How To Configure your Table maps for an Outlet

Open the Outlets Configuration screen:

 

To access the Point of Sale (POS) Configuration Menu screen:

 

From the quick menu (left) choose Manager's Screen to be taken to the Manager's Commands menu.

OR

OR Click the icon on the left for the Full Menu.

OR

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

OR

Select Other from the Other section.

OR

This will take you to the Other Front Desk Tasks Menu, which has four sections, Other List 1, Other List 2, Documents and Web.

OR

From the Other List 2 section, select Manager's Screen => to be taken to the Manager's Commands menu.

 

The Manager's Commands menu has two sections, Manager's Configuration and Manager's Maintenance.

OR

Select Configuration => from the Manager's Maintenance section.

OR

This will open the Property and Configuration Menu screen. The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

OR

Note: Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option. This will also take you to The Property and System Configuration Menu.

 

Select Point of Sale (POS) Configuration => from the Sub-Systems area of the screen.

OR

This will take you to the POS Configuration Menu.

OR

The commands are divided into four sections: Restaurants, Menu Items Setup, Other and Inventory Items.

 

Select Outlets from the Restaurant section of the Point of Sale (POS) Configuration menu.

The screen display is split into two frames, with the left side of the screen listing any already configured restaurants for the property and the right side containing the fields you need to complete in order to add or edit a restaurant for the property. Any changes made on the right, once saved, will be updated in the listings to the left.

The currently configured outlet options can be displayed either by list order (ascending or descending) or by name (alphabetically, ascending or descending), and can be searched by manually inputting the desired order number or outlet name.

Selecting any one of these will display the details on the right.

Your options include the following:

Generate a new entry:

Click the New button from the local toolbar to add a new outlet.

Complete the fields described on the General tab.

OR: Select an existing outlet from the list on the left, and click the Replicate button from the toolbar.

Then change the field information as described.

Edit the current selection:

Change the field information described below.

General Tab:

List Order: This determines where in the display the outlet appears listed in the interface.

Enter a number into the List Order field.

This field is optional. If no order is specified, the outlets are listed in alphabetical order in the Point of Sale (POS)interface.

Outlet: The name of the outlet specified.

Enter a name in the Outlet field. This is the name that appears for outlet in the Point of Sale (POS)interface.

This field is required.

Custom Restaurant Check: Each outlet may have a specific check for that outlet (for example, a tennis racquet on the check for the tennis club).

Posting Type: This is a drop-down menu of possible posting types. A posting type may be an outlet or a Point of Sale (POS) period, but not both.

Kitchen: This is a drop-down menu of available kitchens configured in the initial installation. Each restaurant may have its own kitchen, or there may be one default kitchen. This is for filtering printers (ensuring the checks print in the correct location).

Outlet Type: This is a drop-down menu. This may be set as default, retail or restaurant, according to your preference. Setting this determines how the transaction is processed through the credit card gateway, for credit card transactions.

Default "Settle Immediately": This is a drop-down menu. This may be Normal (default option), Checked or Unchecked. If Normal is selected, the default for a Quick Sale check is settle immediately, credit card not checked immediately.

Allow any Quick ID to edit a check: This box may be checked or unchecked, as desired. By default, it is unchecked.

Not Active?: This box may be checked or unchecked. By default, it is unchecked.

It should only be checked if the outlet is no longer in use.

Once an outlet has been added to the list on the left, it will remain in the list (cannot be deleted) if there has been any checks created for it. Once a check is created, it exists in several places in the system, and therefore there cannot be a check for somewhere that does not exist.

When you are finished adding or editing an outlet, click the Save button to save the changes.

To view any changes made, click the Activity log button in the local tool bar.

Open the Table Section Configuration screen:

 

To access the Point of Sale (POS) Configuration Menu screen:

 

From the quick menu (left) choose Manager's Screen to be taken to the Manager's Commands menu.

OR

OR Click the icon on the left for the Full Menu.

OR

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

OR

Select Other from the Other section.

OR

This will take you to the Other Front Desk Tasks Menu, which has four sections, Other List 1, Other List 2, Documents and Web.

OR

From the Other List 2 section, select Manager's Screen => to be taken to the Manager's Commands menu.

 

The Manager's Commands menu has two sections, Manager's Configuration and Manager's Maintenance.

OR

Select Configuration => from the Manager's Maintenance section.

OR

This will open the Property and Configuration Menu screen. The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

OR

Note: Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option. This will also take you to The Property and System Configuration Menu.

