Table Reservations
The till includes facilities for managing table bookings. To access the bookings screen, select 'Manage Table Bookings' from the operator menu, as shown below:
PlacingYou anwill Order
Makethen suresee a list of all upcoming and recent past table reservations, sorted with the correct order type is selected. By default, the till starts with an empty takeaway order. To change the current order type, click the order menuearliest at the bottom of the screen, choose 'New Order', and choose the correct type:top:
UseIn this example, you can see that there are already two reservations waiting.
To return to the main menutill areainterface, ofpress the screen'Back' to add items to the order. If only one selection can be made on the current screen, simply pressing it will go to the next stage. If there can be multiple choices made on the current screen, touch the options to add or remove them, then use the 'Next' button to proceed to the next step.
Once your order is complete, click the 'Pay'action button in the top-righttop right.
Creating a Reservation
To create a new table reservation, click the 'New' action button in the top right:
You will see a screen that allows you to enter the details of the reservation:
Click on any of the values displayed to change them, and select a table by clicking it in the table plan displayed in the bottom half of the screen.
When all values are entered, press the 'Save' action button in the top left to save the reservation. You can cancel by pressing 'Back' instead, which returns to the previous screen without saving the new reservation.
Fulfilling a Reservation
When a customer with a reservation arrives, enter the 'Manage Table Bookings' screen as shown in the first step. Locate the customer's reservation in the list, and then press the 'Fulfil' action button in the top right of the screen:
The paymentstill screenwill appears:
Thebegin amounta stilltable dueorder appearsas inusual, largebut textwith the correct table, customer account, and other details pre-selected for you. Proceed with creating the table order in the bottom-left.usual Add payments by typing the amount with the numeric keypad, then pressing the payment method. There are shortcut buttons for cash amounts down the right hand side.
If the order total is met or exceeded, the 'Due' text will show the change that should be given to the customer, if any.
If you want to leave the payment screen and go back to the order, click the 'Back' button in the top-right:
When you are finished entering payments, click the 'Pay' button again - the order will be committed, a receipt will be printed, the cash drawer will open for cash payments and any card payments will be processed. After this, a confirmation screen is displayed:
This screen shows a summary of the transaction. If you want to print another copy of the customer's receipt, click 'Reprint Receipt'. After 20 seconds, the till will automaticallynext return to the orderreservations screen.list, Toyou skipwill see that the waitselected reservation now has the 'Fulfilled' status, and returncan immediately,no clicklonger 'Back'.be edited. It will disappear from the list after a short period of time.
PickupsCancelling a Reservation
CreateAfter a newreservation pickuphas orderbeen bycreated choosingbut 'Newbefore Order'it ->has 'Newbeen Pickup'fulfilled, fromyou may cancel it, for example if the ordercustomer informs you that they can no longer keep the appointment.
To cancel a reservation, select the reservation you wish to cancel in the list, and find the 'Cancel' menu atoption in the 'Reservation' menu in the bottom of the screen. Add items to your order as described in the previous example.
Pickups have an extra tab at the top of the screen. If you click the 'Pickup' tab, the screen will switch to the pickup details, where you can enter the customer's information:left:
Click
Modifying thea pencilReservation
After icona nextreservation tohas eachbeen rowcreated tobut before it has been fulfilled, you can edit that item. A pickup name and time are required, but everything else is optional. If you enter a phone number, a customer account will be created when the order is saved.
When you are finished adding items to the order, and have completed all the necessary pickupits details, save the pickup by clicking 'Save'. A ticket for theexample pickup will be printed, and the order will be saved. The till then returns back to its default state, ready for a takeaway order.
Whenif the customer arriveshas to collect and pay for their pickup, open the pickup back up by clicking the order menu at the bottom of the screen, then choosing 'Open Order':
This will show all currently open orders:
Select the correct order, and click 'Open'. The order will be opened up in the main till screen. You can edit the order here if you wish. Once you are ready to pay for the order, click 'Pay' in the top-right and proceed with payment as usual.
Deliveries
Createrequested a newdifferent deliverytime order by choosing 'New Order' -> 'New Delivery' from the order menu at the bottom of the screen. Add items to your order as described in the previous example.
Deliveries have an extra tab at the top of the screen. If you click the 'Delivery' tab, the screen will switch to the delivery details, where you can enter the customer's information. This works just like the pickup details screen described above.
A common way to enter the customer's address is to look it up by postcode. To do this, click the pencil on the address row, and chooes 'Postcode Lookup':
A screen will appear where you can enter a postcode. Capital letters and spacing are not important.
Enter the postcode and press 'OK'. If there was a successful match, the address editor will appear with the customer's address already present, like this:
All thator you need to add isreallocate the building number. The input cursor is already positioned at the start of the address, so there is no needreservation to movea itdifferent - just type the number.table.
DeliveriesTo areedit, uniqueselect inthe thatreservation theyyou require payment methodswish to be entered before they are saved. Switch to the payments tab by clicking 'Payment' at the top of the screen. If the customer is paying over the phone by card, enter these payments first. If the rest of the money will be paid as cash to the delivery driver, enter cash payments for the correct amounts. The payments total must exactly equal the order total before the order can be saved.
Click 'Save'modify in the top-rightlist, toand commitfind the order.
Finding'Edit' Existingmenu Customers
Whilstoption you are taking an order, you can look up customer accounts. To do this, clickin the customer'Reservation' menu atin the bottom of the screen and chose 'Find by Address' or 'Find by Phone':left:
A windowYou will appear that contains a keyboard a results list. Start typing a part of the address or phone number (whichever you chose), and the results will automatically update as you type. When you see the customersame screen that was used to create a new reservation, but when you arepress looking for, select it and choose 'OK'.
That customer then becomes 'locked' - if you place'Save', the orderselected whilst the customer is locked, the order and customerreservation will be associatedupdated withinstead eachof other.
If you are placingcreating a pickupnew or delivery, and you have a customer locked, clicking the pencils by the address and phone number rows will show a list of that customer's saved addresses or phone numbers. To use one, just choose it from the menu.
Converting Orders
Sometimes you will start an order of a certain type, like a delivery, and the customer will change their mind and decide to collect it instead. To change the type of the currently open order, choose the order menu at the bottom of the screen, choose 'Convert Order', then choose the type you want to convert to. Be aware that any information specific to the old type will be lost. For example, if you were making a delivery and had entered an address, then convert to a pickup, the address will be lost because pickups do not have an address. If you were to switch back to delivery, you would have to enter the address again.
General Till Controls
The right hand side of the main menu screen shows the items currently in the order. If you click them, the controls just above will become available. There are, in order:
Delete ItemEdit ItemDecrease QuantityIncrease Quantity
If you touch the edit icon, if the currently selected item is editable then you will be presented a menu asking which part of the item you want to edit. Select an option to edit it in the main menu area. When the edit is complete, choose the 'Accept' button, which is where 'Next' usually is.
If you touch an item twice, it will expand into a detailed view, like this:
Here you can see all the individual options on the item. You are also able to select individual options, and where the menu allows, change their quantities. In the example above, we have added 4 x Chargrilled Aubergine.