OrderPort Six is OrderPort's Point of Sale which supports OrderPort Payments, powered by Stripe. OrderPort Six will be released for Android in 2025.
This release includes a modernized user interface and experience.
Many of the settings for the app are configured from OrderPort Admin. You may, for example, require a pin to be used to checkout an order. If you are unfamiliar with these configuration options, you may want to see the Point of Sale Settings training resource.
Table of Contents
- Compatible Devices
- Signing In
- OrderPort Point of Sale Overview
- Clocking In
- Taking Orders
- Account Page
- Club Tab
- Reservations
- Tools Page
Compatible Devices
To use the OrderPort Point of Sale for Android, you must use the Samsung Galaxy Tab A8 10.5".
This is currently the only supported device.
Signing In
When you open the app after the initial installation, you must input your username and password. You will only need to do this once. In the future, an employee will only need to input their pin to access the app.
If your business has multiple tasting room locations, you will be asked to select the location to log into.
Next, you will be asked to select the appropriate printer or cash drawer (see the printer pairing training resource for more information). If needed, you can change the printer selection in settings (see Settings below).
You will be asked if you have a card reader. If you have one, you may follow the instructions to pair your reader. You can also do this later in settings (see Settings below).
OrderPort Point of Sale Overview
The OrderPort Point of Sale is organized into six different pages:
- Manage page
This is the page you will see when you first log into the app. From here, you will start new orders and view open orders. You also have access to a variety of buttons on the right. - Shop page
This page is used to add products to orders. Whenever you open an order in the Manage page, you will be brought to the Shop page. - Checkout page
This page is used to take payment for orders. - Account page
This page is used to manage customer accounts. - Club page
This page is used to register customers for your wine clubs. - Tools page
This page is used for administrative tasks. App settings can also be configured here.
Manage Page
Clocking In
If your business is using OrderPort for time clocks, associates can clock in using the Time Card button, which is on the right side of the Manage page.
Time Card Button
Notice that the Time Card button brings you to the Time Card tab of the Tools page.
Associates can clock in and out from here. Manager pins have access to time card management.
Time Card Tab in the Tools Page
Taking Orders
The workflow for taking orders in OrderPort involves the Manage page, the Shop page, and the Checkout page.
Starting Orders
Orders are started from the Manage page. If you have Table Maps enabled, you can start orders from the Order List view, or the Tables view. On the collum of buttons to the right, you will find the option to switch to the Tables view or the Order List view, depending on what you are currently on.
Table Maps can be enabled from the POS Settings in OrderPort Admin and configured in the Reservations module.
Order List View
If a customer has an existing account, enter search for their account using any combination of the four text boxes, then tap on their name in the search results. If the customer does not have an account, simply tap on the Start button.
Customer Search from the Order List View
You can set the table assignment by tapping on the table icon, and you can also set the guest count if there is more than one guest on this order.
If you are not seating this guest at a table, you can also choose from Work Order, Bar, or To Go options.
Work Orders allow you to add items to an order and it for later. Please see the Work Order training resource for more information.
The Order Pickup option will bring you to the Account page. From there, you can fulfill pickup orders for customers. This will be covered later in this document under the Account section.
Order Table Details
Tables View
In the Tables view, you can see your table layout reflected on screen. To start an order for a guest, tap on a table. If the customer has an account at your business, you can use the Customer Search option to link the order to their account. Otherwise, you may leave the customer information blank.
Next, select the party size, then tap Seat Guest. If you would like to seat more guests than the table has capacity for, the tabled must be set up as combinable. This allows you to select multiple tables for a single order. This can be configured in the Reservations module.
Seating Customers from the Table List View
Managing Open Orders
You can have multiple orders open, and you can view them all listed in the Manage page.
Cart Colors
The customer names in the orders are color coded. If an order falls under multiple categories, the one's lower down on the following list are prioritized:
- Blue: Default colors.
- Green: Club Member's orders.
- Gray: To Go orders.
- Light Blue: Reservation orders with a payment.
- Orange: Orders with an open tab.
- Purple: Work Orders.
- Red: Orders open for edit.
Cart Colors from the Order List View
Managing Orders from the Order List View
To view an order in the Shop page from the Order List view, simply tap on it. For additional actions, tap and hold the order.
Managing Orders from the Order List View
Managing Orders from the Tables View
The Tables view does not show all orders, only the orders that are seated at a specific table. This means that you must use the Order List view for bar, to go, work orders, etc.
A table is displayed as red when occupied. You can tap on an occupied table to manage it. To open the order in the Shop page, tap the View Ticket button.
Managing Orders from the Tables View
Shop Page
After starting an order, you will be brought to the Shop page. The shop page is organized by groups of products.
At any time, you can return to the Manage page to view your open orders.
