Item-Level Procedures

This section describes how to perform actions on items added to an order.

About the Actions Menu

The Actions menu, located along the right side of the Order Entry screen, contains the eligible actions for a selected order item. The Actions menu is only available when an item is selected from the order item listbox.

Touch the arrows that appear at the top and bottom of the Actions menu to scroll the list of actions.

  • The arrows are white when additional actions are available.

  • The arrows are black when the beginning or end of the menu is reached.

  • On multi-touch devices, swipe the menu up or down to access additional actions.

Item Quantities

This section describes procedures related to order item quantities.

Change an Order Item Quantity

To change the quantity of an order item:

  1. From the order item listbox, select the item.

  2. From the Actions menu, select Change Quantity.

  3. Use the numeric keypad to type the new quantity for the item.

  4. Select Save.

Add a Bulk Quantity of an Order Item

To add a bulk quantity of an order item:

  1. On the lower-left of the screen, select Options.

  2. From the Options menu, select Quantity.

  3. On the Bulk Quantity popup, use the numeric keypad to type the item quantity to add to the order.

    • If a mistake is made, select X to delete the last number entered.

  4. From the menu list, select the applicable item menu.

  5. From the item menu, select the item to add to the order.

Duplicate an Order Item

When an order item is duplicated:

  • Any child items and modifiers are also duplicated.

  • The item quantity is doubled. For example, when an order item with a quantity of two (2) is duplicated, its quantity is increased to four (4).

To duplicate an order item:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Duplicate.

Convert Item to One of Its Variations

The Convert To feature converts an order item to one of its meal or size variations. For example, the order taker can convert a 5-Piece item to its 10-Piece or 15-Piece variations.

To convert an order item to one of its variations:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Convert To.

  3. From the popup menu, select the desired variation.

Convert an Item to Combo Meal

The Make a Combo action converts an order item to a combo meal. For example, the Sandwich item is converted to Sandwich Combo with child item placeholders Side and Drink.

Previously applied item modifiers are not affected.

The Make a Combo action allows the order taker to quickly convert an order item to a combo meal in the event the customer misspoke or changes their mind.

To convert an order item to a combo meal:

  1. From the order item listbox, select the order item to convert.

  2. From the Actions menu, select Make a Combo.

Opmerking

  • The Make a Combo action is only available when an order item is selected from the order item listbox.

  • Once an item is converted, the Make a Combo action changes to ALC enabling the order taker to convert the combo meal to the à la carte item.

Convert Item Size

This feature provides the ability to quickly change an order item size.

Previously applied item modifiers are not affected.

To convert the size of an order item:

  1. From the order item listbox, select the order item.

  2. From the item menu, select the size requested by the customer. A green circle is displayed in the upper-left of the selected size button.

Convert the Size of Child Items

Independently convert the size of child item combo components. For example, convert the Drink component of a Sandwich Combo from Medium to Large.

To convert the size of a child item component:

  1. From the order item listbox, select the child item.

  2. From the item menu, select the size requested by the customer. A green circle is displayed in the upper-left of the selected size button.

Delete an Order Item

If an order entry mistake is made, or if an item is no longer desired, delete the item(s) from the order during the order taking process.

To delete an order item:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Delete Item.

Belangrik

When a parent item is deleted, all of its child items are also deleted.

About the Delete Action

The Delete button label changes depending on the items selected from the order item listbox.

Selected Item(s)

Button Label

À la carte product or comment

Delete Item

Combo meal (parent item and its child items)

Delete Combo

Discount

Delete Discount

Multiple à la carte items, comments and/or discounts

Delete Selected

Add an Item-Level Comment

To add a comment or special instructions for the kitchen staff to an order item:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Comment.

  3. In the popup Comment field, type the comment using the alphanumeric keyboard.

  4. Select Done. The comment is displayed indented under the order item on the order item listbox.

Edit an Item-Level Comment

To edit a comment on an order item:

  1. From the order item listbox, select the order item comment.

  2. From the Actions menu, select Edit Comment.

  3. In the Comment field of the popup, edit the comment using the alphanumeric keyboard.

  4. Select Done.

Delete an Item-Level Comment

To delete a comment from an order item:

  1. From the order item listbox, select the order item comment.

  2. From the Actions menu, select Delete Comment.

Kitchen Hold

In a table service environment, the Kitchen Hold feature flags order items when an order is committed. The flagged items are not sent to the kitchen displays and printers and are considered "On Hold" .

  • An "On Hold" visual indicator is displayed next to the flagged item on the order item listbox.

  • When an item is "On Hold", all of its child items are also "On Hold".

  • A child item may be placed "On Hold" independently from its parent.

  • The item(s) are sent to the kitchen displays and printers when the Kitchen Hold flag is removed from the item(s) and the order is recommitted.

  • It is necessary to remove the Kitchen Hold flag from all order items before the order is tendered.