 

Select Point of Sale (POS) Configuration => from the Sub-Systems area of the screen.

OR

This will take you to the POS Configuration Menu.

OR

The commands are divided into four sections: Restaurants, Menu Items Setup, Other and Inventory Items.

 

Select Table Section from the Restaurant section of the Point of Sale (POS) Configuration menu.

or

The Table Section Maintenance screen display is split into two frames, with the left side of the screen listing any already configured table sections for the property and the right side containing the fields you need to complete in order to add or edit a table section for the property. Any changes made on the right, once saved, will be updated in the listings to the left.

Your screen should look something like this:

a. If you wish to alter configuration of a Table Section that is already present in your system, simply select it from the list on the left by clicking on it and the details of the entry will be displayed on the right, and then you can Edit the current selection. Change the field information as desired.

b. If you wish to add a new Table Section to your system, you will use the buttons in the toolbar above the tabs on the right hand side.

You can either:

• Click the New button from the toolbar to Generate a new entry. Complete the fields.

OR:

• Generate a new entry by selecting an existing Table Section from the list on the left, displaying it on the right and clicking the Replicate button from the toolbar. Then change the field information.

The right side contains the fields you need to complete in order to add or edit a Table Section for any of the Outlets on your property.

List Order: This determines in what order the table section appears listed in the interface.

Enter a number into the List Order field.

This field is optional. However if the restaurant tables are sequentially ordered, you may want to list the sections in the order that corresponds with the table numbering. For example, Tables 1-5 are in the bar, 6-16 are on the main floor, and 17-22 are on the deck. The List Order for these sections could then be 01 for Bar, 02 for Main Floor, and 03 for Deck.

Table Section: This is the name that appears for the table section in the interface.

Enter a name in the Table Section field.

This field is required.

Outlet: Select the outlet where the table is located from the drop down list. When the staff selects this outlet, the choices for table sections are limited to those associated with the outlet on this screen.

Table Configuration: This refers to the layout of the tables in the section. Clicking on the button takes you to a new page where the positions of the tables in a section can be mapped out.

Note: This button is only available once the Table Section has been saved in Skyware. If generating a new Table Section, use the save command () in the local tool bar to enable this button.

This map is how the table section will be displayed on the POS Restaurant Log in page. The configuration or arrangement of the tables is in grid form; number of rows and columns in the grid can be manually adjusted, and the table placed in a particular place on the grid by using the drop-down menu for each grid position. Once the tables have been arranged satisfactorily, SAVE the section set-up using the "Save the Section Setup" button. When finished, click the button "<<Back to Table Section" to return to the table section screen

Available for Quick Sale: This box may be checked or unchecked. If checked, any tables in this section can be selected in the Quick Sale screen.

Because the Quick Sale interface is more abbreviated, be sure the list of tables to select is small or very easily identifiable. Typically Quick Sales are used for Point of Sale (POS) transactions where seating is unavailable or is not associated with a specific check, like a cafe counter or for carry-out meals.

Not Active?: This box may be checked or unchecked. By default, it is unchecked.

It should only be checked if the Table Section is no longer in use.

Once a Table Section has been added to the list on the left, it will remain in the list (cannot be deleted) if there has been any checks created for it. Once a check is created, it exists in several places in the system, and therefore there cannot be a check for somewhere that does not exist.

When you are finished adding or editing Table Sections, click the Save button to save the changes.

To view any changes made, click the Activity log button in the local tool bar.

Again, every Table in any Outlet should be identified separately, and associated with a Table Section.

Open the Tables Configuration screen:

 

To access the Point of Sale (POS) Configuration Menu screen:

 

From the quick menu (left) choose Manager's Screen to be taken to the Manager's Commands menu.

OR

OR Click the icon on the left for the Full Menu.

OR

This will display the Full menu in a tabular form, with four sections, Registration, Status, Cashier and Other.

OR

Select Other from the Other section.

OR

This will take you to the Other Front Desk Tasks Menu, which has four sections, Other List 1, Other List 2, Documents and Web.

OR

From the Other List 2 section, select Manager's Screen => to be taken to the Manager's Commands menu.

 

The Manager's Commands menu has two sections, Manager's Configuration and Manager's Maintenance.

OR

Select Configuration => from the Manager's Maintenance section.

OR

This will open the Property and Configuration Menu screen. The list of property configuration options are divided into four sections, which are Required Configuration, Optional Configuration, Locales/Dates and Sub-Systems.

