How to Make an Order with a Unit
Seat an order at a specific table, room or seat, so the floor can see who is where. If guests move, transfer the order instead of rebuilding it.
Before you start
- The Point of Sale · Modify permission.
- A plan with units (Starter and up).
Steps
1
Open Units and tap the table
From the POS menu, tap Units, then the unit, for example Table 5.
2
Tap Make Order
The register opens with the table already chosen. Build the order as usual. See Using the POS Register.
3
To move guests, tap Transfer
On the unit that has the order, tap Transfer. A banner asks for the destination.
The transfer banner on the Units grid — screenshot coming soon
4
Tap the destination
Tap the table they are moving to. If it is occupied, confirm the swap. Unavailable tables cannot be picked. Cancel the banner to change your mind.
The swap confirmation — screenshot coming soon
What happens next
- The destination becomes occupied. The table left behind becomes available, unless it received the other table's order.
- The customer's table check code follows the order to the new table.
Edge cases
- One open order per table. If another register seats an order at the table first, your save is refused with "That table was just given another order" and the list refreshes. Pick another table or add to the existing order.
- View Order opens the order already on an occupied table.
- Two empty tables cannot be transferred. The transfer is refused when both are vacant.
- No separate transfer screen. It happens on the grid or the live floor itself.
- Confirm the table before the first items so the order starts in the right place.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Plan | Units need Starter and up. On Basic the screen is hidden. |
| Floor Plan add-on | Shows the units as a drawn floor. A tap does the same as on the grid. See Live Floor on POS. |
| Live sync (Lite and up) | Other devices see the change at once. On lower plans they pick it up the next time they refresh. |