👨‍💼 Cashier Guide

Learn how to process orders, handle payments, and manage daily cashier operations.

🎯 Your Main Responsibilities

As a cashier, you will:

• Take customer orders
• Process payments
• Print receipts and tax invoices
• Handle different order types (Dine-in, Takeaway, Delivery)
• Manage table assignments
• Monitor order statuses
• Manage daily cash operations

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1. 🔐 User Login

Logging Into the System

Step 1: Access the System

1. Open your web browser (Chrome, Firefox, or Edge recommended)
2. Navigate to the POS system URL provided by your manager
3. The login page will appear

Step 2: Enter Credentials

1. Enter your Username in the username field
2. Enter your Password in the password field
3. Make sure caps lock is off
4. Double-check your credentials for accuracy

Step 3: Login

1. Click the Login button or press Enter
2. Wait for the system to authenticate
3. You'll be redirected to the POS dashboard

Step 4: Verify Access

• Check that your name appears in the top right corner
• Verify you can see the main menu options
• Confirm your user role permissions are correct

Troubleshooting Login Issues

Problem: "Invalid Username or Password"

• Double-check your username and password
• Ensure caps lock is not enabled
• Contact your manager if credentials don't work

Problem: "Account Locked"

• Contact your supervisor or IT support
• Account may be locked after multiple failed attempts

Problem: Page Not Loading

• Check your internet connection
• Try refreshing the page (F5)
• Clear browser cache if needed

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2. 🛒 Point of Sale (POS)

Understanding the POS Interface

After logging in, you'll see the POS dashboard with:

• Product Categories - Left sidebar with menu items
• Order Area - Right panel showing current order
• Table - Visual looks Active
• Action Buttons in New Order - Order
• Action Buttons in Order Pending - Void, Update
• Action Buttons in Order Ready - Void, Update, Split, Discount, Check Bill, Payment

Creating a New Order

Step 1: Select Order Type

1. Choose order type:
   • Dine-In - For customers eating in the restaurant
   • Takeaway - For customers taking food to go
   • Delivery - For orders being delivered

Step 2: Select Table (For Dine-In)

1. If Dine-In is selected, choose a table number
2. Click on an available table
3. Table will turn once selected

Step 3: Add Products to Order

1. Click Menu categories on the top of Category Slider
2. Click on a product to add it to the order in the Menu Grid
3. Use +/- buttons to adjust quantity
4. Click product again to add more of the same item

Step 4: Add Special Instructions

1. Click Note button in an item
2. Enter special instructions (e.g., "No onions", "Extra spicy")
3. Click Update to apply instructions

Step 5: Review Order

1. Check the Order Area panel
2. Verify all items and quantities are correct
3. Review total amount displayed
4. Make any necessary adjustments

Step 6: Send Order

1. Click Order button
2. Order is sent to the related food counter such as kitchen display system
3. Kitchen order ticket (KOT) prints automatically
4. Order appears in the order bill list

Processing Payment

Step 1: Open Order for Payment from ready in progress

1. Click In-Progess(Ready)
2. Find and Click the Order No. you want to process payment for
3. Verify order table

Step 2: Review Bill Details

1. Check all items are correct
2. Review Total amount
3. Click Payment button

Step 3: Select Payment Method

Bill Payment:

1. Choose Cash Or Bank in the options box
2. Enter the amount received from customer
3. System automatically calculates change
4. Verify change amount is correct
5. Click Paid button

Step 4: Print Receipt

1. Receipt prints automatically after payment
2. Give receipt to customer
3. Thank the customer

Split Bill Payment

When customers want to pay separately

Requirement: The order must contain two or more items to use the Split Bill feature.

1. Open the order.
2. Select the order items to be split.
   • Selected items will be highlighted.
3. Click the Split button.
4. A new Order Number will be generated for the selected items.
5. Enter the payment amount for the selected items.
6. Select a payment method and complete the first payment.
7. The remaining items will be shown for the next payment.
8. Complete the payment for the remaining items separately.

Cancel Order

1. Open the order you want to cancel
2. Click Remove (for orders in Pending status) or Void (for orders in Ready status).
3. Select cancellation reason:
   • Customer changed mind
   • Wrong order entry
   • Customer left
   • Other (specify reason)
4. Click Update button

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3. 📋 Order Lists

Viewing Order Lists

Accessing Order Lists:

1. Click Order Bill List from the main menu
2. You'll see all orders with their current status

Order Bill List Features

Filter Options:

• Filter by Date - Select specific date range
• Filter by Order Status - Preparing, Ready, Paid, Cancelled, Post, Credit
• Filter by Payment type - Cash, Bank, Credit Sales
• Filter by Branch - Locations
• Filter by User Type - Such as Admin User, Cashier...

