Office - Mobile POS - F&B Guide - As a Server - Navigating The POS Screen
Table of Contents
- 1 Overview
- 2 Required Permissions
- 3 Navigating the POS Screen
- 3.1 Adding an Item to a Ticket
- 3.2 Sending to the Kitchen
- 3.3 Editing Items
- 3.3.1 Upcharge
- 3.3.2 Discount
- 3.3.3 Comp
- 3.3.4 Remove Discount
- 3.3.5 Reorder
- 3.3.6 Change Quantity
- 3.3.7 Add Message
- 3.3.8 Change Modifiers
- 3.3.9 Delete
- 3.3.10 Change Seat Number
- 3.3.11 Change Seat Type
- 3.3.12 Change Course
- 3.3.13 Transfer
- 3.4 Multi-Edit
- 3.5 Ticket Level Options
- 3.5.1 Add Ticket
- 3.5.2 Print Pay and More Options
- 3.5.2.1 Change Member
- 3.5.2.2 Change Table
- 3.5.2.3 Change Cover
- 3.5.2.4 Split Ticket
- 3.5.2.5 Delete Ticket
- 3.5.3 Additional Information About the Member
- 3.5.3.1 Always Email A Receipt
- 3.5.3.2 Favorites
- 3.5.3.3 History
- 3.5.3.4 Preferences
- 3.5.3.5 Credit Book
- 3.5.3.6 Mobile Ordering
- 3.6 Settling the Ticket
- 3.6.1 Single Settlement Type
- 3.6.1.1 Member Charge
- 3.6.1.2 Cash or Check
- 3.6.2 Multiple Settlement Types
- 3.6.3 Quick Settlement
- 3.6.3.1 Quick Cash
- 3.6.3.2 Quick Charge
- 3.6.1 Single Settlement Type
- 4 Best Practices
- 5 FAQs
Overview
In this manual, we will discuss the various functionalities within our Mobile POS- F&B System.
Required Permissions
POS Terminal
Navigating 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.
Please Note: If there are any "ask for" options such as ask for price or ask for name, these items will display an icon in the upper left corner of their item's button. The icons are as follows:
Ask for Quantity
Ask for Price
Ask for Name
Ask for Guest
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.
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.
Select the Seat in which the Item should be placed.
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.
The Item will then be added to the Ticket with Pricing, Coursing, Seating, Modifiers, and Modifier Upcharges included.
To navigate back to the main Screen Group, select the Home button or the Back Arrow to get to the previous screen.
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.
Note: To view ALL Items entered on the Ticket, select the ALL option.
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.
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.
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.
If there are Forced Item Modifiers associated with the Item added, users will be brought directly to the corresponding Item Modifier Group screens just like when adding an Item to a Ticket from the Screen Group. In addition, if a Seat has not been selected prior to adding the Item, users will be prompted to select the Seat for which the Item should be placed.
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.
Sending to the Kitchen
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.
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.
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:
Upcharge - Will prompt for an amount to override and increase the price of an Item.
Discount - Gives users the ability to discount an Item. Requires security rights.
Comp - Gives users the ability to comp an Item. Requires security rights.
Remove Discount- Gives users the ability to remove any discounts currently added to an Item.
Reorder - Used to reorder Items already Sent to the Kitchen (Eg. Another Round of Drinks).
Change Quantity - Users can change the Quantity on an Item (including making quantity negative for a credit). Please note you cannot change the quantity of an Item after it has been sent to the Kitchen.
Add Message - Users can add an additional message or prep instructions for an Item. This message will be included on the prep Ticket to the Kitchen.
Change Modifiers - Users can add, change, and delete Item Modifiers. This function can only be performed if the Item has NOT been sent to the Kitchen.
Delete - Used to Delete an Item from a Ticket. If the Item has already been Sent, the user will be prompted to enter a reason for voiding the Item. A Void Ticket will then be sent to the Kitchen.
Change Seat Number - If using seat positions, this allows you to assign or change the seat.
