Who is this article for?
Owners, managers, cashiers, and servers using the main order-taking flow in Selio Restaurant App.
Reviewed by: Selio Support Team
Last updated: May 13, 2026
Summary
Use New Sale for direct order entry when a cashier or server needs to build a check quickly, verify the active menu, and move the order toward sending, holding, editing, or payment without losing the service context.
Before you begin
- Confirm the correct location and active menu before adding items to the check.
- Make sure products, prices, options, modifiers, and discounts have finished syncing on the device.
- Know whether the order should be paid immediately, held for later, or sent onward to prep or service.
- If the order will move to kitchen, fiscal, or payment steps, confirm the connected devices and user permissions are ready.
Steps
- Start New Sale from the main ordering screen.
- Confirm the active menu before adding anything to the check.
- Add the ordered items and choose required options, modifiers, quantities, and notes while the guest is still confirming the order.
- Review the visible subtotal, discounts, taxes, and total before the check leaves the entry screen.
- Correct wrong items, duplicate quantities, missing modifiers, or notes before the order moves to the next stage.
- Continue with the action that fits the service moment: send to prep, hold, keep editing, split later, or pay.
Troubleshooting
- Items are missing from the sale screen: The wrong menu may be active or sync may not be complete.
- The price or total looks wrong: Recheck the selected item, quantity, modifier, discount, and tax context before finalizing.
- Follow-up actions are unavailable: Role permissions, service configuration, or device readiness may limit what this user can do next.
- The wrong item was entered: Fix it while the order is still open, before it is sent or paid.
- The order should not be paid yet: Hold or send it according to the restaurant workflow instead of forcing immediate checkout.