You can open a new guest order from the Shop page by tapping on the New Customer button.
You can use the Checkout button at the bottom right of the screen to take the order to checkout.
Shop Page
Adding Products
Add products to orders by tapping on them. If you have multiple guests, you must select which guest(s) to add the product to.
Guest Selection
If you would like to add multiple products at once, you can tap and hold the product.
Quantity Selection
The Product Search button on the right can be used to search for products by name or universal product code (UPC).
Product Search Button
Product Search Window
Kitchen and Bar Printing
If you utilize OrderPort's kitchen and bar printing system, the Kitchen button will become available when you add a kitchen or bar item to the cart.
Kitchen Print Button
Kitchen and bar items are separated in two sections. Tapping on Print will send the item to the default printer for that product. If you have multiple printers, you may choose to print to all of them. Unless you specify to print the entire ticket, only unprinted items will be sent.
Kitchen or Bar Printing
Cart Management
You can see the current cart below the product catalog, along with the total item price. You can tap on a product to adjust the quantity or price of the product. To remove a product, tap the X button.
Cart
Edit Item
Seated Guest Count
If you need to adjust the seated guest count for an order, you can use the Add New Guest and the Remove Guest buttons.
Guest Button
Customer Management
If this order is for a customer with an account, you will see the account name at the top left of the screen, with the customer class to the right of the name. If a customer is a wine club member, their customer class will reflect that membership.
Customer Name and Class
To assign or reassign an account to an order, tap on the account name, then search for the customer account.
Assigning a Customer to an Order
You can view account information at the bottom right of the screen. From top to bottom, the information displayed is:
- Available member account funds,
- Total Customer Value,
- Card on File expiration status,
- Whether the customer has a pending pickup order,
- Free tasting count,
- Additional customer details.
Card on File management, workflow for pickup orders, and the information in the customer details window will be covered in the Account section of this document.
Customer Account Information
Checkout Page
The Checkout page is where you handle discounts and payment.
Checkout Screen
Customer
Similar to the Shop page, the customer's name can be tapped to assign or reassign an account to the order.
Cart Edits
In the cart, you can tap on an item to adjust quantity or price. You can also add a discount to products.
Edit Item
Discounts, Promo Codes, and Coupons
You will notice customer class discounts are automatically applied to the cart, if the order qualifies. Product specific discounts and price adjustments are mentioned above under Cart Edits.
There are five other discounts available.
At the bottom left of the screen, you can see Available Discounts. These are configured in the Discounts module, and they only appear if certain criteria are met. You can learn more about them in the Discounts module training resource.
Just to the right of the Available Discounts is the Available Coupons. Coupons are product specific and are set up in the Catalog Manager, which is in OrderPort Admin. To learn more about coupons, please see the Types of Discounts document.
Available Discounts and Available Coupons
The Tasting Credit button will remove the charge for one tasting fee.
Tasting Credit Button
Quick Discounts is on the right side of the screen, and this can be used for adding one-time discounts to orders. To do a custom percentage or dollar amount discount, tap the Other button.
Quick Discounts
The Promo Codes section, on the right of the screen, shows you promo codes that have been configured in the Discounts module. These are applied to the entire order. You can learn more about them in the Discounts module training resource.
Promo Codes
To undo any discount changes or manual product price adjustments made on an order, tap the Clear button, which is right above the Tasting Credit button.
Payment Methods
Payment methods include cash, credit, gift card, gift certificate, card on file, check, purchase order (P.O.), and member account. Check, P.O., and member account can be accessed with the Other button.
Gift certificates are only used if you have a gift system that is untracked by OrderPort.
The card on file and member account methods are only available if the customer has an account.
Payment Methods
If an order has a total of $0.00, you can close the order using the $0.00 Close button at the top right of the screen.
Split Payment Evenly
Above the payment methods, you can see the Split button. Tap the button and select Split evenly.
You can now add multiple tickets and pay them separately. You can go back to the normal checkout by tapping Split again.
Split Button
Split Evenly
If you adjust the amount of an individual ticket, it will update the rest of the unpaid tickets to compensate for the change.
Editing a Split Ticket
Split Between Guests
Split between guests is a feature which lets an order be divided into payments based on product assignments.
Above the payment methods, you can see the Split button. Tap the button and select Split between guests. You can learn more about splitting between guests with the Split Payment training resource.
Split Between Guests
Tab Payments
Tab payments allow you to start payment of an order without closing it. This allows you take an initial payment authorization prior to the order being completed. You can add more products, then settle the payment later.
Start Tab Button
Shipping Orders
Orders can be set as a shipping order by tapping on the Ship button, which is under the Start Tab button.
You can see what states can be shipped to on the left. Verify the customer addresses, then tap Save and Continue.
Order Ship Window
You will be asked to select the shipping method and the ship date.
