MatrixDine Help Center

How to Make a Sale

Step-by-step flow from adding items to printing the receipt.

← Back to Sales & POS

Add products

Panels → POS

Build the order by adding menu items to the cart.

  • Tap a category, then select products to add.
  • Use search or barcode scan for faster entry at busy times.
  • Link a customer record if you track loyalty or corporate accounts.

Submit & pay

POS payment screen

Complete the transaction with the customer's payment method.

  • Choose cash, card, or other configured payment methods.
  • Enter amount received for cash to calculate change.
  • Print or reprint the customer receipt after payment.

Draft & hold orders

POS

Orders can be held before final payment when your workflow requires it.

  • Useful when a table is still ordering or payment is delayed.
  • Return to the sale from Sale List to complete payment later.