> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.ordernest.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.ordernest.com/_mcp/server.

# Take orders and settle bills

Open **TAKE ORDER** from the main menu. You can take orders from the Sales App
without switching to the separate POS App.

## Create the order

1. Choose the order type and zone, then tap the table.
2. For a new table, complete **Guest Info** if prompted, or use **Skip**.
3. Browse categories and subcategories or use **Search products**.
4. Tap a product. Choose add-ons and tap **Proceed** when prompted.
5. Open the cart on a small screen or review the adjacent items panel on a wider
   landscape screen.
6. Check quantities and add any item comments.
7. Tap **KOT** to send the current items for preparation.

On a billed table, the app may open the bill directly. To change the order, use
**RE-OPEN TABLE** and enter a reason.

## Bill the order

1. Send all current items to **KOT**.
2. Tap the bill/print icon on the order screen to send the order to billing and
   request a bill print.
3. Review the final total, discount, service charge, and any tip.
4. Select a configured **Payment Methods** entry, enter the amount, and tap **OK**.
5. Repeat for any additional payment methods until the full amount is recorded.
6. Tap **COMPLETE** and verify that the order closes.

Cashier and Manager roles can record payments and complete orders. If you see
**Please send the order to billing before payment**, use the order screen's
bill/print icon; **View Bill** alone does not send it to billing.

> **Note**
>
> The **Received** control calculates change. It does not add a recorded payment.
> Use **Payment Methods** and verify those amounts before tapping **COMPLETE**.

## Correct or specially settle an order

The order menu provides actions such as **Shift Table**, **Move Items**, **Split
Item**, **Cancel**, and **Reprint KOT**, subject to your role and order state.
Select the affected items when asked, enter the reason, and verify the updated
table or order after the operation.

The billing workflow also provides percentage and fixed discounts and, when
configured, **Pending Bill** and **NC** settlement. Pending Bill can require guest
details and a reason. NC requires selecting an NC name and entering a reason.
Review the amount in each case before confirming.

For detailed shared workflows, see [bill adjustments](/pos/adjustments) and
[pending-bill settlement](/pos/pending-bills). Start those steps from the bill
screen inside Take Order. POS-specific Settings, Bluetooth setup, and Offline
Orders menu instructions belong to the separate POS App.

## If work is interrupted

If an action fails, reopen the table and check the current items and recorded
payments before retrying. If your session expires, sign in again with the same
user and original store so local pending work can be recovered and synced.