How to Use the POS System
Quick reference for taking orders on Square
Complete Guide Available
For detailed information about the POS system, see the POS System Guide which covers everything from taking orders to handling refunds.
Quick Start
This is a quick reference for basic operations. For complete instructions, troubleshooting, and advanced features, see the full POS System Guide.
Taking a Basic Order
1. Start New Sale
- Tap "New Sale" (big green button)
2. Add Items
- Search for drink name, or
- Browse categories → Tap item
3. Customize
- Set sweetness level (0%, 25%, 50%, 75%, 100%)
- Set ice level (no ice, light, regular, extra)
- Choose milk type (whole, oat +$0.50, almond +$0.50)
- Add toppings (boba free, jelly +$0.50, etc.)
4. Add to Cart
- Tap "Add to Cart"
- Item appears on left side
5. Take Payment
- Card: Customer taps/inserts card
- Cash: Tap "Cash" → Enter amount given → Give change
- Mobile Pay: Customer holds phone near reader
6. Complete
- Receipt prints automatically
- Tell customer their order number
Common Tasks
Apply Discount:
- After adding items, tap "Discount"
- Enter percentage or dollar amount
- (Discounts over 20% need manager approval)
Void Item Before Payment:
- Tap item in cart → Tap "Remove"
Refund (After Payment):
- Always get manager approval first!
- Menu → Transactions → Find order → Refund
Split Payment:
- Tap "Split" or "Partial Payment"
- Enter amount for first card
- Process second card for remainder
Important Reminders
- Repeat order back to customer
- Show total before payment
- Tell customer order number after payment
- Card declined? Stay professional, offer alternative payment
- Never process refund without manager approval
For Complete Information
See the full POS System Guide for:
- Detailed step-by-step order taking
- All payment methods
- How to handle discounts and coupons
- Refund procedures (with manager approval)
- Troubleshooting (card reader issues, receipt problems)
- Common problems and solutions
- End-of-shift procedures
- Pro tips for new staff
Questions? See the POS System Guide or ask your manager.