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Note: There are important areas to point out on the POS screen.
Adding an Item to a Ticket
- The Screen Group (POS Menu) is user defined: buttons can be setup to access a single Item, Item Category, Combo, single Modifier, Modifier Group, or another Screen Group.
- Navigate to the applicable button within the Screen Group, and either touch or click to add the Item to the Ticket. In this example, we are navigating to the Sandwiches Item Category Button, and selecting the Hamburger Item to add to the ticket.
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3. If there are Forced Item Modifiers associated with the Item, users will be brought directly to the corresponding Item Modifier Group screens. If there are no Forced Item Modifiers associated with the Item, the Item will be added directly to the Ticket. In this example, the Hamburger Item is asking us to select a Meat Temperature, Additional Toppings, Cheese Preference, and a Side. Forced Modifiers will vary by Item.
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Note: If the Item Modifier Group allows users to choose Multiple options within a Modifier Group, simply select the Check Mark once all applicable Modifiers have been selected. This will move the user to the next Item Modifier Group screen.
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4. Select the Seat in which the Item should be placed.
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Notes: If you know the Seat Number prior to entering the first Item, simply select the Seat Number, and the Items you enter will be automatically placed on the selected Seat.
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5. The Item will then be added to the Ticket with Pricing, Coursing, Seating, Modifiers, and Modifier Upcharges included.
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6. To navigate back to the main Screen Group, select the Home button or the Back Arrow to get to the previous screen.
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7. As mentioned, if you know the Seat Number prior to entering the next Item, simply select the Seat Number, and the Items you select next will be automatically placed on that selected Seat.
Note: Please note the Selected Items Screen will update to reflect the Items entered on the Seat you have currently selected. In this instance, we entered the Hamburger on Seat 1, if we then select Seat 2, the screen will not have any items entered because there are no Items entered on Seat 2.
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Note: To view ALL Items entered on the Ticket, select the ALL option.
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8. Proceed to add any additional Items to the Ticket as needed. In this example, we have entered a Hamburger and Bud Light on Seat 1, and Buffalo Wings and Corona on Seat 2.
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9. When adding Items to a Ticket, there are two additional ways Items can be added besides selecting directly from the Screen Group (POS Menu); Search and Camera Scanning.
a. The Search option can be used to find an Item to add to the Ticket. Click the Search icon in the Screen Group section of the screen.
Enter the name of the Item into the Search area. Once found, click on the Item to add it to the Ticket.
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b. For Mobile POS users with an Android device or iPad device (utilizing Safari web browser), the Camera Scanning option can be used to add an Item to the Ticket. Click the Camera Scanning icon in the Screen Group section of the screen.
Scan the bar code of the Item to be added to the Ticket.
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After the appropriate Items are added to the Ticket, touch or click Send to send the Items to the Kitchen. Once Items have been sent their font color will change to Red.
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Editing Items
To access the functions associated with Editing an Item (Eg. Delete, Discount, Upcharge, etc), touch or click the applicable Item from the Selected Items Screen.
Note: Available options will vary depending upon if the Item has been Sent to the Kitchen.
Has Not Been Sent Has Been Sent
Below we will discuss each
Before Items have been sent to the kitchen:
After Items have been sent to the kitchen:
Below are the option associated with Editing an Item. Please select the option applicable to your scenario for more details.:
Upcharge- Will prompt for an amount to override and increase the price of an Item.
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Users will be prompted to Enter a Reason for the Discount. Select from the list of Pre-Created Discount Reasons or key in a Reason. Click OK once the reason has been entered..png?version=1&modificationDate=1566244338310&cacheVersion=1&api=v2&width=450)
Pre-Created Discount Reasons.
Enter the Discount (on the right side are pre-set percentages, if none of these are what you want select the Other option to manually enter the desired percentage). If it is a flat dollar discount amount, then use the numbers on the left of the screen. Click OK when finished.
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Users will be prompted to Enter a Reason for the Comp. Select from the list of Pre-Created Comp Reasons or key in a Reason. Click OK once the reason has been entered.
Once OK the Reason has been selected, the Comp will apply.
Remove Discount
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Select from the list of Pre-Created Messages, or key in a Message. Click OK when finished.
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Change Modifiers
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Click or touch Transfer to transfer an item from one ticket to another ticket. The user will be taken to Select a Ticket screen where a ticket can be selected for the transfer or a New Ticket can be created for the transfer.
Clicking on an existing ticket will automatically add the transferred item to the ticket and return the user to the original ticket.
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Please follow the instructions below in the event a user needs to edit multiple Items at once (Eg. Discount multiple Items by 20%).