This feature is useful when it is requested to serve some order items before others. For example, a request to serve soup and salad served before the entrée.

Apply the Kitchen Hold Flag

To apply the Kitchen Hold flag to an order item:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Kitchen Hold.

Remove the Kitchen Hold Flag

To remove the Kitchen Hold flag from an order item:

  1. From the upper-left of the screen, select the hamburger icon hamburger_menu_icon to open the System Navigation menu.

  2. From the System Navigation menu, select Open & Suspended Orders.

  3. Select the order that contains the flagged item.

  4. From the order item listbox, select the flagged item.

  5. From the Actions menu, select Remove Hold.

    • The "On Hold" visual indicator is removed from the flagged item.

  6. Select Send to send the order item to the kitchen.

Change an Order Item Price

To change the price of an order item:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Change Price.

  3. From the Select Reason popup, select the reason for changing the price (if applicable).

  4. From the Change Price popup, use the numeric keypad to enter the updated item price.

  5. Select Apply.

About Multi-Select Mode

When Multi-Select mode is enabled, select multiple order items on the order item listbox and perform an action against all of the selected items simultaneously.

The order taker can perform the following actions in Multi-Select mode:

  • Add Discount

  • Change Quantity

  • Comment

  • Delete

  • Duplicate

  • Resend to Kitchen

  • Void

To perform an action against multiple order items:

  1. From the lower-left of the screen, select Options.

  2. From the Options menu, select Multi-Select mode.

  3. From the order item listbox, select the applicable items.

  4. From the Actions menu, select the action.

Leidraad

Touch a selected item a second time to deselect it.

Lookup a Product

The Product Lookup feature enables the order taker to lookup and see details about a specific product, including each available size, meal variation and the respective prices.

To lookup a product:

  1. From the upper-right of the Order Entry screen, select the Search icon search_icon.png to open the Product Lookup screen.

  2. Use the keypad to type the product value: Product Name or Product ID. Once two or more characters are typed, matching products are listed.

  3. From the product list, select the desired product.

    • Select Add to Order to add the product to the current order.

    • Select View Detailed Info to view details about the product.

      For more information, see View Product Details.

Product Lookup Tools

The following tools are available in the upper-right of the Product Lookup screen.

Tool

Description

Keyboard toggle

Toggle between an alphanumeric and numeric keyboard.

Filters menu

From the dropdown, select a product list filter:

  • Tags - List products associated with specific tags (e.g. Breakfast, Promotion).

  • Reporting Categories - List products assigned to specific reporting categories (e.g. Combo Meals, Desserts, Beverages).

  • Product Types - List specific product types (e.g. Product, Retail Item, Gift Card).

View Product Details

To view product details about an order item:

  1. From the order item listbox on the Order Entry screen, select the order item.

  2. From the Actions menu, select Detailed Info.

The Product Details screen contains the following information about a product:

  • Product Image - If more than one image is available, select the arrows that appear on either side of the image to view the other images.

  • Product Name - The name of the product.

  • Product ID - The identification number assigned to the product.

  • Price - The price of the product.

  • Available - Use the toggle to indicate the product's availability status.

  • Product Price Levels - Identifies any size and/or meal variations and their respective price.

The Product Details screen includes the following actions:

  • Add to the order - Add the product to the current order.

  • Prep Instructions - View instructions on how to prepare the product for the customer.

  • Done - Close the Product Details screen.

Opmerking

For more information, see Lookup a Product.

Scan a Barcode

Scan the barcode of products and coupons/discounts to add them to an order during order entry.

Scan the barcode on an order receipt to recall the order to the POS and perform additional actions on that order.

  • If the order is finalized, the order opens in the Order History screen.

  • If the order is not finalized, the order opens in either the Order Entry or the Tender screen depending on how the application is configured by the system administrator.

To scan a barcode:

  1. On the upper-right, locate the barcode scanner field.

  2. In the barcode scanner field, select the barcode icon.

  3. Use the barcode scanner device attached to the terminal to scan the barcode.

    • The barcode icon remains selected enabling the ability to scan another barcode.

    • If a barcode is shared by multiple products, the products are listed in a popup window enabling the operator to select the desired product.

    • If a barcode is shared by both products and discounts, the products and discounts are listed on separate tabs on the popup. Both the product and discount lists are sorted alphabetically and/or numerically.

Type a Barcode

To manually enter a barcode:

  1. On the upper-right, locate the barcode scanner field.

  2. In the barcode scanner field, select the keyboard icon.

  3. Use the numeric keypad to type the barcode number.

Scan a Barcode with Camera

Scan barcodes using an integrated camera (if available). The ability to scan a barcode with an integrated camera is available from the following screens:

  • Order Entry

  • Drive Thru Orders

  • Open & Suspended Orders

  • Order History

  • Order View (Table Service)

  • List View (Table Service)