Trofi - Building the Sales Experience

Trofi - Building the Sales Experience

Role

Role

User Research & Insights, Interaction Design, Visual Design, UX Design

Timeline

Timeline

2022-2023

Product

Trofi is a Point of Sale (POS) application that is specifically designed to help F&B businesses in Indonesia manage their restaurant operations more efficiently.

Overview

This module focuses on discussing several workflows related to sales transactions. The workflows include features like add-to-cart, payment, invoicing, and discount/promo.

Product

Trofi is a Point of Sale (POS) application that is specifically designed to help F&B businesses in Indonesia manage their restaurant operations more efficiently

Overview

This module covers key workflows related to sales transactions including add-to-cart, payment, invoicing, and an introductory flow for applying discounts and promos

Business Context

Business Context

Grounded in daily transactions

Grounded in daily transactions

For restaurants, the sales experience is more than just a point-of-sale process. It directly affects revenue, customer satisfaction, and staff productivity. A smooth add-to-cart, payment, invoicing, and promo process doesn’t just save time, it keeps the business running without unnecessary headaches. That’s why Trofi aims to design a sales flow that feels less like operating a system, and more like working with a reliable partner behind the counter.

Many local F&B businesses struggle with handling custom orders, applying discounts or promotions, and even managing multiple payments during busy hours.

Trofi aims to support small and medium F&B businesses (SMEs) by enabling their customers to transact easily and efficiently.

In this module, the main goal is to help users manage complex orders with simplicity and clarity.

QRIS

Pembayaran berhasil

ID Transaksi

TDI-1511220060

Grand Total

Rp56.500

Simpan Customer

Atau

jennifer@onstock.id

Cetak Nota

Email Nota

Ingin lihat saldo restoran? Cek Saldo Trofi

Challenges

Challenges

How do we stay fast and reliable?

How do we stay fast and reliable?

How do we stay fast and reliable?

Designing sales flows is not just about making things fast; it’s also about ensuring the system remains accurate and adaptable under real-world conditions.

Rush hour pressure

At peak times, the cashier might be juggling multiple orders, answering quick questions from the kitchen, and handling impatient customers all at once. In these moments, even one extra step in the flow can feel like a burden. The challenge is to design a system that responds instantly and reduces decision-making, so staff can focus on service instead of fighting the interface.

Staff turnover and training

Restaurants experience high staff turnover, which means new cashiers or other staffs are constantly stepping in. If it takes too long to understand the system, mistakes are inevitable. A good design should feel almost self-explanatory where staff should be able to learn by doing, not by memorizing manuals. The less training needed, the faster a restaurant can get back to smooth operations.

Free but valuable

Trofi was built to be free for users, but still deliver real value. The challenge was creating a product that looked and felt professional without compromising reliability. Designing with this balance in mind meant carefully choosing which features to prioritize so the system could stay accessible while still earning user trust.

Facts Over Guesswork

Facts Over Guesswork

We combined qualitative and quantitative research to confirm we were solving real problems

Qualitative Research

Conducted user interviews with restaurant owners and staff in Indonesia to understand how they handle daily operations, track orders, manage promotions, and process payments.

Quantitative Research

Ran surveys to identify the most common pain points and feature priorities, helping define the focus areas for Trofi.

Due to confidentiality, I’m unable to disclose specific research details in this module.

Design Process

Design Process

Building each flow, step by step

In the early design stage, I explored multiple design approaches for four key workflows: Add to Cart, Payment, Invoice, and Promo (discount). Each of these flows plays a crucial role in daily restaurant operations, and I focused on creating clear, efficient interactions that could handle complex scenarios without overwhelming the user.

The bigger picture

In the end of this module, users should be able to:

●‎ㅤQuickly search and add items to the cart, even during peak hours
●ㅤApply promotions or discounts without errors
●ㅤSelect and process different payment methods
●ㅤView and generate clear, accurate invoices for every transaction

Image: User journey and persona

Persona: Restaurant cashier during lunch rush
Goal: Complete an order quickly, apply a promotion, collect payment, and generate an invoice

No matter the screen size

Designing Trofi meant making sure the experience worked consistently across devices. On mobile and tablet, the focus is speed and keeping service moving, while desktop provides more room for dashboards and deeper business insights.

Image: Trofi responsive design

Add to Cart

Add to Cart

Making busy hours manageable

The Add to Cart experience needed to be fast and flexible to keep up with busy service hours. My focus was on reducing steps and helping staff find products quickly, even in large menus.

Image: The first step of Add to Cart flow

The Order Baru (new order) menu sits at the top of the navigation bar, since it’s likely the most frequently used feature. Items are added to the total order via a pop-up, maintaining a seamless and focused workflow.

Pick, filter, and go

To start every order smoothly, we designed the top section to help staff quickly assign the right customer, sales channel, and easily find products.

In this flow, “Customer” dropdown allows staff to either select an existing customer or quickly add a new one—connected directly to the Customers management menu. This step is optional, so staff can proceed even without selecting a customer.

Meanwhile, the “Channel” option helps record where the order came from, such as dine-in, takeaway, or delivery. This field is required, and the list is fully customizable through the sales channel management system to reflect each restaurant’s unique setup.

