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Home/Knowledge Base/Sales/How to Create Order Types in SalesPlay POS

How to Create Order Types in SalesPlay POS

 

SalesPlay POS allows businesses to categorize transactions using Order Types. This feature helps manage diverse transaction scenarios depending on the industry. For example:

  • Restaurant: Dining, Takeaway, Delivery
  • Healthcare: Channeling, OPD, Laboratory, Wards
Note: Order Types help track transactions accurately and print the selected type on receipts for easy record-keeping.

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Step-by-Step Process to Enable Order Types

1. Enable Order Types in Back Office

  • Login to the POS Back Office Web Portal.
  • Select Settings from the main menu.
  • Go to Feature.
  • Toggle Order Types ON.
  • Click Save.

Tip: Once enabled, Order Types will appear as a sub-menu under the Settings section.

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2. Configure Order Types

  • Go to the Order Types section.
  • Click on the order type you want to enable (e.g., Delivery, Dine-in, Takeaway).
  • Toggle the status ON.
  • Click Update.

After updating, the Order Types will sync to the POS App. Users can select the relevant order type while creating receipts, and it will be printed on the receipt automatically.

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3. Set a Default Order Type

  • In the Order Types section in Back Office, tick the Default button for the preferred order type.
  • Click Update to save your default setting.
Tip: Setting a default order type ensures faster transaction processing and reduces errors when selecting the order type in the POS App.

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