Order Information Displayed:

Actions Available in Order List

View Order Details:

1. Click on any order in the list
2. View full order details
3. Check order status

Process Payment:

1. Select order from list
2. Click Paid button
3. Follow payment process (see Point of Sale section)

Print Receipt:

1. Select order from list
2. Click Print button
3. Check Receipt

Reverse Order

1. Select the order from the list.
2. If the user changes their mind, click the Reverse button.
3. Make the necessary changes to the order.

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4. 💰 Unpaid Bill List

Understanding Unpaid Orders

Unpaid orders are orders that have been completed (food served) but payment has not been processed yet. The Unpaid Bill List shows all bills awaiting payment in a detailed table format.

Accessing Unpaid Order List

1. Click Unpaid Bill List from the sales menu
2. The Unpaid Bill List page will open
3. View all orders awaiting payment in a table format
4. Orders are displayed with detailed information

Understanding the Unpaid Bill List Interface

Filter Section (Top of Page):

Filter by Date Range:

1. Click on the Start Date field (calendar icon)
2. Select the start date for filtering (format: dd/mm/yyyy)
3. Click on the End Date field (calendar icon)
4. Select the end date for filtering (format: dd/mm/yyyy)
5. Example: Select 15/01/2026 to 20/01/2026 to see bills in that range

Filter by Cashier:

1. Click Select Cashier dropdown
2. Choose a specific cashier to filter by
3. Or select "All" to see all cashiers' orders

Filter by Payment Type:

1. Click Select P.Type dropdown
2. Choose payment type to filter:
   • Cash
   • Card
   • QR Payment
   • All

Filter by Order Status:

1. Click Order Status dropdown
2. Select status to filter:
   • Ready - Food is ready, awaiting payment
   • Pending - Order is still being prepared
   • All - Show all statuses

Apply Filters:

1. Set all desired filter options
2. Click Find button (blue button on the right)
3. List will update to show filtered results

Action Buttons Available

For Each Bill Row (Action Column):

View Bill (Eye Icon 👁️):

1. Click the eye icon (first icon) in the Action column
2. View complete bill details
3. See all items ordered with quantities
4. Check order total and breakdown
5. Verify customer information

Print Bill (Printer Icon 🖨️):

1. Click the printer icon (second icon) in the Action column
2. Print bill for customer
3. Check Bill
4. Give printed bill to customer

Process Payment (Cash/Payment Icon 💰):

1. Click the payment icon (third icon) in the Action column
2. Payment screen will open
3. Follow payment processing steps (see Point of Sale section)
4. Select payment method (Cash/Card/QR)
5. Enter payment amount
6. Complete payment
7. After payment, bill automatically disappears from unpaid list

Additional Actions (Top of Page)

Order Bill List:

1. Click Order Bill List button (blue button, top right)
2. View all orders (paid and unpaid)
3. See complete order history
4. Access full order management

Bill Combined List:

1. Click Bill Combined List button (blue button)
2. View combined bills
3. See bills that have been merged together
4. Useful for tracking split payments

Cancel Lists:

1. Click Cancel Lists button (white button with blue text)
2. View cancelled orders
3. See orders that were cancelled
4. Review cancellation reasons

Processing Payment from Unpaid List

Step-by-Step Process:

1. Find the Bill:

   • Use filters (date, cashier, status) to narrow down
   • Or use search field to find specific bill
   • Look for bills with "Ready" status (ready for payment)
   • Check "Pending" bills (still being prepared, wait for Ready status)

2. Review Bill Details:

   • Click eye icon (👁️) to view full bill details
   • Verify customer name matches
   • Check order type and table number (if dine-in)
   • Review total amount
   • Confirm all items are correct

3. Process Payment:

   • Click payment icon (💰) in the Action column
   • Payment screen opens
   • Select payment method:
     • Cash - Enter amount received
     • Card - Process card transaction
     • QR Payment - Show QR code
   • Enter payment amount
   • Verify change amount (for cash)
   • Click Complete Payment

4. After Payment:

   • Bill automatically disappears from unpaid list
   • Receipt prints automatically
   • Bill moves to paid orders history
   • Table becomes available (if dine-in)

Understanding Order Statuses

Ready Status:

• Food is prepared and ready
• Customer can pay now
• Process payment immediately
• Highest priority for payment

