Overview

You can now utilize Poynt devices to take and manage table orders from your guests on the go, in order to expedite and streamline the ordering process. 

Note: This feature is only available with the Restaurant or OmniChannel plan.

Instructions

1. Prerequisites
   

   1. Please contact support@retailtime.com to get Table Management app installed in your Back Office.
   

   2. In the left navigation menu, go to Apps--->Table Management.

    

   3. Select the Done button to save. 

   4. In the left navigation menu, select Settings--->Register Settings.

   5. Select the register that you would like to use table management in.

   6. Under Register Mode, select the Tables option if you would like the POS to default with the Table Layout screen (for selecting a table for an order). If POS Register is selected, the default will be the main POS screen. 

   

   7. Select the Done button to save. 

   8. In POS left navigation menu, select Synchronize to bring updates from Back Office to the POS.

2. If the Tables option was selected in Register Settings, the default screen will be the table layout screen. If POS Register was selected, either open up the left menu and select the Tables option or select the Tables button on the bottom of the screen. 
   
      
   
3. You will be taken to the Tables screen. Here, you can view all your tables in each service section and select the table you would like your new guests to be seated at. 

• You will be able to view the table name, a number of seating places, and the server currently assigned to each table. In addition, the tables are color-coded depending on their current status:

A) No frame - The table is empty and available for guests

B) Light red frame  - The table is occupied,  but its customers have not ordered yet.

C) Red frame- The table is occupied, its customers have already ordered, but not all items were sent to the kitchen.

D) Yellow frame - The table is occupied, its customers have already ordered, and all items were sent to kitchen.

E) Grey Frame -The table is currently being served by another server. This color is visible only for employees who have role permission "Server/Salesperson" and not Managers, who only see the colors above. These tables can only be accessed by servers who created or were assigned to the table's order.

4. Select the available table (with no frame) that you would like to seat the guests at. 

Note: The server who selects a table will be the server assigned to that table (and their name will appear on the table on the Tables screen, under the table name).  

5. The number of guests selected will appear in the shopping cart. When you select items, by default, they will be added to the Whole table, as opposed to an individual guest at the table. 
6. To assign an item(s) to a specific guest, first select the guest and then select the item(s) you would like to assign to that guest. (Select the Whole Table to once again assign items to the Whole table). 

Actions for the Whole Table or a Specific Guest

Actions for the Whole Table

To open up the Whole table options, select the 3 dots on the right side of the Whole table in the shopping cart.

 The item(s) will then be moved/assigned to the specified Guest, in the shopping cart. 

• The selected items will print on the kitchen receipt from the kitchen printer. It will include the Service Section and Table Name that the order is occurring from, as well as the server's name, so the correct server will know where to deliver the food.
  
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• The items that were sent to the kitchen will display the following icon to the left of the item name:

• The number of guests at the table will be adjusted depending on the number selected in the step above.

• The new server will then be assigned to the table instead (and their name will appear on the table in the Tables screen.  

• The receipt will print from the receipt printer, and will include the Service Section and Table Name that the order is occurring from, as well as the server's name.  

Actions For a Guest

To open up the options for a specific guest, select the 3 dots on the right side of the Guest in the shopping cart whom you would like to perform an action for.

Managing Non-Table Orders

1. If the Tables option was selected in Register Settings, the default screen will be the table layout screen. If POS Register was selected, either open up the left menu and select the Tables option or select the Tables button on the bottom of the screen.  

2. From the Tables screen, select the Non-table Orders service section (it will be there by default) on the top of the screen. 
3. From there, you will be able to view all your non-table orders (Pickup, Delivery, Drive Thru, Quick Sale). Each will be represented by a rectangle with the Order Type, Order ID, order cost, and order creation date. 
4. From this screen, you can also sort your non-table orders from the Order by drop-down field. Select to either sort them by Order #, Order Name, Order Type, or Creation Time.
5. To start a new non-table order, select the + New Order button on the top right of the screen. The order will then be opened/created in the shopping cart.