POS terminals: General and Operation
The first two sub-tabs of a POS's Settings. This POS (Code, Name) and its Menu; its Platform and Operation mode, locked while it is paired; the Main POS a Sub or Waiter belongs to; how sub and waiter POS work with a Main; and where a kitchen display gets its tickets.
On this page
A POS's General sub-tab says what it is called and which menu it shows. Its Operation sub-tab says what it runs on, what job it does at the outlet, and how it reaches its Main POS. Both are on the Settings tab of the POS's window.
Before you start
- You are an Administrator or a Manager, and you may change the outlet.
- To change a POS's Platform or Operation mode, it must not be paired: both are locked while a device holds it.
Open them
- In the menu, under MASTERS, click Outlet, then Outlets.
- Click Edit on the outlet's row, then the POS terminals tab.
- Click Edit on the POS's row. The window opens on Settings, General.
- Click Operation for the platform, the mode and the link to the Main.
General, part by part
This POSWhat it is called.
MenuWhich menu's categories this POS shows, with which tabs.
Menu- Code: needed, up to 20 characters, such as T02. It is the POS's own at this outlet: two outlets may each have a T01. Both POS apps show it, and it is in the POS's bill numbers when their format uses it.
- Name: needed, up to 100 characters, such as Bar till. The list shows it after the code.
- Menu: the box is there for a Main, a Sub or a Waiter, the POS that take orders from a menu. A kiosk's menu is chosen on its Kiosk tab.
- The menu list: All menus (as now), then each menu that is switched on and has a category, as code — name, with (default) on the default menu and (Auto) on an automatic one.
- The line under it: what the choice means. With a menu chosen: Only this menu's categories, with this menu's tab setting. Typing a code or searching still finds every dish.
- Save: saves every sub-tab of Settings at once.
All menus, or one menu of its own
- One menu of its own: the POS shows only that menu's categories, with that menu's tab layout. Typing a dish's code or searching still finds every dish.
- All menus (as now): the POS has no menu of its own and shows the menus assigned to its outlet in the Menu Designer's menu settings, for its kind of POS (a till's, or a waiter tablet's), not every menu you have. Its category tabs follow the default menu. When no menu is assigned to the outlet for that kind of POS, it shows every menu that is switched on, as before. The grey line under the box, Every menu's categories, the tabs set as the default menu, as every POS shows today., is that case.
See Menu Designer: Menu settings.
A kitchen display, an order board and a kiosk have no Menu box. Their General has In use instead, with Active alone: untick it to switch the device off.
Operation, part by part
Platform and operation modeWhat this POS runs on, the job it does at the outlet, and where it falls back when the internet drops.
What this POS runs on.
1Operation modeFull POS, linked to a main terminal.
2The main terminal this POS belongs to. Its orders go through it when the internet drops.
4- Platform: Windows or Android. A new POS says Choose… until one is chosen; a POS from before this setting says Not set. The pairing code works only on this kind of device.
- Operation mode: the job the device does (see the table below). The line under it explains the mode chosen.
- The lock: while a device holds the POS, both are dimmed and this line says why. A POS not paired says instead Chosen here before the POS is paired. The POS app asks for the pairing code alone and takes both from here; once it is paired they are locked until it is unpaired.
- Linked main terminal: for a Sub or a Waiter, the Main POS it belongs to: its orders go through that Main when the internet drops. With one Main at the outlet it is chosen by itself; with several, choose it. For a Main the box is dimmed: A main terminal is linked to no other. Its sub and waiter POS are linked to it.
- Local link: whether this POS finds its Main on your own network. Saving a Sub or Waiter linked to a Main switches the Main's link on, and the line says so before you save.
- What the Main's setting means for this POS: shown when the Main works On your own network only.
| Operation mode | The line under it | What the device does |
|---|---|---|
| Main terminal | Full POS. Runs day end, serves the LAN relay, and prints QR orders and back-office reprints. | The outlet's full till, and the one the others lean on. |
| Sub terminal | Full POS, linked to a main terminal. | A second till. |
| Waiter | Order taking only — no payment, no drawer. | A tablet or phone for taking orders at the table. |
| Kitchen display | Shows the tickets for its stations; cooks tap them done. | A screen in the kitchen. |
| Kiosk | A self-order screen for guests. They order on it and pay at the counter; set it up on its Kiosk tab. | A screen where guests order themselves. |
| Order board | A screen for guests: their orders under Preparing, then Ready. Set it up on its Order board tab. | A screen showing guests when their order is ready. |
Changing the mode changes what follows it: a Waiter, a kitchen display, an order board and a kiosk can never take payment or run the day end; a Main always runs the day end.
