Configure Point of Sale (POS) periods for POS

The Point of Sale (POS) Periods command on the POS Configuration Menu allows you to add and configure meal periods or other options for the Outlets in your system. These can include the standard Breakfast, Lunch and Dinner, Sunday Brunch or Happy Hour, or whatever other periods apply.

Point of Sale (POS) Periods allow you to identify certain menu items with specific Point of Sale (POS) periods. For example, your breakfast menu may differ from your lunch or dinner menu, or the choices for your Sunday Brunch may be completely different than your normal breakfast menu.

NOTE: You configure ONE set of Point of Sale (POS) Periods for ALL of your outlets. Later, when you configure your Menu Items, you associate each with one or more outlets and one or more Point of Sale (POS) Periods. It is this combination that provides the proper menu item listing in the Point of Sale (POS) interface. It is up to the staff to select the appropriate Point of Sale (POS) Period for the outlet they select when creating a check.

 

 

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

 

 

 

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

Quick Menu with Manager's Screen option selected OR Quick Menu with Manager's Screen option selected, NEW look

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

Full Menu Icon OR Full Menu option when viewed using the modern light look of Skyware

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

Full Menu Table OR Full Menu popup version seen in Modern Light look of Skyware

Select Other from the Other section.

Other section of the Full Menu OR Other section of the Full Menu with Other => command selected, NEW look for Skyware

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

Other Front Desk Tasks Menu OR Other Front Desk Tasks Menu in the NEW look for Skyware

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.

Manager's Commands Menu OR Managers commands menu in the NEW look for Skyware

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

Manager's Commands Menu with Configuration option selected ORManager's Commands Menu with Configuration => option selected, NEW look for Skyware

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.

Property and System Configuraion Menu OR Property and System Configuraion Menu, NEW look for Skyware

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.

Property and System Configuration menu with Point of Sale (POS) Configuration option selected OR Sub-systems section of the Property and Configurayion Menu with Point of Sale (POS) Configuration => command selected, NEW look for Skyware

This will take you to the POS Configuration Menu.

POS Configuration menu OR Point of Sale (POS) Configuration Menu, NEW look for Skyware

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

 

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

Restaurant section of the Point of Sale (POS) Configuration Menu with POS Periods command selected, NEW look for Skyware

 

POS Periods screen example

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

 

The currently configured Point of Sale (POS) Period 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 Point of Sale (POS) Period will display the details on the right.

 

Your options include the following:

Generate a new entry:

Click the New Generate New Entry button button from the toolbar to add a new Point of Sale (POS) Period.

Complete the fields described below.

OR:

Select an existing Point of Sale (POS) Period from the list on the left, and click the Replicate Replicate Current Entry button button from the toolbar.

Then change the field information as described below.

Edit the current selection:

Change the field information described below.

 

POS Periods screen example, right side detail for editing purposes

List Order: This determines where the Point of Sale (POS) Period 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; however you will probably want to apply a sensible order for the meal periods, such as 01 for Breakfast, 02 for Lunch and 03 for Dinner.

Period: The name of the Point of Sale (POS) Period.

Enter a name in the Period field. This is the name that appears for Point of Sale (POS) Period in the Point of Sale (POS)interface, such as breakfast, or dinner.

This field is required.

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. Select one. This field is optional.

Gratuity Posting Type: This is a drop-down menu of possible posting types for any gratuity. Select one. This field is optional.

Discount Posting Type: This is a drop-down menu of possible posting types for any discount. Select one. This field is optional.

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

It should only be checked if the Point of Sale (POS) Period is no longer in use.

Once an Point of Sale (POS) Period 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 something that does not exist.

 

When you are finished adding or editing Point of Sale (POS) Periods, click the Save Save button button to save the changes.

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

 

Date Updated December 24, 2024