TableService Panel Editor Essentials v6.4

Transcription

1 TableService Panel Editor Essentials v6.4 Table of Contents Using Panel Editor with TableService... 3 Working with Tables Screen... 3 Customized Order Entry Screen Using Panel Editor to Create Panels and Buttons Using Panel Editor Tools Selecting the Type of Panel You Wish to Create Single Button Commands Group Button Commands Button Functions Using Screen Editor to Pull It All Together Page 1

2 Copyright 2010, Radiant Systems, Inc. The information contained in this publication is confidential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a retrieval system, or translated into any language, in any form, by any means, without written permission of Radiant Systems, Inc. Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained in this publication. Changes are periodically made to the information herein; these changes will be incorporated in new editions of this publication. Any reference to gender in this document is not meant to be discriminatory. The software described in this document is provided under a license agreement. The software may be used or copied only in accordance with the terms of that agreement. Radiant Systems, Inc., 2010 All Rights Reserved. ALOHA is a U.S. Registered Trademark of Radiant Systems, Inc. MenuLink is a U.S. Registered Trademark of Radiant Systems, Inc. TS Panel Editor Essentials User Guide v6.4 Page 2

3 Using Panel Editor with TableService Using Panel Editor with TableService enables you to modify the following hard-coded screens: Working with Tables screen (Floor Plan) You can replace the FOH Working with Tables screen with a Floor Plan designed by you. Use the Button Functions panel type to create your floor plan. Order entry screen You can replace the Action Item area in the lower right row of the order entry screen with a customized panel, which you create using the Order Screen panel type and the button functions of your choice. You can also replace the submenu area on the center right of the order entry screen with a customized panel, which you create using the Submenu panel and the button functions of your choice. Working with Tables Screen The Floor Plan Interface (FPI) feature replaces the Working with Tables screen and integrates panels and buttons created in Panel Editor and Screen Editor. With your imagination and Panel Editor tools, you can create a functional floor plan that represents the layout of your restaurant. Access to the Floor Plan screen is controlled by job code or terminal. The Floor Plan feature is NOT designed for table management where other employees, such as hosts and bussers, receive notifications and monitor tables to continue with their duties. It is user-definable and you control the behavior. An elaborate Floor Plan screen is shown in Figure 1: Figure 1 Elaborate Floor Plan Example (Table Owner View) TS Panel Editor Essentials User Guide v6.4 Page 3

4 Your Floor Plan screen can be very elaborate, or it can be very basic and functional, as shown in Figure 2: Figure 2 Basic Floor Plan Example The example shown in Figure 2 conforms to the layout we recommend you use when creating your floor plan. Recommended Floor Plan Layout When creating a floor plan, we recommend you use a three-panel design, as shown in Figure 3: Figure 3 Three-Panel Design Use the Button Functions panel type to create your floor plan. Plan the layout before you begin creating the floor plan. Adding new panels in the future may seem like a simple step, but could require major adjusting and resizing to other panels on the screen. If necessary, sketch the design on paper before beginning. We recommend a three-panel design, which includes a Main Floor panel, Functions panel, and a Chain panel. The Main Floor panel contains the tables, and any other bitmaps you want to include, such as walls, and TS Panel Editor Essentials User Guide v6.4 Page 4

5 trees. Use the Functions panel to provide access to functions, such as viewing the time a table was opened, combining or detaching tables, or to provide access to the Working with Tables screen. Use the Chain panel to drill down into separate sections of the restaurant Major Benefits of the Floor Plan Interface The major benefits of creating and using the Floor Plan Interface are: Start Tables Faster and Easier Enables you to start a new table faster and with less keystrokes. Multiple View Modes Enables you to view the status of tables, such as ownership, time opened, and check number. Drill Down into Separate Sections Enables you to view individual sections of the Floor Plan screen. Combine and Separate Tables Enables you to pull together and detach tables. Design with Bitmaps and Colors Enables you to add bitmaps and colors for a custom design. You can make your Floor Plan screen as elaborate or as simple as you want. Starting a Table Touch a table on the Floor Plan screen to start it. The Enter Guest Count screen displays for the selected table and prompts for the number of guests, as shown in Figure 4, after table 103 is touched. This involves less key strokes than when you use the Working with Tables screen. Before the Floor Plan Interface, you had to select New and then enter a table number. Viewing the Status of a Table Figure 4 FOH Enter Guest Count Screen Select different table status views on the Floor Plan screen with the View Mode button function, depending on the number of view defined. These options are not available unless the Floor Plan screen is enabled. The available view modes are: TS Panel Editor Essentials User Guide v6.4 Page 5

6 Standard View Mode Displays tables with table numbers in the center. Figure 5 Standard View Mode View Time Open Displays tables with table numbers and the time when the check is opened. Use this view to assist in table turnover and determine when guests are expected to leave and a table becomes available. Figure 6 View Time Open Mode View Owner Displays tables with the table number and the employee who opened the table. Use this view to show the available tables. Figure 7 View Owner Mode TS Panel Editor Essentials User Guide v6.4 Page 6

7 View Time Since Last Item Ordered Displays tables with the table number and the time when the last item was ordered per table. Use this view to assist in table turnover and determine when the next table is expected to become open. Each time an item is added to the check, such as dessert, the counter starts over for the table. Figure 8 View Time Since Last Item Ordered Mode View Check Number Displays the table number and the current check number. Use this view for such things as matching tables with check numbers and find lost checks. Figure 9 View Check Number Mode TS Panel Editor Essentials User Guide v6.4 Page 7

8 Table indicators placed on the table help determine the status of individual tables. Arrow Right Indicates the table is being transferred to another employee using the Transfer Tables feature. Arrow Left Indicates the table is being transferred from another employee using the Transfer Tables feature. Locked Indicates the table is locked and cannot be accessed by the employee who is logged in. Pending Transfer Indicates the table is in the process of being transferred using the Transfer Tables feature, but has not been accepted by the transferee. Flashing Indicates the table has an item on hold using the Hold feature (not shown). In addition, the following preset colors display, indicating the ownership of the table: White Indicates the table is available and accessible by any employee. Green Indicates the table is currently open and accessible by the employee who is logged in. Purple Indicates the table is opened by another employee and cannot be accessed by the employee who is logged in. Drill Down into Separate Sections Figure 10 Table Status Indicators Create a main floor for the entire restaurant, as well as panels for individual sections, such as a bar area, patio, section 1, banquet area, and more. These are accomplished with the use of chaining buttons, such as the button with the magnifying glass, shown in Figure 1. TS Panel Editor Essentials User Guide v6.4 Page 8

9 You can also limit the employee to work with only their section. This is done by creating a panel for the section and assigning it to a particular job code or terminal. Combining and Separating Tables Combine and separate tables with the Combine Table and Detach Table button functions. The combined tables assume the number of the lowest numbered table. When you touch these buttons, all other functions on the Floor Plan screen are unavailable until the operation is complete, with the exception of Exit. To combine tables: 1. Touch the Combine Tables function button. All other function buttons except Exit become disabled. 2. Touch the tables you want to combine, indicated with frames when selected. Figure 11 Select Tables (Combine Tables Function) 3. Touch Combine Tables again. The tables assumes the lowest number of the selected tables and the color green, which indicates the employee logged in owns the tables. Figure 12 Completed Combine Tables Function TS Panel Editor Essentials User Guide v6.4 Page 9

10 To separate tables: 1. Touch the Detach Tables function button. All other function buttons except Exit become disabled. 2. Touch the tables you want to detach. Figure 13 Select Tables (Detach Tables Function) 3. Touch Detach Tables again. The tables revert to the original table number and the empty tables assumes the color white, which indicates the table can be opened by any employee. Figure 14 Completed Detach Tables Function TS Panel Editor Essentials User Guide v6.4 Page 10

11 Customized Order Entry Screen The two areas of the order entry screen you can customize using Panel Editor are the Action Item area and the Submenu area. Action Item Area Use Panel Editor in TableService to provide a replacement panel for the Action Item area, located in the lower right row of the FOH order entry screen. You can add any number of buttons and place them in this area, as shown in Figure 15, however you cannot move the panel to another location on the screen. Figure 15 Order Entry Screen with Customized Action Item Area Without customizing, the Action Item area contains the Delete, Modify, Hold, Quantity, Recipe, Item Lookup, Print Receipt, Reprint Check, and Repeat buttons. You can also have an optional fifth order mode in place of the Hold button. Some of these buttons are standard and available at all times, and some depend on the configuration of the BOH. You can also place buttons in this area, but have them disabled by job code. For example, you can add the Get Check button to the Action Item area, but clear the Get Check check box in Maintenance > Labor > Job Codes. The button would be visible but inactive. Replacing the Action Item area with a customized panel is controlled by the Set Order Screen Panel event. When the event occurs, the customized order entry screen appears for all employees clocked in under that job code. Refer to the Customized Order Entry Screen Feature Focus Guide for information on configuring a customized Action Item area. TS Panel Editor Essentials User Guide v6.4 Page 11

12 Submenu Area You can use a Submenu Panel in Panel Editor to provide a replacement panel for the Submenu area, located in the center right of the hard-coded FOH order entry screen, to provide more function buttons to employees. You can add any number of buttons to this panel, using a chaining button that links to additional secondary submenu panels; however, you cannot resize the panel or move the panel to another location on the screen. Submenu Panel Figure 1-1 Order Entry Screen with Customized Submenu Panel Without customizing, the Submenu area contains only item buttons. With a Submenu panel, you can add items, bitmaps, smart items and smart selects, scripts, and more. We recommend you balance the use of bitmaps and colorization depending on your processor speed. Submenu Panel Caveats Submenu Panels do not support the following TableService features, commonly used with classic submenus: The Suggested Selling Category feature groups items so they blink on a classic submenu to attract attention and encourage sales of these items. This feature is not supported with a Submenu Panel. In Access Levels Maintenance, you can allow an employee access to another menu via the Assign Menu option. When you assign another menu to the employee, the Other Menu button appears on each classic submenu, for the respective check. The Other Menu button does not appear on a Submenu Panel. In AutoMenu Maintenance, you can replace an entire classic submenu. This does not apply to a Submenu Panel. TS Panel Editor Essentials User Guide v6.4 Page 12

