Item-Level Procedures
This section describes how to perform actions on individual order items.
About the Actions Menu
The Actions menu lists 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 Order Item Quantity
To change the quantity of an order item:
From the order item listbox, select the order item.
From the Actions menu, select Change Quantity.
Type the new quantity for the item.
Select Save.
Add Bulk Quantity of Order Item
To add a bulk quantity of an order item:
From the lower-left of the screen, select Options.
From the Options menu, select Quantity.
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.
From the menu list, select the applicable item menu.
From the item menu, select the item to add to the order.
Duplicate Order Item
When an order item is duplicated:
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:
From the order item listbox, select the order item.
From the Actions menu, select Duplicate.
Convert Item to Variation
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:
From the order item listbox, select the order item.
From the Actions menu, select Convert To.
From the popup menu, select the variation.
Convert 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:
From the order item listbox, select the order item to convert.
From the Actions menu, select Make a Combo.
Note
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
Note
Previously applied item modifiers are not affected.
To convert the size of an order item:
From the order item listbox, select the order item.
From the item menu, select the size. A green circle appears in the upper-left of the selected size.
Convert Child Item Size
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:
From the order item listbox, select the child item.
From the item menu, select the size. A green circle appears in the upper-left of the selected size.
Delete Order Item
If you add an item by mistake, you can delete the item during the order taking process.
To delete an order item:
From the order item listbox, select the order item.
From the Actions menu, select Delete Item.
Important
When a parent item is deleted, 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 Items | 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 Item-Level Comment
To add a comment or special instructions for the kitchen staff to an order item:
From the order item listbox, select the order item.
From the Actions menu, select Comment.
In the Comment field, type the comment.
Select Done. The comment is displayed indented under the order item on the order item listbox.
Edit Item-Level Comment
To edit a comment on an item:
From the order item listbox, select the comment.
From the Actions menu, select Edit Comment.
In the Comment field of the popup, edit the comment using the alphanumeric keyboard.
Select Done.
Delete Item-Level Comment
To delete a comment from an order item:
From the order item listbox, select the comment.
From the Actions menu, select Delete Comment.
Kitchen Hold
The Kitchen Hold feature flags order items when an order is committed. The flagged items are considered "On Hold" and are not sent to the kitchen displays and printers.
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 a customer requests to receive some order items before others. For example, a customer requests to have their soup and salad served before the entrée.
Apply Kitchen Hold Flag
To apply the Kitchen Hold flag to an order item:
From the order item listbox, select the order item.
From the Actions menu, select Kitchen Hold.
Remove Kitchen Hold Flag
To remove the Kitchen Hold flag from an order item:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Open & Suspended Orders.
Select the order with the flagged item.
From the order item listbox, select the flagged item.
From the Actions menu, select Remove Hold.
The "On Hold" visual indicator is removed from the flagged item.
Select Send to send the order item to the kitchen.
Change Item Price
To change the price of an order item:
From the order item listbox, select the order item.
From the Actions menu, select Change Price.
From the Select Reason popup, select the reason for changing the price (if applicable).
From the Change Price popup, type the updated price.
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:
From the lower-left, select Options.
From the Options menu, select Multi-Select mode.
From the order item listbox, select the applicable items.
From the Actions menu, select the action.
Astuce
Touch a selected item again to deselect it.
Lookup Product
Product Lookup enables you to lookup details about a product, including available size, variation and price.
To lookup a product:
From the upper-right of the Order Entry screen, select Search
.Type the product value: Product Name or Product ID.
Matching products are listed. From the list, select the product.
Select Add to Order to add the product to the order (if applicable).
Select View Detailed Info to view product details. See View Product Details.
To search for products by barcode:
From the upper-right of the Order Entry screen, locate the barcode scanner field.
In the barcode scanner field, select the barcode icon.
Use the scanner to scan the barcode.
The barcode icon remains selected enabling you to scan another barcode.
If a barcode is shared by multiple products, the products are listed enabling you to select the preferred product.
If a barcode is shared by products and discounts, the items are listed on separate tabs.
Product Lookup Tools
The following are available in the upper-right of the Product Lookup screen.
Tool | Description |
|---|---|
Filters menu | Select a product list filter:
|
Keyboard toggle | Toggle alphanumeric / numeric keyboard. |
View Product Details
To view product details about an order item:
From the order item listbox, select the order item.
From the Actions menu, select Detailed Info.
The Product Details screen includes:
Product Image - Use the arrows to view all available images (if applicable).
Product Name
Product ID
Price
Available - Toggle the product's availability status.
Product Price Levels - Size and/or meal variations and respective price.
The Product Details screen includes the following actions:
Add to the order - Add the product to the order.
Prep Instructions - View product prep instructions.
Note
See also Lookup Product.
Scan Barcode
Scan the barcode of products and coupons/discounts to add them to an order during order entry or view product details.
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.
Scan a barcode from the following screens:
Drive Thru
Open & Suspended Orders
Order Entry
Order History
Table Service: Order View and List View
To scan a barcode:
From the upper-right of the Order Entry screen, locate the barcode scanner field.
In the barcode scanner field, select the barcode icon.
Use the scanner to scan the barcode.
The barcode icon remains selected enabling you to scan another barcode.
If a barcode is shared by multiple products, the products are listed enabling you to select the preferred product.
If a barcode is shared by products and discounts, the items are listed on separate tabs.
Type Barcode
To manually type a barcode:
From the upper-right of the Order Entry screen, locate the barcode scanner field.
In the barcode scanner field, select the keyboard icon.
Type the barcode number.