OTO POS Supervisor Cheat Sheet¶
Cancel an order¶
Orders → open order → verify details → Cancel Order → enter reason → confirm
Check Cancelled: Yes and confirm the reason was saved.
Cancel or refund a bill¶
Bills → open bill → verify items and payments → Cancel/Refund → reason and comment → Cancel Bill
Use Also cancel the associated orders only when those orders must also be reversed. Verify the result in Cancelled Bills.
For a paid bill, also check Cashier Summary and Payments.
Emergency service only¶
Use Product setup only when the Storekeeper is unavailable and the sale is urgent and approved.
Products → search first → New Product → enter approved details → Product Type: Service → inventory tracking off → review → Submit
Tell the Storekeeper what was added.
Waiter or cashier access¶
Waiters/Cashiers → search first → New → choose the approved user → verify username → Save
Activate or deactivate only on an approved request.
Additional print copy¶
Verify ID, status, existing copy count, and reason. Kitchen-order reprints and bill copies beyond the normal two-print sequence require Supervisor level or above. Print from the saved record and confirm the physical copy.
Tables¶
Supervisors cannot save table changes with the validated permissions. Send the table name, alias, and description to a Manager or Administrator.
Reports¶
Set the correct date or date range, select Generate, then confirm the report heading and dates. Use:
- Cashier Summary for totals by payment method.
- Payments for individual payment entries.
- Cancelled Bills for cancellation reasons and values.
- Orders for waiter, table, store, and order details.
- Sales/Product Sales for sales review.
- X/Z Report only under the approved closing procedure.
New Day¶
Pending Bills → Cashier Summary → Payments → X Report → reconcile → approval → New Day and note → confirm new date → Z Report for closed date
Stop if report totals do not agree. New Day changes the working date. It cannot proceed while there are pending bills or pending orders. Resolve all of them, then check again before closing the day.