Change Seat Type - Used to change the type of Member/Guest occupying a seat (Male, Female or Child).
Change Course - If using coursing, user can use this feature to change the default course for an item. For example, if an Item was set up as an appetizer but the member wants it as an entrée, you can change the course to properly group on the prep ticket using this feature. Please note you cannot change the course after an Item has been sent to the Kitchen.
Transfer - Used to transfer an item from one ticket to another ticket, with the option of creating a new ticket during the transfer.
Upcharge
Touch or click Upcharge. This will prompt for an amount to override and increase the price of an Item.
Enter the amount to override the price, or use the canned percentages.
Notes:
The amount entered must be greater than the Item Price. If you want to decrease the price, use the Discount option.
You can upcharge before or after Send.
Discount
Touch or click Discount. This gives users the ability to discount an Item. Requires security rights.
A message box will pop up if you do not have security rights to Discount. You will need to get a manager to continue. Have the Manager Enter their PIN Code and click OK.
Users will be prompted to Enter a Reason for the Discount. Select from the list of 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. Use the Enter New Price checkbox to input the desired per-item price and have the system calculate the discount.
Comp
Touch or click Comp. Gives users the ability to comp an item. Requires security rights.
A message box will pop up if you do not have security rights to Discount. You will need to get a manager to continue. Have the Manager Enter their PIN Code and click OK.
Users will be prompted to Enter a Reason for the Comp. Select from the list of Pre-Created Comp Reasons.
Once the Reason has been selected, the Comp will apply.
Remove Discount
Touch or click Remove Discount. This gives users the ability to remove any discounts currently added to an Item.
Reorder
Touch or click Reorder. This is used to reorder Items already Sent to the Kitchen (Eg. Another Round of Drinks).
Enter the Quantity to reorder and click OK.
At the next prompt, select Yes if you want the order to be sent to the prep printer, No if you want the Item added to the Ticket but not sent to the prep printer.
Change Quantity
Touch or click Change Quantity. This will allow users to change the Quantity on an Item (including making quantity negative for a credit). Please note you cannot change the quantity of an Item after it has been sent to the Kitchen.
Enter the desired Quantity. When entering a negative Quantity, select the minus (-) sign first and then select the amount of the negative Quantity. Click OK when finished.
Add Message
Touch or Click Add Message. This will allow users to add an additional message or prep instructions for an Item. This message will be included on the prep ticket to the Kitchen.
Select from the list of Pre-Created Messages, or key in a Message. Click OK when finished.
Change Modifiers
Touch or click Change Modifiers. This allows users to add, change, and delete Item Modifiers. This function can only be performed if the Item has NOT been sent to the Kitchen.
A box will display listing all modifiers on the Item.
Select the Modifier to change.
On the bottom, select one of the following options:
Delete if the modifier highlighted should be removed.
Add New To Base if another modifier is to be added to the list.
Click Save when finished.
Delete
Touch or click Delete. This is used to Delete an Item from a Ticket.
When deleting an item with multiple quantities, Users will be asked how many of that item they wish to delete.
Once you select the quantity, click OK to delete the item from the ticket.
As previously mentioned, if an Item has already been Sent to the Kitchen the user will be prompted to Enter a Reason for Voiding the Item. If the Item has not been Sent, no reason is required and the Item will be deleted.
Select OK on the confirmation prompt.
If the Item has been Sent to the Kitchen Enter a Reason for Voiding the Item. Select from the list of Pre-Created Void Reasons or key in a Reason. Click OK when finished. A Void Ticket is then sent to the Kitchen.
Change Seat Number
Touch or click Change Seat Number. If using seat positions, this allows you to assign or change the seat.
Select the correct seat number. Click OK when finished.
Notes:
Seat numbers can be modified before and after Items are sent.
Seat numbers can be used for splitting tickets.
Change Seat Type
Touch or click Change Seat Type to change the type of Member/Guest occupying a seat to Male, Female or Child.
