Saved notes — Paloma POS 2

This article is about Paloma POS 2 — the new touchscreen Paloma cash-register app. It covers saved notes: reusable text snippets the register inserts with one tap instead of retyping — notes on items and orders, discount and price-change reasons, void/refund reasons, cash-operation reasons and more. It explains where the ready-made options come from, where they appear and how to manage them. If you are not sure this is your app, start with “How to tell you have Paloma POS 2”.

Overview

• A saved note is a ready-made text that appears as a tappable chip under the input field in note and reason dialogs. The cashier taps the chip and the text fills the field — no need to type “no salt” or “Guest changed their mind” every time.
• The catalog fills up in two ways: the register remembers automatically any text the cashier typed by hand once (a discount reason, for example), and you can add notes manually in Settings → the Back office section → Saved notes (subtitle “Reusable note snippets for items and orders”).
• Every note belongs to one category, and the category decides which dialog it appears in: an item note shows in the order-line note dialog, a discount reason in the discount dialog, and so on.
• Item and order notes plus discount / price-change / void-refund reasons sync across the devices of your business. Cash, drawer, delivery-cancel and shift-comment reasons stay on the device where they were created.
• Tapping a chip replaces the field text entirely (it does not append), and the “×” on a chip deletes the note from the catalog for good — with a confirmation.

Where the “Pick from saved” chips appear

A chip row headed “Pick from saved” shows under the input field in every note and reason dialog:

• Item note — the note dialog for an order line (e.g. “medium rare”, “no onion”).
• Order note — the note dialog for the whole order (e.g. “birthday party”).
• Discount reason — the manual discount dialog, see “Discounts”.
• Price-change reason — the manual line price-change dialog.
• Void / refund reason — the payment void and refund dialogs, see “Void and refuse”.
• Cash in/out reason — the cash movements screen, see “Reports and cash”.
• Open-drawer reason — the open-drawer-without-a-sale dialog.
• Delivery-cancel reason — the delivery order cancel dialog, see “Delivery and aggregators”.
• Shift comment — the comment on shift close, see “Closing the shift”.

How it works in each dialog:

1. If the category has saved notes, the “Pick from saved” header and the text chips appear above the input field.
2. Tap a chip — its text fully replaces whatever is in the field. Anything already typed there is overwritten.
3. After inserting you can extend or edit the text by hand — it is a normal input field.
4. If the category has no notes yet, the chip row does not render at all — you just get the plain empty field.

Autosave: the register remembers what you type

The easiest way to grow the catalog is simply to work. When the cashier types a reason or note by hand and confirms the action (applies a discount, voids a payment, records a cash-in and so on), the register silently saves that text into the catalog for the matching category. Next time the same dialog opens, the text is already waiting among the chips.

• No duplicates pile up: if the same text already exists in the category (letter case does not matter), it is not saved again.
• Autosave is a background convenience: even if the catalog write fails for some reason, the main action (discount, refund, cash movement) still goes through.

Managing the catalog in Settings

Open Settings → the Back office section → Saved notes. The row is visible only after an employee has signed in with their PIN — before that the entry is hidden.

The screen lists every note, grouped into category tabs: Item, Order, Discount reason, Price reason, Void / refund reason, Cash reason, Drawer reason, Delivery cancel, Shift comment.

Add a note

1. Tap the Add button. The “Add saved note” dialog opens.
2. Enter the “Note text” (hint: “e.g. well-done, no salt, birthday party”). Up to 255 characters; an empty text cannot be saved — the button stays disabled.
3. Under “Where this note appears” pick the category: Item note, Order note, Discount reason, Price-change reason, Void / refund reason, Cash in/out reason, Open-drawer reason, Delivery-cancel reason or Shift comment.
4. Tap Add.

Edit or delete

• Tap a note row (or its Edit icon) — the “Edit saved note” dialog opens with the current text and category.
• The Delete icon on a row opens the “Delete saved note?” confirmation with the message “{text}” will be removed. Confirm — the note disappears from the catalog and from the chips in every dialog.
• Pull the list down to refresh: the register re-reads the catalog, including notes added on other devices or in the web dashboard.

Empty tabs say: “No item notes yet.” / “No order notes yet.” / “No saved notes in this category yet.” and “Tap Add to create your first.”

Deleting straight from the chips

You can tidy the catalog without visiting Settings: every chip carries a “×”.

1. Tap the “×” on a chip — the same “Delete saved note?” confirmation appears.
2. Cancel changes nothing; Delete removes the note for good — it vanishes from this dialog and from every other screen.

Deletion is irreversible in the register UI, which is why the confirmation is mandatory: an accidental tap on the “×” deletes nothing.

A note for one specific product

An item note can be bound to a specific product. It then shows only in the note dialog for lines of that exact product; regular (unbound) item notes appear for any product. This way “medium rare” shows up only on the steak and never clutters the coffee. Product-bound notes usually come from the back office; on the register's settings screen they appear in the shared list of the Item tab.

Common problems

• "Не удалось загрузить сохранённые заметки. {error}" — the notes list did not load; retry.
• I don't see the “Pick from saved” chips — the category has no saved notes yet: the row only appears when there is something to pick. Type the text by hand once (it saves automatically) or add a note in Settings → Back office → Saved notes.
• There is no “Saved notes” row in Settings — no employee has signed in with a PIN yet. The catalog-management entry is visible only after an employee signs in.
• I tapped a chip and my typed text disappeared — that is by design: a chip replaces the field content, it does not append. Pick the chip first, then add details.
• The same note multiplied with different wordings — autosave stores the text exactly as typed, so “Guest changed mind” and “guest changed mind!” are two different notes. Remove the extras with the “×” on the chip or on the settings screen.
• A note exists on one register but not on another — cash, drawer, delivery-cancel and shift-comment reasons are stored locally per device. Item and order notes and discount / price-change / void-refund reasons do sync across devices. If a syncable note has not shown up, pull the list down on the Saved notes screen.
• Could not load saved notes — the register failed to read the catalog. Pull the list down to refresh; check connectivity.

FAQ

Do I need to set anything up in advance?

No. Typing a reason or note by hand once is enough — the register remembers it automatically, and next time the dialog opens the text appears among the “Pick from saved” chips. Settings are only needed if you want to prepare a list up front or clean it up.

Does a chip append to what is already typed?

No, tapping a chip overwrites the field entirely. After inserting you can freely edit the text by hand.

How do I delete a bad note?

Two ways: tap the “×” right on the chip in any dialog and confirm Delete, or open Settings → Back office → Saved notes and delete the row there. The “Delete saved note?” confirmation shows in both cases.

Can a note apply to just one product?

Yes, an item note can be bound to a specific product — it then shows only in that product's note dialog. Unbound notes show for all products.

Will other registers see my notes?

Item and order notes, plus discount, price-change and void/refund reasons, sync across your business's devices. Cash, drawer, delivery-cancel and shift-comment reasons stay on the device where they were created.