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Sales screen: notes, prices, discounts, service and the order header — Paloma365 Classic (Windows POS) ​

A reference for the sales screen in Paloma365 Classic: item notes and modifiers, price changes, discounts and service charge per line and per order, the order header, the "Pay", "Print receipt", "Go back" and "Exit" buttons, pending orders, retail mode, warehouse documents from an order, and hotkeys.

Item note ("Note" button, INS key) ​

  • Where: sales screen → select a line → "Note" («Примечание») or the INS key → a selection window with a "Note" column and the buttons "Accept" («Принять»), "Cancel" («Отмена»), "Manual notes" («Прим. ручные»). The list includes "Remove note" («Убрать примечания»).
  • How it works: pick one or several prepared notes; "Manual notes" opens the on-screen keyboard for free text. The note is added to the line name in brackets. If the item has no prepared notes, the on-screen keyboard opens right away.
  • Setup: prepared notes are managed in the web dashboard — general, per item folder or per item. The employee needs the right to change notes; without it the POS shows "Permission denied!" («Недостаточно прав!»). There is no password for notes.
  • Limits: not for a saved line ("Item was saved, unable to add a note!" «Позиция сохранена, установить примечание невозможно!»), a combo ("You can't put notes on a combo item!" «Нельзя установить примечание к комбо!»), a modifier ("Can not put note on modifier!" «Нельзя установить примечание на модификатор!») or a marked item ("Can not put notes on marked item!" «Нельзя установить примечание на маркированный товар!»). Item notes are not available in the "Cashier", «Администратор зала» (Hall manager) and "Salon" interfaces.

Modifiers (add-ons) for a dish ​

  • Where: sales screen → dish line → "Note" → selection window; modifier notes have a "Quantity" («Количество») column.
  • How it works: a prepared note linked to a modifier item adds a child line with the modifier's price. The quantity is set in the window within the minimum and maximum and is multiplied by the dish quantity. Modifiers are listed in the dish name, are deleted together with the dish, and are replaced when notes are chosen again.
  • Setup: the note-to-modifier link and quantity limits are set in the web dashboard and reach the POS on sync.
  • Limits: "Can not delete modifier!" («Нельзя удалять модификатор!»), "Can not change quantity of modier !" («Нельзя изменять количество у модификатора!»); the quantity of a dish with modifiers cannot be changed either ("Unablle to change the quantity of an item with modifiers!" «Нельзя изменять количество товара с модификаторами!»).

Changing a line price ("Change the price") ​

  • Where: sales screen → "..." button under the order → "Change the price" («Изм. цену») → "Enter the price" («Введите цену»).
  • How to enable: the button appears only if price changes are enabled for the outlet in the web dashboard. The employee needs the price-change right; without it, the outlet's "Price change" («Изменение цены») password is asked (no prompt if none is set).
  • Limits: "Cannot change price for combo product!" («Нельзя изменить цену у комбо товара!»), "Unable to change the price of a saved item!" («Нельзя изменить цену у сохраненного товара!»). The change (old and new price) is written to the journal.

Percentage discount on a single line ​

  • Where: sales screen → "..." → "Discount" («Скидка») → "Enter the discount" («Введите скидку»), 0–100; above 100 — "Incorrect discount input..." («Неправильно ввели скидку...»).
  • Access: the employee's discount right or the outlet's "Discount" («Скидки») password. If no discount password is set, the POS says "To use discounts you need to set the password!" («Для скидки необходимо установить пароль!»).
  • Limits: if a saved line is selected while the order has unsaved lines, the POS asks: "Bill contains unsaved items. Please save changes first." («В счёте есть не сохранённые позиции. Предварительно выполните сохранение.»). The button is inactive when "Use sum instead of percentage for discount" («Использовать локальную суммовую скидку») is on.

Percentage service charge on a single line ​

  • Where: sales screen → "..." → "Service" («Сервис») → "Enter service charge percent" («Введите сервис»). Above 100 — "Wrong service input..." («Неправильно ввели сервис...»).
  • Access: the employee's service right or the outlet's service password (no prompt if none is set).
  • Limits: the same unsaved-lines check as for the discount. Inactive when the local sum discount is on.

The "..." panel under the order ​

  • Where: sales screen → "..." under the order table. Pressing again collapses the panel; it is collapsed when the screen opens.
  • Contents: "Change the price" (if price changes are enabled), "Discount", "Service", "Change item" («Изменить товар», "Retail" mode only), "Order status" («Статус заказов», only for waiter, hall manager and tariffs when the order-ready screen is enabled), "Order note" («Примечание к счету»).
  • Notes: when a cashier views an order, the "..." button is hidden; the hall manager does not get "Change the price", "Discount" and "Service".

