An Area is used to define settings pertaining to a designated location of the Club where transactions will occur. Although Areas are set up during Implementation, occasionally, an area will need to be modified to coincide with operational changes. In this document, we will discuss the various settings to be maintained in an F&B Area.
Important: It is NOT recommended to create a new Area without first contacting Clubessential Support.
Accessing the Tool
To access Areas,
Navigate to System across the top toolbar and select Areas.
Disable Gratuity Prompt with Credit Card - If checked, the user will not be prompted to enter a gratuity amount when tendering a transaction to a credit card.
Discounts Do Not Change Service Charge - If checked, discounts will not affect the Service Charge on the original total.
Draw Member Favorites Button - If checked, an additional tab will populate called Members in the POS. This tab shows above the Screen Group when a member is selected. This tab will show the 10 most recent items the member has purchased.
Please Note: Enable Mobile Ordering will not be available unless Mobile Ordering has been purchased and the license has been activated.
Gratuity Override - This setting gives Users the ability to override the Gratuity Account that is debited when additional gratuity is settled within the corresponding Area.
Group Like Items at POS- If checked, like items will be grouped together to create one line on the ticket in POS. For instance, if 2 of the same beers are selected, rather than have 2 separate lines, the POS will group them together on 1 line.
Hide Dependents in POS - Removes all Dependents from the POS Member Look-up.
Hide Quick Cash - If checked, the Quick Cash button will not be accessible.
Require Void Selection - If checked, this selection will require Users to provide a reason for voiding an Item that has been previously sent.
Send on Exit - When checked, the system will send unsent items upon exiting the system.
Send on Settlement - If checked, when the user settles the ticket, the system will automatically send items to the kitchen/prep-printers.
Show all Open Tickets in POS - When unchecked, users will only see their own tickets. Check this box to allow servers to see ALL open tickets.
Show Company Toggle in Member Lookup at POS If your club has a multi-company setup, leaving this option unchecked will default the POS device to searching ALL Companies when searching for a member to add to a ticket. There will be no way to control narrowing the member search down to just a single company. If your club has a multi-company setup, checking this option will cause a Company Toggle to appear within the POS device when searching for a member to add to a ticket. This toggle can then be used to control searching for members only within the Company assigned to the Area, or searching for members within ALL Companies.
Note: If your club is a single company club and you check the Show Company Toggle on Member Lookup At POS, the Company Toggle will appear within the POS device but will not control the company search since there will only be 1 company to search. Selecting either All Companies or Current Company will result in the searching just that the 1 company.
Classic POS: Example of the Company Toggle displayed on the Member Look-up Screen. Clicking the toggle button will change the button wording from Current Company (which will limit the search to the Company assigned to the Area) to All Companies (which will search across all companies).
Mobile POS: Example of the Company Toggle displayed on the Member Look-up Screen. Clicking the checkbox will search All Companies. Unclicking the checkbox will limit the search to the Company assigned to the Area.
Show Meal Period Name on Statement - If checked, the Meal Period name will show on the Statement for transactions completed within the Area.
Show Summary Breakout on Statement - If checked, transactions can be broken out on statements either by Item Group or Item Category (Specific Items cannot be shown on a statement, Item Category is the lowest level that can be shown).
Please Note: If breaking out by Item Category, navigate to the Statement Options Tab and hit Select All. Any category not checked on this tab with show as ‘Other’ on statements.
Use Coursing - If checked, users will be able to categorize items ordered into courses. Coursing it set at the item category level and can be overridden at the individual item level as well as in the POS ticket. To learn more about Category Coursing Click Here.
Use Firing - If checked, users will be able to send different courses to the kitchen separately.
Reprint Items in Mobile POS - If checked, items will print upon sending to the kitchen.
Use Seat Type - If checked, users are presented with the option to label Items as being Female or Child as a courtesy to the Member.
Use Seating in Mobile POS - If checked, this setting will prompt Users to select the appropriate seat in the Mobile POS for the Item being added.
Standard Messages can be created to help quicken the order entry process at the POS. These messages can either be Special Instructions or Void reasons.
To create a new message, first, navigate to the Buttons tab, select the New Icon, give the message a Name, Value (This is what will appear at the POS), and a Type. Lastly, select Save & Close when finished.
Please Note: This feature has been updated. Users now must add Reason Codes for Comp and Discounts. This can be accessed in CMA under POS then Reason Codes.
Also, be sure to apply the Reason Code(s) to the correct Area under the POS Reason Codes section.
Special Instructions can be added to items and will appear when they are sent to the kitchen. Any Button created with theSpecial InstructionType will appear when the Add Message button is selected at the POS.
Standard Void reasons can also be added when an Item or Ticket is voided.
The Member Details tab allows the user to configure the information that shows when Member Info is selected at the POS.
Show Member Minimums
Show Credit Book
Show Custom Fields
The Member Filter Tab allows the user to omit certain Member Types from showing in the POS.
To apply this feature, select the correct Area and navigate to the Member Filter Tab. Select the Applicable Member Types. Any members within the Member Types selected on this screen will not show in the POS for the Area they are selected.
This option can also be configured to default to the Guest Member if desired. To do so, check the Default to Guest Member check box. Furthermore, the user can enter a Default Cover count for all Quick Tickets.
Also, ‘Quick Ticket’ can be configured to show as the Table Name on the Open Tickets Grid in the POS.
To add/ remove information next to the Member Infobutton, please navigate to the Member Info Tab and check/ uncheck the applicable columns.
To add/ remove columns on the Member Lookup screen, please navigate to the Member Lookup Tab. Current Visible Columns are on the left, and Available Columns are on the right. Assign a column by selecting an Available column and clicking on the Left Arrow. Conversely, to un-assign a column, click on the Assigned column, and then click the Right Arrow.
The order the columns appear at the POS can be arranged using the Move Up/ Move Down feature at the bottom of the selected Visible Columns.
To add/ remove columns on the Open Tickets screen in System Tools, please navigate to the Open Tickets Tab and check/ uncheck the applicable columns.
To add/ remove columns on the mainTicket Listscreen, please navigate to the Ticket List Tab and check/ uncheck the applicable columns.
When setting up areas, ensure the settings in the system, align with the best possible operational flow of your respective F&B area. If settings are not necessary/used, ensure they are disabled to prevent staff from clicking unnecessary buttons.
Use settings to provide opportunities for your staff to enhance the Member experience. Settings such as Member Info, Member Preferences, and Member History can increase your staff’s ability to provide a better level of service to your Members.
After creating a new Area, you will need to go to the Employees Module and locate your profile. Double click to pull up your account and choose Areas under the Security dropdown. Give yourself access to the newly created Area and then access the Employee Groups Tab within the Employees tab at the top of CMA to then grant access to the Area to the employee groups that will be using the Area.
Q: When settings are changed in the POS, do users need to exit out, and log back into the POS for the changes to take effect?
A: Yes, once changes are made, ensure users exit, and log in to a new POS session to ensure change(s) in settings take effect.