What happens when ...

Read the table of the action you are about to do. An empty area means nothing changes there.

You open a table

What happens when you open a table

Area	Change
Table	Occupied; the check opens with the guests, the order type, the waiter and the notes
Kitchen	Nothing yet
Invoice and IRD	Nothing
Customer or cash	Nothing
Stock	Nothing

You send a KOT

What happens when you send a KOT / BOT

Area	Change
Table	Stays occupied; its KOT count goes up
Kitchen	One ticket per station prints and shows on the Kitchen Display; the draft items become Pending
Invoice and IRD	Nothing
Customer or cash	Nothing; an open cash shift is needed to send
Stock	Nothing

You void an item

What happens when you void an item

Area	Change
Table	The item is off the check and its amount leaves the bill
Kitchen	The item disappears from the kitchen screen; a cancel ticket goes to its station's printer
Invoice and IRD	The item is not on the invoice
Customer or cash	Nothing
Stock	Nothing: stock had not moved
Approvals	The user's secret key when the restaurant's settings ask for it; a manager's approval for an item charged to a room

You comp an item

What happens when you comp an item

Area	Change
Table	Nothing
Kitchen	Nothing
Invoice and IRD	The item stays on the bill with no charge; it carries no VAT, service charge or discount
Customer or cash	The guest pays the rest
Stock	Leaves with the bill, as for any item

You post a bill paid at the table

What happens when a bill is paid

Area	Change
Table	The check closes; the table is Needs Cleaning
Kitchen	Dishes still pending are shown as a warning, not blocked
Invoice and IRD	One sales invoice for the whole check; IRD-ready, following the company's IRD setting
Customer or cash	A receipt per payment: cash to the cash book, card and QR to the bank. The receipt clears the invoice, so the account ends at zero
Stock	Leaves the branch's default store when the bill is posted

You bill a customer on account (Due sale)

What happens when a bill is left due

Area	Change
Table	As above
Invoice and IRD	One sales invoice to the customer's account
Customer or cash	The unpaid part stays on the customer's account; any amount paid now is a receipt. The credit limits of CRM apply when CRM is on
Stock	As above

You return items of a paid bill

What happens when you return items

Area	Change
Table	Nothing
Invoice and IRD	A sales return (credit note) against the bill's invoice; IRD-ready, following the company's IRD setting
Customer or cash	The return is refunded in cash, whatever the guest paid with
Stock	The returned product comes back; a dish's ingredients do not
Approvals	None. The screen allows a return only on the day of the bill

You charge a check to a room or an event

What happens when a check is charged to a room

Area	Change
Table	The check closes; the table is Needs Cleaning
Invoice and IRD	No restaurant invoice; the items appear once on the hotel's invoice at check-out
Customer or cash	The guest settles it on the folio; the restaurant takes no payment and prints no bill
Stock	Leaves the restaurant's store with the hotel invoice, not at the table
Approvals	A manager approves above the stay's credit limit or for a no-post stay

You close the cash shift

What happens when you close the shift

Area	Change
Table	Nothing
Customer or cash	The counted cash is compared with the opening float + the cash taken for the shift's bills − change + cash tips − cash refunds; the difference is the variance
Invoice and IRD	Nothing
Stock	Nothing

The same tables with amounts

Worked example: three actions of one evening, in numbers

The bills are those of From the bill to the invoice in Accounting and Sales Return: give back items of a paid bill: a table's bill of Rs 994 paid in cash, and a bill of Rs 1,243 (4 Chicken Momo at 250, a 10% service charge and 13% VAT, the values set up for this example). The Chicken Momo has a recipe of 0.25 kg chicken for one portion.

Action	Invoice and IRD	Customer or cash	Stock
Post the 994 bill, paid in cash with 1,000 handed over	One sales invoice of 994	A receipt of 994 into the cash book; change 6	The goods of the bill leave the default store
Return 1 of the 4 Chicken Momo from the 1,243 bill, the same day	A sales return of 310.75 against that invoice	Refunded in cash: 310.75 comes off the shift's expected cash	The returned product comes back, which holds no stock for a cooked dish; the 0.25 kg of chicken does not come back
Close a shift whose Expected Cash is 7,244, with a counted drawer of 7,240	Nothing	Variance -4: it is recorded, nothing is posted	Nothing

The 310.75 is a quarter of the bill's 1,243: a return takes the dish's share of the service charge and VAT with it.

Questions customers ask

Which actions move stock?

Posting a bill takes the stock out, and a return brings the returned product back. Opening a table, taking an order, sending a KOT and voiding a dish do not touch the stock. A comped dish still takes its stock when the bill is posted (What leaves stock when a bill is posted).

Does a check charged to a room make a restaurant invoice?

No. The items appear once on the hotel's invoice at check-out, and the stock leaves the restaurant's store with it (Charge a check to a hotel room or event).