13 In Events Maintenance, you can set up a Set Submenu Item, Set Auto Menu, and Activate Panel Button event to activate certain items, menus, or buttons on classic submenus, at specific times of the day. These events do not apply to a Submenu Panel. Since Smart Items and Smart Select buttons are intended to reduce the number of buttons you place on a panel, some buttons do not appear on the Submenu Panel, by design. For example, if you sell a Kids Coke, Small Coke, Medium Coke, and a Large Coke, with Medium Coke as the default selection, then Medium Coke appears on the submenu and the other three selections are not visible. When you use the Recipe feature with Smart Items, the three red asterisks appear on the button only if the default selection has a recipe attached. When you use the Item Availability feature with Smart Items, the item and quantity on hand counters appear on the button designated as the default selection only. TS Panel Editor Essentials User Guide v6.4 Page 13

14 Using Panel Editor to Create Panels and Buttons Use Panel Editor in TableService, to create the panels that make up the FOH Floor Plan screen, and to alter the Action Item area of the order entry screen. Use this graphical tool to define panels, to position panels on the screen and buttons on the panels, and to assign actions and menu items to the buttons. You determine the look and behavior of the screens by the choices you make when creating and placing panels on the screen. Using Panel Editor Tools Panel Editor provides tools used to ease panel construction and design. In this guide, we discuss the following tools in detail: Desktop Size Settings Workspace, Toolbar, and Commands Menu Panel Editor Grid Coordinates Dialog Box Desktop Size Settings The Select Desktop Size dialog box displays each time you access Panel Editor and sets the screen resolution. You should design in Panel Editor using the screen resolution used on the FOH terminals. The resolutions available are determined by the system in use. This is more apparent when large bitmaps may be specific to a resolution. For instance, a hamburger bitmap in 640x480 mode would display as too small for a terminal in 800x600 mode. You can place bitmaps in the \Bmp directory or in subdirectories for each screen resolution within the Bmp directory. The subdirectories for each screen resolution are labeled using an x_y format, where x is the screen width in pixels, and y is the screen height in pixels. For example, you would label the directory for the 640x480 screen resolution as \Bmp\640_480, the 800X600 screen resolution as \Bmp\800_600, and so on. Place bitmaps common to all screen resolutions in the \Bmp directory and bitmaps for a specific resolution in a separate directory. When you open Panel Editor, you are required to select the screen resolution of the panels for which you are editing, so when you assign a bitmap to a button, screen or panel, the bitmap drop-down list only displays bitmaps in the \Bmp directory for the selected screen resolution. For example, if you select a screen resolution of 800x600 when opening Panel Editor, then bitmaps in the \Bmp directory and the \Bmp\800x600 directory are available in the drop-down list. This is less complicated than trying to select bitmaps from a list of bitmaps for different screen resolutions. Label bitmaps by their intended screen resolution for easier viewing and configuration. Panel Editor truncates numeric characters at the end of the bitmap file names when you view them from the drop-down lists. TS Panel Editor Essentials User Guide v6.4 Page 14

15 For example, if you have a different version of Floor.bmp for each screen resolution, label them Floor640.bmp, Floor800.bmp, and Floor1024.bmp, and place each file in the corresponding screen resolution s subdirectory. When you view the bitmaps from the drop-down list, you only see Floor. Panel Editor selects the correct Floor.bmp based on the screen resolution you selected when you opened Panel Editor, and properly records the correct file name in the database. The following are examples of Floor Plan file names and how they appear in Panel Editor: File Name Floor.bmp Floor640.bmp 640Floor.bmp F640Floor.bmp FL bmp Floor640XXX.bmp Display Name Floor Floor At least two alphabetic characters are required before the numeric characters. At least two alphabetic characters are required before the numeric characters. FL Floor Design the Floor Plan screen with installed bitmaps, or add necessary bitmaps to the \Aloha\Bmp directory to customize the restaurant. The example in Figure 1 displays an elaborate design with a tiled wood floor pattern, trees, and other bitmaps not included with the Aloha install CD. To set the desktop size: 1. Select Maintenance > System > Floor Plan > Panel Editor to access Panel Editor. The Select Desktop Size dialog box appears to allow you to adjust and set the resolution of the screen. Figure 2 Select Desktop Size 2. Select the appropriate resolution from the drop-down list. If you are using a custom resolution for such things as a handheld device, an additional option appears in the drop-down list. To use a custom resolution, set the Alohapexres and Alohapeyres variables to the desired resolution in the Aloha.ini. 3. Select Set as Default to set the resolution to be used each time Panel Editor is accessed. 4. Click OK. TS Panel Editor Essentials User Guide v6.4 Page 15

16 Workspace, Toolbar, and Commands Menu After setting the Desktop size, the workspace displays with the toolbar. Figure 3 Panel Editor Workspace, Toolbar and Commands Menu The workspace is the white area used to replicate the screen. Use this workspace to design your panels and screens. The toolbar provides access to the Commands menu, the help files, and enables you to exit Panel Editor. Use Coordinates to move and resize panels. The toolbar and Coordinates dialog box display in the same location as when you last exited Panel Editor. Drag them off to the right to clear the workspace for ease of design. Click Commands on the toolbar to display the Commands menu. The menu provides a list of commands, sectioned off by panel and button commands. The Buttons option provides an additional submenu. Create, open, edit, copy, save, and delete panels using the panel commands. Define headings, backgrounds, and text appearance on all panels using panel commands and button commands. Depending on where it is performed, right-clicking the mouse on either the workspace, panel, or button displays a shortened version of the toolbar and serves as an editing shortcut throughout the Panel Editor process. To open the commands menu and toolbar: 1. Click Commands on the toolbar. The Commands menu displays. 2. Select an option from the menu. TS Panel Editor Essentials User Guide v6.4 Page 16

17 Panel Editor Grid The Panel Editor workspace uses a grid to align panels and buttons. The Options command enables you to change the default number of pixels to use at a time when you increase or decrease a coordinate in the Coordinates dialog box. We recommend increments of five, such as five or ten pixels. All panels and buttons snap to the grid settings for easy alignment and editing. This feature is an optional setting. To define and display the Panel Editor grid: 1. Select Options from the toolbar. The Panel Editor Settings dialog box appears. Figure 4 Panel Editor Settings Dialog Box 2. Enter the grid spacing for the Panel Editor workspace, with 1 being the default, in the Grid Setting text box. For example, enter 5 to move panels five pixels at a time. 3. Select Show Grid and click OK to display the Panel Editor grid based on the settings in the Grid Setting text box, as shown in Figure 5, or clear the check box and click OK to display the workspace without a grid. Figure 5 Panel Editor Grid TS Panel Editor Essentials User Guide v6.4 Page 17

18 Coordinates Dialog Box The Show Coordinates command provides a tool to move and size panels with precision based on the grid setting defined in the Panel Editor Settings dialog box. If you select Mark as Template or Fixed Position in the Panel dialog box, the Show Coordinates command is not available. The Show Coordinates options appear when you access Panel Editor, or select Show Coordinates from the Commands menu: To move a panel using the Coordinates tool: 1. Adjust the x coordinate using the scroll bar to move the panel to the left or right. Adjust it higher to move left and lower to move right. 2. Adjust the y coordinate using the scroll bar to move the panel up or down. Adjust it higher to move up and lower to move down. To resize a panel using the Coordinates tool: 1. Adjust the cx coordinate using the scroll bar to reshape the right side of the panel. The higher the number, the wider the panel becomes. 2. Adjust the cy coordinate using the scroll bar, to reshape the bottom side of the panel. The higher the number, the taller the panel becomes. You can also move and resize panels using the mouse and keyboard. The following procedures depict how to move and resize panels without the Coordinates tool: To move a panel manually with the mouse: 1. Click the left mouse button at the top border of the panel. 2. Hold and drag the panel to the desired location. 3. Release the left mouse button. To move a panel manually with the keyboard: Figure 6 Coordinates Dialog Box 1. Click the left mouse button at the top border of the panel. 2. Press the Up, Down, Left, and Right arrow keys until the panel is at the desired location. TS Panel Editor Essentials User Guide v6.4 Page 18

19 To resize a panel manually with the mouse: 1. Place the cursor on any side of the panel until a double-sided arrow displays. 2. Click the left mouse button. 3. Hold and drag the panel border until the panel is at the desired size. 4. Release the left mouse button. Selecting the Type of Panel You Wish to Create Panels make up the user interface for the FOH. Each component of the screen is a panel defined for a specific function and purpose. The first four panel commands provide an additional submenu enabling you to select a type of panel to define, or to filter the type of panel with which you wish to work. There are two types of panels available for use in TableService: Button Functions Panel Holds button functions, such as menu items, manager functions, order modes, bitmaps, etc. It offers various options to construct computer-based Floor Plan screens that are comprehensive, flexible, and modifiable. You can define as many different Floor Plan screens and panels, as necessary for different sections of the establishment. You can also assign a different Floor Plan screen to each job code. Order Screen Panel Enables you to replace and add buttons to the Action Item section of the order entry screen, in conjunction with the Set Order Screen event. You can also include a chain button function to chain to other order screen panels in the same position. Submenu Panel Enables you to replace and add buttons to the submenu area of the order entry screen, in conjunction with the Submenu drop-down list in Submenu Maintenance. You can also include a chain button function to chain to other submenu panels in the same position. You can have more than one of each of the above panel types on the home screen. All panel types are explained later in this chapter. All panel types must have a name in the Panel Name text box. If the panel name is left blank, the panel is automatically assigned a sequential number in order of panel creation. Naming conventions are often put in place when naming panels to avoid confusion when accessing panels. The panel name displays in numerous dialog boxes with limited text space. It is recommended to abbreviate as much as possible and to make the name descriptive of the function it performs. When dealing with multiple concepts that use different panels, always enter a preceding indicator or prefix, such as DT for Drive Thru, or MGR for Manager. This technique groups panels together when displayed inside selection dialog boxes. All panel types have a title in the Panel Title text box that displays at the top in a system generated portion of the panel. The color of the text is defined by the panel s properties. The color of the title bar and panel border displays according to the system s Microsoft Windows color settings. One technique is to leave the Panel Title text box blank. An unassigned button is then created for a title heading. Refer to the Unassigned button function later in this chapter. TS Panel Editor Essentials User Guide v6.4 Page 19