Pending Status:

• Order is still being prepared
• Kitchen is working on it
• Wait for status to change to "Ready"
• Don't process payment yet

Managing Unpaid Orders

Priority Handling:

• Process Ready status bills first (food is ready, customers waiting)
• Check Pending bills periodically (still cooking)
• Process oldest orders first (by date/time)
• Handle dine-in orders promptly (customers at table)

For Dine-In Orders:

1. Check table status in Table Layout
2. Verify customers are still at table
3. Look for "Ready" status in unpaid list
4. Approach table politely
5. Ask if they're ready to pay
6. Click payment icon to process payment
7. Give receipt to customer

For Takeaway Orders:

1. Check if customer is still present
2. Look for order with "Ready" status
3. Call customer name/number if needed
4. Process payment when customer arrives
5. Click payment icon to process
6. Give order and receipt together

For Delivery Orders:

1. Verify delivery is completed
2. Check order status shows "Ready"
3. Process payment when delivery person returns
4. Or process payment online if pre-paid
5. Update order status accordingly

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5. 🍳 Kitchen Display System (KDS)

Understanding KDS

The Kitchen Display System shows orders to kitchen staff so they can prepare food efficiently.

How Orders Appear on KDS

When Order is Saved:

1. Order automatically appears on kitchen display
2. Kitchen staff can see:
   • Order number
   • Table number (if dine-in)
   • Order time
   • All items ordered
   • Special instructions
   • Order type (Dine-in/Takeaway/Delivery)

Order Status Updates

Order Statuses:

• Pending - Order just created, waiting to be started
• Cooking - Kitchen has started preparing
• Ready - Food is ready for serving
• Served - Food has been served to customer

Your Role with KDS

As Cashier:

• You don't directly control KDS, but you should:
• Monitor order statuses
• Inform customers about wait times
• Check when orders are marked "Ready"
• Update order status when food is served

Checking Order Status:

1. Go to Order List
2. Find the order you're checking
3. View current status
4. Inform customer accordingly

When Order Shows "Ready":

1. Notify customer that food is ready
2. For takeaway: Call customer name/number
3. For dine-in: Inform server or bring to table
4. Update order status to "Served" when delivered

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6. 👥 Customer Lists

Accessing Customer Lists

1. Click Customer List from the main menu
2. View all registered customers
3. Search and filter customers

Adding New Customer:

1. Click Add New Customer button
2. Enter customer details:
   • Name (required)
   • Phone number (required)
   • Email address
   • Delivery address
   • Customer type (individual or Corporate)
3. Click Submit
4. Customer is added to list

Editing Customer Information:

1. Find customer in list
2. Click Edit button
3. Update customer information
4. Click Update

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7. 💵 Daily Cash Opening

Purpose of Daily Cash Opening

Daily cash opening is done at the start of your shift to:

• Record opening cash amount
• Set up cash register for the day
• Establish starting balance
• Enable cash tracking

Steps for Daily Cash Opening

Step 1: Access Cash Opening

1. Click Daily Cash Opening from the main menu
2. Cash opening form will appear

Step 2: Count Physical Cash

1. Count all cash in the cash drawer
2. Count each denomination separately:
   • Notes: 1000, 500, 100, 50, 20, 10
   • Coins: 10, 5, 2, 1
3. Calculate total cash amount
4. Double-check your count

Step 3: Enter Opening Amount

1. Enter the total opening cash amount
2. Verify amount is correct
3. Add notes if needed (e.g., "Starting shift with 5000")

Step 4: Submit Cash Opening

1. Review all information
2. Click Save or Submit button
3. System records opening cash
4. Cash register is now active

Important Notes

Before Opening:

• Count cash carefully
• Verify with previous shift closing amount
• Report any discrepancies to manager
• Don't proceed if amounts don't match

After Opening:

• Keep cash drawer secure
• Don't remove cash without recording
• All transactions will be tracked from this point

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8. 💴 Daily Cash Closing

Purpose of Daily Cash Closing

Daily cash closing is done at the end of your shift to:

• Record closing cash amount
• Calculate total sales
• Verify cash accuracy
• Complete shift records

Steps for Daily Cash Closing

Step 1: Complete All Transactions

1. Process all pending payments
2. Ensure all orders are paid
3. Don't start closing with unpaid orders

Step 2: Access Cash Closing

1. Click Daily Cash Closing from the main menu
2. Cash closing form will appear

Step 3: Count Physical Cash

1. Count all cash in the cash drawer
2. Count each denomination separately
3. Calculate total cash amount
4. Double-check your count