A kitchen display, an order board or a kiosk
Their Main POS is chosen in one place, on their own tab or box, never in Linked main terminal. Operation says where, under Main POS:
- An order board: Its Main POS is chosen on the Order board tab (Gets its orders)., with the button Open the Order board tab.
- A kiosk: Its Main POS is chosen on the Kiosk tab (Its orders go to)., with the button Open the Kiosk tab.
- A kitchen display: Its Main POS is chosen under the Kitchen display's "Gets its tickets", below., with the button Go to Gets its tickets.
An order board or a kiosk being added gets its tab once it is saved in that mode; the tab starts on the outlet's Main POS on your own network.
How sub and waiter POS work with this main
A Main POS's Operation has one more box, with one choice of two.
How sub and waiter POS work with this mainThrough the internet, each with its own internet; or on your own network only, everything through this main terminal.
Through the internetEach sub and waiter POS works on its own and reaches this main through the cloud. Each needs its own internet.1On your own network onlyEverything on sub and waiter POS goes through this main over your own network. They need no internet of their own; only this main talks to the cloud.2- Through the internet: each Sub and Waiter works on its own and reaches this Main through the cloud. Each needs its own internet. It still finds the Main on your own network, to show whether it can reach it and to get its menu through it when its own internet is down.
- On your own network only: every order, payment and shift of the Sub and Waiter POS is saved on this Main at once, and only this Main talks to the cloud. They need no internet of their own, but cannot work while they cannot reach the Main. A new Main starts on this choice.
- The line under the two: where it stands, such as On., It will be switched to "On your own network only" when you save., or, in amber, Not everything is ready yet. It switches anyway: a POS still holding an open bill, unsent work or its own shift may need attention. A list may follow, read again every few seconds while the window is open: information, never a refusal.
- Linked to this main terminal: its Sub and Waiter POS, or No sub or waiter POS is linked to this main terminal yet. Link one under its own Edit, Operation.
- The two paragraphs: what each choice means on a working day, in full.
After a save that changes it, a line above the list says, for example, T01 is on "On your own network only" now. Each POS takes it at its next sync, within about a minute when it is online. A Main still on a setting from older screens shows an amber Partly switched badge in the list: choose one of the two and save.
Where a kitchen display gets its tickets
A kitchen display's Operation has the box Gets its tickets: Where this kitchen display gets the orders it shows, and where its taps go.
- Through the internet: the screen gets its tickets from the cloud and needs its own internet. Every POS at the outlet that sends to its stations shows up on it.
- From a Main POS on your own network: the screen gets its tickets from the Main chosen in Main POS below, over your own network, and needs no internet of its own. Its taps go back to that Main. When the screen cannot be reached, that Main prints a "screen first" station's tickets on paper by itself.
With several Main POS at the outlet, a screen set to one Main shows only that Main's tickets (its own and its Sub and Waiter POS'), and the cloud's: For a station every main terminal sends to, keep it on "Through the internet". With no Main yet: This outlet has no main terminal yet, so this screen gets its tickets through the internet. Amber lines say when the screen's app or its Main's is too old (0.2.3 is needed), and it then goes on through the internet by itself.
Tasks
Rename a POS
- On General, change Name.
- Click Save.
Give a POS its own menu
- On General, choose the menu in Menu.
- Click Save. The POS takes it at its next sync.
Change what a POS is
- If the POS is paired, unpair it first: ⋯, Unpair code, typed on the POS. Or make it a new code with Re-pair.
- On Operation, choose the new Operation mode (and Platform if the device changes).
- Click Save, then pair the device again.
Put a Sub or Waiter under another Main
- On Operation, choose the Main in Linked main terminal. This is never locked.
- Click Save. If that Main's link was off, the save switches it on, and says so: T01's local link was switched on, so T02 can find it on your network.