Tables Screen. Table State Buttons: Changes the state of the selected table to one of the following: Table Open. Table Reserved Needs Bussing

Transcription

1 Task 1: Log on to POS 1. Select the point of service icon. 2. Choose your Name. 3. Select Keyboard on the Login screen. 4. Enter your Password. 5. Select Enter on the Keyboard screen. Task 2: Open a Serving Date Select the correct serving date or you will have to void and re-enter the transactions. 1. Select Open Terminal. 2. Is the date correct? If yes, Select Yes. If no, Select No and select the date. 3. If instructed, enter an opening till amount. If a till amount is not required, continue to step Select Enter. Task 3: Log on to Table Service 1. Enter your User ID. 2. Did a message display indicating you must open a till first? If yes, Select OK. Refer to Task 2: Open a Serving Date. If no, continue to step Select Enter. The Tables screen is displayed. The following is an example: Tables Screen Table Section: Displays tables set up at your site. Each table button includes the table name and number of seats. Seat Selection and Timer: Displays: Seat and table currently selected. Length of time table is in current state Table State Buttons: Changes the state of the selected table to one of the following: Table Open Table In Use Table Reserved Needs Bussing Table Closed Change Owner Carry Out: Enters a carry out order. Change Section: Allows you to select a different section or group in the restaurant. Fire Table: Notifies the kitchen to begin preparation for the next course. Notification is sent to the fire printer. View Seats for Table: Displays the Seats screen for the selected table. View Checks: Displays closed checks in a journal format. Merge Tables: Moves seat orders to a different table. Log Out: Exits the Tables screen.

2 Task 4: Serve a Table 1. Select the table you want to open. 2. Select View Seats for Table (7). The Seats screen is displayed. Seats Screen Seats: Displays the default number of seats set up for the table. Patron Name and ID Number: Displays the patron assigned to the seat. Course: Displays the course numbers, if applicable. Menu items: Displays the items ordered. Blue: Menu item and quantity. Red: Modifier for menu item. Open Seat: Opens a seat so you can place an order. Fire Course or Send Single Order: Notifies the kitchen to prepare the course/order for the selected seat. Task 5: Assign a Patron to a Seat 1. Select the seat you want to assign the patron to. 2. Select Change Patron (15). 3. Select F2-Number Search/Name Search, F3-No ID Sale, or F4-Room Search. 4. Use the keyboard to enter letters or numbers to find a patron by the filtering method chosen. 5. Select the patron in the list, and Select Enter. 6. Repeat steps 1 through 6 for the next seat. When complete, continue to Task 6: Place an Order Fire Course-All Seats or Send All Orders: Notifies the kitchen to prepare the course/order for all seats at the table. Change Patron: Allows you to assign a patron to the seat. Move Items: Allows you to move one or more items to another seat at the table. Merge All Seats: Allows you to move all items for the table to one seat. Add Seat or Remove Seat: Adds or removes a seat at the table for the current sales transaction. Print Receipt or Print All Receipts: Prints an individual receipt or a receipt for each seat at the table. Finalize Sale or Finalize All Sales: Finalizes an individual seat or all seats at the table. Return to Table Screen: Displays the Tables screen.

3 Task 6: Place an Order 1. Select the seat you want to place an order for. 2. Select Open Seat (12). The Process Sales screen is displayed. Process Sales Screen 22 Menu Tab Strip: Provides access to other menus. 23 Menu Grid: Shows menu items, item groups, or menus. 24 End Sale: Processes the sale. If money is owed, the Tender screen is displayed Quantity Lock: Locks the Quantity feature to continuously sell more than one of an item. 35 Quantity: Allows you to enter 34 a quantity for an item. $: Allows you to make a deposit into an account 33 without selling any items. Total: Displays the sum of all items being purchased. Displays after items are selected. Acct.: Displays the sales amount being paid from the patron s account. Owed: Displays the cash amount due from the patron. Next Seat and Previous Seat: Displays the next seat or previous seat at the table. Patron Info: Displays the patron s name, table number, seat number, building, room, and comments. Return to Tables: Displays the Seats screen. Sales Item List Controls: Detail: Displays or hides the item payment method details. Clear All: Clears all of the menu items in the Order box. Delete Item: Clears the selected item from the Order box. Change Quantity: Allows you to change the quantity of the selected item To Go Order: Marks an item to go. Account Buttons or Course Buttons: Account Buttons: Displays all of the accounts and balances for the patron. Course or All Courses Buttons: Selects a course or displays the items for a specific course or all courses. Show Courses or Show Accounts: Displays the course or account buttons, if applicable. Order: Displays all of the items selected for the sale. The numeric value shows the quantity of a la carte menu items selected.