Change Course
Click or touch Change Course. If using coursing, user can use this feature to change the default course for an item. For example, if an Item was set up as an appetizer but the member wants it as an entrée, you can change the course to properly group on the prep ticket using this feature. Please note you cannot change the course after an Item has been sent to the Kitchen.
Select the applicable Course Number and the new option will be applied.
Notes:
Item Categories and individual Items can be set up with a default course number and changed at any time before using this function.
The system will automatically draw a line divider between courses on the Send Ticket.
Transfer
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.
Clicking New Ticket will automatically create a new ticket for the transferred item and return the user to the original ticket. The new ticket will be created without a Member Name; instead it will contain Guest/Nonmember and can be found on the Open Ticket tab.
Multi-Edit
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.
Select the applicable Items.
Note: Users can use the Arrows to Reposition Items on the Selected Items Screen.
Once the applicable Items are selected, choose Edit X Items.
Choose the applicable option, and proceed to edit the Items.
Ticket Level Options
In this section, we will discuss the Ticket Level Options of the Mobile POS (Eg. Delete Ticket, Add Ticket, Print Pay Ticket, etc). Please see available options below.
Add Ticket
Please follow instructions below in the event a Ticket needs added to a Table (Eg. A Member joins another Member’s Table).
Select the plus sign (+) to the right of the Member’s name.
The user will be prompted to change the cover count.
The Member Grid will populate. Select the applicable Member or choose Guest Member if this is a Guest.
An additional ticket will populate on the Table.
To navigate between multiple Tickets on a single Table, select the Member Dropdown 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.
Change Member- Used if the member to be billed needs to be changed for any reason.
Change Table- Used if a member wants to move to a different Table or Area, or to join tickets.
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.
Delete Ticket- Will delete current ticket.
Change Member
Touch or click Change Member. This is used if the member to be billed needs to be changed for any reason.
The Member Grid will populate. Select the applicable Member or choose Guest Member if this is a Guest.
Change Table
Touch or click Change Table. This is used if a member wants to move to a different Table or Area, or to join tickets.
The Area Layout will populate. Select the applicable Table or choose the Area Dropdown to navigate to a different Area.
Change Cover
Touch or click Change Cover. This is used to change the cover count at any time.
Split Ticket
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.
Delete Ticket
Touch or click Delete Ticket. This will delete current ticket.
Select OK on the Confirm Prompt.
If the Ticket has already been sent to the Kitchen, the user will be prompted to Enter a Reason for Voiding the Ticket. Select from the list of Pre-Created Void Reasons or key in a Reason. Click OK when finished. A Void Ticket is then sent to the Kitchen.
Additional Information About the Member
Please follow instructions below to access additional information about the Member.
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.
The Member Profile will be displayed and will include information about the member such as the member's email address, phone number, member number, member type, birthdate, minimum activity, MAP score, and member groups. In addition, the member's dependents will be listed within the Member Profile page.
Click on any dependent to display their Member Profile at the top of the screen in place of the member that was being viewed. Click back and forth between dependents to display the Member Profile you want to view at the top of the screen. Note: Minors will be displayed with a (M) behind their name. The 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.
Click on the Member's picture to enlarge it. Click it again to return it to it's original size.
Always Email A Receipt
Check the Always Email A Receipt box for members that want to go paperless and always want to receive receipts via email. Once checked, receipts will be emailed for any tickets settled for the member via the Mobile POS device. It will remain checked indefinitely, unless unchecked.
Favorites
Click the Favorites button to view or search the Member's favorite items.
History
Click the History button to view or search a Member's ticket history.
Use the From and To Dates to specify the date range for viewing ticket history.
Use the Area toggle to select the Area for viewing ticket history.
Use the Dependents checkbox to include Dependent tickets in viewing ticket history.
Clicking on any Ticket/Item within the Ticket History Grid will display the ticket details and give the user the option to print the ticket. If the Club has more than one printer, the user can select the printer used for printing. The printer linked to the device in CMA will always be shown as the default printer.
Clicking the Item Checkbox next to any item will allow the item to be Returned.
