Office - Mobile POS - F&B Guide - As a Server - Opening A Ticket
Table of Contents
Overview
In this manual, we will discuss the various functionalities within our Mobile POS- F&B System.
Required Permissions
POS Terminal
Accessing the Tool
To access the Mobile POS,
If added to your Desktop, select the Mobile POS Application icon to launch the Mobile POS.
Or access the Mobile POS Application via browser with the following link: http://pos.clubessential.com
Enter your POS Pin Code (Consult a Club Admin if you do not know your code) and select Continue
Opening a Ticket
In this section, we will discuss the necessary procedures to follow when Opening a Ticket.
If you have any Open Tickets they will be displayed on the Open Tickets Tab: you can touch or mouse click to open the Ticket.
To open a New Ticket, choose Select Table.
Note: The Open Tickets tab should be blank before running the End of Shift Report
Select the Table.
Notes: If you need to navigate to a different Area, select the Area dropdown and choose the applicable Area.
If the table has an Open Ticket it will display the server and member name. If there is more than 1 Ticket on the Table it will display how many Tickets are open on the table.
The Areas displayed in the Area dropdown can vary depending on individual security rights; if you only work the Beverage Cart you may only see the Beverage Cart Area and may not see any others. If you do not see an Area listed that should be, please have your manager check your Employee setup.
Member Lookup - Enter the Member Number or Member Name. If this is not a Member, select Guest Member on the top right.
As you are typing the number or name, the screen will display the results. Click, or touch the member name.
Bulk Entry
Bulk Entry allows the user to select multiple Members before creating the Ticket. Selected Members will display in the Selected column on the right-hand side of the screen.
To create a Bulk Entry Ticket,
Select New Ticket.
Select the Grid Icon in the upper right hand of the screen.
Check off the members that are to be added. After all members have been selected, click Continue.
A Bulk Entry Ticket will be created.
Note: Bulk Entry is limited to 100 Tickets.
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.
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.
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.
The following image shows the All Open Tickets grid sorted in ascending Ticket Number order:
The following image shows the All Open Tickets grid sorted in descending Member Name 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.