Note for the whole order ("Order note") ​

  • Where: sales screen → "..." → "Order note" → the «Комментарий к счету» (Order comment) window with a text field, on-screen keyboard, "Language: Russian" («Сменить язык: РУССКИЙ») switch and "Add" («Добавить») / "Cancel" («Отмена») buttons.
  • How it works: for a saved order the text is shown in the header after "Note:" («Прим.:»).
  • Important: the typed text is kept in the order even when you press "Cancel" — that button does not undo the input. To remove the text, erase it and close the window.

Percentage discount on the whole order ​

  • Where: order header → "Discount" button or field → "Enter the discount percentage" («Введите процент скидки»). Above 100 — "Wrong input of discount percentage!" («Неправильно ввели процент скидки!»).
  • Access: discount right or the "Discount" password; with no password set — "To use discounts you need to set the password!".
  • How it works: a manual discount replaces the customer's automatic discount. For a saved order the change is written to the journal; with push notifications enabled, a message "For bill №… discount applied: N%" («Для счета №… применена скидка: N%») is sent.
  • Notes: the field can be hidden with «Скрыть "СКИДКА"» (Hide "DISCOUNT").

Sum discount on the whole order ("Use sum instead of percentage for discount") ​

  • How to enable: Settings → "General settings" («Общие настройки») → "Extensions of interfaces" («Расширение режимов») → "Use sum instead of percentage for discount" («Использовать локальную суммовую скидку»).
  • How it works: the header shows a sum discount field instead of the percentage one ("Enter the discount sum" «Введите сумму скидки»); the per-line "Discount" and "Service" buttons become inactive. Rights and password are the same as for the percentage discount.
  • Notes: for a waiter, hall manager and tariffs, with unsaved lines the POS asks to save the order first. The entered sum is remembered and applied when the order is printed, on "Go back" or on exit.

Service charge on the whole order ​

  • Where: order header → "Service" button or field → "Enter service charge percentage" («Введите процент сервиса»). Above 100 — "Incorrect input of service charge percentage!" («Неправильно ввели процент сервиса!»).
  • How it works: by default the service percentage of the outlet or of the selected table is used. In «Режим продаж» (Sales mode) and "Salon" it is applied by default only if service in fast food is enabled for the outlet in the web dashboard.
  • Access: service right or the outlet's service password.
  • Notes: the field can be hidden with «Скрыть "ОБСЛУЖИВАНИЕ"» (Hide "SERVICE").

Hiding the "Service" field in the order header ​

  • Where: Settings → "Program appearance" («Вид программы») → «Скрыть "ОБСЛУЖИВАНИЕ"» (Hide "SERVICE").
  • Notes: turned on automatically by the business types "Fast food, Canteen", "Retail store" and "Retail".

Hiding the "Discount" field in the order header ​

  • Where: Settings → "Program appearance" → «Скрыть "СКИДКА"» (Hide "DISCOUNT").
  • How it works: hides both the percentage and the sum discount field. The per-line "Discount" and "Service" buttons in the "..." panel stay. No business type turns this on.

Hiding the "Table" field in the order header ​

  • Where: Settings → "Program appearance" → «Скрыть "СТОЛ"» (Hide "TABLE").
  • Notes: turned on automatically for "Fast food, Canteen", "Retail store", "Retail". Also hides the table column in the order list on the "Cashbox" («Касса») screen.

Hiding the "Guests" field in the order header ​

  • Where: Settings → "Program appearance" → «Скрыть "ГОСТЕЙ"» (Hide "GUESTS").
  • Notes: turned on automatically for "Fast food, Canteen", "Retail store", "Retail".

Hiding the "Item barcode" field in the order header ​

  • Where: Settings → "Program appearance" → «Скрыть "ШТРИХКОД"» (Hide "BARCODE").
  • Notes: turned on automatically for "Restaurant, Cafe", "Fast food, Canteen", "Billiards, Karaoke, Sauna". With the field hidden, F4 opens "Enter an item barcode" («Введите штрих-код товара») for entering the code.

Business type: quick setup of the sales screen ​

  • Where: Settings → "Program appearance" → "Type of business" («Тип заведения»): «Не выбрано» (Not selected), "Restaurant, Cafe", "Fast food, Canteen", "Retail store", "Beauty saloon", "Billiards, Karaoke, Sauna", "Retail".
  • How it works: any choice first clears all «Скрыть …» (Hide …) boxes, turns retail mode off and switches the menu back to tiles, then applies the preset:
    • "Restaurant, Cafe" and "Billiards, Karaoke, Sauna" — hide barcode;
    • "Fast food, Canteen" — hide barcode, guests, table and service;
    • "Retail store" — hide guests, table and service, menu as a list;
    • "Retail" — hide guests, table and service and turn on retail mode.
  • Notes: «Не выбрано» (Not selected) and "Beauty saloon" hide nothing. No business type turns on «Скрыть "СКИДКА"».

