Documentation

Sales (point of sale)

Take orders in the Staff App for guests and walk-in customers, add rentals, laundry and tips, save orders for later and settle them by room charge, card or cash.

Sales in the bottom bar is the Staff App's point of sale. You use it to sell products and services, rent out items and record tips.

Start an order

  1. Tap Sales. In Select Site, choose the point of sale you're working at.

  2. In Select Guest / Reservation, search by guest name or room and choose the guest. Each reservation shows its status: Arriving, Staying, Checkout, Cancelled or No Show. You can't charge cancelled and no-show reservations.

    For a customer without a reservation, choose Walk-in / Cash (No Reservation). Rental items are only available for registered guests.

  3. Choose a category, then tap a product to add it to the order.

Some products need more choices, such as options or extras; the app asks for them when you add the product. In the order, tap Edit choices to change them.

Meal plans

When the guest's reservation includes meals, eligible products show Eligible for meal plan. In the order, those items show Included with reservation, or how many are included and how many are charged.

Rentals

Rental products show RENTAL. When you add one, choose the Duration and, when asked, the specific items to hand out, and add Notes (Optional) about their condition. Tap Add to Cart. The rental starts when you settle the order.

To end or check in a rental later, scan the item's QR code. See Scanning QR codes.

Laundry

Laundry items have no fixed price. Enter the Price in the order before you settle it.

Tips

When you add a tip, the app opens Tip Details & Recipient. Enter the amount (by default, the product's price) and either choose a staff member or leave Shared tip pool. The order shows the Tip Recipient of each tip.

Review and settle the order

The order (Current Order) shows each item with its price, the Subtotal and the Total. From there you can:

  • tap Continue Shopping to add more items;
  • tap Save Order for Later to keep it as a draft;
  • tap Cancel Order to discard it. This removes all items and can't be undone;
  • tap Finalize & Settle Order to finish it.

When you settle an order, the app asks How would you like to pay?:

  • Room Charge: adds the order to the guest's room. Only for orders with a reservation.
  • Credit / Debit Card: your site can add a credit-card charge, shown as "Add n% credit-card charge".
  • Cash.

Check the Total to pay in Confirm Payment and tap Confirm & Settle. The app shows Order Finalized & Settled. A settled order can't be changed.

Some points of sale don't ask for a payment method: the order is settled straight away.

Find an order

Open Orders to see your orders: Drafts are saved orders that aren't finalized, and Finalized are finished orders. Tap Resume Order to continue a draft, or View Order to see a finalized one. An order's payment status is Open, Partially Paid, Paid or Voided.

StayLuma.ai · Documentation