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      Copy / Clone A Keyboard

      Back Office - How To

      This outlines the How To Copy / Clone A Keyboard.

       

      Subjects?      ▲ ▼

       

      About      ▲ ▼

       

      What Is It?      ▲ ▼

      Copying or Cloning a Keyboard will depend on why the action is required to be performed. Venues may decide to, for example:

      • Copy a Keyboard - When it has multiple Locations and wants to minimise the maintenance of Keyboards and Layouts. For example, a Bar and Restaurant in a Venue may share the same Layouts, but each have is own unique Layout set as the HOME Layout for each. For example, the HOME Layout for the Bar a Drinks Layout and for the Restaurant maybe a Food Layout. Both Layouts will be accessible from both Locations.
      • Clone a Keyboard - When a new restaurant menu is being created and the Venue does not want to start from scratch. to minimise the maintenance of Keyboards and Layouts. 

       

      What Is Required?      ▲ ▼

      • A Keyboard with Layouts and POS Keys assigned and configured must already exist.

       

      When Is It Used?      ▲ ▼

      A Keyboard can either be:

      • Copied - Copying a Keyboard generates a duplicate of the Keyboard without including its Layouts. This is particularly beneficial when a unique HOME Layout is required to be assigned to the Bar and Restaurant separately. It also simplifies ongoing maintenance by reducing the number of Keyboards that need to be updated that have the same Products.
      • Cloned - Cloning a Keyboard generates an exact replica of a Keyboard along with all of its Layouts. This is particularly helpful when an entirely new Keyboard needs to be created. For example, when preparing to replace an existing one or when setting up a new Restaurant menu. At the time of changeover, ensure the old Keyboard is deleted to avoid any confusion in the Venue.

       

      How To?      ▲ ▼

       

      How To Clone A Keyboard?      ▲ ▼

      In Back Office, do as follows:

      • Before proceeding ensure an export of the existing menu Keyboard is made to ensure it can be re-imported in case something goes wrong. Refer HERE for more information.
      • Select the Keyboards menu in the Toolbar.
      • Select the Keyboards menu option in the Touch Settings menu.
      • For example:
        • To create a new food menu for a Restaurant, do as follows:

          • Without opening an existing Keyboard, select the Copy / Clone a Keyboard option from the Keyboard menu to open the Copy or Clone screen.

          • Ensure the Clone option is selected and select OK.

          • A list of available Keyboards will be displayed. Select the Keyboard to be cloned. For example, Bar and Grill Tavern - RESTAURANT.
          • At the prompt confirming that the Keyboard has been successfully cloned, select OK.
          • Select the Open Keyboard option in the footer section, to open the Touch Keyboards screen.

          • Select the newly created Keyboard to open it.

          • Select the Rename Keyboard option from the Keyboard menu to open the Keyboard Name prompt.

          • Enter a name for the new Keyboard. For example, Bar and Grill Tavern - RESTAURANT (New Menu).

          • Configure the Layouts and POS Keys to ensure the new menu is now fit for purpose.
          • Once all changes have been made select Save to save the change.
        • Test the new Keyboards to ensure that it is ready to be implemented in a production environment.
        • Ensure a Full Update is sent to the required Touch terminals that will be making use of the new Keyboard.
        • Lastly, ensure that the Touch terminals have their Keyboards changed to now be assigned to the new menu Keyboard; by ensuring the Bar and Grill Tavern - RESTAURANT (New Menu) Keyboard is selected for each Touch terminal. Refer HERE for more information.
        • Operate the Touch terminals using the new menu Keyboard for a while (a week or month) in a production environment, before removing the original menu Keyboard.
        • Once the new menu Keyboard has proved itself to be functioning as expected, proceed to remove the original menu Keyboard Bar and Grill Tavern - RESTAURANT. Refer HERE for more information.

        Example of cloning a Keyboard to create new menu Keyboard for a Restaurant in a Venue.


         

        How To Copy A Keyboard?      ▲ ▼

        In Back Office, do as follows:

        • Select the Keyboards option in the Touch Settings menu, to open the Keyboards screen.

        • Select the Keyboards menu in the Toolbar.
        • For example:
          • To create a Keyboard for a Bar, do as follows:

            • Without opening an existing Keyboard, select the Copy / Clone a Keyboard option from the Keyboard menu to open the Copy or Clone screen.

            • Ensure the Copy option is selected and select OK.

            • A list of available Keyboards will be displayed. Select the Keyboard to be copied. For example, Bar and Grill Tavern.

            • At the Home Layout prompt select OK to display a list of available Layouts.

            • Locate and select the Layout to be set as the HOME Layout for the new Keyboard. For example, the Drinks Layout for the Bar Keyboard.

            • Select the Open Keyboard option in the footer section, to open the Touch Keyboards screen.

            • Select the newly created Keyboard to open it.

            • Select the Rename Keyboard option from the Keyboard menu to open the Keyboard Name prompt.

            • Enter a name for the new Keyboard. For example, Bar and Grill Tavern - BAR.

          • To create a Keyboard for a Restaurant, repeat the above steps outlined in the Bar example above and instead:
            • Select the Food Layout as the HOME Layout.
            • Rename the new Keyboard to Bar and Grill Tavern - RESTAURANT.
        • Three Keyboards are now available that share the same Layouts but have different Layouts set as the HOME Layout. Namely, the Bar and Grill Tavern, Bar and Grill Tavern - BAR and Bar and Grill Tavern - RESTAURANT.
        • Ensure a Full Update is sent to the required Touch terminals that will be making use of the new Keyboards.
        • Lastly, ensure that the Touch terminals located in the Bar and Restaurant in the Venue have their Keyboards changed to now be assigned to their individual Keyboards, by ensuring the Bar and Grill Tavern - BAR Keyboard is selected for the Touch terminal in the Bar and the Bar and Grill Tavern - RESTAURANT Keyboard is selected for the Touch terminal in the Restaurant. Refer HERE for more information.

         

        Example of copying a Keyboard to create Keyboards for Bar and Restaurant Locations in a Venue.

         

        End of article      ▲