How to benefit from additional fields and use them according to your needs

Learn how to add custom fields such as order type, table number, or reservation date to streamline your operations.

Whether you manage a restaurant, café, beauty salon, or any other business, you can benefit from additional fields and choose the appropriate section for them.

#1️⃣ Using Fields in Sales Summary

Fields added to the "Sales Summary" section appear on the sales screen before issuing the invoice.

If the field is required, you will not be able to issue the invoice before entering its data.

#Example: Order Type Field

In the restaurant and café sector, knowing the order type (takeaway or dine-in) helps prepare the order for the customer based on their choice.

To add the field:

1. Go to: Settings > General > Additional Fields > New Additional Field.

2. Choose the section: Sales Summary.

3. Enter the field name: Order Type.

4. Specify the data type: Single-option dropdown list.

5. Check (✔️) the required options:

• Required field: If selecting the order type is mandatory before issuing the invoice.

• Print on invoice: If you want to display the order type on the invoice.

6. Click on "Add Option," and add:

1. Takeaway.

2. Dine-in.

7. Click on "Create Field."

Printing the Field on the Customer's Invoice

1. Go to Point of Sale > Sales Box.

2. Add products on the sales screen.

3. Click on Pay

4. Choose the order type and complete the steps to issue the invoice.

5. The field type is printed within the data at the top of the invoice.

#Example: Table Number Field

In the restaurant and café sector, the table number helps organize orders and ensure they reach the customer according to their seating location.

To add the field:

1. Go to: Settings > General > Additional Fields > New Additional Field.

2. Choose the section: Sales Summary.

3. Enter the field name: Table Number.

4. Specify the data type: Multi-option dropdown list.

5. Check (✔️) the required options:

• Required field: If selecting the order type is mandatory before issuing the invoice.

• Print on invoice: If you want to display the order type on the invoice.

6. Click on "Add Option," and enter all table numbers.

7. Click on "Create Field."

Printing the Field on the Customer's Invoice

1. Go to Point of Sale > Sales Box.

2. Add products on the sales screen.

3. Click on Pay.

4. Choose the table number and complete the steps to issue the invoice.

5. The field type is printed within the data at the top of the invoice.

#2️⃣ Using Fields in Customer Data

Fields added to the "Customers" section appear within each customer's data and can be displayed in the customer list or exported to an Excel file. If the field is required, you will not be able to save the customer's data on the platform before entering the field data.

#Example: Reservation Date and Time Field

In the salon and beauty center sector, booking appointments for customers helps organize the operational process and provide the service to the customer correctly.

To add the field:

1. Go to: Settings > General > Additional Fields > New Additional Field.

2. Choose the section: Customers.

3. Enter the field name: Reservation Date and Time.

4. Specify the data type: Date and Time.

5. Activate the "Print on invoice" option if you wish to display the appointment on the customer's invoice.

6. Click on "Create Field."

Recording Customer Appointment

1. Go to Sales and Customers > Customers.

2. Click on the customer's name.

3. Select the date and time in the field you added.

4. Click on "Save."

Displaying the Field in the Customer List

1. From Sales and Customers > Customers.

2. Click on "Customize Columns."

3. Check (✔️) next to the field name.

4. The field appears as a column within the customer list.

Printing the Field on the Customer's Invoice

6. Add the reservation date and time within the customer's data.

7. Go to Point of Sale > Sales Box.

8. Choose the customer's name during the invoice issuance steps.

9. The field is printed

Exporting Field Data

1. Go to Sales and Customers > Customers.

2. Click on "Export."

3. An Excel file is downloaded, including basic customer data and additional fields.

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3️⃣ Using Fields in Product Data

Fields added to the "Inventory" section appear within the product data.

These fields can be used to add information such as calories. If the field is required, you will not be able to add the product to the platform until the data is entered in the field.

To add the field:

1. Go to Settings > Additional Fields > New Additional Field.

2. Choose the section: "Inventory."

3. Enter the field name: Calories.

4. Choose the appropriate data type.

5. Activate the "Print on invoice" option if you wish to display the information to the customer.

6. Click on "Create Field."

Printing the Field on the Customer's Invoice

1. Go to Point of Sale > Sales Box.

2. Add products on the sales screen and complete the steps to issue the invoice.

3. Calories appear below the product name when printing the invoice.

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FAQs

1. Is the field printed on the sales invoice and the kitchen invoice?
   Yes, the field is printed on both invoices.

2. Where do the fields appear when printing the invoice?

   • "Sales Summary" and "Customers" fields appear at the top of the invoice.
   • "Inventory" fields appear below the product name.

3. Can the table number be entered manually?
   Yes, choose the data type: Number, and manually enter the table number on the sales screen.

4. Is there a limit to the number of tables?
   Yes, the system allows you to add up to 30 tables.

5. Can I add reservation details directly from the sales screen?
   Yes, you can, choose the section: Sales Summary and add the details when issuing the invoice. However, the details will not appear within customer data, they will only be printed on the invoice.

6. Why did the field not appear on the invoice after it was created?
   Make sure the "Print on invoice" option is activated.

7. Can I change the field's location on the invoice?
   No, the field always appears at the top of the invoice.