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Account

P
Written by Posbel
Updated this week

General Overview

The Account page is the main screen used by staff to create and prepare an order for a customer.

It allows product selection, order identification, sending messages to printers, and submitting the order according to the POS configuration.


Screen Layout

The order page is divided into distinct functional areas.


Product Categories (left panel)

The left side of the screen displays product category groups.

  • Each category represents a group of products configured in the administration panel

  • Selecting a category displays its products in the product grid

This panel is used to navigate between different product groups.


Product Grid (center)

The center of the screen displays all products belonging to the selected category.

  • Each product is presented as a selectable tile

  • Tapping a product adds it to the current order

  • Product availability and pricing are displayed according to the configuration


Search Bar (top left)

A search bar is available at the top of the screen.

  • Allows searching for products by name

  • The search applies across all categories

  • Selecting a result adds the product to the order


Order Header (top center)

Order Button

The Order button displays the number of the current order.

  • Tapping the number allows assigning a custom name to the order

  • The custom name replaces the default order number display

  • It is used for:

    • Internal identification

    • Printing on receipts

    • Kitchen and customer screens (depending on configuration)

The custom name applies only to the current order.


Messaging (top right)

Message Button

The Message button allows sending predefined messages to printers.

  • Messages are configured in the administration panel

  • Selecting a message sends it directly to the establishment’s printers

  • Messages do not modify the items or prices of the order

This is intended for operational or informational messages.


Customer Button (top right)

The Customer button opens the page dedicated to customer information for the current order.


Order Items Panel (right panel)

The right panel displays the contents and status of the current order, as well as orders that have already been sent.


Unsent Orders (active order)

The active, unsent order always appears at the top of the right panel.

Characteristics:

  • Items are fully editable

  • No printer icon is displayed

  • Contextual actions on items are available

Available Actions on Items

For items in the unsent order, the following actions are available:

  • Quantity

    • Modify the item quantity

  • Comment

    • Add a comment at the item level

    • Comments are printed according to printer configuration

  • Delete

    • Remove the item from the order

  • Add Promotion

    • Apply a promotion to the item, if configured

  • Add Separator

    • Insert a separator line for visual display and on receipts

All changes are applied immediately and update the order total.


Sent Orders (read-only)

Once an order has been sent:

  • It becomes read-only on this screen

  • Items can no longer be modified

  • The order remains visible for reference

A printer icon is displayed on the left of sent orders to indicate that they have been transmitted to the printers.


Print Status Indicators

Clock Icon (⏱)

If an item displays a clock icon:

  • The item has not yet been printed

  • It is waiting to be printed or is queued


Printer Icon (🖨)

If an item or an order displays a printer icon:

  • The item has been successfully sent to a printer

  • No further printing action is expected


Sending the Order

Send Order Button

Tapping Send Order submits the order.

The behavior after sending depends on the POS configuration:

  • Navigate to the payment page

  • Remain on the order page

  • Return to a previous screen

This behavior is defined in the application settings within the administration panel.


Notes

  • Orders are built progressively by selecting products

  • Messages and custom names can be set before sending the order

  • The Account page serves as the gateway to the payment page

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