# POS Simple Usage Guide

# Switch on/off

The power button of a Taptouch POS is usually located in the lower right corner or left side of the back of the screen.

• Power on: Press and hold the power button for 3-5 seconds to power on.

• Shutdown: Press and hold the power button for 3-5 seconds, and the shutdown and restart buttons will appear on the screen. Click the button to perform the corresponding operation.

• Forced shutdown: Press and hold the power button for more than 10 seconds to force shutdown.

• Switch screen: Short press the power button to turn the screen on or off.

• Tap the Taptouch icon on the screen to launch the app.

# Opening and closing your store

# Open store

1. After launching the Taptouch application, enter the lock screen PIN code (default 1234) to enter the program.

2. The first time you log in to the program every day, the register open page will pop up.

   1. Petty Cash : Please enter the initial change amount in the cash box.

   2. Open Drawer : Click to open the cash box.

3. Click Register Open.

# Close store

After the end of the day's business, you can view and print the day's revenue and sales report on the POS, and close the store.

1. Click the gear icon at the bottom of the left navigation bar to enter the settings page.

2. Click Register Close.

   

3. Check the store's revenue and sales data, and verify the store's accounts.

4. Click Daily Close, and the cash box will open automatically.

5. Enter the number of banknotes of different denominations in the keyboard area, click Confirm & Next. Then click Finalise.

   

6. Click Register Close.

7. Enter the pop-up window page to select the store report content to be printed, and click Print.

   

# Product management

Long press a product on the right side of the POS ordering page to quickly edit product information such as name, price, etc., or mark the product as "Sold Out".

# Order and send to kitchen

# Order

All categories and products you configure in the backend will be displayed on the ordering page for customers to order.

1. In the upper left area of the page, select the customer ordering method.

2. Click the Tab bar in the middle of the switching page to filter products by category.

3. Click on the order area on the right side of the page to select the desired products and add them to the shopping cart.

   

4. Guests' special needs can be added in the notes and printed in the kitchen.

# Sent to kitchen

Method 1: Pay before dining

1. Click Pay in the bottom of the shopping cart operation area to enter the payment page.

   

2. Select the payment method and settle.

   

Method 2: Eat first and pay later

1. After ordering, click Send in the shopping cart operation area at the bottom to send the order to the kitchen first.

   

2. The "Send" button switches to "Unpaid". After the customer eats, click Unpaid to select the order to be paid in the order list.

3. Click Pay to enter the payment page and pay the order.

4. If the customer needs to add dishes during the meal:

   1. Click Unpaid to select the order in the order list.

   2. Select the product in the product ordering area on the right and add it to the order.

   3. Click Send to send the newly added item to the kitchen.

# Pay

# Paying the order

On the right side of the payment page, select the customer's payment method.

• Cash: Click the blue preset amount in the keyboard area, or click the Cash icon to checkout. The cash box will automatically pop up, making it easy for cashiers to change.

• Card: Click the corresponding electronic card icon to checkout. If the customer uses a credit card, according to your rate configured in the backend , the customer needs to pay the surcharge.

# Order receipt

After the customer pays the order, the POS will enter the payment confirmation page. You can print the order receipt and send it to the customer via email for easy verification of the order details.

Print Order Receipt : Click on Print Receipt to print the order receipt. We recommend that you check Auto Print Receipt , so that the printer will automatically print the order receipt every time the customer pays the order.

Send the order receipt to the customer : Enter the customer's email address in the Email field, and then click Send Receipt to send the order receipt to the customer.

# Refund

Refund customers' orders, supporting full or partial refunds.

1. Enter the order page from the left navigation bar. On the right side, you can filter orders by customer's order time, order method, and payment method, or find orders by customer's name, order number, and transaction ID.

   

2. Click on Refund at the bottom left of the page.

3. In the pop-up window, you can note the refund to the customer and click Refund Confirm.

4. Go to the INVOICE page, the left side can view the current order receipt details.

   1. Full refund: Click Refund All.

   2. Partial refund: Click on the product to be refunded in order. If there are multiple copies, you can choose the number of refunded copies.

   3. You can preview the refund receipt on the right side of the page. If you want to cancel the refund for a product, click on it.

      

5. Click Confirm Refund.

# Reconciliation

When the store is closed , you can view and print the store's selling report for the day, which is divided into two parts: Store Summary and Store Details.

1. Click the gear icon in the lower left corner to enter the settings page.

2. Click Register Close.

3. Click Store Daily to facilitate reconciliation: Total Collected = Total Payments. Then click Print to print out the detailed sales data.

   

4. The statement includes the following :

   1. Discount/cash/dining method details statistics.

   2. Store revenue.

   3. Shop information.