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How to Manage Products and Orders on POS

Updated this week

Who Is This For?

StoreHub merchants who need to add products directly from POS, manage open orders, create pre-orders, add notes to transactions, or check stock levels.

Overview

This article covers how to work with products and orders on your POS register. You will learn how to add new products from the register, save and resume open orders, create and collect pre-orders, add notes to items, and check stock levels without going to BackOffice.


Before You Begin

  • You must be signed in to the StoreHub POS app with your 4-digit PIN.

  • Your POS register must be connected to the internet (required for checking stock and syncing new products).

  • Pricing type, variants, and images can only be added through BackOffice. See this article.

  • This guide applies to both Android and iPad registers.


Step-by-Step Guide

Add Products from POS

You can add simple products directly from the register without going to BackOffice. To add products in BackOffice, see this article.

1. On the register screen, tap the menu icon, then tap 'Manage Products'.

POS menu with Manage Products option highlighted.

2. Tap the '+' button to add a new product.

Manage Products page with the plus button to add a new product.

Note:

  • You can also scan a barcode to add a product.

3. Enter the product details:

  • Name (required)

  • SKU (optional, must be unique)

  • Price (excluding tax or including tax)

  • Tax Code

  • Barcode (optional)

  • Quantity

New product form showing fields for name, SKU, price, tax code, barcode, and quantity.

4. Tap 'Add'.

Note:

  • For more advanced product setup (pricing types, variants, images), use BackOffice. Refer to this article for more details.


Save Open Orders

Open orders let you save an order and come back to it later. This is useful for pay-later or dine-in scenarios (for F&B businesses only).

Enable Open Orders

1. Sign in to your POS register.

2. Tap the menu icon (three lines) on the top left, then tap 'Settings'.

3. Under 'General', toggle on 'Enable Open Order'. The 'Add Shortcut Button to Checkout' will toggle on automatically.

POS General settings with Enable Open Order toggle turned on.

4. You will now see a 'Save' button next to the checkout button on the register screen.

Save an Order

1. On the register screen, add the items you want to save.

2. Tap the 'Save' button next to the total at the bottom.

Checkout list with the Save button highlighted.

3. A text field will pop up. Enter a table number (under walk in) and number of pax to help you identify the order later.

Save order pop-up with a text field for entering a table number and number of pax.

View and Complete Open Orders

1. Tap the 'Orders' button or the saved orders icon on the register screen.

2. You will see the Open Orders page. Tap an order to open it, or tap the printer icon to print a half-receipt.

3. After tapping the order, you return to the register. From here you can:

  • Add or remove items, then save again.

  • Delete the entire order by tapping the delete button.

  • Complete the checkout by tapping the total amount.

POS flow showing how to tap the saved orders icon, view the open orders list, select an order, and see options to edit, delete, or complete checkout.

Note:

  • If you add a customer to the order, their phone number will appear on POS, so you can contact them if needed.


Create and Collect Pre-Orders

Pre-orders let customers place an order in advance and collect it later.

Notes:

  • Store credit and Beep Cashback cannot be used for pre-orders on POS.

  • Pre-orders currently require immediate payment or deposit collection at creation.

  • Pre-orders cannot be saved as unpaid drafts for later checkout.

  • If the merchant needs save-now-pay-later behavior, use Open Orders (where operationally suitable), not Pre-Order flow.

View Pre-Orders in BackOffice

You cannot create or collect pre-orders in BackOffice, but you can review synced pre-order transactions on the Offline Transactions page.

1. In your BackOffice, open 'Offline Transactions' from the sidebar.

2. Set the store filter and date range you need. Use 'Search: Receipt Number' if you know the receipt number.

3. In the transaction table, check the 'Type' column. Rows with type 'PreOrder' are pre-order transactions (for example the deposit when a pre-order is taken on POS).

4. Optional: Tap 'Export to CSV' to download the list for reporting.

BackOffice Offline Transactions list showing store and date filters, transaction table with Type column set to PreOrder for pre-order rows, and Export to CSV.

Note:

  • When the customer later collects on POS, that completion may appear as a different transaction type in the same list; use receipt number or time range to tie records together if needed.