20 All panels and buttons snap and fit flush to the grid settings defined in the Panel Editor Settings dialog box. This eases the aligning and editing of panel construction. Creating a New Panel You must create a panel before it can be placed on the Panel Editor workspace. Once created, you can perform any of the other panel commands. There is an option to create a new panel for each panel type. There are three panel types from which to choose: Button Functions, Order Screen, and Submenu Panel. Button Functions Figure 7 Create New Panel - TableService TS Panel Editor Essentials User Guide v6.4 Page 20

21 Use the Button Functions option to create the panels for your Floor Plan, on which you will place buttons. To create a new Button Functions panel, select Create New Panel > Button Functions from the Commands menu. The Edit Panel dialog box appears for the new panel. Name Designates a unique name according to the function it performs. Approximately 30 alpha and/or numeric characters can be entered. Two panels can not have the same name. The text, 'Unnamed Panel' is the default panel name. Naming conventions are often put into place here to avoid confusion when accessing panels. The panel name also displays in numerous dialog boxes with limited text space. It is recommended to abbreviate as much as possible and to make the title descriptive of the function it performs. When dealing with multiple screens that use different panels, always enter a preceding indicator or prefix, such as DR for dining room, or MGR for manager. This technique groups panels together in a list when displayed inside dialog boxes. Title Group Box Title Text Designates the text used as the title of the panel. Add text to the title of the panel, if desired. The width of the panel should be considered when selecting a title. The text entered here displays on a system generated portion at the top of the panel. The background color of the system generated portion displays according to the Windows display configuration. If Title Text is left blank, the panel displays without a system title bar. An unassigned button can be used in place of a title heading, if desired. Refer to the Button Functions section later in this chapter. Title Color Button Figure 8 Edit Panel - Button Function - TableService Click Title Color to display the Color dialog box and select a color for the panel heading, only if you enter title text. TS Panel Editor Essentials User Guide v6.4 Page 21

22 To add or change the text color of the panel title: 1. Click Title Color. The Color dialog box appears. 2. Select a color for the text and click OK. You are returned to the Edit Panel dialog box. Title Font Button Click Title Font to display the Font dialog box and define the font attributes of the panel heading, only if you enter title text. To add or change the text font of the panel title: Figure 9 Color Dialog Box 1. Click Title Font. The Font dialog box appears. Figure 10 Font Dialog Box 2. Select a font, font style, and size, and click OK. You are returned to the Edit Panel dialog box. TS Panel Editor Essentials User Guide v6.4 Page 22

23 Mark as Template Protects the panel as a template and automatically selects the 'Fixed Position' and 'Fixed Button Layout' check boxes. The panel is locked in a fixed location on the workspace, and the corresponding buttons cannot be edited. This also disables some commands on the Commands menu. Panel names that are marked as a template display in brackets in the Existing Panels dialog box. We recommend you select 'Mark as Template' on all completed panels to prevent accidental changes to the panel. Do not select this option until the panel is complete. Fixed Position Locks the panel in a fixed position on the screen, therefore, you can not accidentally move it to another part of the screen. Fixed Button Layout Locks the button layout in a fixed position on the panel itself. You can not accidentally move buttons to another position on the panel, or add or delete them. Seats Group Box When you create a Floor Plan in TableService, seats and the seat width can display on tables, if desired. This option is only beneficial if the panel contains tables. The seats are more defined on the FOH for larger table buttons, such as the drill down sections of the Floor Plan screen. Show Seats on Table Buttons Displays seats on tables when placed on a panel, as shown in the left example of Figure 11, compared to the right example: Seat Width Defines the width of the chairs for the tables in pixels. The lower the number of pixels, the more defined the chairs display. The width should be set higher for a drill down section and lower for the main floor view. Background Group Box Figure 11 Panel with and without Seats Examples Add colors to the background of the panel, if desired. In addition, the background can display as transparent for a distinctive 3-D effect. System generated borders on panels are also optional. TS Panel Editor Essentials User Guide v6.4 Page 23

24 No Border Displays the panel with no borders. This also disables all options pertaining to Title Text. The right panel example appears without a border. Figure 12 Panels with and without a Border Transparent Displays the background of the panel as the same color or bitmap of the screen in which the panel resides, creating a 3-D effect. This effect is useful when a color is defined or when bitmaps are attached to the screen in Maintenance > Menu > Screen Editor. The panel displays as transparent, as shown in the example on the left.. Color Button Figure 13 Panel Background with and without Transparency Click Color to display the Color dialog box and define the background color of the panel. To add or change the color of the panel background: 1. Click Color. The Color dialog box appears. 2. Select a color for the background and click OK. You are returned to the Edit Panel dialog box. TS Panel Editor Essentials User Guide v6.4 Page 24

25 Bitmap Group Box Add bitmaps to the background of the panel, if desired. All bitmaps are stored in the ALOHAQS/Bmp directory. You can utilize the bitmaps located in the installation CD, or create your own. All graphics must be in bitmap format, and placed in the correct directory. Bitmap Displays the bitmap as the background of the panel. To display your own custom bitmaps, such as a company logo, create graphic files, saved as a bitmap, and place them in this directory. Once you select a bitmap, other options related to Bitmap become available. Tile Displays the bitmap as the background of the panel, in a tiled pattern, as shown in the example on the left. Figure 14 Panel Examples with Tiled Bitmap Transparent Enables the background color of the bitmap to display as the same color as the panel in which it resides. For example, if a bitmap image of an arrow against a yellow background is placed on a panel with a black background, the yellow background of the bitmap displays as black to match the color of the panel, as shown in the example on the right.: Figure 15 Panel Bitmap Examples TS Panel Editor Essentials User Guide v6.4 Page 25

26 The justification setting determines how the bitmap displays on the panel. Select Left, Center, or Right to horizontally align the bitmap on the panel. Select Top, Center, or Bottom to vertically align the bitmap on a panel. Center is selected as the default for both of these. To select a bitmap and define the justification on the background of the panel: 1. Double-click the desired panel, or right-click and select Edit Panel. The Edit Panel dialog box displays for the corresponding panel. 2. Select an available bitmap from the Bitmap drop-down list. 3. Select Left, Center, or Right for the horizontal justification of the bitmap. 4. Select Top, Center, or Bottom for the vertical justification of the bitmap. 5. Click OK. Order Screen Use the Order Screen option to customize the Action Item panel on the order entry screen in TableService. To create a new Order Screen panel, select Create New Panel > Order Screen from the Commands menu. The Edit Panel - Order Screen dialog box appears. Cutomizable Action Item area Name Designates a unique name for the panel. Figure 16 Edit Panel - Order Screen Dialog Box Mark as Template Protects the panel as a template and automatically selects the 'Fixed Position' and 'Fixed Button Layout' check boxes. The panel is locked in a fixed location on the workspace, and you can not edit the corresponding buttons. This also disables some commands on the Commands menu. Panel names that are marked as a template display in brackets in the Existing Panels dialog box. We recommend you select 'Mark as Template' on all completed panels to prevent accidental changes to the panel. Do not select this option until the panel is complete. TS Panel Editor Essentials User Guide v6.4 Page 26

27 Fixed Position Locks the panel in a fixed position on the screen, therefore, you can not accidentally move it to another part of the screen. This is disabled for all Order Screen panels. Fixed Button Layout Locks the button layout in a fixed position on the panel itself. You can not accidentally move buttons to another position on the panel, or add or delete them. Submenu Panel Use the Submenu Panel option to replace the submenu area on the order entry screen. To create a new Submenu Panel, select Create New Panel > Submenu Panel from the Commands Menu. The Edit Panel - Submenu Panel dialog box appears. Name Designates a unique name for the panel. Figure 17 Edit Panel - Submenu Panel Dialog Box Mark as Template Protects the panel as a template and automatically selects the 'Fixed Position' and 'Fixed Button Layout' check boxes. The panel is locked in a fixed location on the workspace, and you can not edit the corresponding buttons. This also disables some commands on the Commands menu. Panel names that are marked as a template display in brackets in the Existing Panels dialog box. We recommend you select 'Mark as Template' on all completed panels to prevent accidental changes to the panel. Do not select this option until the panel is complete. Fixed Position Locks the panel in a fixed position on the screen, therefore, you can not accidentally move it to another part of the screen. This is disabled for all Submenu Panel. Fixed Button Layout Locks the button layout in a fixed position on the panel itself. You can not accidentally move buttons to another position on the panel, or add or delete them. No Border Displays the panel with no borders. This is disabled on all Submenu Panels. TS Panel Editor Essentials User Guide v6.4 Page 27

28 Transparent Displays the background of the panel as the same color or bitmap of the screen in which the panel resides, creating a 3-D effect. This effect is useful when a color is defined or when bitmaps are attached to the screen in Maintenance > Menu > Screen Editor. The panel displays as transparent, as shown in the example on the left. Color Button Click Color to display the Color dialog box and define the background color of the panel. To add or change the color of the panel background: 1. Click Color. The Color dialog box appears. 2. Select a color for the background and click OK. You are returned to the Edit Panel dialog box. Bitmap Group Box Add bitmaps to the background of the panel, if desired. All bitmaps are stored in the Bmp directory. You can utilize the bitmaps located in the installation CD, or create your own. All graphics must be in bitmap format, and placed in the correct directory. Bitmap Displays the bitmap as the background of the panel. To display your own custom bitmaps, such as a company logo, create graphic files, saved as a bitmap, and place them in this directory. Once you select a bitmap, other options related to Bitmap become available. Tile Displays the bitmap as the background of the panel, in a tiled pattern, as shown in the example on the left. Transparent Enables the background color of the bitmap to display as the same color as the panel in which it resides. For example, if a bitmap image of an arrow against a yellow background is placed on a panel with a black background, the yellow background of the bitmap displays as black to match the color of the panel, as shown in the example on the right. The justification setting determines how the bitmap is displayed on the panel. Select Left, Center, or Right to horizontally align the bitmap on the panel. Select Top, Center, or Bottom to vertically align the bitmap on a panel. Center is selected as the default for both of these. To select a bitmap and define the justification on the background of the panel: 1. Double-click the desired panel, or right-click and select Edit Panel. The Edit Panel dialog box displays for the corresponding panel. 2. Select an available bitmap from the Bitmap drop-down list. 3. Select Left, Center, or Right for the horizontal justification of the bitmap. 4. Select Top, Center, or Bottom for the vertical justification of the bitmap. 5. Click OK. Other Panel Commands Once you create and save a panel, you can open, edit, copy, close, and delete it. When more than one panel is open, you can save and close all of them at once. TS Panel Editor Essentials User Guide v6.4 Page 28

