Welcome to joe Point of Sale - the only system built by former baristas, specifically for the coffee industry. This article is a part of our joe 101 series, where we walk through the basics of using joe Point of Sale in your coffee shop. First up, processing an in-person transaction using the joe Point of Sale. 

1 - How your menu is organized

joe Point of Sale is both easy to navigate and intuitive for baristas to use to maximize their efficiency and streamline their workflow. 

1. Categories & Sub Categories: Your menu is structured with Categories at the top of the menu layout. You have the option to add CUSTOM category and rearrange it as you'd like but it's up to the owner and baristas. 
2. Modifiers: When you tap in to an item, your categories and types of modifier options will appear in your m
3. Custom/Miscellaneous Item:  Simply tap the + sign on the right side of the menu to input price of the item and description
   1. Simply Tab the + symbol will be available on your order creation journey 
   2. Input the price and note of the "Misc Item" you are placing in the system. Very Important for reporting purposes.
   3. Edit the Misc Item at checkout screen by tapping the item like you would any other order.  
4. Note: Add a note to the item by tapping the notepad with pencil icon and input desired note

2 - Checkout Screen 

To access the checkout screen please make sure to SELECT the SHOPPING CART on the top right of the menu. This will take you to the checkout screen to add a customer name, apply discounts, duplicate items or edit items swiftly and easily. 

1. Promotions and Discounts: Simply tap the discount ICON placed under the Item price
2. Rewards Customer Information: Manually input customer phone number, or wait for customer to do so on the customer facing screen
3. Duplicate/Remove Items: On the checkout screen you will also notice a Duplicate Button and Trash Can on the left of the item name
4. For Here/To-Go:  You can select the Dine - In and To - Go for the customer tickets for their order to support the drink making process and cup decisions. 
5. Payment Methods 
   1. Cash
   2. Credit/Debit Card
   3. Gift Card 
   4. Pay with Rewards Balance - customer must be logged in
   5. Manually Enter Card Details 

4 - Add Discount or Promotion

This feature allows baristas to apply discounts to customers with a swift tap of a button at checkout. This introduces the capabilities to implement discounts at an item level but makes it easy to apply it to the entire order if necessary.  We understand how important this is for employee discounts, family and friends and local community members you'd like to apply a discount at the swift tap of a button. 

Updates will include:

1. Discount Button at Checkout 
2. Dollar Incremental Discounts: $1, $2, $5, $10
3. Percentage Incremental Discounts: 10%, 25%, 50% and 100%
4. Custom Discount: You can select $$ or %% and enter the desired discount you'd like to apply 

5 - How to create a MISC Item

We know how important it is add a quick item that isn't on the menu or certain rotating pastries available for the day! 

1. Simply tap  the + symbol at the top of the menu screen
2. Input the price and note of the "Misc Item" you are placing in the system. Very Important for reporting purposes.
3. Edit the Misc Item at checkout screen by tapping the item like you would any other order.  

6 - Manual Card Entry 

You will have the option to enter the card at checkout and provides you with an option to enter the card details if the card inserted or tapped is unable to process with an outdated card or populates an error.  

1. Tap enter card details
2. Input Credit Card Number 
3. Confirmation Code 
4. CVV 
5. Zip Code