The search bar and scrollable category filters make it easy to browse large menus. Restaurants can also customize the categories to match their needs.

Before checkout

Before heading to checkout, users land on a summary page to review the entire order. Here, they can edit individual items—like adding notes or selecting add-ons. The screen remembers all changes, so even if staff go back to a previous step, the order stays just as they left it.

The "Proses Order" button allows staff to open an open bill for a customer—perfect for cases like dine-in orders. (More on that in the Order Management module)

Image: Opening Add On modal

Promo

Promo

Smooth sailing for discounts

Managing promos should be easy, not a source of errors. I designed this flow so users can apply discounts confidently and avoid mistakes that could affect revenue or customer trust.

Managing promo

It’s possible to manage promos either generally or for specific products. But details about promo features will be included in different module, so they’re only shown briefly in this section.

Image: Promo management preview

Payment

Payment

Pay fast, serve faster

Payment processes in F&B are often rushed and stressful. My goal was to support various payment types while keeping the flow smooth and clear for both staff and customers.

For first-time users, an onboarding screen guides them through how to handle payments, making sure the process feels clear and easy.

Image: First time payment onboarding process

Once users understand the basics through onboarding, the next step is selecting their preferred payment method.

Choosing payment methods

When users select the EDC (Electronic Data Capture) payment method, additional input fields appear for entering optional credentials that the restaurant might need, such as bank details or approval numbers. For cash payments, users simply enter the cash amount, and the system automatically calculates the change.

Image: Success payment flow using EDC and Cash

In the early days, there were only four available payment methods. As some restaurants needed more details for categorizing transactions and tracking payment channels, the payment flow gradually evolved to include more options.

Payments made through EDC and cash are credited to Trofi’s balance labeled as “Saldo Trofi” and users can withdraw these funds at any time, giving them flexibility in managing their cash flow.

For e-wallet payments, restaurant staff can select which specific e-wallet the customer wants to use. After making their choice, the customer completes the payment manually while the restaurant confirms the transaction on their side.

Image: Success payment flow using e-wallet

Payments via QRIS work in a similar way, where the staff selects the payment channel before proceeding. However, unlike manual e-wallet payments, QRIS transactions can be detected automatically once the payment goes through, reducing the chance of human error and speeding up the process.

Image: Success payment flow using QRIS

Trofi also includes a Split Bill feature, which will be covered in more detail in another module.

Invoice

Invoice

Every transaction documented

After the transaction, users need a reliable record. I focused on making the invoice clear and accurate so staff can quickly resolve questions or print details for customers without confusion.

We ensured that the Print Invoice (Cetak Nota) button remains easily accessible at all times.

If users are in a rush and don’t have time to print immediately, they can always print the invoice later through the order history in the “Order” feature, since every transaction is recorded there.

Print or email

Users can print invoices either before or after completing a payment. However, invoice emails can only be sent once the payment is finalized.

I also designed the invoice mockups using a complete auto-layout design system. (💡 tip: hover over the image for a better view!)

Zoomable image

Iterations

Iterations

Uusability tests involving users from F&B businesses, restaurant staff, and developers

Problem 1: Payment flow clarity for QRIS

Some users were unsure whether a QRIS payment had succeeded because there was no clear way to check the payment status. This sometimes caused confusion or delays while waiting for confirmation.

I added a dedicated flow to check payment status in real time. This included both green flow (successful payments) and red flow (failed or pending transactions)

In the red flow, if the payment didn’t go through to Saldo Trofi (Trofi Balance), I also added an option for users to upload proof of payment so the Trofi team could help resolve the issue. Other than that, users can also change the payment method if the problem persists.

This helped staff identify payment problems and gave customers confidence that their transactions were being properly handled.

Problem 2: Applying promotions was too manual

Previously, promo amounts had to be entered manually on the checkout page. After iterating the design, we introduced a promo management system where users can simply select which promo they want to apply, making the process much faster and more convenient.

Reflections & Takeaways

Designing for the counter, not the screen

Working on sales flows made me realize that the success of a POS isn’t measured by how polished the interface looks, but by how it holds up in the everyday rush of a restaurant.

Clarity beats complexity

Even though the sales flow has to support promos, multiple payments, and invoicing, staff only care about getting through the transaction quickly and correctly. I learned that every extra click or unclear button slows them down, so clarity had to come first.

Every pixel counts

Tiny adjustments like improving button behavior or touch areas can have a big impact. Due to time limits, some early decisions weren’t optimal, but they became a strong reminder that UX clarity should always be prioritized and refined over time.

Adaptability is everything

Real-world needs changed as the business evolved. Through user research and feedback from restaurants, I learned how flexible design systems allow for quick and effective adjustments.

Build for your team too

Developers and PMs are users too. Working in this module made me realize that offering clarity in handoffs, creating flows that made sense to them, and thinking from their perspective made collaboration more human and much more efficient. Logical flows also helped the team work more smoothly, especially during iterations and debugging.

A Lasting Note

Built with purpose, remembered with warmth

Although the work eventually came to an end, it ran successfully for nearly three years and found a place in the daily routines of real users. Many of them shared kind words when it stopped—and that, more than anything, reminded me why I love building things that help ♥︎

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