4 Task 7: Place Next Order 1. Do you need to place an order for another seat at the table? If yes, Select Previous Seat or Next Seat (31). The Process Sales screen is displayed. If no, Select Return to Tables (33). Continue to Task 8: Send Order(s) to Kitchen. Task 8: Send Order(s) to Kitchen 1. Select one of the following: Fire Course (13) or Fire Course-All Seats (14) Send Single Order (13) or Send All Orders (14) Task 9: End Sales 1. Select Finalize All Sales (20). 2. Based on your configuration, complete the steps in Option 1 or Option 2. Option 1 Option 2 Did a message display indicating a patron Did the Finalizing Table screen display? owes money? If yes, Select Ok. Continue to the next step. If no, this procedure is complete. Select the patron that owes money. Select Open Seat (12). Select End Sale (24). The Tender screen is displayed. Press F1-Help for information about the Tender screen. Task 10: Log off from Table Service 1. From the Tables screen, Select Log Out (10). The Table Service Log on screen is displayed. 2. Enter the Exit Code. Task 11: Close Terminal Only close the terminal if: you are instructed to do so, or you must change lines between serving periods. 1. Log off from Table Service. 2. Select Close Terminal. 3. Select Close All Tills. This will auto close all tills. If yes, one or more patrons owe money. Continue to the next step. If no, this procedure is complete. Press F1-Help for information about the Finalizing Table screen.

5 Handle Orders This section provides information about handling orders from the Seats screen. Tasks Move item(s) from one seat to another seat Move all items at a table to one seat Steps a. Select Move Items (16). b. Select a yellow account button to change the target account. c. Select the seat number in the Seat To Move From box. d. Select the seat number in the Seat To Move To box. e. Select the menu item(s) in the From Seat box. f. Select or. g. Select Return To Seats. a. Select the seat all items will move to. b. Select Merge All Seats (17). c. If prompted, select the target account to charge the items to. Send individual order or all orders Option 1: a. Select Send Single Order (13) or Send All Orders (14). Option 2: (course based) a. Select Fire Course (13) or Fire Courses - All Seats (14). Delete item after sent to kitchen NOTE The kitchen is not notified about the change. To remove an item from the receipt, do the following: a. Select Open Seat (12). b. Select the item in the Order box (38). c. Select Delete Item (34). An alert message is displayed. d. Select OK. Enter password, if necessary. Complete sale(s) a. Select Finalize All Sales (20). b. Is a message displayed indicating all items did not print? If yes, Select Yes if the kitchen does not need to be notified, or Select No to return to the Seats screen. If no, continue to step c. c. Is a message displayed indicating cash is owed? If yes, Select OK. If no, this procedure is complete. Print Receipt(s) a. Select Print Receipt or Print All Receipts (19). Void a transaction a. Select View Checks (8). b. Select Find Last Transaction for Patron. c. Select Void. A confirmation message is displayed. d. Select Void > Close. To reorder contact Sales Support I I Horizon Software International, LLC All Rights Reserved Rev2

6 Table Service Daily Steps for Cashiers Process Sales Tasks This section provides information about processing sales from the Process Sales screen. Tasks Select menu items Steps Option 1: (single course meal) a. Select a menu item. b. Did a modifier menu display? If yes, select the item(s). Select Menu, More, or a different menu (22). If no, continue to next task. Option 2: (multi-course meal) a. Select the course number. b. Select the menu items. c. Repeat steps a and b for each course. Mark individual items as a To Go Order a. Select the menu items. b. Select the to go item in the Order box. c. Select To Go Order (35). Enter a Carry Out order * Remove single item in Order box * Clear items in Order box Option 1: (single course meal) a. Select Carry Out Order (4). b. Select Change Patron (15). c. Select Open Seat (12). d. Select the menu items. e. Select Return to Tables (33). f. Select Send Single Order (13). g. If applicable, choose date and time to send order to kitchen. Option 1: a. Select an item in the list. b. Select Delete Item (34). Select Clear All (34). Option 2: (multi-course meal) a. Select Carry Out Order (4). b. Select Change Patron (15). c. Select Open Seat (12). d. Select the menu items. e. Select Return to Tables (33). f. Select Fire Course (13). g. If applicable, choose date and time to send order to kitchen. Option 2: a. Double-Select an item in the list. Change seat Select Next Seat or Previous Seat (31). Access Online Help Select F1 on a keyboard to access Online Help. * If the order is already sent to the kitchen, see Handle Orders. NOTE Blue numbers (1) indicate a cross-reference to a screen element inside this quick reference card. QUICK REFERENCE