29 Open Existing Panel Open existing panels to display them on the workspace. Use this command when you want to view and open panels. There is an option for each panel type. The options available to you depend on the product you are using. To open an existing panel: Figure 18 Open Existing Panel Options 1. Select Open Existing Panel from the Commands menu and select one of the panel types. The Panel dialog box displays with all existing panels for the selected type. Figure 19 Panel Dialog Box 2. Select a panel from the list and click OK, or double-click the desired panel. The panel displays on the workspace. TS Panel Editor Essentials User Guide v6.4 Page 29

30 Edit Panel Use this command when you want to change the properties of the panel, such as name, appearance, template settings, and more. You must display the panel on the workspace before you can edited it. There is an option for each panel type. To edit an existing panel: Figure 20 Edit Panel Options 1. Select Edit Existing Panel from the Commands menu and select one of the panel types. If there are active or displayed panels in the workspace, the Edit Panel dialog box displays a prompt asking if you want to edit the last active panel for the selected panel type. Figure 21 Edit Panel Dialog Box Click Yes to edit the panel or click No to display the Panel dialog box. If there are no active or displayed panels on the workspace, the Panel dialog box displays a list of existing panels from which to choose. 2. Select the panel and click OK, or double-click the desired panel. The panel displays on the workspace. You can also double-click an active panel to open the Edit Panel dialog box and change the settings. 3. Edit the panel as necessary. TS Panel Editor Essentials User Guide v6.4 Page 30

31 Copy Panel Use the Copy Panel command to create a duplicate panel. The copied panel inherits all properties, such as name, appearance, template settings, text and color selections, size and location, and all button functions, and more. The copied panel is placed exactly on top of the original panel. Two panels cannot contain the same name. There is an option for each panel type. To copy a panel: 1. Select Copy Panel from the Commands menu and select one of the panel types. If there is an active or displayed panel on the workspace, the command copies the last active panel. If there are no active or displayed panels, the Panel dialog box displays a list of existing panels from which to choose. Select the panel and click OK, or double-click the desired panel. The Edit Panel dialog box displays for the copied panel. The text Copy of nnn where n is the name of the original panel, displays in the Name text box. 2. Enter a descriptive name for the new panel and click OK. The new panel displays in the exact location as the original. Close Panel Figure 22 Copy Panel Menu Path We recommend you use the Copy Panel command to create secondary panels that overlay other panels. This ensures the correct placement of panels so that blank spaces do not display on the FOH. Close panels to remove them from the workspace. This panel command closes the last active panel, if applicable. If there are no active or displayed panels on the workspace, this command is not available. If the workspace has more than one panel displayed, or if none of the panels are active, the Panel dialog box displays with a list of open panels. TS Panel Editor Essentials User Guide v6.4 Page 31

32 To close a panel: 1. Select Close Panel from the Commands menu. If unsaved changes were made, a dialog box prompts to save the changes. 2. Click Yes to save the changes, or click No to close the panel without saving. Delete Panel Delete panels to remove them from the Aloha system. This panel command deletes the last active panel, if applicable. If there are no active or displayed panels on the workspace, or if the panel is marked as a template, this command is not available. If the workspace has more than one panel displayed, or if none of the panels are active, the Panel dialog box displays with a list of open panels. To delete a panel: 1. Select Delete Panel from the Commands menu. The Delete Panel dialog box appears. 2. Click Yes to delete the panel, or click No to cancel the procedure. Show Panels for Screen After you use Screen Editor to combine panels together into a home screen, use this command to view how the screen will look to the end user when it displays in the FOH. To show panels for screen: Figure 23 Delete Panel Dialog Box 1. Select Show Panels for Screen from the Commands menu. The Screen dialog box displays with a list of defined screen. If the screen is not defined, it does not display in the list. 2. Select a screen and click OK, or double-click the desired screen. The collection of panels display on the workspace. TS Panel Editor Essentials User Guide v6.4 Page 32

33 Test Screen To test a home screen, select Test Screen from the Commands menu. Select from the dialog box displaying a list of the available home screens. This panel command is a limited testing tool for viewing the properties of buttons and the chaining links between panel relationships. Panels and buttons cannot be edited in the Test Screen mode. To exit the Test Screen mode, select End Test Screen from the Commands menu to display a list of options. Select Restart Test Screen to run the test again, or End Test Screen to clear the screen. Save All Panels To save all displayed panels at the same time, select Save All Panels from the Commands menu. Use this panel command when you want to save multiple panels which have unsaved changes. Close All Panels Figure 24 Test Screen Dialog Box To close all displayed panels at the same time, select Close All Panels from the Commands menu. A prompt displays asking if you want to save any changes made to the panels. TS Panel Editor Essentials User Guide v6.4 Page 33

34 Single Button Commands When you create a panel, place buttons on the panel after clearing the 'Mark as Template' and 'Fixed Button Layout' check boxes. You can move, rearrange, and resize buttons in several different ways. Your panels can contain a variety of functions to meet the requirements of a food environment in order to ring, close and modify orders. Buttons are always formed with four right angles in a square or rectangular shape. If the panel to contain the buttons is not displayed, select Open Existing Panel from the Commands menu and select the type of panel to which you want to add buttons. The Panel dialog box appears with all existing panels in the list. Select the panel and click OK. The Commands menu provides an additional submenu for buttons. Figure 25 Button Submenu TS Panel Editor Essentials User Guide v6.4 Page 34

35 Create a New Button To add a new button to a panel, select New Button from the Commands menu, or hold down the left mouse button and drag the cursor across the panel in a box pattern. As the button is formed, release the left mouse button. The Edit Button dialog box appears. Function Defines the function of the button. The function assigned to a button determines the behavior of the button and how the FOH operates. Every button must have an assigned function and every new button has a default Unassigned function. When you select a function, some require additional information on the right side of the dialog box. The Text, Background, and Bitmap properties may be disabled as well. Text Group Box Text Defines the text to display on the button. To display text on multiple lines, insert \n without spaces, for line breaks. Color Button Click Color to display the Color dialog box and set the color of the button text. To set the color of the button text: 1. Click Color. The Color dialog box appears. 2. Select a color for the text and click OK. You are returned to the Edit Button dialog box. Font Button Figure 26 Edit Button Dialog Box Click Font to display the Font dialog box and set the font attributes of the button text. TS Panel Editor Essentials User Guide v6.4 Page 35

36 To set the font attributes of the button text: 1. Click Font. The Font dialog box appears. 2. Select a font, font style, and size for the button text and click OK. You are returned to the Edit Button dialog box. Text Justify Group Box The justification determines how the text is displayed on the button. Select Left, Center, or Right to horizontally align the text on the button. Select Top, Center, or Bottom to vertically align the text on a button. Center is selected as the default for both of them. To define the justification of button text: 1. Double-click the desired button, or right-click and select Edit Button. The Edit Button dialog box displays for the corresponding button. 2. Select Left, Center, or Right for the horizontal justification of the text. 3. Select Top, Center, or Bottom for the vertical justification of the text. 4. Click OK. Background Group Box You can add colors to the button background, if desired. In addition, the background can display as transparent for a distinctive 3-D effect. You can also select a color to display on the button when you select it in the FOH. Color Button Click Color to display the Color dialog box and set the background color of the button. To add or change the color of the button background: 1. Click Color in the Background group box. The Color dialog box appears. 2. Select a color for the button background and click OK. You are returned to the Edit Button dialog box. TS Panel Editor Essentials User Guide v6.4 Page 36

37 Transparent Displays the background of the panel as the same color or bitmap of the panel in which the button resides, creating a 3-D effect. This effect is useful when a color is defined or when bitmaps are attached to the panel. The button background displays as transparent, as shown in the left example.. Highlight Button Click Highlight to display the Color dialog box and define the highlight color of the button. This is the background color to which the button changes when you selected it in the FOH. To add or change the highlight color of the button background: 1. Click Highlight. The Color dialog box appears. 2. Select a color for the background and click OK. You are returned to the Edit Button dialog box. Bitmap Group Box Figure 27 Background with or without Transparency Examples Add bitmaps to the background of the button, if desired. To display your own custom bitmaps, such as a company logo, create the graphic files, save them as bitmaps, and place them in the Bmp directory. Once you select a bitmap, other options related to Bitmap become available. TS Panel Editor Essentials User Guide v6.4 Page 37

38 Tile Displays the bitmap in a tiled pattern for the button background, as shown in the left example. Figure 28 Panel Examples with and without Tiled Bitmap Transparent Enables the background color of a bitmap to display as the same color as the panel in which it resides. For example, if a bitmap image of an arrow against a yellow background is placed on a panel with a black background, the yellow background of the bitmap displays as black to match the color of the panel.: Figure 29 Panel Bitmap Examples Display Text Displays text over the bitmap. When cleared, this option overrides all text properties and only displays the assigned bitmap. On Displays a bitmap on the button. All bitmaps in the Bmp directory are available for selection. If cleared, no bitmap displays and other bitmap options are unavailable. Up Displays a bitmap when you select the button, and is commonly used for bill denominations which are computer enhanced with a depressed look. All bitmaps in the Bmp directory are available for selection. You must use a graphics program to create a bitmap with a depressed look. An example is shown on the left side in Figure 30. TS Panel Editor Essentials User Guide v6.4 Page 38

39 Down Displays a bitmap when you release the button and is commonly used with the Up check box for bill denominations. All bitmaps in the Bmp directory are available for selection. An example is shown on right side. The justification settings determine how the bitmap is displayed on the button. Select Left, Center, or Right to horizontally align the bitmap on the button. Select Top, Center, or Bottom to vertically align the bitmap on the button. Center is selected as the default for both of these. To define the justification of a bitmap on the background of the button: 1. Select an available bitmap from the Bitmap drop-down list. 2. Select Left, Center, or Right for the horizontal justification of the bitmap. 3. Select Top, Center, or Bottom for the vertical justification of the bitmap. 4. Click OK. Preview Group Box The Preview window displays with a replica of the button s appearance before it is saved. Hint Line The Hint line is available for helpful tips for each button function. Select OK to add the button to the panel. Refer to the rest of this section for further information regarding the properties of buttons Single Button Commands Once you create a button, you can edit, move, resize, copy, and delete it. When you save the panel in which the button resides, all properties of the button are saved. Use the Coordinates tool where applicable. Edit Button Use the Edit Button dialog box to edit the properties of a button, such as text, color, justification, and more. Click the desired button to make it active. If you do not select a button first, the Edit Button dialog box displays for the last active button. To edit a button: Figure 30 Up and Down Examples of a Ten Dollar Bill 1. Select Edit Button from the Commands menu or double-click the button. The Edit Button dialog box displays. 2. Make the necessary changes to the properties of the button and click OK. TS Panel Editor Essentials User Guide v6.4 Page 39