Attaching a customer to the order ("Customer", F2, F6) ​

  • Where: order header → "Customer" («Клиент», F2) — customer selection window; tapping the customer name field (F6) — "Enter the customer code" («Введите код клиента») for a card code.
  • How it works: after selection the customer's discounts are applied; the field shows the customer name and deposit balance in square brackets. If the customer has a different price type, the POS asks "Chosen customer has different price type! Recalculate the receipt body?" («Выбранный клиент имеет другой тип цен! Перезаполнить табличную часть?»). Selecting a customer resets manual line discounts and service.
  • Access: the employee's right to view customers or the outlet's customer-selection password (no prompt if none is set); a wrong password gives "Wrong password!" («Неверный пароль!»). The default customer for new orders is set for the outlet in the web dashboard.
  • Limits: the button does not work in the "Cashier" interface; card code entry is not available for a printed or closed order.

Automatic discount from the customer's discount scheme ​

  • How it works: when a customer is selected, the POS applies their discount scheme taking into account its schedule (dates, weekdays, time), interface type (cafe or fast food), accumulated sum and per-item discounts. If several discounts match, a selection window with the columns «Наименование скидки» (Discount name) and «% общей скидки» (% of total discount) opens.
  • Setup: discount schemes and their links to customers and outlets are configured in the web dashboard; the discount module must be enabled. The POS receives them on sync.
  • Notes: a manual "Discount" overrides the automatic one. With the local sum discount on, the scheme's percentage is not applied.

Number of guests ​

  • Where: order header → "Guests" («Гостей») → "Enter the guest amount" («Введите кол-во гостей»).
  • How it works: a new order starts with 1 guest. If guest count prompting is enabled for the outlet in the web dashboard, a new order starts with 0 guests, and the waiter gets the guests window automatically when opening an order whose guest count is 0. In «Режим продаж» (Sales mode) a new order always starts with 1 guest.
  • Notes: the field can be hidden with «Скрыть "ГОСТЕЙ"».

Order information in the sales screen header ​

  • What is shown: "New order" («Новый счет») or "Order № … FROM: date" («Счет № … От: дата»); for a saved order with a note — "Note: …" («Прим.: …»); the employee name; "Total" («Итого») — the amount due; "Price type: …" («Тип цены: …»); "Prepayment: N" («Предоплата: N») if a prepayment was made on an open order; current time and date.
  • Notes: "Price type" is not shown in the "Cashier", «Официант» (Waiter) and «Администратор зала» (Hall manager) interfaces, nor when no special price type is chosen. The "Total" is sent to the T610 customer display if it is enabled and its port is set.

The "Pay" button (ENTER) ​

  • Where: sales screen → top block above the order table → "Pay" («Оплата»); ENTER key.
  • Checks before payment: empty order — "Can not pay an empty bill" («Нельзя оплатить пустой счет»); items unavailable under the current time-based price list — «В счёте имеются позиции, недоступные для продажи на данный момент!» (The order has items that cannot be sold right now!); with stock control on, the POS lists items without stock and asks whether to continue; in "Salon" without a selected master it offers to choose an employee; if the reminder is enabled in the web dashboard — «Проверьте, что установлена скидка и установлено количество гостей!» (Check that the discount and guest count are set!).
  • Notes: the button does not work in "Cashier" and «Администратор зала» (Hall manager). After a successful payment the menu search is cleared. If the fiscal register shift is longer than 24 hours, the POS offers «Смена на ФР превысила 24 часа. Снять отчёт с гашением (Z-отчёт)?» (The fiscal shift exceeded 24 hours. Print a Z-report?) — the X/Z report right is needed. Payment itself and receipt printing are covered in the payments article.

The "Print receipt" button (pre-bill) ​

  • Where: sales screen → top block above the order → "Print receipt" («Печать счета»).
  • How it works: the POS saves the order, marks it printed, and prints the kitchen sub-order and the bill (with a payment QR code if configured) — if that printing is enabled for the outlet in the web dashboard. With the reminder on it asks "Did you set the discount and guest count?" («Вы установили скидку и количество гостей?»). Pressing again — «Счет распечатан!» ("Order is printed").
  • After printing: for a waiter, hall manager and in tariffs the item panel, header buttons and the editing panel are locked; the only hotkey that works is exit.
  • Where the button exists: waiter; hall manager — for an unprinted order; cashier — if order editing is allowed in the web dashboard; "Salon" — with "Cashier takes the payments from salon" («Кассир оплачивает чек салона красоты», Settings → "General settings"). In tariffs there is no such button on the sales screen.