Step 4: Review System Totals

1. System shows:
   • Opening cash amount
   • Total cash sales
   • Total card sales
   • Total QR payments
   • Expected closing amount
2. Compare with physical cash count

Step 5: Enter Closing Amount

1. Enter actual cash count
2. System calculates difference:
   • Short - Less cash than expected
   • Over - More cash than expected
   • Balanced - Exact match

Step 6: Add Notes (If Discrepancy)

1. If cash is short or over:
2. Enter explanation notes
3. Document possible reasons
4. Report to manager

Step 7: Submit Cash Closing

1. Review all information
2. Click Save or Submit button
3. System records closing cash
4. Shift is now closed

Handling Discrepancies

If Cash is Short:

1. Recount cash carefully
2. Check for unprocessed transactions
3. Review refunds and voids
4. Document discrepancy
5. Report to manager immediately

If Cash is Over:

1. Recount to verify
2. Check for duplicate entries
3. Look for unlogged transactions
4. Document overage
5. Report to manager

Manager Approval:

• Large discrepancies require manager approval
• Manager will review and approve closing
• Follow manager's instructions

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9. 📊 End of Shift Sales

Purpose of End of Shift Sales Report

The End of Shift Sales report shows:

• Total sales for your shift
• Breakdown by payment method
• Number of transactions
• Average transaction value
• Comparison with previous shifts

Accessing End of Shift Sales

1. Click End of Shift Sales from the main menu
2. Select date and shift
3. View sales report

Understanding the Report

Sales Summary:

• Total Sales - All sales during shift
• Cash Sales - Sales paid with cash
• Card Sales - Sales paid with card
• QR Sales - Sales paid with QR code
• Other Payments - Other payment methods

Transaction Details:

• Number of Transactions - Total orders processed
• Average Transaction - Average order value
• Highest Transaction - Largest single order
• Lowest Transaction - Smallest single order

Time Analysis:

• Sales by hour
• Peak hours identified
• Slow periods noted

Using the Report

Review Your Performance:

1. Check total sales achieved
2. Compare with targets (if set)
3. Identify peak performance times
4. Note areas for improvement

Share with Management:

1. Print or export report
2. Submit to manager
3. Discuss any issues or concerns
4. Get feedback for next shift

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10. 🪑 Table Layout

Understanding Table Layout

The Table Layout shows a visual representation of all restaurant tables and their current status.

Accessing Table Layout

1. Click Table Layout from the main menu
2. View visual table map
3. See status of each table

Table Status Colors

Green (Available):

• Table is empty and available
• Ready for new customers
• Can be assigned to new order

Red (Occupied):

• Table has active order
• Customers are seated
• Order is in progress

Yellow (Reserved):

• Table is reserved for future booking
• Not available for walk-in customers
• Check reservation time

Gray (Cleaning):

• Table needs cleaning
• Not ready for customers
• Will turn green when cleaned

Using Table Layout

Assigning Table to Order:

1. Click on green (available) table
2. Table number is selected
3. Create new order for that table
4. Table turns red (occupied)

Changing Table:

1. Open existing order
2. Click Change Table button
3. Select new table from layout
4. Order moves to new table
5. Old table becomes available

Clearing Table:

1. After payment is complete
2. Click Clear Table button
3. Table status changes to available
4. Table can be used for new customers

Viewing Table Details:

1. Click on any table
2. View:
   • Current order (if any)
   • Order time
   • Number of guests
   • Order status
   • Total amount

Table Management Tips

Efficient Seating:

• Use smaller tables for small groups
• Combine tables for large parties
• Keep popular tables available
• Balance table usage

Monitoring Tables:

• Regularly check table status
• Clear tables promptly after payment
• Update table status accurately
• Communicate with servers about table status

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11. 📈 Sales Report (Product Wise)

Purpose of Product Wise Sales Report

This report shows sales breakdown by individual products, helping you understand:

• Which products sell most
• Product performance by time
• Revenue per product
• Popular items identification

Accessing Sales Report (Product Wise)

1. Click Sales Report from the main menu
2. Select Product Wise option
3. Choose date range
4. View product sales report

Understanding the Report

Product Information:

• Product name
• Product code
• Category
• Unit price
• Quantity sold
• Total revenue

Sales Metrics:

• Units Sold - Number of items sold
• Revenue - Total sales amount
• Percentage - % of total sales
• Ranking - Best to worst sellers