40 Move and Resize Button Move a single button to place it in a different location on the panel. Use this command to make button placement flush against other buttons on the panel. Click the desired button to make it active. To move a button using the Coordinates tool: 1. Adjust the x coordinate using the scroll bar to move the button to the left or right. Adjust it higher to move right and lower to move left. 2. Adjust the y coordinate using the scroll bar to move the button up or down. Adjust it higher to move up and lower to move down. To resize a button using the Coordinates tool: 1. Adjust the cx coordinate using the scroll bar to reshape the right side of the button. The higher the number, the wider the button becomes. 2. Adjust the cy coordinate using the scroll bar, to reshape the bottom side of the button. The higher the number, the taller the button becomes. You can also move and resize buttons by using the mouse and keyboard. The following procedures depict how to move and resize buttons without the Coordinates tool: To move a button manually with the mouse: 1. Click the left mouse button at the top of the button. 2. Hold and drag the button to the desired location. 3. Release the left mouse button. To move a button manually with the keyboard: 1. Click the left mouse button at the top of the button. 2. Press the Up, Down, Left, and Right arrow keys until the button is at the desired location. To resize a button manually with the mouse: 1. Place the cursor on any side of the button until a double-sided arrow displays. 2. Click the left mouse button. 3. Hold and drag the button border until the button is at the desired size. 4. Release the left mouse button. Copy Button Copy a single button to replicate buttons with identical properties, such as text, color, button function, and more. Click the desired button to make it active. To copy a button: 1. Right-click the desired button. The right-click menu displays. 2. Select Copy. TS Panel Editor Essentials User Guide v6.4 Page 40

41 3. Right-click on an empty space on the panel. The right-click menu displays. 4. Select Paste. The new button displays on the panel. Delete Button Delete a single button to remove it from the Aloha system. To delete a button: 1. Select the button to remove. 2. Select Delete Button from the Commands menu. A confirmation prompt displays asking if you want to delete the button. 3. Click OK. Figure 31 Delete Button Confirmation TS Panel Editor Essentials User Guide v6.4 Page 41

42 Group Button Commands Use Panel Editor to define and place groups of buttons on panels. If the panel to contain the buttons is not displayed, select Open Existing Panel > Button Functions from the Commands menu. The Panel dialog box displays. Select the panel and click OK. Create a Group of Buttons To create a group of buttons on a panel, select Buttons > Layout Panel Buttons from the Commands menu. The Layout Panel Buttons dialog box appears. Figure 32 Layout Panel Buttons Dialog Box A basic grid showing the layout of the buttons displays in the Preview window. The grid reflects the numeric values entered in the text boxes to the left of the window. If any are left blank, the system automatically generates default amounts to complete the button layout in a logical manner. Number of Buttons Designates the number of buttons to place on the panel. If you are unsure of the number of desired buttons, we recommend you select a low number. Once a number is selected and saved, the number cannot be edited for a lower number. The system remembers the previous number and displays the following error message. Figure 33 Layout Panel Button Error You can place a total of 50 buttons on a panel. TS Panel Editor Essentials User Guide v6.4 Page 42

43 Rows Specifies the number of horizontal rows to place on the panel. Columns Specifies the number of vertical columns to place on the panel. Horizontal Spacing Specifies the number of pixels to use to separate the buttons horizontally. Vertical Spacing Specifies the number of pixels to use to separate the buttons vertically. Button Width Specifies the number of pixels to use for the width of all buttons on the panel. Button Height Specifies the number of pixels to use for the height of all buttons on the panel. Click OK to display the button layout design centered in the middle of the panel. All buttons default to the Unassigned button function. If any buttons are outside the panel in the Preview window when you click OK, an error message appears. Figure 34 Layout Panel Buttons Error Click OK to adjust the numeric values of your settings. The Layout Panel Buttons command is only one method to fill a panel with buttons. Once proficient, most users copy and paste already assigned buttons onto the panel to retain the properties of the button and reassign the function. Group Button Commands Use the rubberbanding technique to select the group of buttons to edit, format, or delete. To use this technique, hold down the shift key, and click the left mouse button on the panel outside of the buttons. Drag the arrow that displays across the desired buttons. A broken line selection guide (rubberband) displays as a tool to make the button selection. Figure 35 Rubberbanding Buttons TS Panel Editor Essentials User Guide v6.4 Page 43

44 The width and height of the rubberband changes as it is dragged across the buttons. Release the left mouse button and the button submenu displays a list of 'group' button commands. Figure 36 Right Click Rubberband Commands Select a command from the button submenu. The buttons adjust according to the selected command. To use the rubberbanding feature, you must clear the Mark as Template and Fixed Button Layout check boxes for the panel you are editing. Move a Group of Buttons on a Panel To move a group of buttons on a panel, select the buttons using the 'rubberbanding' technique. The button submenu displays. DO NOT select from the button submenu. Click one of the selected buttons, move the selection to the desired location, then release the left mouse button. Figure 37 Move a Group of Buttons on a Panel TS Panel Editor Essentials User Guide v6.4 Page 44

45 Size Horizontal: Shrink to Smallest To resize a group of buttons to the width of the thinnest button, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select SIZE Horizontal: Shrink to Smallest. The selected buttons horizontally resize based on the width of the thinnest button. Size Horizontal: Grow to Largest Figure 38 Size Horizontal: Shrink to Smallest To resize a group of buttons to the width of the widest button, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select SIZE Horizontal: Grow to Largest. The selected buttons resize based on the width of the widest button. Size Vertical: Shrink to Smallest Figure 39 Size Horizontal: Grow to Largest To resize a group of buttons to the height of the shortest button, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select SIZE Vertical: Shrink to Smallest. The selected buttons resize based on the height of the shortest button. Figure 40 Size Vertical: Shrink to Smallest TS Panel Editor Essentials User Guide v6.4 Page 45

46 Size Vertical: Grow to Largest To resize a group of buttons to the height of the tallest button, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select SIZE Vertical: Grow to Largest. The selected buttons resize based on the height of the tallest button. Align Left Sides Figure 41 Size Vertical: Grow to Largest To align the left sides of a group of buttons, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Align Left Sides. The selected buttons align with the far left button. Align Right Sides Figure 42 Align Left Sides To align the right sides of a group of buttons, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Align Right Sides. The selected buttons align with the far right button. Figure 43 Align Right Sides TS Panel Editor Essentials User Guide v6.4 Page 46

47 Space Evenly Side to Side To place an even amount of space between a group of horizontal buttons, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Space Evenly Side to Side. The selected buttons space evenly in a horizontal row based on the outermost button. Align Tops Figure 44 Space Evenly Side to Side To align the tops of a group of buttons, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Align Tops. The selected buttons align with the topmost button. Align Bottoms Figure 45 Align Tops To align the bottoms of a group of buttons, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Align Bottoms. The selected buttons align with the bottommost button. Figure 46 Align Bottoms TS Panel Editor Essentials User Guide v6.4 Page 47

48 Space Evenly Up and Down To place an even amount of space between a group of vertical buttons, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Space Evenly Up and Down. The selected buttons space evenly in a vertical row based on the outermost button. Format a Group of Buttons Figure 47 Space Evenly Up and Down To format a group of buttons or copy the attributes of the first created button within a selection, select the buttons using the 'rubberbanding' technique. The button submenu displays. Select Format Buttons. The Format Buttons dialog box appears. Text Group Box Figure 48 Format Buttons Dialog Box Text Applies the button text to all rubberbanded buttons. Select the check box to apply the button text of the first created button in the rubberband or enter the text in the text box. TS Panel Editor Essentials User Guide v6.4 Page 48

49 Color Designates the text color for all rubberbanded buttons. Select the check box to apply the text color of the first created button to all selected buttons in the rubberband. Color Button Click Color to display the Color dialog box and set the color of the button text for all buttons in the rubberband. Font Applies the button font to all rubberbanded buttons. Select the check box to apply the same button font of the first created button in the rubberbanded buttons. Font Button Click Font to display the Font dialog box and set the font attributes for all buttons in the rubberband. Text Justify Group Box The justification setting determines how the text is displayed on the button. Select Left, Center, or Right to horizontally align the text on the button. Select Top, Center, or Bottom to vertically align the text on a button. Center is selected as the default for both of these. To select and define the justification of button text on a group of buttons: 1. Select a group of buttons using the rubberbanding technique and select Format Buttons. The Format Buttons dialog box displays for the corresponding button. 2. Select Justify. 3. Select Left, Center, or Right for the horizontal justification of the text. 4. Select Top, Center, or Bottom for the vertical justification of the text. 5. Click OK. Background Group Box Color Designates the background color for all rubberbanded buttons. Select the check box to apply the same background color to all selected buttons in the rubberband. Color Button Click Color to display the Color dialog box and set the background color of all rubberbanded buttons. Transparent Enables the background of all rubberbanded buttons to be the same color as the background color of the panel in which it resides. Highlight Designates the highlight color for all rubberbanded buttons to display when you select the FOH button. Highlight Button Click Highlight to display the Color dialog box and set the color of all rubberbanded buttons when you select the FOH button. TS Panel Editor Essentials User Guide v6.4 Page 49