- Select Edit Items.
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2. Select the applicable Items.
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Note: Users can use the Arrows to Reposition Items on the Selected Items Screen.
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3. Once the applicable Items are selected, choose Edit X Items.
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4. Choose the applicable option, and proceed to edit the Items.
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- Select the plus sign (+) to the right of the Member’s name.
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2. The user will be prompted to change the cover count.
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3. The Member Grid will populate. Select the applicable Member or choose Guest Member if this is a Guest.
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4. An additional ticket will populate on the Table.
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5. To navigate between multiple Tickets on a single Table, select the Member Dropdown and choose the applicable Member.
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More
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and choose the applicable Member.
Print Pay and More Options
The Print Pay option prints the pay receipt ticket prior to closing the ticket. This printed copy can then be given to the customer to indicate the gratuity they would like added prior to closing the ticket.
Clicking the More options will populate additional options for the user to choose. Each option is discussed below.
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Change Member- Used if the member to be billed needs to be changed for any reason.
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Change Cover- Used to change the cover count at any time.
Change Message - Used to enter an additional message to be sent to the kitchen after already adding a message.
Split Ticket- Used to Split a Ticket. Please see our Mobile POS Split-Ticket Manual for more information on splitting tickets.
Print Pay- Prints the pay receipt ticket prior to closing the ticket.
Delete Ticket- Will delete current ticket.
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Touch or click Split Ticket. This is used to Split a Ticket. Please see our Mobile POS Split Ticket Manual for more information on splitting tickets.
Print Pay
Touch or click Print Pay. This Prints the pay receipt ticket prior to closing the ticket.
Delete Ticket
Touch or click Delete Ticket. This will delete current ticket.
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Touch or click the Member’s photo, or if the Member does not have a photo, touch or click the grey placeholder image.
If the Member has any defined Preferences, the Member's photo (or grey placeholder) will display with a red ring around it to alert the server.
Additional information will display about the Member including Member Number, Member Type, Birthdate, Minimum Activity, MAP Score, Favorites, History, Preferences, Credit Book, and Member Groups.
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Members that are minors will be displayed with a red (M) behind their name. Note: Determination of minors is based on Birthdate. If the Member does not have a Birthdate stored in CMA, they will not be flagged as a minor.
Minimum
Click the Minimum cloud icon to obtain and view the Member's minimum amount.
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6. Returning items from historical tickets will open a Quick Ticket for the Member crediting them for the returned items.
Preferences
Click the Prefs button to view or create Member Preferences.
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There will now be Multiple Settlement Types shown on the Ticket Display. Select Done to close the Ticket.
Quick Settlement
There are two Settlement Types available for closing the ticket with one step, Cash and Member Charge. These options do not give you the ability to add an additional tip or split tender. Each option is explained below.
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The Fly Out Menu provides users the ability to access additional functionality of the Mobile POS. This includes a Member Lookup (To Access additional information about the Member), End Of Shift Report, Shift History Report, Gift Card Balance, Item Lookup, and System Tools. Each option is explained below.
Member Lookup
Please follow instructions below to access additional information about a Member
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Select the ellipses icon in the top right to view a drop down of the Member’s Dependents. Click on the various Dependents to view their Member Details.
For additional information about the functionality of the Member Details screen (Minimum, MAP Score, Favorites, History, Preferences, Credit Book and the Shopping Cart), please refer back to section Additional Information About the Member.
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Select Ticket Lookup from the Fly Out Menu.
A screen will populate allowing the user to enter various filter criteria to be applied to the search including Date Range, Member/Guest Name, Server Name, Ticket Number, and the Last 4 Digits of a Credit Card. After entering the desired search criteria, click OK.
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From this screen, the user has the option to Change Filter criteria and re-execute the search. Users can also select a Ticket from this screen and take the following actions: Re-Open, Print Pay, Print Settle, and Delete.
To exit the Ticket Lookup screen without taking any action, click the Back Arrow at the top left-hand corner of the screen. This will take the user back to the Open Ticket tab.
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A Bulk Entry Ticket will be created.
Add Items to the ticket as normal. Items added here will be added to each Member's Ticket when the Bulk Entry process is complete and Tickets are generated for each selected Member. Click Create Tickets after the Items have been added.
The user will receive a message confirming the number of Tickets they are about to create. Click OK to continue.
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The Tickets will be created and the user will be returned to the Open Tickets tab where the new Tickets can be viewed.
Each Ticket created through the Bulk Entry process will contain the Items added to the Bulk Entry Ticket.