Create a Pre-Order

1. On the register screen, tap the three-dot menu on the top right, then tap 'Pre-Order'.

2. A reminder will pop up to select a customer. Tap 'OK'.

3. Search for an existing customer or add a new one.

4. Add items to the cart, then tap the total amount in orange.

5. Edit the pre-order details: set the collection date and deposit amount. Tap 'Next'.

6. Choose a payment method to pay for the deposit. If the deposit is 0.00, tap 'Exact'.

7. The pre-order has been created successfully.

POS flow showing how to create a pre-order: tapping the three-dot menu, selecting Pre-Order, adding a customer, adding items, setting collection date and deposit amount, paying the deposit, and confirmation screen.

Collect a Pre-Order

1. On the register screen, tap the three-dot menu, then tap 'Collect Pre-Order'.

2. Find the pre-order by searching by receipt number, customer name, or scrolling the list. Tap to select it.

3. Check that all details are correct. You can add or remove items if needed. Tap the total amount in orange.

4. Choose a payment method to pay the remaining balance. If the remaining amount is 0.00, tap 'Exact'.

5. The pre-order has been collected (completed).

POS flow showing how to collect a pre-order: tapping the three-dot menu, selecting Collect Pre-Order, finding the order, reviewing details, paying the balance, and confirmation screen.

Note:

  • To cancel or refund a pre-order, refer to this article.


Add Notes to an Order

Add notes to items on the receipt and kitchen docket, such as special requests (less spicy, more ice) or reasons for discounts.

1. On the register screen, tap an item to add it to the checkout list.

2. Tap the item in the checkout list again. Under 'Notes and Quantity', type your note.

Item details in the checkout list showing the Notes field and quantity.

Note:

  • Notes will appear on the receipt and kitchen docket. You can also view all notes in the All Transaction Report in BackOffice.

Receipt and kitchen docket examples showing the item note printed.


Check Stock Levels from POS

You can check how much stock you have for any product without going to BackOffice.

From the Product Layout

1. On the register screen, long-press on an item.

2. The product details and stock quantity will appear.

POS flow showing how to long-press a product tile to view product details and current stock quantity.

Note:

  • If you have multiple stores and want to check stock at other locations, use the 'Filter Stores' function to view the list of stores.

The 'Filter Stores' function to view the list of stores.

For Products Not on the POS Layout

1. Use the search bar at the top to search for a specific item.

POS register screen with the search bar at the top.

2. Find the item in the results and long-press to view stock details.

Search results showing a product with stock details after long-pressing.

From the Manage Products Tab

1. Tap the menu icon (three lines) on the top left.

2. Tap 'Manage Product'. Select the item from the product list to view its details and stock quantity.

POS flow showing how to tap the menu icon, open Manage Product, and view product details and stock quantity.


Troubleshooting

Issue

Solution

Cannot add a product from POS

Make sure you are connected to the internet. For advanced settings (variants, images, pricing types), use BackOffice instead.

Save button not appearing on the register

Go to Settings, then General, and toggle on 'Enable Open Order'.

Pre-Order option not available

Pre-orders are not available when Table Layout is enabled. Disable Table Layout first if you need to create a pre-order.

Stock quantity not showing

Make sure you are connected to the internet. Long-press the item on the register screen or check via Manage Product.

Notes not appearing on kitchen docket

Make sure you typed the note in the item's 'Notes' field, not elsewhere. The note will print on the next kitchen docket for that order.


FAQs

1. Can I add product variants or images from POS?

No. Variants, pricing types, and images can only be added through BackOffice.

2. Can I edit or delete a saved open order?

Yes. Open the saved order from the Open Orders page. You can add/remove items and save again, or tap the trash can icon to delete the entire order.

3. Can I create a pre-order from BackOffice?

No. Pre-orders can only be created and collected from the POS register.

4. Does the customer pay in full at the time of pre-order?

No. The customer pays the deposit at the time of the pre-order. The remaining balance is paid when they collect the order.

5. Can I check stock for other store locations from POS?

Yes. Use the Filter Stores function when viewing product details to see stock at other locations.

6. Where can I view order notes in BackOffice?

In BackOffice, go to Offline Transactions, then export the All Transaction Report. Notes will be included in the report.


Need Help?

Contact StoreHub Support via live chat in your StoreHub app or email [email protected].


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