Orders

The Orders screen enables you to Create, Hold, Customize, Checkout, and Refund your transactions.

Current Orders

The Current Orders tab allows you to create and checkout Orders on your Point of Sale.

Items

Items can be added to your Global Payments POS System to make creating orders and tracking sales easier.

Add Items
  1. Tap Orders from the Home page.
  2. Tap a screen layout.
  3. Tap on an item to add it to the order.

Search Items

Users must be assigned to Groups in order to have access to the Global Payments POS app and the Global Payments Back Office.

Enter First & Last Name.

  1. Tap Orders on the Home Screen.
  2. Tap Search.
  3. Type keywords.
  4. As you type search results will populate.
  5. Tap an item to add it to the order.

Open Amount Items

Open Amount Items allow you to enter the price of an item, when you add it to your order.

  1. Tap Orders on the Home Screen.
  2. Tap an item that has Open Amount Item enabled.
  3. Enter a price for the item.
  4. Tap Done to add the Item to the cart.

Ensure that Open Amount Item has been enabled in the Global Payments Back Office Back Office.

Manual Item Entry

The Manual Entry Button allows you to enter an item price and item description.

  1. Tap Orders on the Home Screen.
  2. Tap Manual Entry button.
  3. Enter a price.
  4. Enter an optional item name.
  5. Tap the checkbox next to Tax Free if you do not wish to charge tax on this item.
  6. Tap Add.

Manual Items added to an order are not saved in your Inventory for future use.

Remove Items
  1. Tap the X button to the right of the Item in the Receipt Viewer.
  2. Items without modifiers, notes, or quantity changes will be removed from the order.
    • If the item has any modifiers, notes, or quantity changes a confirmation window will pop-up before removing the item.
    • Tap Yes to delete the item from the order, tap Cancel to return to the order without removing the item.

Create or Change PIN

You can search the different users accounts for your business. They will be listed in alphabetical order, with five columns that provide additional information about each User’s account.

  1. Click Staff in the Navigation Menu.
  2. Click Users.
  3. Enter the Price you will charge for the Product.
  4. Enter a Username.
  5. Select Active/Inactive Status.
  6. Click the Search button.

Add Items
  1. Tap Orders from the Home page.
  2. Tap a screen layout.
  3. Tap on an item to add it to the order.

Search Items

Users must be assigned to Groups in order to have access to the Global Payments POS app and the Global Payments Back Office.

Enter First & Last Name.

  1. Tap Orders on the Home Screen.
  2. Tap Search.
  3. Type keywords.
  4. As you type search results will populate.
  5. Tap an item to add it to the order.

Open Amount Items

Open Amount Items allow you to enter the price of an item, when you add it to your order.

  1. Tap Orders on the Home Screen.
  2. Tap an item that has Open Amount Item enabled.
  3. Enter a price for the item.
  4. Tap Done to add the Item to the cart.

Ensure that Open Amount Item has been enabled in the Global Payments Back Office Back Office.

Manual Item Entry

The Manual Entry Button allows you to enter an item price and item description.

  1. Tap Orders on the Home Screen.
  2. Tap Manual Entry button.
  3. Enter a price.
  4. Enter an optional item name.
  5. Tap the checkbox next to Tax Free if you do not wish to charge tax on this item.
  6. Tap Add.

Manual Items added to an order are not saved in your Inventory for future use.

Remove Items
  1. Tap the X button to the right of the Item in the Receipt Viewer.
  2. Items without modifiers, notes, or quantity changes will be removed from the order.
    • If the item has any modifiers, notes, or quantity changes a confirmation window will pop-up before removing the item.
    • Tap Yes to delete the item from the order, tap Cancel to return to the order without removing the item.

Create or Change PIN

You can search the different users accounts for your business. They will be listed in alphabetical order, with five columns that provide additional information about each User’s account.

  1. Click Staff in the Navigation Menu.
  2. Click Users.
  3. Enter the Price you will charge for the Product.
  4. Enter a Username.
  5. Select Active/Inactive Status.
  6. Click the Search button.

Quantities

There are multiple ways to modify the quantity of an item, once you have added items to an order.

The quantity of a particular item is displayed next to the Item Name in the Receipt Viewer

Method 1
  1. Tap the item you want to edit in the Receipt Viewer.
  2. On the Edit Item Screen, tap either the Plus or Minus button to adjust the quantity of the item to the desired quantity.
  3. Tap Done.

Method 2
  1. When adding an item, tap the item multiple times to add the desired amount to your cart
  2. Tap Search.
  3. The additional items will appear in the Receipt Viewer on the right-hand portion of your screen.

