Build and edit an order

Overview

• Selecting a product adds it to the current sale. Products with modifier rules open a selection screen so required/optional choices can be completed.
• Modifier quantities and duplicate selections follow the Modifier Group rules configured in the Business catalogue.
• Cart items can be edited before completion, including quantity, modifiers, item notes, and eligible item-level discounts.
• Sold-out products and modifiers are prevented from normal new selection even though existing historical/order data is retained.

When to use this

• Use item editing whenever the customer changes quantity, wants a different option, adds an extra, or asks for a preparation note before the order is settled.

Step-by-step

1. Tap/click a Product on the POS Layout.
2. Complete any required Modifier Groups and confirm the item.
3. Select an existing cart line to edit its modifiers, quantity, or item note when needed.
4. Use the configured item Discount option only when the discount is intended for that line rather than the whole order.
5. Review the line price after modifiers and discounts before moving to payment.

Common mistakes

• Do not use an Order Note for a preparation instruction that applies to only one item; use the item note.
• Do not add a second product line just to change modifiers when editing the existing line is clearer.
• Do not bypass required modifier choices with free-text notes when the proper option exists.

Troubleshooting

• If a product cannot be selected, check whether it or its category is unavailable for the Store.
• If a required modifier cannot be completed, review the group's minimum/maximum rules and option availability.
• If the cart price is unexpected, review modifier price adjustments, Store price, and Source-specific marketplace pricing.