Shipping Method and Date
Account Page
The Account page is used for managing customer accounts.
Creating an Account
To create an account, enter in the first name, last name, email, phone number, and birthdate, then tap Save All.
Account Page
Opening an Existing Customer Account
If you are in the Shop page or Checkout page, taking an order for a customer with an account, you can go to the Account page and their information will automatically be loaded in.
Otherwise, you can use the Search Customer button to open a customer account.
Customer Search
Order History
On the left side of the screen, you can see the order history. If there are any actions you can take related to an order, there will be a button in the Action column. You can view more details about the orders by tapping on the expand button on the top right of the Order History section.
Order History
Editing an Order
To edit an order, tap the Edit button. This will bring you to the Checkout page. You can go back to the Shop page to add new items if needed.
Two new buttons will appear above the payments section for when you are editing orders.
You can close the order without changes, or, if edits cause the total amount due to be lower, you can conduct a refund.
Editing Orders in Checkout - Two New Buttons
Partial Refund Screen
Order Details
You can view individual order details and conduct tasks like receipt printing or refunds. Tap on the Order Number from the Order History section to open the order details page.
Order in the Order History Section
From here, you can email the receipt, print the receipt, edit the order, or conduct a full refund.
Order Details
Releasing a Pickup Order
If a customer has a pending pickup order, you can release that order to them from the Order history tab. In the Action column, tap the Release button. If wanted, you can make edits prior to releasing the order.
Release Button
The customer will need to sign for their pickup, then you can release the order.
Release Signature
Card on File Management
The Credit Cards section allows you to manage cards on file. You can add a new one by tapping on the + button and manage current cards by tapping on them.
Credit Cards Section
Address Management
The Addresses section allows you to manage billing and shipping addresses saved to the customer's account. You can edit and add addresses by tapping on an address or tapping the + button.
Addresses Section
Customer Details
The Customer Details button is available at the bottom left of the Account page and also in the Shop page at the bottom right of the screen.
Much of this information is available from the main Account page as well.
Customer Details
Wine Club Management
You can manage a club membership by tapping on it in the Club Memberships section. You can put the customer on hold, change the club, adjust the fulfillment method, etc. You can also cancel club memberships from this page.
The Retail Privileges option, if enabled, will retain benefits like discounts even when the member is on hold.
Wine Club Membership Details
Club Tab
The Club tab is used for registering customers for your wine clubs. You will enter the customer's email, then tap Join Club.
Club Tab
For clubs with terms and conditions, the customer will need to agree to them.
Terms and Conditions
Club Registration
Reservations
If you're business uses Reservations, you can enter the Reservations management section from the Manage page. It is toward the top of the list of buttons on the right.
From here, you can view upcoming reservations, and book reservations for customers if they call over the phone. You can also seat guests to their reservations.
The search area above the reservation listings can be used to find a specific booking.
Reservations
Tools Page
The last section of the Point of Sale is the Tools page. This is where you can complete many administrative tasks and can set the app settings.
Reports Tab
The reports tab gives you limited access to some reports in the Available Reports section. For more advanced reporting functionality, please use the Reports module in OrderPort Admin.
Under the completed Orders section, you can view orders that you have completed today. You can tap on an order to open up the Order Details. The actions available to you are the same as in the Order Details view of the Account page (see the section on Order Details above).
Reports Tab
You can utilize the Order Search to find orders by name, order number, or date.
Order Search
Cash Drawer
There are two tabs related to the cash drawer: Drawer Open and Drawer Close.
At the start of each day, you may go to the tools tab and tap Drawer Open. Count the coins and the bills in your cash drawer. Tap on the quantity sections to edit the amounts. When finished, save the changes.
Drawer Open Tab
At the end of the day, repeat the count in the Drawer Close. In addition to adding the cash amounts, you can also enter in the checks you received for payment. Once you save the information, the total sales will be compared with the total bills and checks you received to find any discrepancy in the count.
Drawer Close Tab
Settings
The Settings tab is where you can see your app information and manage connected devices. On the left, you can see the current version, device, and user.
Settings Tab
Pairing Card Readers
To pair a card reader to the app, tap edit on the first of the three device options. You will now start scanning for an available card reader.
Please note that a card reader must be added to the Bluetooth Devices list in the Point of Sale module of OrderPort admin. For more information on how to do this, please see the Card Reader Pairing training resource.
If you need assistance with this process, please reach out to the Help Desk at 206 464 1151.
Card Reader Selection
Printer Selection
If you need to change your printer selection, tap edit on the second of the three device options.
Printer Selection
Socket Mobile Scanner
If you have a Socket Mobile UPC Scanner, tap edit on the third of the three device options, then tap Bluetooth Scanner. Follow the instructions to start using your device.
Socket Mobile Scanner Instructions