Partial Quantity
  1. Tap an item that has Partial Quantity enabled.
  2. Enter quantity in the pop-up window
  3. Enter a price for the item.
  4. Tap Done.

Ensure that Partial Quantity has been enabled in the Global Payments Back Office Back Office.

Method 1
  1. Tap the item you want to edit in the Receipt Viewer.
  2. On the Edit Item Screen, tap either the Plus or Minus button to adjust the quantity of the item to the desired quantity.
  3. Tap Done.

Method 2
  1. When adding an item, tap the item multiple times to add the desired amount to your cart
  2. Tap Search.
  3. The additional items will appear in the Receipt Viewer on the right-hand portion of your screen.

Partial Quantity
  1. Tap an item that has Partial Quantity enabled.
  2. Enter quantity in the pop-up window
  3. Enter a price for the item.
  4. Tap Done.

Ensure that Partial Quantity has been enabled in the Global Payments Back Office Back Office.

Modifiers

Modifiers enable you to make customer-specific changes to an order based on predefined options.

Ensure that Modifiers have been enabled in the Global Payments Back Office Back Office.

Apply A Modifier
  1. Tap the item you want to modify in the Receipt Viewer.
  2. Tap the Modifiers Tab on the Edit Item Screen.
  3. Tap a modifier set.
  4. Tap a modifier to apply that Modifier to the Item.
  5. Tap Done.

Selected modifiers will appear highlighted and you will see the modifier listed under the Item in the Receipt Viewer.

Apply a Required Modifier
  1. Tap an item with a required modifier to add it to an Order.
  2. Tap a modifier from the required modifier set on the Edit Item Screen.
  3. TSatisfy all required modifiers.
  4. Tap Done

    5. If there is more than one required modifier for an item, the modifier set buttons with the required modifier(s) will have a flag to indicate you must select a modifier from that set.

Apply Default Modifiers:
  1. Tap an item that has Partial Quantity enabled.
  2. Enter quantity in the pop-up window
  3. Enter a price for the item.
  4. Tap Done.

Ensure that Partial Quantity has been enabled in the Global Payments Back Office Back Office.

Time of Use Modifier
  1. Tap the item in the Receipt Viewer.
  2. Tap the Modifiers Tab on the Edit Item Screen.
  3. Tap the modifier that has the enter amount at time of use option enabled.
  4. Enter a price for the modifier.
  5. Tap Done to confirm price on the pop-up screen.
  6. Tap the Done button.

Ensure that a time of use modifier has been assigned to an item in the Global Payments Back Office Back Office. Time of Use Modifiers added to an order are not saved in your Inventory for future use.

Apply A Modifier
  1. Tap the item you want to modify in the Receipt Viewer.
  2. Tap the Modifiers Tab on the Edit Item Screen.
  3. Tap a modifier set.
  4. Tap a modifier to apply that Modifier to the Item.
  5. Tap Done.

Selected modifiers will appear highlighted and you will see the modifier listed under the Item in the Receipt Viewer.

Apply a Required Modifier
  1. Tap an item with a required modifier to add it to an Order.
  2. Tap a modifier from the required modifier set on the Edit Item Screen.
  3. TSatisfy all required modifiers.
  4. Tap Done

    5. If there is more than one required modifier for an item, the modifier set buttons with the required modifier(s) will have a flag to indicate you must select a modifier from that set.

Apply Default Modifiers:
  1. Tap an item that has Partial Quantity enabled.
  2. Enter quantity in the pop-up window
  3. Enter a price for the item.
  4. Tap Done.

Ensure that Partial Quantity has been enabled in the Global Payments Back Office Back Office.

Time of Use Modifier
  1. Tap the item in the Receipt Viewer.
  2. Tap the Modifiers Tab on the Edit Item Screen.
  3. Tap the modifier that has the enter amount at time of use option enabled.
  4. Enter a price for the modifier.
  5. Tap Done to confirm price on the pop-up screen.
  6. Tap the Done button.

Ensure that a time of use modifier has been assigned to an item in the Global Payments Back Office Back Office. Time of Use Modifiers added to an order are not saved in your Inventory for future use.

Discounts

Various methods are available to apply discounts and taxes to an order.

All discounts and taxes are created and managed via the Global Payments Back Office Back Office and may be applied via scanner (if enabled) or manual selection.
It is necessary to first add an item to an order before a discount can be applied. If a discount value is greater than the price it is being applied to, the price will be set to zero.