Returning items from historical tickets will open a Quick Ticket for the Member crediting them for the returned items.
Preferences
Click the Preferences button to view or create Member Preferences.
Click Create Preference to add a new Preference for the Member.
Click to the Category Search icon to select the Category for the Preference.
Click on the name of the Category the Preference pertains to, or click Create Category to define a new Category if one does not yet exist.
Enter the new Preference for the Member and click OK.
The Preference will be added the the Member's list of Preferences.
To remove a Member Preference, click the checkbox of the Preference to be deleted and then click Delete.
Credit Book
Click the Credit Book button to see the Member's Credit Book Balance as well as Credit Book Transactions.
Mobile Ordering
Click on the Mobile Ordering button to single sign on into Mobile Ordering as the Member themselves to place an order for them.
Users will instantly start impersonating the Member and be presented with all Mobile Order Menus available for the Club (the same Menu options the Member would see if they were ordering from their mobile device). The user can select any Mobile Order Menu and place an order in the same manner the Member would if ordering for them self. Orders placed in this manner count toward the Areas maximum order allotted per interval, which can be helpful when also accepting phone-in orders. This is also helpful when testing/configuring new Mobile Ordering Menus.
Note: Menus with a gray overlay are not visible to Members. These represent Menus assigned to an Area that has Mobile Ordering enabled but the configuration settings for the Menu restrict the Member from ordering at that time (i.e. past the cut-off time for Lunch orders).
Note: Users logged in to a Mobile POS device assigned to an Area where Enable Mobile Ordering is configured will only be able to view Mobile Orders for that Area. Although users can place Mobile Orders for Members from any Area where Enable Mobile Ordering is configured, they will only be able to view Mobile Orders for their Area. Example: A user signed into the Clubhouse Dining POS (Mobile Ordering enabled) will be able to place a Mobile Order for a Member to the Halfway Grill Area (Enable Mobile Ordering enabled) however, after placing the Halfway Grill Mobile Order, the user will not be able to see the order under their Mobile Order tab. They will only be able to see Clubhouse Dining Mobile Orders under their POS Mobile Order tab.
Settling the Ticket
In this section we will discuss options for Settling a Ticket. Please follow instructions below for Settling a Ticket using a Single Settlement Type, Multiple Settlement Types, or a Quick Settlement.
Single Settlement Type
Select Pay on the bottom left of the POS Screen.
Users will be taken to the Settle Ticket screen where they will see several Payment Options and Settlement Options.
Select the appropriate Settlement Options before selecting the Payment Option.
Add Gratuity - Allows the user to select the percentage of Gratuity to add to the ticket or enter the specific Gratuity amount to be added.
Tax Exempt - When toggled on, prevents the Member from being charged Tax on their ticket.
SC Exempt - When toggled on, prevents the Member from being charged a Service Charge (if applicable) on their ticket.
Email Receipt - When toggled on, emails a copy of the ticket receipt to the Member. If the Member's email address is stored within CMA, the Member's email address will be pre-populated upon settling but can be changed. The user will be prompted to confirm the email address or change/enter the email address after clicking Done when Settling a Ticket.
Print on Settle - When toggled on, prints a copy of the ticket receipt to the printer linked to the Mobile POS device in CMA.
Note: Within System Tools of the Fly Out Menu, there is a setting called Show Print Preview on Settle. If this is option is activated for the Mobile POS device, then this setting will take precedence over the Print On Settle option. When Show Print Preview on Settle is activated, the system will display a copy of the Member's receipt on the Mobile POS screen after clicking Done when Settling a Ticket. If the Club has more than one printer, the user can then select the printer to be used to print the receipt instead of printing to the default printer linked to the device.
Select the appropriate Payment Option.
Member Charge - Used when charging a Member's account.
Cash or Check - Used when the Member is paying by cash or check.
Credit Book - Used when the Member wants their charge to be applied to their Credit Book. This option is only available when Members have a Credit Book balance greater than $0.00. If more than one credit book is set to auto apply, there will be a prompt to choose which credit book to use.
