
    • Shift Hours
    • End of Day Report Contents
      • Overview
      • Reflections
      • Totals
      • Stats
      • Open Orders
      • Tagged Orders
      • Cash Drawers
      • Refunded Payments
      • Discounts
      • Card Payments
      • Cash Payments
      • Other Payments
      • Staff Shifts
        • Adjust Hours
      • Labour Sales Analysis
      • Delivery Stats
    • Closing an End of Day Report
  • Reports
    • Breakdown
      • Accessing the Breakdown Report
      • Filtering Options in the Breakdown Report
      • Breakdown Report Contents
        • Food and Drinks Section
        • Adjustments Section
          • Positive Adjustments
          • Negative Adjustments
        • VAT Section
        • Cost Analysis Section
          • Food Cost
          • Labour Cost
          • Gross Profit
        • Service Charges Section
        • Payments Section
        • Cash Section
        • Order Status Section
      • Exporting the Breakdown Report
    • Device Reports
    • Hourly Report
      • Accessing the Hourly Report
    • Product Sales Report
      • Accessing the Product Sales Report
    • Product Sales by Hour Report
      • Accessing the Product Sales by Hour Report
    • Root Product Sales Report
      • Accessing the Root Product Sales Report
    • Providers Report
      • Accessing the Providers Report
    • Tag Reasons Report
      • Accessing the Tag Reasons Report
    • Order Value Changes Report
      • Accessing the Order Value Changes Report
    • Sales Mix Summary
      • Accessing the Sales Mix Summary
    • Tax Report
      • Accessing the Tax Report
    • Periodic Reports
      • Accessing the Periodic Reports
    • Audit Trail Report
      • Accessing the Audit Trail Report
    • Order Transfers Report
      • Accessing the Order Transfers Report
    • Average Order Value Report
      • Accessing the Average Order Value Report
    • Platform Comparison Report
      • Accessing the Platform Comparison Report
    • Delivery Order Report
      • Accessing the Delivery Order Report
      • Delivery Report Values
    • Reports in the POS
      • Sales Report
      • Channels Report
  • Invoicing
    • Online Invoicing
      • Service Fees
      • Service Fees and Integrations
      • Service Fee Structure
      • Invoice Calculation Process
      • Invoice Breakdown
  • Thank You
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Checkout vs SendPaymentsAdjustmentsUrgency LevelsReceipt PrintingOrder NotesAssigning a Buzzer Number
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