Apply an Entire Cart Discount
  1. Tap the Discount Button above the Receipt Viewer.
  2. Tap the discount you wish to apply.
  3. Tap Done.

Apply a Single Item Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the Item button.
  3. The additional items will appear in the Receipt Viewer on the right-hand portion of your screen.
  4. Tap the discount set up for single item.
  5. Tap the item to discount on the pop-up that appears.
  6. Tap Save Discount.

Apply a Multiple Item Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the Item button.
  3. Tap discount set up for multiple items.
  4. Tap the items to discount on the pop-up that appears.
  5. Tap Save Discount.

Apply a Time of Use Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the discount that is setup for Time of Use.
  3. Enter a value for the discount.
  4. Tap Done on the pop-up window to add the discount.
  5. Tap Done.

Time of Use Discounts are trackable in the Global Payments Back Office Back Office.

Apply a Manual Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the Manual button.
  3. Choose whether the discount is a Dollar Amount Off or a Percentage Off.
  4. Enter the discount value and optional name of the discount.
  5. Tap Add on the pop-up window to add the discount
  6. Tap Done.

Time of Use Discounts are not trackable in the Global Payments Back Office Back Office and are not saved for future use.

Remove a Discount
  1. Tap the X Button next to the discount in the Receipt Viewer.
    • A preset discount will automatically be removed.
    • A Manual Discount opens a pop-up window prompting you to confirm that you want to remove the discount.

Apply an Entire Cart Discount
  1. Tap the Discount Button above the Receipt Viewer.
  2. Tap the discount you wish to apply.
  3. Tap Done.

Apply a Single Item Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the Item button.
  3. The additional items will appear in the Receipt Viewer on the right-hand portion of your screen.
  4. Tap the discount set up for single item.
  5. Tap the item to discount on the pop-up that appears.
  6. Tap Save Discount.

Apply a Multiple Item Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the Item button.
  3. Tap discount set up for multiple items.
  4. Tap the items to discount on the pop-up that appears.
  5. Tap Save Discount.

Apply a Time of Use Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the discount that is setup for Time of Use.
  3. Enter a value for the discount.
  4. Tap Done on the pop-up window to add the discount.
  5. Tap Done.

Time of Use Discounts are trackable in the Global Payments Back Office Back Office.

Apply a Manual Discount
  1. Tap the Discount button above the Receipt Viewer.
  2. Tap the Manual button.
  3. Choose whether the discount is a Dollar Amount Off or a Percentage Off.
  4. Enter the discount value and optional name of the discount.
  5. Tap Add on the pop-up window to add the discount
  6. Tap Done.

Time of Use Discounts are not trackable in the Global Payments Back Office Back Office and are not saved for future use.

Remove a Discount
  1. Tap the X Button next to the discount in the Receipt Viewer.
    • A preset discount will automatically be removed.
    • A Manual Discount opens a pop-up window prompting you to confirm that you want to remove the discount.

Split Orders

The Split Button allows you to split an order by Total, or by Items. Orders can be split by an unlimited number of separate tickets when splitting by Total, and any combination of items may be split amongst separate parties when splitting by Items.

Split Order by Items
  1. Tap on Split Order button.
  2. Tap the items you want to place in a separate order.
  3. Tap Create New Order button.
  4. Select Hold or Hold & Send button to place an order on hold.
  5. Recall Held order to continue check out.

Split by Amount
  1. Tap Checkout from the Orders Screen.
  2. Tap Split Balance button.
  3. Tap the Plus or Minus to choose how many ways you would like to split the remaining balance.
  4. Tap Save.
  5. Follow Checkout steps for each order.

Split Order by Items
  1. Tap on Split Order button.
  2. Tap the items you want to place in a separate order.
  3. Tap Create New Order button.
  4. Select Hold or Hold & Send button to place an order on hold.
  5. Recall Held order to continue check out.

Split by Amount
  1. Tap Checkout from the Orders Screen.
  2. Tap Split Balance button.
  3. Tap the Plus or Minus to choose how many ways you would like to split the remaining balance.
  4. Tap Save.
  5. Follow Checkout steps for each order.

Order Information

Allows you to edit, server, table and order tpe.

Edit Order Information
  1. Tap the Order Info Button above the Receipt Viewer.
  2. Edit the...
    • Type: Tap an option for your order type (Dine In, Carry Out, Delivery, and Drive Thru).
    • Name: Tap Enter Order Name and type an optional name for your order.
    • Server: Tap an employee name to assign a server.
    • Identifier: Tap an identifier to assign a table number or section name.
    • Tax Status: enter Tax Exempt Number and ensure “This order is tax exempt.” checkbox is selected.
  3. Tap Done.

