Define Order Entry Settings for a Terminal Scheme

To define order entry settings for a terminal scheme:

Xenial PortalData ManagementOrdering SettingsHardwareTerminal Scheme

  1. Open the Order Entry section of the terminal scheme record.

  2. From the Default Order Operation dropdown, select the default operation to perform after a customer's order is entered.

    • Total - Total and tender the order on the Tender screen.

    • Save (Send) - Send the order to another terminal where it is tendered.

  3. In the Available Order Options section, select and configure the order entry options to make available to the user with this terminal scheme. Restrict operations to prevent fraud and other undesirable actions.

    • Select Add Item.

    • From the Add Order Option window, select the desired order options. To select all the listed options, select Option at the top of the list.

    • Click Done. The selected options are listed in the Available Order Options section.

    • Select and drag the control to the left of the listed options to sort them in the desired sequence.

    • To pin an option below the order item listbox on the Order Entry screen, set the Pinned toggle to Yes. You can pin up to 6 options.

    • A terminal scheme must include the Save Order and/or Total Order options.

    • To remove an option from the list, select the option and then click Remove.

  4. In the Available System Navigation Options section, select the commands and operations to include on the System Navigation menu of the Ordering application. The System Navigation menu includes many system functions that may be unnecessary for some users. Limit the available functions to introduce guided workflows for the user and prevent fraud.

    • Select Add Item.

    • From the Add System Navigation Option window, select the desired options. To select all the listed options, select Option at the top of the list.

    • Select Done. The selected options are listed in the Available System Navigation Options section.

    • Select and drag the control to the left of the listed options to sort them in the desired sequence.

  5. In the Destinations section, select the order destinations to associate with this terminal.

    • Select the order destination from the Available column.

    • Select the right arrow to move the order destination to the Selected column.

    • Select the double-right arrow to move ALL order destinations to the Selected column.

    • Select the left arrow to move a selected order destination back to the Available column.

    • Select the double left-arrow to move ALL order destinations back to the Available column.

  6. From the Default Destination dropdown, select the order destination to assign to orders by default.

  7. Select Overwrite Customer Details to identify the customer details the order taker is required to capture when entering orders using this terminal scheme.

    • When this option is selected, a Customer Fields form appears enabling you to select the customer details.

    • This configuration option is specific to this terminal scheme and overrides the customer details defined for the order destinations on the Order Destinations editor.

  8. From the Prompt for customer details dropdown, select the stage of the order taking process to prompt the order taker to capture customer details. Default value: On Order Save (Total, Send)

  9. In the POS item level actions section, select the order item-level actions to make available to the user with this terminal scheme.

    • When an item action is selected, it is highlighted in blue and the checkbox is checked.

    • All actions are selected by default.

  10. Select the Allow multi-select mode option to optionally enable multi-select mode. When enabled, the order taker can select/highlight multiple order items on the order item listbox and perform an action against them simultaneously.

    The following table describes the actions that are available in multi-select mode.

    Action

    Description

    Comment

    Add a comment to the order for the kitchen staff.

    Discount

    Apply a discount to the order or order item.

    Change Quantity

    Change the quantity of an order item.

    Duplicate

    Duplicate an order item.

    Change Price

    Change the price of an order item.

    Split Modify

    Select an order item with a quantity greater than one and make unique modifications to one or more of the items.

    Share

    Allows the customers on a segmented order to share one or more items between them and split the cost.

    Detailed Info

    View detailed information about an order item.

    Kitchen Hold

    Enables the order taker to flag one or more items on an order so that when the order is committed (sent to the kitchen), the flagged items are NOT sent to the kitchen display or printed on the kitchen chit.

    Once the Kitchen Hold flag is removed and the order is committed, the items are sent to the kitchen display and printed on the kitchen chit.

    Move Items

    Move items from one order segment to another.