50 Bitmap Group Box To assign a bitmap to a button, place a bitmap in the Bmp directory. The following options are available: Tile Displays the bitmap as tiled on all rubberbanded buttons. Transparent Enables the background of the bitmap to be the same color as the background of the panel it resides on all rubberbanded buttons. Display Text Displays text over the bitmap on all rubberbanded buttons. When cleared, this option overrides all text properties and only displays the assigned bitmap. On Assigns a bitmap, if available, to display on all rubberbanded buttons. This option displays the bitmap on the button. If cleared, no bitmap displays and other bitmap options are unavailable. Up Assigns a bitmap, if available, to display on all rubberbanded buttons when you select the button in the FOH. Down Assigns a bitmap, if available, to display on all rubberbanded buttons when you release the button in the FOH. Bitmap Justify Group Box Select the horizontal and vertical justification for the bitmap to display on all rubberbanded buttons, with Center as the default selection for both directions. To select a bitmap and define the justification on the background of a group of buttons: 1. Select a group of buttons using the rubberbanding technique and select Format Buttons. The Format Buttons dialog box displays for the corresponding button. 2. Select an available bitmap from the Bitmap drop-down list. 3. Select Left, Center, or Right for the horizontal justification of the bitmap. 4. Select Top, Center, or Bottom for the vertical justification of the bitmap. 5. Click OK. Preview of First Button Group Box The Preview window displays with a replica of the first created button selected in the rubberband, before it is saved. Select OK to format the buttons on the panel. Refer to the rest of this chapter for further information regarding the properties of buttons TS Panel Editor Essentials User Guide v6.4 Page 50

51 Delete a Group of Buttons This command displays on the Button submenu when you right click a panel to perform maintenance. To delete a group of existing buttons: 1. Select the buttons using the 'rubberbanding' technique. The button submenu displays. 2. Select Delete Button. A confirmation message displays. 3. Click OK to delete the button, or click Cancel to end the procedure. TS Panel Editor Essentials User Guide v6.4 Page 51

52 Button Functions The Edit Button dialog box defines the function performed by the button and its properties. The function determines the behavior of the button and how the FOH operates, regardless of any text, bitmap, and color selections. When you select a function, the button text assumes the name of the function. Every new button has an Unassigned function as default. Select a function and click OK. To add a basic function to a button: 1. With the necessary panel active, select New Button from the Commands menu. The Edit Button dialog box displays. 2. Select the button function. A prompt asking if you want to change this button s function displays. 3. Click Yes to continue, or No to cancel the procedure. 4. Enter a unique name as the Text, or accept the default description. 5. Complete the available button attributes on the left side of the Edit Button dialog box, such as color, font, and more. 6. Click OK. The button displays on the panel. This is the basic procedure for adding a function to a button. Some functions provide additional options on the right side of the Edit Button dialog box. When additional options are available, a procedure specific to the function is provided immediately following the function description. This procedure assumes the necessary panel is active, you have selected New Button from the Commands menu, and you have completed the button attributes on the left side of the screen using the information provided earlier in this section. The following lists each button function and its purpose: (*) Denotes functions we recommend for managers or higher level employees to access. Some functions are controlled by the employee's access level and job code. Refer to Labor Maintenance Functions, for more information on Access Levels and Job Codes. Not all button functions are available in both the TableService and QuickService products, and some button functions are available only for a specific type of panel. Adjust Payments (Button Functions) Enables adjustments to the tender information for a guest check that has been closed. The check must be recalled and displayed on the screen before the adjustment can be made. Adjust Tips * (Button Functions) Enables adjustments to tip information for a guest check that has been closed. This is typically used for guest checks paid with a credit card. You must recall the check and display it on the screen before you can make the adjustment. Automation Script * (Button Functions, Order Screen) Enables the system to call or start a VB script from the FOH. This function calls a one script file with an extension of.vbs and the files should be kept in a new Scripts directory. The Scripts directory must reside on the FOH terminals and be synchronized with the other updated directories from the file server. TS Panel Editor Essentials User Guide v6.4 Page 52

53 To add an automation script button: 1. Select Automation Script from the Function drop-down list. An additional option appears. 2. Enter a unique name as the Text, or accept the default description of Automation Script. 3. Enter the command line for the automation script in the Script file to be run text box. 4. Click OK. Bitmap (Button Functions, Order Screen, Submenu Panel) Assigns a bitmap to a button and is not used for order entry. Any bitmap found or added to the Bmp directory is available. Common graphics are company logos. Break (Button Functions) Figure 49 Automation Script Button Function Opens the FOH Clock-Out screen enabling the employee to select a paid or unpaid break. Chain (Button Functions, Order Screen, Submenu Panel) Opens another panel or collection of panels. For example, a Burger button might chain to a Burgers panel containing buttons for all available burgers on the menu. The Chain function can also be used as a Back button to return you to a previous panel or to access other home screens by selecting multiple panels. TS Panel Editor Essentials User Guide v6.4 Page 53

54 To add a chain button: 1. Select Chain from the Function drop-down list. Additional options appear. Figure 50 Chain Button Function 2. Enter a unique name that is descriptive of the panel to which you are chaining, such as Section One, or Bar. 3. Click Add. The Panel dialog box displays with a list of existing panels. 4. Select the panel you wish to open when this button is selected in the FOH, such as a panel for beverages, and click OK. The Edit Button dialog box returns with a replica of the panel displayed in the Screen View box. The panel title and name display in the Panels in Chains list box. Remember, when you work with multiple panels, any panel that is partially or fully covered in the Screen View box does not display on the FOH. 5. Click OK. To delete a panel in a chain function: 1. Select the unwanted panel in the Panels in Chain list box. 2. Click Delete. 3. Repeat steps 1 and 2 to delete multiple panels in this chain command until all the panels you want to remove are deleted. 4. Click OK. Checkout (Button Functions) Opens the Are you sure you want to check out? screen, enabling you to run the checkout process. TS Panel Editor Essentials User Guide v6.4 Page 54

55 Clock Out (Button Functions) Enables you to clock out. To add a clock out button: 1. Select Clock Out from the Function drop-down list. An additional option appears. 2. If necessary, select Skip Clock Out/Break screen to bypass the Clock Out/Break screen. This is utilized in environments that use drawer checkouts. 3. Click OK. Combine Tables (Button Functions) Enables the employee to combine two or more tables. Course (Order Screen) Figure 51 Clock Out Button Function Enables you to assign a course to an item on a guest check. Use this function with the course ordering feature. Refer to the Course Ordering Feature Focus Guide for more information on ordering with courses. Custom Activity Interface (Button Functions) Enables you to communicate with an externally integrated software package through COM interface. TS Panel Editor Essentials User Guide v6.4 Page 55

56 To add a Custom Activity Interface button: 1. Select Custom Activity Interface from the Function drop-down list. An additional option appears: 2. Enter the path to use for the interface in the for the text box. 3. Click OK. Delete (Order Screen) Behaves differently in the FOH, depending on the context in which it is used. If you select nothing on the guest check, the last unordered item on the check is deleted. If you select an unordered item on the check, only that item is deleted. If one of these scenarios affects an ordered item, it becomes a void, prompting for a void reason. Delivery TableService (Button Functions) Activates the delivery screens if using Aloha Delivery/Frequent Buyer. Detach Tables (Button Functions) Enables the employee to detach tables that have been combined. Exit (Button Functions) Logs the employee out of the system and returns to the logon screen. Get Check (Button Functions, Order Screen) Figure 52 Custom Activity Interface Opens the FOH Enter Check Number screen, enabling the employee to get an open check for tendering. TS Panel Editor Essentials User Guide v6.4 Page 56

57 Hold (Order Screen) Enables you to place the last entered or selected unordered item on hold, and to define settings for the Delay Send feature. The Hold button function appears in the list only when you are creating a panel using the Order Screen Panel type. Refer to the Delay Send Feature Focus Guide for more information on configuring and using the Delay Send feature. To add a hold button: 1. Select Hold from the Function drop-down list to display additional options. Figure 53 Hold Button Function 2. Select ONE of the following options: To disable the delay send feature and enable the Hold button to perform as normal, select Manual Release from Hold. This disables all other options on the dialog box. Skip to Step 10. To activate the Delay Send feature, select Automatic Release from Hold. This enables the remaining options on the dialog box. 3. Select the intervals to use for increasing or decreasing the hold time in the FOH. Select 1 minute, or from the five-minute intervals running from five to 60. TS Panel Editor Essentials User Guide v6.4 Page 57

58 4. Select ONE of the following options: Select Use Hold Time as Default to automatically release the items based on the current time plus the number of minutes you select in Hold Time. You are not able to change the hold time in the FOH when you use this setting. Select Use Hold Time in Increments to increase or decrease the hold time in the FOH based on the interval you select in Hold Time ; however, you cannot exceed the number of minutes you define in the Limit to Minutes check box. 5. If you select Use Hold Time in Increments, type the maximum number of minutes to place an item on hold in the Limit to Minutes check box. The maximum number you can enter is 480 minutes (eight hours), with 60 minutes as the default selection. 6. Select an order mode from the Automatic Release Order Mode drop-down list to commit all held items to a specific order mode when they are released from hold. If you select Select 00, you can choose an order mode for the item in the FOH. 7. Complete the rest of the properties of the button using the Preview screen as a guide. 8. Click OK to add the button to the panel. Item Lookup * (Order Screen) Invokes an item look up screen used for searching through all items whether they are defined on a panel or not. When the employee touches the Item Lookup button, a list of items and a keypad display. As the employee enters the item number or description, the list displays only items that match the characters the employee has entered. The employee can keep entering characters or choose an item from the list. After choosing an item, the item number, item description, and price display. JIT MGR Approval (Button Functions, Order Screen) Enables you to add the manager approval screen within a script to require manager access to a function. When you define the script, use the JIT Approval button function just prior to the button function for which you want to require manager approval, and select the access levels that can perform the function without manager approval. When you select the scripted button in the FOH, the system determines if the employee has sufficient access to run the next function in the script. If yes, the system continues with the next function in the script. If no, the Manager Approval screen appears. An employee with sufficient access must enter their password to continue. If the entered password is not valid, an error message displays and the screen returns to the order entry screen. Since the Manager Approval function has no value as a standalone button function, you should always include it within a script, and add it before the function for which you want to require a manager approval. Additionally, the text, background, and bitmap options on the Edit Buttons - JIT Approval dialog box do not display on the FOH when you do not include the JIT Approval button in a script. To add the JIT Approval button: 1. Create a script button function and click Edit. 2. Preceding any function that requires manager access, click Add. 3. Select JIT MGR Approval from the Functions in Script window and additional options display on the right. TS Panel Editor Essentials User Guide v6.4 Page 58