Edit Order Information
  1. Tap the Order Info Button above the Receipt Viewer.
  2. Edit the...
    • Type: Tap an option for your order type (Dine In, Carry Out, Delivery, and Drive Thru).
    • Name: Tap Enter Order Name and type an optional name for your order.
    • Server: Tap an employee name to assign a server.
    • Identifier: Tap an identifier to assign a table number or section name.
    • Tax Status: enter Tax Exempt Number and ensure “This order is tax exempt.” checkbox is selected.
  3. Tap Done.

Hold Order

The Hold Order options allows you to delay the Checkout flow, which enables you to add items or complete the order at a later time.

Hold an Order
  1. Tap the Hold button below the Receipt Viewer.
  2. Edit the...
  3. If a station printer is configured, select whether to send items to the printer before holding..
  4. Enter additional Order Information as needed.
  5. Tap Done.

Hold an Order
  1. Tap the Hold button below the Receipt Viewer.
  2. Edit the...
  3. If a station printer is configured, select whether to send items to the printer before holding..
  4. Enter additional Order Information as needed.
  5. Tap Done.

Cancel Order

An order can be canceled at any time before it is completed.

Cancel an Order
  1. Tap the Cancel button below the Receipt Viewer
  2. Tap Yes.

Cancel an Order
  1. Tap the Cancel button below the Receipt Viewer
  2. Tap Yes.

Checkout

An order can be canceled at any time before it is completed.

Checkout an Order
  1. Tap the Checkout button below the Receipt Viewer.
  2. Select the appropriate payment method (tender options may vary depending on set up).
    • Credit Card
    • Cash
    • Debit Card
    • Gift Card
    • Cheque
  3. Tap Complete Order to close the transaction without printing a customer. Alternately tap Print or Email to provide a customer receipt

Checkout an Order
  1. Tap the Checkout button below the Receipt Viewer.
  2. Select the appropriate payment method (tender options may vary depending on set up).
    • Credit Card
    • Cash
    • Debit Card
    • Gift Card
    • Check
  3. Tap Complete Order to close the transaction without printing a customer. Alternately tap Print or Email to provide a customer receipt

Open Orders

The Open Orders Tab is where you can view and edit uncompleted orders. Open orders is only available on Register. The Held orders tile is where you would find this menu when using Terminal Plus.

Held Orders

An Order that has been placed on hold can be reopened from the Open Orders Tab in the Global Payments POS app.

A Held Order can only be reopened as long as the Order still has a balance due on it. If an Order has a zero balance, for example an Order placed through Order Ahead, the Order cannot be opened again even though the Order is still being held.

Open Held Orders
  1. Select the order you want to open, to load it in the Receipt Viewer.
  2. Tap the Open Order button below the Receipt Viewer.
  3. The Order will be opened and displayed in the Current Order Tab.

Once a held order is opened, you can complete any actions as if it were a current order.

Split Held Orders by Item
  1. Select the order you want to split, to load it in the Receipt Viewer
  2. Tap the Split Order button above the Receipt Viewer.
    • Tap the Hold button below each order to hold the new order
    • Tap the Hold & Send button below each order to hold the new order and send it to the station printer.

Users must be assigned to Groups in order to have access to the Global Payments POS app and the Global Payments Back Office.

Combine Held Orders
  1. Select the first order you want to combine, to load it in the Receipt Viewer
  2. Tap the Combine button above the Receipt Viewer.
  3. Select all other orders that you want to combine.
  4. Tap the Combine button below the Receipt Viewer.
  5. The orders will be combined and displayed under the information of the first order selected.

Ensure that Open Amount Item has been enabled in the Global Payments Back Office Back Office.

Checkout Held Orders
  1. Select the order you want to open, to load it in the Receipt Viewer.
  2. Tap the Checkout button below the Receipt Viewer.
  3. Complete the standard checkout process.

Manual Items added to an order are not saved in your Inventory for future use.

Open Held Orders
  1. Select the order you want to open, to load it in the Receipt Viewer.
  2. Tap the Open Order button below the Receipt Viewer.
  3. The Order will be opened and displayed in the Current Order Tab.

Once a held order is opened, you can complete any actions as if it were a current order.

Split Held Orders by Item
  1. Select the order you want to split, to load it in the Receipt Viewer
  2. Tap the Split Order button above the Receipt Viewer.
    • Tap the Hold button below each order to hold the new order
    • Tap the Hold & Send button below each order to hold the new order and send it to the station printer.

