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Top Right Menu

Andrew Weir avatar
Written by Andrew Weir
Updated over 3 weeks ago

The Top-Right Hamburger Menu in INDY POS (☰) provides access to key operational functions, including cash management, order actions, and user creation.

This menu is available on all POS layouts, including desktop, compact, and handheld views.

Tip: Each function in this menu has its own dedicated training video. This overview provides a summary of available options.


Hamburger Menu Options

1. Create a User

  • Quickly register a new user or member.

  • Shortcut to the same workflow as the New User button on the transaction screen.


2. Open Cash Drawer

  • Sends an electronic signal to the till to open the cash drawer.

  • Used for non-transaction purposes (e.g., petty cash adjustments).


3. Cash Adjustments

  • Record adjustments when cash is removed or added outside of standard sales.

  • Example: Petty cash for small purchases or deposits to safe.


4. Cash Controls

  • Access end-of-day cash functions and cash deposit procedures.

  • Detailed workflow is covered in the End-of-Day Processing training video.


5. Inspect Card

  • Check the balance on a gift card before redeeming it in a transaction.

  • Useful for confirming available funds for partial payments or top-ups.


6. Order Actions

  • Save Order: Temporarily park an order to retrieve later.

  • Clear Cart: Remove all items from the transaction in one step.


Tips for Staff

  • Use Save Order to pause an active sale without losing progress.

  • Use Clear Cart to quickly reset for a new transaction if the customer changes their mind.

  • Always log cash adjustments for accurate end-of-day reporting.

Watch the Tutorial

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