59 4. Select at least one access level that can perform the next button function in the list without displaying the Manager Approval screen. 5. Click Add and continue to add functions to the script, such as Chain. 6. Click OK to complete the script and return to the Edit Button dialog box. 7. Click OK to add the button to the panel. 8. Modifier Code (Submenu Panel) Figure 54 JIT Manager Approval Button Function Communicates more information about a modifier to the kitchen staff, such as the preparation method, omissions, substitutions, and additions. Examples include No, Extra, and Side. When needed, you first select a modifier code, then the modifier relating to the code. The modifier code precedes the modifier on the screen and appears on the guest check, chit, and video screen. If you use user-defined modifier panels, you must place a button on the panel for each modifier code you are using. TS Panel Editor Essentials User Guide v6.4 Page 59

60 To add a modifier code button to a panel: 1. Select Modifier Code from the Function drop-down list. An additional option appears. Click headers to sort modifier codes in ascending or descending order by ID or description. 2. Select a modifier code to assign to the button from the Mod Codes list box. Only modifier codes defined as active appear in the list. 3. Type the text you want to appear on the button, such as EXTRA. The text defaults to the display name. 4. Complete the rest of the dialog box, such as background and bitmap properties, using the Preview window as a guide. 5. Click OK to place the button on the panel. Modify (Order Screen) Opens the FOH Modify screen for the selected menu item on the order. If no modifiers are attached to the selected menu item, the screen displays with no modifiers to select. New Tab (Button Functions) Allows you to name an order and start a running tab. If used by a server, the FOH Name Tab screen appears. If used by a bartender, the FOH order entry screen appears with the additional bartender function buttons. Open Drawer (Button Functions) Opens the cash drawer. Figure 55 Modifier Code Button Function TS Panel Editor Essentials User Guide v6.4 Page 60

61 Order Item (Submenu Panel) Adds a menu item to the current order. To add an order item button: 1. Select Order Item from the Function drop-down list. An additional option appears. 2. Select the menu item to assign to the button. 3. Select one of the following pricing options for the item. Button Price Indicates the button price should be used to price the time. Enter the button price in the text box to the right. Use Item Price Designates the price of the item as entered in Item Maintenance is used to price the item. Price Level Designates the price established in the assigned price level should be used to price the item. Select the price level from the drop-down list to the right. 4. Click OK. Order Modifier (Submenu Panel) Figure 56 Order Item Button Function Adds a modifier item to the current order. This provides modifications to a selected menu item or to the last item ordered. Note: This does not invoke the forced system modifiers activated by the Modify function. TS Panel Editor Essentials User Guide v6.4 Page 61

62 To add an order modifier: 1. Select Order Modifier from the Function drop-down list. An additional option appears. 2. Select the modifier item to assign to the button. 3. Click OK. Order Type (Order Screen) Figure 57 Order Modifier Button Function The Item and Modifier Item list boxes use the same items defined in Maintenance > Menu > Items and conform to the pricing hierarchy. You can select an item for both an order item and an order modifier, however you must place an order modifier in a modifier group and the group must be attached to the item it modifies. Specifies the order mode for the current order, as defined in Maintenance > Menu > Order Modes. TS Panel Editor Essentials User Guide v6.4 Page 62

63 To add an order type button: 1. Select Order Type from the Function drop-down list. An additional option appears. 2. Select an order mode to designates the order type to assign to the button. 3. Click OK. PLU List (Submenu Panel) Opens a FOH numeric keypad for entering an item's ID number, if known, to order. PMS Check (Button Functions) Enables the employee to start a check with a PMS room inquiry. This function is only available if PMS is in use and you select Start Check. option for the job code in Maintenance > Labor > Job Codes. PMS Inquire (Button Functions) Enables inquiries about a guest's status to determine information such as whether the guest is registered at the hotel and has the authority to charge orders to his or her room. Used with the PMS Interface product. Quantity (Order Screen) Figure 58 Order Type Button Function Applies a multiplier to a selected item or the last item ordered according to the number entered in the 'Quantity' text box. TS Panel Editor Essentials User Guide v6.4 Page 63

64 Query Gift Card Balance (Button Functions, Order Screen) Enables you to connect with the gift card host and query the remaining balance of a gift card.the balance of the card prints to the local receipt printer and does not display on the FOH screen. For TableService, you must add this button to a customized Action Item panel on the order entry screen. Refer to the respective Feature Focus Guide for the gift card processor you are using for more information on querying a gift card. Refer to the Customized Order Entry Screen Feature Focus Guide for more information on how to create a custom Action Item panel. Quick Count * (Button Functions) Configures counting options used with the Quick Count. To add a quick count button: 1. Select Quick Count from the Function drop-down list. Additional options appear. Figure 59 Quick Count Button Function TS Panel Editor Essentials User Guide v6.4 Page 64

65 2. Select ONE of the following options: Opening Counts Opens the FOH Open Counts screen with the list of tracking items with 'Open Counts' selected, as defined in Maintenance > Quick Count > Tracking Items. Add Counts Opens the FOH Add Counts screen with the list of tracking items with 'Add Counts' selected, as defined in Maintenance > Quick Count > Tracking Items. Usage Counts Opens the FOH Usage Counts screen with the list of tracking items with 'Use Counts' selected, as defined in Maintenance > Quick Count > Tracking Items. Waste Counts Opens the FOH Waste Counts screen with the list of tracking items with 'Waste Counts' selected, as defined in Maintenance > Quick Count > Tracking Items. Close Counts Opens the FOH Close Counts screen with the list of tracking items with 'Close Counts' selected, as defined in Maintenance > Quick Count > Tracking Items. 3. Click OK. Recipe (Order Screen) Opens the FOH Recipe screen and enables you to view and print available recipes for items. Refund * (Button Functions) Enables the 'refund mode' so a refund can be applied to a guest check. The refund mode orders items in negative entries on a new check. A Close Check function button usually has to be selected to close the check and revert back to positive entries. A refund is performed by opening and ringing up the selected refunded items on a separate check. The entries and subtotal display in negative amounts. Tenders do not read negative amounts so a close check must be performed. Release Locked Employee * (Button Functions) Enables you to clear the.olk file that occurs when an employee logs in and allows the employee to log back into the system. This happens when the system loses connectivity when the employee was currently logged in. This issue only occurs with handhelds and devices running through COM. Repeat (Order Screen) Repeats the selected item(s) on the order. Report Break Alert * (Button Functions) Displays the FOH Break Alert report, which shows employees who have worked continuously without a break, based on predefined rules. Reprint Check (Order Screen) Prints the check. Reroute Display Board * (Button Functions, Order Screen) Opens the Display Board Routing screen and enables the employee to alter display board routing. TS Panel Editor Essentials User Guide v6.4 Page 65

66 To add a reroute display board button: 1. Select Reroute Display Board from the Function drop-down list. Additional options appear. Figure 60 Reroute Display Board Function Button 2. Select one of the following options: Prompt Reroute Requires the system to display the FOH Display Board Routing screen so you can reroute display boards. Define Reroute Allows you to preset a display board routing destination. 3. Select the display board to route from the drop-down list, excluding PCD 101s. 4. Select the terminal from which the display board displays from the drop-down list. 5. Select Route Current Order Only to route only the order currently in use, if desired. When the order is complete, the routing returns to the pre-defined terminal. For example, terminal 1 has permanent control, and terminal 2 invokes temporary control. When terminal 2 completes the order, terminal 1 will regain control. If terminal 1 had an order on it, that order is immediately displayed to the board. 6. Click OK. 7. Select Reroute Video Group from the Function drop-down list. Additional options appear. Run Application (Button Functions, Order Screen) Enables the use of another application located on the file server. Common applications are Calculator, Microsoft Word, and Microsoft Excel. TS Panel Editor Essentials User Guide v6.4 Page 66

67 To add a run application button: 1. Select Run Application from the Function drop-down list. Additional options appear. 2. Enter a unique name as the Text, or accept the default description of Run Application. 3. Define the path to the application in Enter the application name and path. 4. If desired, select Pass Parameters to pass any parameters that might be defined in the command line of the application. 5. If desired, select Continue Script Immediately to bypass any error messages the Run Application function might encounter. Use this setting if the system takes too long to locate the external application and holds up the FOH. 6. Click OK. Sales Summary (Button Functions) Displays the FOH Sales Summary report. Figure 61 Run Application Button Function Script (Button Functions, Order Screen, Submenu Panel) Enables you to combine multiple functions into one button and be creative in how you perform certain functions on a FOH terminal. When you create a Script button, you first determine the order in which you want functions to operate, then add each function to the Script dialog box, in that order. The example of providing a typical script function for requiring manager approval for running an application. TS Panel Editor Essentials User Guide v6.4 Page 67

68 To create a typical script button: 1. Select Script from the Function drop-down list. Additional options appear. Figure 62 Script Button Function 2. Click Edit. The Edit Script dialog box appears. Figure 63 Edit Script Dialog Box 3. If necessary, select Continue Script on Error or Cancel to enable the script to continue if the selected function fails or asks for a confirmation. 4. Click Add. The Select Function dialog box appears. TS Panel Editor Essentials User Guide v6.4 Page 68

69 5. Select Run Application from the list box and click OK. The Edit Script dialog box returns with the function appearing in the Functions in Script list box and the attributes appearing on the right. Click the up and down arrows to rearrange the order of the script. Figure 64 Edit Script (Run Application) Display the functions to perform in the order in which they are entered. It is important that they follow a logical procedure to perform correctly. For example, a check cannot be closed if the close function is defined before a tender function. Parameters Displays in parenthesis after the function in the Functions in Script list box. The digit(s) before the comma designate the ID number for the record, as defined in its respective function, if applicable. The digit(s) after the comma designate additional selections made in the Edit Script dialog box for the selected function. 6. Repeat steps 3 through 5, using button functions other than Run Application, until the script is complete. TS Panel Editor Essentials User Guide v6.4 Page 69

