{"id":142771,"date":"2026-08-16T08:53:52","date_gmt":"2026-08-16T08:53:52","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%ac%d9%88%d9%84%d8%a9-%d9%83%d8%a7%d9%85%d9%84%d8%a9-%d8%b9%d9%84%d9%89-%d9%8a%d9%88%d9%85-%d8%b9%d9%85%d9%84-%d9%81%d9%8a-%d9%86%d9%82%d8%a7%d8%b7-%d8%a8%d9%8a%d8%b9-%d8%a7%d9%84%d9%85%d8%b7%d8%a7\/"},"modified":"2026-08-19T08:42:52","modified_gmt":"2026-08-19T08:42:52","slug":"a-complete-tour-of-a-workday-in-restaurant-pos","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/a-complete-tour-of-a-workday-in-restaurant-pos\/","title":{"rendered":"A Complete Tour of a Workday in Food &#038; Beverage POS"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">This article takes you through a connected tour that simulates a cashier&#8217;s complete workday on the restaurant POS app, from the moment the session opens to when it closes, covering all the essential steps: <strong>building orders, tracking them, collecting payment, and reviewing the shift&#8217;s activity.<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps for a Complete Workday in Food &amp; Beverage POS&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786958811238{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 1: Opening the Session (Shift)<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">Log in to the app, select the device and shift you&#8217;re working on, then click &#8220;<strong>Open Session<\/strong>&#8221; to start working. If a session is already open on your branch, the system will automatically display it for you to join.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;142775&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 2: Searching for Products and Building the Order<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">From the POS screen, search for products by name, code, or from categories, and add them to the order. Adjust the quantity, unit, or price as needed, and add notes to any item (such as kitchen instructions).<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;143095&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 3: Adding the Client and Selecting the Order Type<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">Search for the client or use &#8220;<strong>Cash Client<\/strong>&#8221; for quick orders, then choose the order type: &#8220;<strong>Dine-in<\/strong>&#8221; to select a table from the &#8220;<strong>Select Table<\/strong>&#8221; window (with the option to add a new table if needed), or &#8220;<strong>Takeaway<\/strong>&#8221; to proceed directly.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;143099&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 4: Placing the Order or Issuing the Invoice Directly<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">Click &#8220;<strong>Place Order<\/strong>&#8221; to save it and send it to the kitchen without an invoice, or click &#8220;<strong>Issue Invoice<\/strong>&#8221; to convert it directly into an invoice via the payment window.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;143120&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 5: Tracking Active Orders<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">From the &#8220;<strong>Activity<\/strong>&#8221; section \u2192 &#8220;<strong>Queue<\/strong>,&#8221; track all ongoing orders, with a visual alert for orders that have exceeded the usual waiting time. Complete any order via &#8220;<strong>Mark as Complete<\/strong>,&#8221; or cancel the order via &#8220;<strong>Cancel Order.<\/strong>&#8220;<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;143152&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][vc_single_image image=&#8221;143155&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 6: Collecting Payment<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">When you mark the order as complete, a new payment window appears. Select the payment method, enter the amount, and split the payment across more than one method if needed. Review the total, paid, and remaining amounts, then click &#8220;<strong>Confirm Payment<\/strong>&#8221; to issue the invoice.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;143160&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h4 class=\"mt-2 -mb-1 text-base font-bold\" dir=\"ltr\">Step 7: Reviewing the Shift&#8217;s Activity<\/h4>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">At any point during the shift, you can review everything that&#8217;s happened:<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From &#8220;<strong>Activity<\/strong>&#8221; \u2192 &#8220;<strong>History<\/strong>&#8220;: all recorded orders (completed, cancelled, and ongoing) with Status, Type, and Payment filters.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From &#8220;<strong>Invoices<\/strong>&#8220;: the invoices issued during the current shift.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From &#8220;<strong>Invoices<\/strong>&#8221; \u2192 &#8220;<strong>Returned Invoices<\/strong>&#8220;: any invoices that have been returned.<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;143165&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p class=\"mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\"><strong>Important Notes<\/strong><\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">No screen in the app can be used without opening a session first.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">More than one order can be open on the same table, and they can all be closed together.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The difference between &#8220;<strong>Place Order<\/strong>&#8221; and &#8220;<strong>Issue Invoice<\/strong>&#8220;: the first only saves the order, while the second converts it directly into an invoice.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Each step in this tour has its own detailed article explaining all fields and options precisely.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":17,"template":"","categories":[2089,2070,11608],"tags":[12348,12347,12346,12351,12350,12349,12345,12352],"class_list":["post-142771","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-pos-fb","tag-a-comprehensive-guide-to-using-restaurant-and-cafe-pos","tag-and-collect-payment","tag-build-an-order","tag-how-to-review-the-shifts-sales-at-the-end-of-the-day","tag-how-to-start-a-workday-in-the-pos-fb-app","tag-how-to-track-my-orders-throughout-the-shift","tag-steps-to-open-a-session","tag-whats-the-difference-between-adding-an-order-and-issuing-an-invoice-in-pos"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>A Complete Tour of a Workday in Food &amp; Beverage POS - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/a-complete-tour-of-a-workday-in-restaurant-pos\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A Complete Tour of a Workday in Food &amp; Beverage POS - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] This article takes you through a connected tour that simulates a cashier&#8217;s complete workday on the restaurant POS app, from the moment the session opens to when it closes, covering all the essential steps: building orders, tracking them, collecting payment, and reviewing the shift&#8217;s activity. 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