Users must be assigned to Groups in order to have access to the Global Payments POS app and the Global Payments Back Office.

Combine Held Orders
  1. Select the first order you want to combine, to load it in the Receipt Viewer
  2. Tap the Combine button above the Receipt Viewer.
  3. Select all other orders that you want to combine.
  4. Tap the Combine button below the Receipt Viewer.
  5. The orders will be combined and displayed under the information of the first order selected.

Ensure that Open Amount Item has been enabled in the Global Payments Back Office Back Office.

Checkout Held Orders
  1. Select the order you want to open, to load it in the Receipt Viewer.
  2. Tap the Checkout button below the Receipt Viewer.
  3. Complete the standard checkout process.

Manual Items added to an order are not saved in your Inventory for future use.

Completed Orders

The Completed Orders Tab provides detailed information about orders that have been completed. You can complete actions on individual orders such as reprint or send email receipts and issue refunds.

Manage Completed Orders

Order Types

Completed Orders types indicate the status of an order once it has been completed.

  • All Orders - The All Orders tab displays all orders that are completed regardless of who was assigned to the order or where the order originated.
  • My Orders - The My Orders tab displays only completed orders that are specific to the current user logged in the POS.
  • My Register - The My Register tab displays all orders in the current Batch associated with the current Register.
  • Completed - The Completed Order tab displays all completed Orders.
  • Refunded - The Refunded tab displays refund activity and information about Refunded Orders.
  • Canceled - The Canceled tab displays refund activity and information about Refunded Orders.

Search Completed Orders

The Search tab allows you to search all orders in the current batch by order number or by date range.

Search by Transaction Number
  1. Tap the Trans # button above the Search Bar.
  2. Enter the transaction number.
  3. Tap the Search button.
Search by Date Range
  1. Tap the Date/Time button above the Search Bar.
  2. Enter the desired to and from date.
  3. Tap the Search button.

Refunding an Order

From the Completed Orders Tab you can process a full or partial refund.

Full Refund
  1. Select the order you want to refund, to load it in the Receipt Viewer.
  2. Tap the Full Refund button at the bottom of the Receipt Viewer.
  3. Tap Refund button in the pop-up window.
  4. Select between Print and Email if you wish to print a refund receipt.
  5. Tap Complete Refund.
Partial Refund
  1. Select the order you want to refund, to load it in the Receipt Viewer.
  2. Tap the Refund Items button at the bottom of the Receipt Viewer.
  3. Tap the Item(s) being refunded.
  4. Tap the Calculate Refund button below the Receipt Viewer.
  5. Tap the Refund button at the bottom of the Receipt Viewer.
  6. Select between Print and Email if you wish to print a refund receipt.
  7. Tap Complete Refund.

Order Types

Completed Orders types indicate the status of an order once it has been completed.

  • All Orders - The All Orders tab displays all orders that are completed regardless of who was assigned to the order or where the order originated.
  • My Orders - The My Orders tab displays only completed orders that are specific to the current user logged in the POS.
  • My Register - The My Register tab displays all orders in the current Batch associated with the current Register.
  • Completed - The Completed Order tab displays all completed Orders.
  • Refunded - The Refunded tab displays refund activity and information about Refunded Orders.
  • Canceled - The Canceled tab displays refund activity and information about Refunded Orders.

Search Completed Orders

The Search tab allows you to search all orders in the current batch by order number or by date range.

Search by Transaction Number
  1. Tap the Trans # button above the Search Bar.
  2. Enter the transaction number.
  3. Tap the Search button.
Search by Date Range
  1. Tap the Date/Time button above the Search Bar.
  2. Enter the desired to and from date.
  3. Tap the Search button.

Refunding an Order

From the Completed Orders Tab you can process a full or partial refund.

Full Refund
  1. Select the order you want to refund, to load it in the Receipt Viewer.
  2. Tap the Full Refund button at the bottom of the Receipt Viewer.
  3. Tap Refund button in the pop-up window.
  4. Select between Print and Email if you wish to print a refund receipt.
  5. Tap Complete Refund.
Partial Refund
  1. Select the order you want to refund, to load it in the Receipt Viewer.
  2. Tap the Refund Items button at the bottom of the Receipt Viewer.
  3. Tap the Item(s) being refunded.
  4. Tap the Calculate Refund button below the Receipt Viewer.
  5. Tap the Refund button at the bottom of the Receipt Viewer.
  6. Select between Print and Email if you wish to print a refund receipt.
  7. Tap Complete Refund.

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