Okta POSLogin

Public Guide

Table Counter Documentation

Complete guide for dine-in order entry, product search, cart changes, quick items, charges, discounts, KOT, Save KOT, Bill, Save Bill, Settle, Release Table, and troubleshooting.

Open OktaPOS

Video Tutorial

Table Counter walkthrough

Reserve this section for a YouTube walkthrough that shows menu search, cart edits, Quick Item, charges, discounts, KOT, Save KOT, Bill, Save Bill, Settle, and Release Table.

YouTube video placeholder. Add the tutorial video here when it is ready.

Tutorial video coming soon

This space is reserved for the official walkthrough video.

Quick Start

First counter service test

1

Open a table from Table View.

2

Search and add a few menu items.

3

Send KOT and confirm the table shows Running KOT.

4

Reopen the table and confirm cart items remain.

5

Print bill and check release-on-bill behavior.

6

Settle payment and confirm the table becomes Empty.

Counter Rules

What the counter must protect

Adding products must create or reuse the active table order for the current table session.
KOT and Save KOT must keep products in the table order.
Running KOT and Printed tables must reopen with their cart items.
Bill should hide the tax line when the tax amount is zero.
Waiter name should print on KOT and Bill when available.
Settle completes payment and frees the table.

Best Practices

Recommended operating habits

Always check the table code before adding items.

Send KOT only after confirming quantity and item names.

Use Quick Item sparingly so reports and inventory stay clean.

Use clear charge and discount titles that a customer can understand.

Do not use Release Table as a replacement for Settle when payment was received.

Train staff on release-on-bill so they know where unpaid printed bills go.

Workflow Maps

Common counter workflows

Order to KOT

1. Open Table2. Add Products3. Review Cart4. KOT5. Kitchen Receives6. Table Running KOT

Bill With Release-On-Bill

1. Review Cart2. Print Bill3. Table Empty4. Unsettled Order5. Collect Payment6. Settle

Bill Without Release-On-Bill

1. Review Cart2. Print Bill3. Table Printed4. Reopen Cart5. Collect Payment6. Settle

Manual Adjustment

1. Open Cart2. Add Charge/Discount3. Enter Title4. Enter Amount5. Review Total6. Bill

Table Counter

Table Counter Overview

Start here when staff need to take a dine-in order after opening a table from Table View.

Top

Table Counter is the dine-in billing and KOT screen. It connects the selected table session to menu items, cart quantity, quick items, charges, discounts, KOT printing, bill printing, saved bills, settlement, and release behavior.

Steps

  1. Open a table from Table View.
  2. Confirm the header shows the correct table and customer.
  3. Search or browse menu items.
  4. Add products to the cart.
  5. Adjust quantity or item price where allowed.
  6. Send or save KOT when kitchen preparation is needed.
  7. Print or save the bill when the customer asks.
  8. Settle after payment is received.

Expected Result

The same table order remains connected from first item entry through KOT, billing, payment, and table release.

Table Counter

Header and Table Context

Use this before adding items, especially when staff are moving quickly between multiple tables.

Top

The counter header identifies the active table session. It should show the table name, customer information, and release action when the table is occupied.

Steps

  1. Check the table code in the header before adding products.
  2. Check the customer name or Guest Customer label.
  3. Use Release Table only when the table should be freed without continuing the normal order flow.
  4. If the wrong table is open, go back to Table View and select the correct table.
  5. Do not rely on similar table names such as T6 and T06; they are different table codes.

Expected Result

Products, KOT, and bills are posted to the intended floor and exact table code.

Table Counter

Menu Search and Categories

Use this when staff need to find items quickly during ordering.

Top

The product area supports menu search, category filtering, and responsive product cards. Search is best for direct item lookup; categories are best when browsing a section such as Rice Items, Juice, or Noodles.

Steps

  1. Click the Search menu items field.
  2. Type product name, short code, or keyword.
  3. Use category filters to narrow the product list.
  4. Add the intended product from the visible cards.
  5. Clear search text to return to the full catalog.
  6. On mobile, use the Catalog tab when cart or active order tabs are hidden.

