Configure Point of Sale (POS) periods for POS

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

Open the POS Periods 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.

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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.

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

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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.

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

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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.

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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.

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This will take you to the POS Configuration Menu.

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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.

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 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 button from the toolbar.

Then change the field information as described below.

Edit the current selection:

Change the field information described below.

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 button to save the changes.

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