Order Management
Reprinting and Emailing Receipts
Instructions 1. Click on Orders in the left navigation menu. 2. On the Orders page, select the order that you would like to reprint or email the receipt for. 2A) Reprint the Order Receipt 1. Select the Print Receipt button. The receipt can be ...
Updating Fulfillment Status of Order
Overview Customers can update the fulfillment status (New, In Preparation, Prepared, In Fulfillment. Fulfilled) of each order at any point. Requirements 1. Must be a Freedom customer. 2. Must be assigned either Administrator, Manager, or Sales ...
Editing Price of Item
Instructions 1. Click on Orders in the left navigation menu. 2. On the Orders page, select the order that you would like to reprint or email the receipt for. 2A) Reprint the Order Receipt 1. Select the Print Receipt button. The receipt can be ...
Editing Quantity of Item
Overview You can manually edit the quantity of an item in your shopping cart. Instructions 1. After selecting particular item for the shopping cart, click on it as it appears on the left side of the screen. 2. Select the Quantity tab that appears ...
Providing Discounts
Overview You can provide discounts in RetailTime for either an individual item or an entire order. Providing Discount For an Item 1. After selecting the item that you want to apply a discount to from the shopping cart, click on it as it appears on ...
Adding Notes to Item and Order for Receipt
Overview You can add notes to either a specific item or an entire order. These notes will appear on the kitchen receipt for the transaction. Requirements 1. Must allow notes as an option in Back Office. To do this, go to Settings--->Store ...
Manual Refund
1. Select Manual Refund in the left navigation menu. 2. Choose one or more items that you want to provide a refund for. 3. Select the Cash button, which should appear red. 4. Input the dollar amount that was returned to the customer using ...
Providing a Refund
Overview You can provide refunds on a single item or a whole order in RetailTime by accessing the order on the Orders screen. Note: Line item refunds are currently not available on Poynt devices. Refunds on Poynt can only be processed for the whole ...
Voiding an Order
Overview You can void an order in POS by accessing the order on the Orders screen. You can only void an order on the same day the transaction was completed. Requirements Must be assigned an Administrator, Manager, or Salesperson employee role. ...
Saving and Reopening Orders
Overview You can save all aspects of an order, including customer name, order type, discounts, notes, taxes, etc. You can then reopen the order whenever you'd like and make additional changes. Once an order is processed, it cannot be reopened. ...
Reviewing and Updating Orders
Requirements Must be assigned an Administrator, Manager, or Salesperson role. Viewing Orders List To access the orders list, select Orders in the left navigation menu. On the Orders screen, you can view up to 500 of the most recent transactions. ...
Applying and Exempting Taxes
Overview After creating taxes in Back Office, you can choose to either include or exempt taxes from a specific order in POS and then view the taxes applied to the order. Requirements In Back Office, you must have added the tax agency that is ...
Selecting Order Type
Overview Freedom customers can manually select an order type (Quick Sale, Dine In, Take Out, Drive-Thru, or Delivery) for each order. Requirements 1. Must be under either Administrator, Manager, or Sales Person employee roles. 3. In Back Office ...
Exchange Transactions
Overview On POS, you can easily process exchange transactions after selecting items from a customer's previous order that they would like to return and then selecting new items in their place. The transaction will be processed as either a sale or ...
Reprinting Customer Receipt With Signature
Requirements 1. Must have Debit and Credit Integration app installed in Back Office. For that please contact support@retailtime.com 2. Must have credit card terminal and printer set up in POS. 3. Customer must have previously signed the receipt, ...
Table Management Setup in POS
Overview In POS, you can create and form your entire table floor plan for efficient table management and organization. Add and name service sections and the tables that make up each one. Specify the shape, number of seating places, size, and ...
Taking Orders with Table Management
Prerequisites Follow the steps from https://bizsupport.bizsupport.link/portal/en/kb/articles/table-management-setup-in-pos-15-12-2021 to create your floor plan in POS (set up tables and service sections). Starting a Table Order 1. If the Tables ...
Navigating Product Catalog and Adding/Removing Items from Shopping Cart
Navigating Product Catalog When selecting certain items for a customer's order, you can navigate through these items in the product catalog. The items are grouped by categories. When there are a lot of categories in the catalog, not all may appear on ...
Using Self Serve Kiosk in POS
Prerequisites Please see https://bizsupport.bizsupport.link/portal/en/kb/articles/self-serve-kiosk-setup-22-12-2021 for instructions on configuration and setup of the Self Serve kiosk. Once your self serve kiosk is configured in Back Office, log in ...