Creating an order
In the Restaurant mode, it is possible to create a new order in two ways:
1. Select "Create order" from the Main menu.
The system will automatically switch to the "New order" form.
2. Select “Edit order" from the Main menu.
In the opened form, select the "Create order" or select a table on the Hall plan.
The system will automatically switch to the "New order" form.
"New order" form
In this form, enter all the required order details and press the "Create and edit" button to proceed to order editing.
Guest type. Field for selecting a guest type from the list
Guest count. Field for entering the number of guests in this order
Guest labels. Field for entering Guest labels within the order
Comments. Field for entering a saved or unsaved comment
Table. Field for selecting the table for which the order is created
Main waiter. This field is filled in automatically as the account placing the order. The main waiter can be changed manually. The colour of the waiter name buttton is the colour of the background in the employee interface.
Order category. The order category can only be selected during the order creation. The order category cannot be changed at a later date.
Other waiters. Select an additional order waiter from the list of employees registered in the cash register.
Selecting guest type
All guests can be described as certain groups. For example: students, elders, family, etc.
The guest type can be used to perform sales analysis for guest groups and can also be eligible for discounts/surcharges, order categories, sales groups, print schemes and service schemes.
The system settings determine the properties and the options of the New order (the Use guest type option - not to use, optional property, mandatory property).
The list of guest types are selected from the Guest type options.
A minimum number of guests can be assigned to each Guest type, and when a particular Guest type is selected it will be automatically filled in by the system in the "Number of guests" field.
The automatically entered number of guests can be changed manually.
Entering the number of guests
The number of guests is used for sales analysis. If there is an option to enter the number of guests (the availability of this field is determined by the "Exact number of guests" parameter (not to use, optional property, mandatory property)), the desired number should be entered. The maximum number of guests can be set for a table. If this number is exceeded, a following message will appear:
When using the Guest type property, the number of guests cannot be less than the minimum number and exceed the maximum number defined in the Guest types guide for the selected Guest type. To enter the number of guests, use the numeric keypad and tap the "guest count" field.
Entering labels (defining the guests individually)
To serve food to guests correctly and calculate the order for each guest, it is a possible to assign labels to the guests. A label is an alphanumeric identifier of a seat. The seat may not have an assigned label, in this case it will have an ordinal number. To create a label, select an empty field in the "Guest labels" area.
In the opened window enter the tag names in the fields suggested by the system. Tap “X” to save and exit this screen
The number of label fields provided for entering tag names is always equal to the number of guests entered. Therefore it is recommended to enter the number of guests first and then create labels for them
When using the Guest type you can use a label template. Pre-created templates with labels for the selected Guest Type are selectable. Only those templates will be available, that have the same number of labels as the number of guests entered. If the templates created are not suitable, you can create a new label for the order (see above).
The labels selected or created in this form can be used while editing the order.
It is possible to create a label while editing the order.
Unsaved and saved comments are informative and are used to enter additional information about the order (availability of these fields depends on the option used "Using unsaved comment" and "Using saved comment" parameters (not to use, optional, required). They can be used in standard and backup orders to enter information about contacts, preferences, or any other information for conveniency of the order processing. An unsaved comment is not saved after the general shift is closed. A saved comment is saved and transmitted to the reporting server.
There are no preset reports for analyzing saved comments. If necessary, a report (OLAP) can be created by the users themselves or with the help of technical support.
To enter an unsaved or saved comment, activate the field with the comment and enter the text using the on-screen keytab.
To save the comment and return to the form, press "X".
Selecting a table to order
There are two ways to select a table:
Enter the table code on the numeric keytab and tap on the "Table" field
The name of the selected table will appear in the "Table" field
If you are using a Touch Screen station, you can use the Hall plan to select a table. To do this, tap on the "Table" field
The Table selection mode will open.
The top of the screen shows all the tables that are available for this employee.
The tables can be free or occupied. The name of the table on which the order has already been created is highlighted.
On the hall plan, free tables are marked green. Tables where guests are already seated, but there is enough room, are marked red. Tables, where there are not enough seats for the group, are not marked. The possibility to create another order at an already seated table depends on the "Seating allowed" parameter (prohibit, allow, allow to their own tables). If seating is possible, there will be a different order with the different table name (e.g.: VIP.1 , VIP.2, VIP.3, etc.)
Tables that are not among the employee's available serving locations are not marked with a table name. It is only possible to select a table from the list of available tables for the selected main waiter. If the main waiter of an order is not selected, all tables will be displayed in the list of available tables. When a table is selected, only those employees who can be assigned to the selected table remain in the list of possible main waiters.
Selecting the main waiter for the order
If the employee has the right to select the main waiter, they can select the employee registered in the system as the “Main waiter”.
Selecting an additional waiter for the order
If the employee has the Other waiters right, the additional waiter(s) for the order can be selected using the Other waiters button.
The selection is made from a list of registered employees who have the "Being a waiter for order" right. When an employee is selected, his/her name is moved to the list of additional waiters selected for the order.
Selecting an order category
By default, the order category is set according to the conditions in the "Using order categories" handbook. If the employee has the "Change order category" right, he/she will be able to select an order category from the options offered. The order category affects the order taxation conditions, the trade group selection, the printing and service printing schemes selection, the set of allowable discounts. The order category selection is carried out in the standard way.
The materials are prepared in collaboration with R-Keeper Finland, Pankkih Oy, the authorized dealer www.rkeeper.fi