The "Go back" button (waiter, tariffs) ​

  • Where: sales screen → top block above the order → "Go back" («Назад»).
  • How it works: saves the order without printing the bill (the kitchen sub-order is printed if enabled) and returns to the table list or floor plan.
  • Notes: there is no "Go back" in «Режим продаж» (Sales mode). It has no default hotkey.

The "Exit" button (ESC) ​

  • Where: sales screen → top block above the order → "Exit" («Выход»); ESC or Alt+F4.
  • Sales mode: if the order has items, the right to delete from an order or the outlet's "deletion from an order" («удаления из счета») password is required (no prompt if none is set). Leaving an unprinted order with a sum is written to the journal as "Sale mode: Exit without saving" («Режим продаж : Выход без сохранения счета») with the item list; with push notifications on, a message is sent.
  • Waiter, hall manager, tariffs: an unprinted order is saved before exit.

Payment by a waiter from the sales screen ​

  • Where: sales screen («Официант», Waiter interface) → top block → "Pay".
  • How to enable: allow the waiter to take payments for the outlet in the web dashboard; the POS receives it on sync.
  • Notes: the button is shown whenever the setting is on — for an unprinted order it sits next to "Print receipt". For a printed order the POS reloads the current order contents before payment.

Pending orders (Sales mode, Salon) ​

  • How to enable: Settings → "General settings" → "Extensions of interfaces" → "Pending receipts" («Отложенные счета») and "Maximum number of pending receipts" («Максимальное количество отложенных счетов», default 5).
  • How it works: tabs appear above the order — "New order [customer]" and "Pending receipt №N (sum) [customer]" («Отложенный счет №N (сумма) [клиент]»); the "+" tab creates a new order. Switching tabs saves the current order automatically. At the limit — "Reached the maximum amount of pending orders!" («Достигнуто максимальное количество отложенных счетов!»). Pending orders belong to the workplace.
  • Notes: you cannot switch tabs while the order has a turnstile wristband («В счете имеется позиция браслета, оплатите счет или удалите позицию») or a lottery item («В счете имеется позиция - ЛОТЕРЕЯ, оплатите счет или удалите позицию»). The tab closes after payment. "Exit" on a pending order asks "Do you really want to close a pending order? Data will be lost!" («Вы действительно хотите закрыть отложенный счет? Данные будут потеряны!»).

Retail mode of the sales screen ​

  • How to enable: Settings → "Program appearance" → "Type of business" = "Retail" («Розница»). There is also the «Пропорции интерфейса "Розница"» (Retail interface proportions) slider — order area / items ratio, 50% by default — and the «Показать "Возврат" в рознице» (Show "Return" in retail) box, on by default.
  • How it works: under the item panel appear "Report" («Отчет»), "Start the shift" / "End the shift" («Открыть смену» / «Закрыть смену», switched by shift state) and "Return" («Возврат»); the "..." panel gets "Change item".
  • Notes: works only in «Режим продаж» (Sales mode). "Report" is unavailable while the shift is closed.

Editing an item from the sales screen ("Change item") ​

  • Where: sales screen ("Retail" mode) → "..." → "Change item" («Изменить товар») → tap an item tile.
  • How it works: the item panel gets a blue frame, and tapping a tile opens the item card instead of adding it to the order. Pressing "Change item" again turns the mode off. After saving, the item panel is refreshed.

Return from the current order in retail ("Return") ​

  • Where: sales screen ("Retail" mode) → "Return" under the item panel → payment window in return mode.
  • How it works: add the returned items to the order and press "Return" — the lines are posted with negative quantity, a return receipt is printed (fiscal if a fiscal register or online cash register is connected), and the order is cleared.
  • Notes: this is a return without an original receipt; customer deposits are not adjusted. Empty order — "Order is empty!" («Счет пуст!»). Returns by receipt are covered in the returns article.

The "Report" button in the retail panel ​

  • Where: sales screen ("Retail" mode) → "Report" → a window with "Final report" («Итоговый отчет»), "X-Report" and "Close" («Закрыть»).
  • Access: final report — the right to view it or the final report password; X-report — the right or the X-report password. The "X-Report" button is active only when a fiscal register or online cash register is connected.