Time Analysis:

• Sales by hour
• Peak selling times
• Slow periods

Using the Report

Identify Popular Items:

1. Review top-selling products
2. Note which items customers prefer
3. Ensure popular items are in stock
4. Promote popular items to customers

Performance Analysis:

1. Compare product sales
2. Identify slow-moving items
3. Suggest promotions for low sellers
4. Report trends to management

Inventory Planning:

1. Use sales data for ordering
2. Ensure adequate stock of popular items
3. Reduce ordering of slow sellers
4. Optimize inventory levels

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⚠️ Common Issues & Solutions

Problem: Order Not Going to Kitchen

Solution:

• Check internet connection
• Verify order is saved (click Save again)
• Check if kitchen printer is on
• Refresh the page
• Call manager if issue persists

Problem: Wrong Item Added

Solution:

• If not yet saved: Click trash icon to remove
• If already saved: Click Edit, remove item, Save
• If already in kitchen: Contact kitchen staff immediately
• Add correct item if needed

Problem: Customer Wants Discount

Solution:

• Only managers can apply discounts
• Call manager/supervisor
• Manager will enter their password
• Apply discount as instructed
• Document discount reason

Problem: Payment System Error

Solution:

• Try processing again
• Use alternative payment method
• Note transaction details
• Report to manager immediately
• Complete payment manually if approved

Problem: Printer Not Working

Solution:

• Check if printer is on
• Check paper roll (might be empty)
• Press printer's power button off/on
• Check printer connection
• Call technical support if still not working
• Handwrite receipt if urgent

Problem: System is Slow

Solution:

• Check internet connection
• Close unnecessary browser tabs
• Refresh the page (F5)
• Clear browser cache
• Restart browser if needed
• Report to IT if persistent

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✅ Daily Checklist

Start of Shift

• Log in to system
• Complete daily cash opening
• Count opening cash accurately
• Check printer has paper
• Verify internet connection is working
• Review table layout
• Check for any system updates
• Clean workstation

During Shift

• Take orders accurately
• Process payments promptly
• Monitor order statuses
• Update table statuses
• Keep workstation organized
• Communicate with kitchen about special requests
• Handle customer queries politely
• Process unpaid orders regularly

End of Shift

• Complete all pending transactions
• Process all unpaid orders
• Count closing cash accurately
• Complete daily cash closing
• Review end of shift sales report
• Clear all tables
• Clean workstation
• Report any issues to manager
• Log out from system

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🎓 Pro Tips for Cashiers

Speed Up Service

• ⚡ Learn keyboard shortcuts (F1-F12 for common items)
• ⚡ Memorize popular menu items
• ⚡ Keep frequently ordered items visible
• ⚡ Pre-prepare change for common amounts
• ⚡ Use customer list for repeat customers

Accuracy

• ✅ Always repeat order back to customer
• ✅ Double-check quantity
• ✅ Verify special instructions
• ✅ Check total before payment
• ✅ Count cash carefully

Customer Service

• 😊 Greet customers warmly
• 😊 Suggest popular items or combos
• 😊 Inform about waiting time
• 😊 Thank customers and invite them back
• 😊 Handle complaints professionally

Teamwork

• 🤝 Communicate clearly with kitchen
• 🤝 Help colleagues during rush hours
• 🤝 Report system issues immediately
• 🤝 Share tips with new cashiers
• 🤝 Coordinate with servers

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📞 Need Help?

For System Issues:

• Contact: IT Support
• Phone: [Your IT number]
• Email: [Your IT email]

For Operational Questions:

• Contact: Store Manager/Supervisor
• Check with experienced colleagues
• Refer to this guide

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🔑 Quick Reference

Essential Buttons

• New Order - Start a new order
• Save Order - Send to kitchen
• Complete Payment - Finalize transaction
• Cancel Order - Cancel current order
• Print Receipt - Print customer receipt
• Split Bill - Divide payment

Common Shortcuts

• F1 - New Order
• F2 - Open Orders
• F3 - Complete Payment
• F4 - Cancel Order
• Esc - Go Back

Important Menu Items

• Order List - View all orders
• Unpaid Order List - View unpaid orders
• Customer List - Manage customers
• Daily Cash Opening - Start shift
• Daily Cash Closing - End shift
• End of Shift Sales - View sales report
• Table Layout - Manage tables
• Sales Report - View sales analytics

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Remember: You're the face of the restaurant! Your efficiency and friendly service make customers happy. If unsure about anything, always ask your supervisor. Good luck! 🌟