OR

Note: Alternately, you may also be able to select Configuration directly from the Quick Menu, if the menu has been set up to include the Configuration option. This will also take you to The Property and System Configuration Menu.

 

Select Point of Sale (POS) Configuration => from the Sub-Systems area of the screen.

OR

This will take you to the POS Configuration Menu.

OR

The commands are divided into four sections: Restaurants, Menu Items Setup, Other and Inventory Items.

 

Select Tables from the Restaurant section of the Point of Sale (POS) Configuration menu.

The Tables screen display is split into two frames, with the left side of the screen listing any already configured tables for the property and the right side containing the fields you need to complete in order to add or edit a table for the property. Any changes made on the right, once saved, will be updated in the listings to the left.

The currently configured table section options can be displayed by:

Section: This displays the name of the Table Section a particular table is located in. (The section names are associated with the tables on the Table Section Maintenance screen). This can be sorted alphabetically, or a particular section selected for display from the drop-down menu. Choose the relevant section.

List Order: This determines where the table appears listed in the interface.

Name: The names of the tables can be sorted alphabetically or a particular table searched for manually.

Not Active: This is a Yes or No option.

If you wish to alter configuration of a Table that is already present in your system, simply select it from the list on the left by clicking on it and the details of the entry will be displayed on the right, and then you can Edit the current selection. Change the field information as desired.

b. If you wish to add a new Table to your system, you will use the buttons in the toolbar above the tabs on the right hand side.

You can either:

• Click the New button from the toolbar to Generate a new entry. Complete the fields.

OR:

• Generate a new entry by selecting an existing Table from the list on the left, displaying it on the right and clicking the Replicate button from the toolbar. Then change the field information.

The right side contains the fields you need to complete in order to add or edit a Table for your Outlets on your Property. Once you are ready, you can configure the Table entry. Selecting any table will display the details on the right.

List Order: This determines in what order the table section appears listed in the interface.

Enter a number into the List Order field.

This field is optional, however it we recommend that you list the tables in order within each table section. This makes it easier for staff to find the table they need in the interface.

. Table: This is the label that appears for the table in the interface.

Enter a name or number for the table in the Table field.

This field is required. Use a label that will be easy for staff to identify and select in the interface, such as B for booth, T for table, P for patio, with numbers for how many of that type of table exist.

Section: This is the section where the table is located. Select from the Section drop down list.

Note: When the staff selects this section, the choices for tables are limited to those associated with the section on THIS screen. If the table section option you need does not appear in the list, you will need to edit the Table Section for the system (see above).

Not Active?: This box may be checked or unchecked. By default, it is unchecked.

It should only be checked if the table is no longer in use.

Once a table has been added to the list on the left, it will remain in the list (cannot be deleted) if there has been any checks created for it. Once a check is created, it exists in several places in the system, and therefore there cannot be a check for somewhere that does not exist.

When you are finished adding or editing tables, click the Save button to save the changes.

To view any changes made, click the Activity log button in the local tool bar.

Repeat as necessary for all tables required.

Your Tables should now be configured correctly and be available for use.

Once all the necessary tables have been assigned to the table section, return to the Table Sections screen, view the relevant section and select the Table Configuration button to open the Table Section Set Up screen.

This screen generates the map for how the table section will be displayed on the POS Restaurant Log in page. The configuration or arrangement of the tables is in grid form; the number of rows and columns in the grid can be manually adjusted, and the table placed in a particular place on the grid by using the drop-down menu for each grid position.

Upon entering this screen you will need to designate how may rows and columns the grid should contain.

Enter the numbers into the Rows and Columns fields and click the "Set the Grid" button.

The screen will now display the cells of the generated grid, each with a drop-down option. All tables available in this table section will be displayed when the drop-down is opened for each cell. Select the appropriate table from the list shown to place it in the selected grid position.

Continue selecting the appropriate tables for the relative positions on the map using the cells of the grid.

Once the tables have been arranged satisfactorily, SAVE the section set-up using the "Save the Section Setup" button.

When finished, click the button "<<Back to Table Section" to return to the table section screen.

Note: Clicking the "<<Back to Table Section" button WITHOUT clicking the "Save the Section Setup " button returns you to the Table Section screen without saving the generated map or any changes to it.

The map for how the tables in the table section will be displayed will now reflect the grid set up on the Table Section Set Up screen.