Expected Result

Staff can add items quickly without scrolling through the full menu every time.

Table Counter

Product Cards

Use this to understand what each menu card shows and how quantity is controlled.

Top

Product cards show category, image or placeholder, product title, price, and add or quantity controls. Long titles should remain readable without breaking the order flow.

Steps

  1. Review product category and name before adding.
  2. Click Add to place one quantity in the cart.
  3. Use plus and minus controls to change quantity.
  4. If a product image is missing, confirm the product name and price before adding.
  5. If the title is long, open or inspect the item where available before billing.

Expected Result

The cart reflects exactly what the customer ordered with the correct quantity and price.

Table Counter

Cart Management

Use this after adding products or when the customer changes their order.

Top

The cart is the current table order. It must reload from the linked active table order when a Running KOT or Printed table is reopened.

Steps

  1. Review all cart lines before KOT or bill.
  2. Use minus to reduce quantity.
  3. Use plus to increase quantity.
  4. Remove unwanted items where the interface allows.
  5. Edit item price only when store permissions allow it.
  6. Confirm subtotal, tax, charges, discounts, and total before billing.
  7. If a running table opens with an empty cart, sync or reload before taking more actions.

Expected Result

The table order stays accurate even when items are added, changed, or reopened later.

Table Counter

Quick Item

Use Quick Item for one-time items that are not stored in the product catalog.

Top

Quick Item is useful for temporary charges or custom products, but it should be used carefully because it may not have normal category, kitchen, tax, inventory, or reporting setup.

Steps

  1. Click Quick Item.
  2. Enter a clear item name.
  3. Enter quantity and price.
  4. Confirm whether it should go to KOT or only billing.
  5. Add it to the cart.
  6. Review the bill total before printing.

Expected Result

The order can include special items without creating a permanent product.

Table Counter

Charges and Discounts

Use this for packing charge, service charge, birthday discount, manual discount, or similar order-level adjustments.

Top

Charges increase the bill total. Discounts reduce it. They should be shown clearly in the cart summary so staff and customers can understand the final amount.

Steps

  1. Click Add Charge/Discount.
  2. Enter a short title such as Packing or Staff Discount.
  3. Enter a positive amount.
  4. Choose Charge or Discount.
  5. Click Add.
  6. Review subtotal, tax, total, and adjustment line.
  7. Remove or correct the adjustment before billing if it was entered wrongly.

Expected Result

Manual adjustments are visible and included in the final bill total.

Table Counter

KOT and Save KOT

Use this when kitchen preparation should begin before payment.

Top

KOT sends the order to the kitchen and can print a kitchen order ticket. Save KOT stores the KOT state without necessarily printing, depending on store setup. Both actions keep products in the same active table order and show the table as Running KOT.

Steps

  1. Add all items that need kitchen preparation.
  2. Confirm quantities before sending KOT.
  3. Click KOT to print or send the kitchen order ticket.
  4. Click Save KOT when the order should be saved without immediate print.
  5. Reopen the same table and confirm the cart still contains the items.
  6. Add extra items later and send another KOT when required.
  7. Confirm waiter name appears on KOT when waiter assignment is used.

Expected Result

Kitchen receives the preparation request while the table order remains active for future billing.

Table Counter

Bill and Save Bill

Use this when the customer wants the payable bill or the store wants to save the bill before payment.

Top

Bill prints the customer bill. Save Bill stores bill state without completing settlement. Tax should appear only when tax amount is greater than zero.

Steps

  1. Review cart items, quantity, price, charges, discounts, tax, and total.
  2. Click Bill to print the customer bill.
  3. Click Save Bill when the bill should be saved without immediate print.
  4. If release-on-bill is enabled, the table becomes Empty and the bill moves to Unsettled Orders.
  5. If release-on-bill is disabled, the table remains Printed and can be reopened.
  6. Confirm waiter name appears on the bill when assigned.
  7. Do not settle until payment is actually received.

Expected Result

The customer receives a bill and the table/payment state follows the store's release-on-bill setting.

Table Counter

Settle Payment

Use this when payment is completed by cash, UPI, card, or another accepted method.