70 7. Click OK to return to complete the script and return to the Edit Button dialog box with the completed script. 8. Click OK. Figure 65 Complete Script Button Function Smart Select and Smart Item (Submenu Panel) You can only add the Smart Item and Smart Select button functions to a Submenu panel. They must be set up correctly in regards to the Smart Group and Smart Element options on the respective dialog boxes. Use the Smart Group number to collect the Smart Item and Smart Select button functions within the same group. When you configure the Smart Item buttons, you must use a different group number for each type of item you sell in different sizes. For example, set up group one for the different sizes in which you sell beer, group two for fries, group three for steaks, and group four for drinks. The Smart Element number identifies the item used by the Smart Select button for that specific size. The Smart Item and Smart Select button functions greatly help in configuring items you sell in bar environments that sell draft beer in various quantities, such as 1/2 pint, pint, shots, double-shots, carafes, pitchers, and more. For example, a bar sells the following draft beers by the 1/2 pint, pint, and pitcher: Guinness Budweiser Fat Tire Shiner Bock Michelob Ultra Blue Moon Without using the Smart Item and Smart Select button functions, you would have to add the following item buttons to a classic submenu: Guinness 1/2 Pint Guinness Pint Guinness Pitcher Shiner Bock 1/2 Pint Shiner Bock Pint Shiner Bock Pitcher Budweiser 1/2 Pint Budweiser Pint Budweiser Pitcher Michelob Ultra 1/2 Pint Michelob Ultra Pint Michelob Ultra Pitcher Fat Tire 1/2 Pint Fat Tire Pint Fat Tire Pitcher Blue Moon 1/2 Pint Blue Moon Pint Blue Moon Pitcher TS Panel Editor Essentials User Guide v6.4 Page 70

71 Using the Smart Item and Smart Select button functions with a Submenu Panel, you need only add the following buttons: Smart Select buttons Smart Item buttons 1/2 Pint Guinness Pint Shiner Bock Pitcher Budweiser Michelob Ultra Fat Tire Blue Moon Rather than adding a button for each possible size (18), you can replace a classic submenu with a Submenu Panel and consolidate the number of buttons to nine: six buttons for the types of draft beer, and three buttons for the sizes. For each additional draft beer you sell, only one more button is required; therefore, the larger the variety that is offered, the more beneficial this feature becomes. You can only add the Smart Item and Smart Select button functions to a Submenu Panel. They must be set up correctly in regards to the Smart Group and Smart Element options on the respective dialog boxes. Use the Smart Group number to collect the Smart Item and Smart Select button functions within the same group. When you configure the Smart Item buttons, you must use a different group number for each type of TS Panel Editor Essentials User Guide v6.4 Page 71

72 item you sell in different sizes. For example, set up group one for the different sizes in which you sell beer, group two for fries, group three for steaks, and group four for drinks. The Smart Element number identifies the item used by the Smart Select button for that specific size. Figure 66 Relationship Between Smart Item (bottom left) and Smart Select Buttons Using Guinness as an example, Figure 66 shows the proper setup between a Smart Item and a Smart Select button. Configure each Smart Item within the group in the same manner. Add a Smart Select button for each size in which you offer the item, and specify the element to which it corresponds in the Smart Item button function. TS Panel Editor Essentials User Guide v6.4 Page 72

73 Smart Select (Submenu Panel) Designates the Smart Group and Smart Element associated with a Smart Item. To add a smart select button: 1. Select Smart Select from the Function drop-down list. Additional options appear. 2. Enter the smart group number in association with the smart item function buttons. A group could refer to sizes, fluid levels, and more. Small menus usually have very few Smart Groups. 3. Enter the smart element in association with the smart item function buttons. A smart element could refer to sizes, fluid levels, and more. Small, medium, large, and mega are all smart elements. Each time the smart item is ordered, the smart element is cleared to zero when another button is touched. 4. Click OK. Smart Item (Submenu Panel) Figure 67 Smart Select Button Function Defines an order item based on the Smart Select group and element, thereby, reducing the number of buttons on a panel. This accommodates items sold at various sizes, measurements, and prices, such as small, medium, and large. TS Panel Editor Essentials User Guide v6.4 Page 73

74 To add a smart item button: 1. Select Smart Item from the Functions drop-down list. Additional options appear. Figure 68 Smart Item Button Function 2. Select the smart group, as defined in the associated Smart Select button function. 3. Select the smart element to designate the corresponding 'Smart Element', as defined in the Smart Select button function. For example, Item /2 Pint Guinness corresponds to the Smart Element 1 (1/2 Pint). 4. Select the smart item to designate the item to associate with the Smart Group and Smart Element. You must create an item for each variation in Maintenance > Menu > Items and placed in their respective order in the drop-down lists. For example, the employee teaches a FOH Pitcher Smart Select button, then a Guinness Pitcher Smart Item button to ring up a Guinness Pitcher. Note: This behaves the same way as a 'Shift key' function common in the POS industry. 5. Select Default Item to designate the default Smart Item selection when a Smart Select button is not chosen first in the FOH. For example, if you select Guinness Pint as the default size, the employee can touch the Guinness item button without a preceding Smart Select button to enter a Guinness Pint. 6. Select the radio button next to each Smart Item and select one of the following pricing methods for the selected item. Price Designates the button price should be used to price the item. Enter the button price in the text box to the right. Use Item Price Designates the price of the item as entered in Item Maintenance is used to price the item. TS Panel Editor Essentials User Guide v6.4 Page 74

75 Price Level Designates the price established in the assigned price level should be used to price the item. Select the price level from the drop-down list to the right. 7. Click OK. Special Functions (Button Functions) Displays the FOH Special Functions screen. Table * (Button Functions) Tables play an intricate part of the Floor Plan screen. If the number of seats and type of table was not specified when tables were initially defined in Maintenance > System > Tables, these properties must be defined to interact with the Floor Plan Interface. Refer to Tables in the TableService Reference Guide for more information on defining tables. To add a Table button: 1. Select Table from the Function drop-down list. Additional options appear. Figure 69 Table Button Function 2. Select the table, as defined in Maintenance > System > Tables, from the Table Number dropdown list. 3. Verify the Revenue Center, Style, and Number of Seats selections associated with the table are correct. If they are not correct, click Cancel and return to Maintenance > System > Tables to correct the properties of the table. TS Panel Editor Essentials User Guide v6.4 Page 75

76 4. Enter the number of degrees in the Orientation text box using the scroll bar to adjust the angle of the table., We recommend not defining seats on the main floor panel, which shows the entire floor plan, but rather define seats only on the drilldown section panels. 5. Click Define Seats. The Define Seats dialog box appears. Figure 70 Define Seats Dialog Box 6. Verify the Number of Seats Defined and Seat Width for the Panel associated with the table are correct. If Number of Seats is not correct, click Cancel and return to Maintenance > System > Tables to correct the number. If the Seat Width for the Panel is not correct, return to the Edit Panel dialog box for the Main Floor panel. 7. Select between Chair, Bench, Booth, or None on each of the four sides of the table. The seats and their position are based on the number of seats defined. When one side of the table has None selected, an extra seating position, or chair, is added to another side of the table. 8. If pivot seating is in use, select a starting position in one of the eight circular options. The pivot seating position displays in blue. If pivot seating is not in use, select No Pivot Seat. 9. Click OK. You are returned to the Edit Button dialog box. 10. Click OK. The table is placed on the panel. 11. Repeat steps 1 through 10, until all tables are assigned with the correct table number and properties. Transfer Tables (Button Functions) Enables an employee to transfer a table to themselves or to another employee. TS Panel Editor Essentials User Guide v6.4 Page 76

77 Unassigned (Button Functions, Order Screen, Submenu Panel) Designates there is no function assigned to this button. This is the default button function and is most often used as a panel heading or for future menu expansion. View Mode * (Button Functions) Enables separate viewing options for tables. A button must be created for each mode. To add a View Mode button: 1. Select View Mode from the Function drop-down list. Additional options appear. Figure 71 View Mode Button Function 2. Enter a unique name that is descriptive of the view you are setting up, such as View Check Number. 3. Select one of the following view mode options from the View Mode Toggle group box. Standard View Mode Displays tables with no text. View TIme Open Displays the number of hours and minutes the table has been open. View Owner Displays the name of the employee who started the table and is responsible for the sales. View Time Since Last Item Ordered Displays the time the last item was ordered. View Check Number Displays the check number for the table. 4. Click OK. The button displays on the panel. 5. Repeat steps 1 through 5 until a button is created for each of the available view modes. TS Panel Editor Essentials User Guide v6.4 Page 77

78 Wall * (Button Functions) Displays a definable wall on the floor plan and is not used for order entry. To add a Wall button: 1. Select Wall from the Function drop-down list. Additional options appear. 2. Select either horizontal, vertical, square, circle, right diagonal, left diagonal, top arch, bottom arch, left arch, or right arch, from the Style drop-down list. 3. Select the curvature to define rounded edges and breaking points of the wall. Curvature is available for each style except horizontal, vertical, square, or circle styles. For left or right diagonal styles, enter a curvature from -100 to 100. The default is 0. For top, bottom, left, or right arches enter a curvature from 0 to 100. The default is Select either round or square to define the corners of the wall. 5. Select the thickness of the wall. The default is Click Wall Color to define the color of the wall object. 7. Select a color and click OK. You are returned to the Edit Button dialog box. 8. Click OK. WWT Screen (Button Functions, Order Screen) Displays the Working with Tables screen. Figure 72 Wall Button Function TS Panel Editor Essentials User Guide v6.4 Page 78

79 Using Screen Editor to Pull It All Together Once you complete the creation of panels and their buttons, use Screen Editor to combine panels and save them as home screens the main screen that each employee sees when logging in. Create as many screens as necessary and then assign them to specific job codes. You can define as many screens as necessary, but each job code can have only one screen assigned to it. Employees assigned to job codes with Use Floor Plan selected are able to use the Floor Plan screen to work with tables, and other functions available on the panels. Refer to Job Codes in the TableService Reference Guide for more information about job codes. Select Maintenance > System > Floor Plan to display the Screen Editor function tab. Screen Holds a two-digit number that together with Name uniquely identifies the order entry screen. To create a new screen, enter an unused number and press Enter. To edit an existing screen, select it from the drop-down list, and press Enter. Name Identifies the purpose of the home screen, such as Drive Thru, Counter, and Floor Plan. Test Button Click Test to display the complete home screen as it will appear in the FOH. To exit the Test screen, click the right mouse button and select End Test. Panel Editor Button Click Panel Editor to open the Panel Editor function. Figure 73 Screen Editor Function Tab - TableService TS Panel Editor Essentials User Guide v6.4 Page 79