Warehouse request from order lines ​

  • How to enable: Settings → "General settings" → "Extensions of interfaces" → "Warehouse request(button in sales mode)" («Заявка на склад (кнопка в режиме продаж)»).
  • Where: sales screen → menu button next to the employee name → "Request" («Заявка»). The item is shown on the new-order screen of the «Режим продаж» (Sales mode), "Salon" and «Курьер» (Courier) interfaces, including with pending orders.
  • How it works: creates a request from the order lines, clears the order, and shows "Warehouse request created successfully!" («Заявка на склад создана!»). Re-authorization ("Failed to login, try again!" «Не удалось авторизоваться повторите попытку!» on failure) and internet ("No internet connection..." «Отсутсвует интернет соединение...») are required.
  • Limits: for a printed, closed or empty order — "Order is printed" («Счет распечатан»), "Check is closed" («Счет закрыт»), "Order is empty!" («Счет пуст!»).

Completion act from order lines ​

  • How to enable: Settings → "General settings" → "Extensions of interfaces" → "Completion act(Button in sales mode)" («Акт комплектации (кнопка в режиме продаж)»).
  • Where: menu button next to the employee name → "Completion act" («Акт комплектации»). Result — "Completion act created!" («Акт комплектации создан!»). Authorization and internet are required; the document is sent to the web dashboard.

Transfer document from order lines ​

  • How to enable: Settings → "General settings" → "Extensions of interfaces" → «Документ перемещения (кнопка в режиме продаж)» (Transfer document, button in sales mode).
  • Where: menu button next to the employee name → "Transfer" («Перемещение»). Result — "Transfer document created!" («Документ Перемещение создан!»). Authorization and internet are required.

Write-off document from order lines ​

  • How to enable: Settings → "General settings" → "Extensions of interfaces" → «Документ списания (кнопка в режиме продаж)» (Write-off document, button in sales mode).
  • Where: menu button next to the employee name → «Списание» (Write-off). Result — "Write-off document created!" («Документ Списание создан!»). Authorization and internet are required.

Quick interface switching from the sales screen ​

  • Where: sales screen → menu button next to the employee name → buttons named after the other interfaces available to the employee on this workplace. Tapping one closes the sales screen and opens that interface.
  • Setup: the list comes from the employee's interfaces in the web dashboard. "Disable interface switch menu" («Отключить меню смены интерфейса», Settings → "Program appearance") removes these buttons.
  • Notes: there is no separate "Change interface" button in this menu.

Sales screen hotkeys ​

  • Defaults: ENTER — pay, ESC — exit, HOME — repeat line, DEL — delete, INS — note, F2 — choose customer, F6 — customer by card code, F3 — search by name, F4 — search by barcode, F5 — clear search, F7 — change quantity, SHIFT — pick an item from the list, ↑/↓ — order lines, ←/→ — item list, F1 — the hlp.chm help file (if present in the program folder), Alt+F4 — exit.
  • Reassigning: Settings → "Hotkeys" («Горячие клавиши») → "Forms" («Формы») = «Форма "Режим продаж"» (Sales mode form) → select the action and press the new key; the POS asks «Заменить клавишу "…" на клавишу "…", для действия "…"» ("Replace key" … with key … for action …). A key already in use is rejected. "By default" («По умолчанию») restores the set. "Go back" has no default key.
  • Notes: SHIFT and ←/→ work only with the list menu. While the barcode field contains text, Enter, Del, Home, arrows, Shift and Space do not act as hotkeys (scanner input); F-keys, Esc and Ins still work. For a waiter, hall manager and in tariffs, only ESC works after the order is printed.

Cashier opens an order from the "Cashbox" screen ​

  • Where: "Cashier" interface → "Cashbox" («Касса») screen → select an order → view.
  • How it works: if the web dashboard allows the cashier to edit orders for the outlet and the order is not closed, it opens for editing like a waiter's (item panel, "Print receipt" for an unprinted order). Otherwise it opens for viewing only: editing buttons, search and payment are disabled.
  • Notes: closed orders always open for viewing only; payment is taken from the "Cashbox" screen.

Hall manager opens an order from the "Cashbox" screen ​

  • Where: «Администратор зала» (Hall manager) interface → "Cashbox" screen → an order.
  • Allowed: deleting and refusing lines (with the same rights and passwords as on the sales screen), printing an unprinted order. For an unprinted order the header buttons — "Customer", "Discount", "Service", table, "Guests" — stay available.
  • Not allowed: adding items (no item panel, search disabled), changing a line's price, discount, service, quantity or notes; payment from this screen ("Pay" is disabled).
  • Notes: for a printed or closed order the panel and editing buttons are hidden.