Room Folio - Used when the Member/Guest staying in a Guest Room wants the charge to be added to their room.
Member Charge
When settling via Member Charge, the following screen will appear. Charge the full amount to the Member's Account by clicking the Blue Amount Button at the bottom of the screen.
The user will be returned to the Settle Ticket page showing Ordered Items, Sub Total, Tax, Service Charge (SC), Grand Total, Settlement Type, and any Change Due.
The user has the option of cancelling the Member Charge by clicking the X next to Member Charge or completing the Member Charge by clicking Done.
Clicking X to cancel the Member Charge will display a screen asking the user to confirm the cancellation. Click OK to cancel.
Clicking Done on the Settlement Ticket will Close the ticket and return the user to the Open Tickets tab of the POS.
Cash or Check
When settling via Cash or Check, the following screen will appear with pre-populated Cash options.
Select one of the pre-populated Cash options or enter the amount of Cash provided and click Save. In the example below, the user entered $200.00 as the Tendered Amount.
The user will be returned to the Settle Ticket page showing Ordered Items, Sub Total, Tax, Service Charge (SC), Grand Total, Settlement Type, and any Change Due.
The user has the option of cancelling the payment by clicking the X next to Cash or Check (this maybe used if the user entered the incorrect Tendered Amount) or completing the Cash or Check payment by clicking Done.
Clicking X to cancel the Cash or Check payment will display a screen asking the user to confirm the cancellation. Click OK to cancel.
Clicking Done will display the Sale Complete screen indicating the amount of Change due to the Member. The user will have the option to View Receipt or Exit.
Clicking View Receipt will give the user the option of printing the Receipt if desired. If the Club has more than one printer, the user can select a specific printer rather than always printing to the default printer linked to the POS device.
Clicking Exit on the Sale Complete screen will Close the ticket and return the user to the Open Tickets tab of the POS.
Multiple Settlement Types
Users have the option to use more than one Settlement Type to pay the amount (There is no limit on the number of Settlement Types that can be used). Using the same example as above, the following instructions will show how $50 will be paid by Cash, and the remaining amount to Member Charge.
Note: Mobile POS will not allow for multiple credit cards to be processed for a single transaction. If the member needs to use separate credit cards, split the ticket into as many tickets as cards that need to be used and then settle each ticket individually.
Select the first Settlement Type to be used.
Enter the amount to be charged to the Settlement Type and select Save.
Select the next Settlement Type.
If the next Settlement Type can be closed to the remaining amount of the Ticket, select the remaining amount on the bottom of the Amount Prompt in Blue.
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.
Quick Cash
Quick Cash will automatically settle the Ticket to Cash. Please follow the instructions below.
Navigate to the bottom left of the POS Screen and select the $ icon.
Enter the applicable amount of cash received from the Member/Guest and click Save or select the full amount by clicking the Blue Amount Button if the exact amount is received.
The sale will be complete and the user see the amount of Change due to the Member. The user will have the option to View Receipt or Exit.
Quick Charge
Quick Charge will automatically settle the Ticket to Member Charge in the full amount of the Ticket.
Best Practices
If you find that you cannot perform certain tasks outlined in this guide, it may be due to a lack of permission. Please consult with your manager about access.
FAQs
Q: Can I sort various columns within the Mobile POS grid in ascending and descending order?
A: Yes, when navigating to any Mobile POS grid (Open Tickets, Dining, Events, Closed Tickets, Member Lookup, Item Lookup, Ticket Lookup, All Open Tickets, etc.), any column can be sorted in ascending or descending order by clicking on the column header. When a column is sorted, an arrow will appear indicating the sort order of the column. The up arrow indicates the column is sorted in ascending order. The down arrow indicates the column is sorted in descending order.
Q: When viewing the Closed Tickets grid in Mobile POS, can I see all closed tickets for any F&B Area?
A: When logged into a F&B Area, only closed F&B tickets for the Area(s) the user has the rights to view will be shown in the Closed Ticket grid.