Assigning Accounts

A very useful feature in the POS is the ability to assign an account to a specific customer. This is especially handy when the customer does not pay immediately at the time of ordering.

This feature works in combination with the table function, as the underlying principle is the same: processing an account that is not paid immediately. Below is a brief overview of how to use this function.

Activation

This feature is available in the Professional version of Unipos Pro but is not activated by default. Contact Unipage to have it enabled.

The table screen

When the table function is enabled, the POS start screen is generated from this function:

1. Use this button to access external orders, such as webshop orders.
2. Press here to manage accounts assigned to a name.
3. If the order will be paid immediately, use these buttons to go directly to the cash register.
4. On the table plan, you can immediately select a table to which the account will be assigned. This is optional; no tables need to be defined.
5. Via “Edit” you can create and edit tables (see below).
6. This closes the POS.

From the cash register, you can easily return to the table plan using the button in the top-left corner.

Assigning an account to a customer

There are two ways to assign an account to a customer.

Selecting the customer before entering the order

From the table plan, choose Account, and the following screen opens:

1. If the customer already exists, you can immediately enter an order or open their outstanding account to receive payment or add an additional order.
2. Create a new customer by entering their name.
3. Confirm the creation of the customer and go directly to the order entry screen.
4. You can also delete a customer, but only after their account has been completed (paid).

Assigning an account after the order has been entered

You can also enter an order first and, instead of receiving payment immediately at the end, assign it to a customer from the POS screen by pressing the corresponding button:

You can also enter an order first and, instead of receiving payment immediately at the end, assign it to a customer from the POS screen by pressing the corresponding button.

You can immediately enter a name to which the order will be assigned. Make sure this name is unique to avoid confusion with existing orders.

At the top of the account, you will see the customer’s name (1), and you can temporarily close the order (2) to enter the next order:

When the customer wishes to pay, you can select the customer via the account button on the table plan. You will be taken directly to their account, which you can then complete like any other order.

Using the table function

Using the table function is very simple. From the table plan, select a table to which the account will be assigned. Handling the order works in exactly the same way as accounts assigned to a name.

The table plan is configured as follows:

1. Add a table
2. Add a plant
3. Add a wall
4. Place text on the table plan
5. Save your design
6. Edit an existing table

All added elements can be edited. Tables can have the following properties:

1. Enter a unique name.
2. Add an existing QR code so QR code orders are also linked to this table.
3. Set the table dimensions. These can also be adjusted with the mouse in the design screen.
4. Define the number of seats.
5. Remove the table.

Finally, note that multiple table plans can be created, for example if you want to manage different rooms or locations, such as the main dining area, a terrace, or multiple floors.

Additional floors can easily be added via the POS management function: Information → Create floor and Manage floors.