Top

Settle is the final payment completion step. It saves the sale, completes the table order, empties the table, and removes the order from pending payment.

Steps

  1. Confirm the customer has paid.
  2. Click Settle.
  3. Choose or confirm payment method where required.
  4. Complete the settlement.
  5. Confirm the table returns to Empty in Table View.
  6. Confirm the bill is removed from Unsettled Orders if it was pending.
  7. Check sales report if verification is needed.

Expected Result

The table is free for the next guest and the sale is recorded.

Table Counter

Release Table

Use this only when staff intentionally need to free a table outside the normal settlement flow.

Top

Release Table clears table occupancy and prevents old table orders from reviving the table later. It must clear the active order link and current table session for that table.

Steps

  1. Confirm the table should really be released.
  2. Check whether there is an unpaid bill or active KOT.
  3. Use Bill or Settle first when payment should be recorded.
  4. Click Release Table only when clearing the table is correct.
  5. Return to Table View and confirm the table is Empty.
  6. If another device still shows it occupied, sync or reload before opening it again.

Expected Result

The table becomes free and stale old order data should not reopen it.

Table Counter

Unsettled Order Handling

Use this when Bill was printed but payment will happen later.

Top

Unsettled Orders keeps unpaid table bills visible even if the table is no longer occupied. It protects the payment workflow from being confused with seating occupancy.

Steps

  1. Print bill for the table.
  2. If release-on-bill is on, find the bill in Unsettled Orders.
  3. Use Print to reprint the bill if needed.
  4. Use Settle after payment is received.
  5. Confirm the unsettled count decreases after settlement.
  6. Do not reopen the physical table only because an unsettled order exists.

Expected Result

The store can free seating while still tracking unpaid bills safely.

Table Counter

Mobile Counter Workflow

Use this when operating Table Counter on a phone or tablet.

Top

Mobile Table Counter uses tabs and compact panels so staff can switch between Catalog, Cart, and Active orders without losing the current table order.

Steps

  1. Use Catalog for product browsing.
  2. Use Cart to review quantities, charges, bill, and settle actions.
  3. Use Active to switch between running orders if available.
  4. Keep dialogs scrollable when the keyboard is open.
  5. Use large primary buttons for KOT, Save KOT, Bill, Save Bill, and Settle.
  6. Close the keyboard before using lower cart actions if the device viewport is small.

Expected Result

Staff can operate the same dine-in flow on smaller devices without overflow or hidden actions.

Table Counter

Cross-Device Safety

Use this when Flutter mobile, Flutter desktop, and Next.js web are all active in the same store.

Top

Table Counter must use the same order data rules across platforms. Products belong to the active table order for the current table session, and released or settled sessions must not be revived by delayed sync.

Steps

  1. Add products on one device and reopen the table on another.
  2. Send KOT and verify the same exact table shows Running KOT.
  3. Print bill and confirm release-on-bill behavior matches on all devices.
  4. Settle from one device and confirm others show the table as Empty.
  5. Use exact table code matching; T6 and T06 must not share state.
  6. Keep waiter and customer details as display metadata, not occupancy logic.

Expected Result

The counter remains reliable even when multiple staff use different devices.

Table Counter

Troubleshooting

Use this when cart, KOT, bill, tax, charges, settle, release, or sync behavior does not look correct.

Top

Most Table Counter issues come from stale sync, wrong table selection, missing active order link, release-on-bill misunderstanding, printer setup, or a mobile dialog/keyboard layout issue.

Steps

  1. If cart is empty on a Running KOT table, sync or reload before adding new items.
  2. If KOT does not print, check printer settings and kitchen routing.
  3. If bill does not show waiter, confirm the table has an assigned waiter or was opened by a waiter user.
  4. If tax is zero and still appears on bill, check bill template settings.
  5. If charges or discounts overflow on mobile, close keyboard and confirm the dialog is scrollable.
  6. If table remains Printed after bill, check whether release-on-bill is disabled.
  7. If table becomes Empty after bill, check Unsettled Orders for pending payment.
  8. If old data reappears after release or settle, sync all devices and avoid using stale local state.

Expected Result

Staff can fix the most common counter issues without damaging the table order.