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The "Options" and "Filter" buttons on the cash screen — Paloma365 Classic (Windows POS) ​

This article covers Paloma365 Classic, the Windows POS application. The cash screen (the order list) has two service buttons: "Options" — a window with extra order operations, and "Filter" — searching for an order by table, number, customer, employee or barcode.

Overview ​

The cash screen lists the current shift's orders in a table with the columns "Status", "№", "Payment type", "Total", "Table", "Employee" and "Client". On top are the "Paid", "Unpaid" and "All" tabs (switching to "Paid" or "All" may require the final report permission and the tab-switch password — see Permissions and operation passwords) plus the "Options", "Cashbox" and "Filter" buttons. The screen itself and order handling are covered in Sales and order handling.

For operations from "Options" that act on a specific order, select the order first. If no order is selected, the POS either opens an order picker for the current shift or shows "Choose order!".

The "Options" window ​

The "Options" button opens a window with two button groups and a "Close" button.

The "Operate with orders" group ​

  • "Unlock the order" — removes the lock from a printed (pre-check) order so it can be edited again. Works only for a printed and not yet paid order: a closed one gives "Check is closed", an unprinted one gives "Order is not locked". Success is confirmed with a message that the order was unlocked, and a notification is sent; on failure — "Failed to unlock the order!". Access: employee permission plus the unlock password.
  • "Return" — a refund by receipt; requires an open shift (otherwise "Shift has not started!"), the refund permission and password. Before the refund the POS may offer synchronization ("Attention! …data sync"). Details: Product and receipt returns.
  • "Split the bill" — divides an order into several. A printed order ("Order is printed"), a closed one ("Check is closed") and an order without an employee cannot be split. Details: Splitting bills and moving dishes.
  • "Change the employee" — reassigns the order to another employee. Possible only for an unlocked/unprinted order, otherwise the POS says: "Change employee only on active or unprinted bills!". Success: "Employee was successfully changed!".
  • "Stop-list" — opens the stop list window (permission and stop-list password). Details: Stop list on the POS.
  • "Dish transfer" — moves lines between orders; unavailable for printed and closed orders. Details: Splitting bills and moving dishes.
  • "Receipt copy" — prints a copy of a closed order's receipt; the receipt copy password is asked, then a confirmation to print the copy. Details: Receipt printing and printers.
  • "Change the payment type" — changes the payment type of an already paid order (refund permission and password, open shift; synchronization may be requested). Details: Order payment and payment types.
  • "Bill history" — the log of actions on the selected order: who created, changed and paid it and when.

The "Additional functions" group ​

Which buttons may be missing ​

  • With the business types "Retail store" and "Beauty salon" (the "Type of business" setting in the POS settings) the buttons "Unlock the order", "Split the bill", "Stop-list", "Dish transfer" and "Table placement map" are hidden.
  • In the "Hall administrator" interface there are no "Return", "Receipt copy" or "Change the payment type" buttons — those operations are done from the "Cashier" interface (see POS interfaces).

The "Filter" window ​

The "Filter" button opens the order search window. Fields:

  • "Table" — pick a table from the list (hidden when the point does not use tables);
  • "Order number" — the order's number;
  • "Client" and "Customer code" — search by the customer's name or code;
  • "Employee" — orders of a specific employee;
  • order barcode — the bill's payment barcode; the field is active only when "print the barcode on the bill" is enabled in the POS settings;
  • "Fiscalization" — the order's fiscalization status: "Fiscalization not required", "Fiscalization completed", "Fiscalization pending". Shown only when deferred fiscalization is enabled (see Fiscal registers);
  • "Item" — orders containing a specific item. Available in the waiter's order list with "Extended mode" enabled.

Window buttons: "Apply" — filter the order list, "Clear" — reset the fields, "Cancel" — close without filtering. After a filter is applied, a reset button (an icon) appears next to "Filter" on the cash screen; it restores the full list.

Common problems ​

  • "Choose order!" — the operation needs a selected order. Select one in the list and retry; the order picker requires the permission to view all orders.
  • "Permission denied!" / "Wrong password!" — the operation is limited by an employee permission or a point password; see Permissions and operation passwords.
  • "Shift has not started!" — refunds and payment type changes work only with an open shift; open it with "Start the shift" (see Signing in and opening a shift).
  • A button is missing in "Options" — some buttons are hidden depending on the business type and the interface (see "Which buttons may be missing" above).
  • The order barcode field is inactive — barcode printing on the bill is not enabled (POS settings, the "System management" section).

FAQ ​

Why does the "Options" window close by itself? ​

By design: after an operation completes (or is cancelled) the "Options" window closes and the order list refreshes. Press "Options" again for the next operation.

How do I find an order if the guest lost the receipt? ​

Open the "Paid" tab (a password may be required), then "Filter" — search by table, employee, or by the bill's barcode if it is printed on the receipt.

How does "Filter" differ from the "All"/"Paid"/"Unpaid" tabs? ​

The tabs switch which order statuses are listed, while "Filter" additionally narrows the list by table, customer, employee and other fields. The filter stays active until the reset button is pressed.

Does the item filter work on the cash screen? ​

The "Item" field is available in the waiter's order list with "Extended mode" enabled; on the cash screen the filter works with the remaining fields.