Back Office - How To
This provides information relating to Item/Product Instructions for Orderaway, Self-Service Kiosk, Touch and Touchmini.
Subjects ▲ ▼
About ▲ ▼
What Is It? ▲ ▼
An Instruction is the additional information that maybe required to complete an Order for a particular Item/Product. Once correctly configured the person placing an Order can either be prompted to:
- Respond to a number of instructional prompts. For example:
- In the case of ordering a coffee, instructional prompts may be presented to the patron in the form of: What Size? What Type Of Milk? With Sugar? and How Do You Like Your Coffee? OR
- In the case of ordering a steak, instructional prompts may be presented to the patron in the form of: How Do You Like Your Steak? Your Preferred Sauce? Any Sides With That?
- Enter specific custom instructions. For example:
- In the case of ordering a meal, patrons may be presented with the opportunity to enter or instruct Clerks/Staff to enter specific instructions regarding the preparation of their meal. For example, No onions please.
What Is Required? ▲ ▼
- Ensure at least one Clerk/Staff Member has the appropriate Clerk Security Group permissions required to edit the following:
- Products
- Ensure Items/Products that can be ordered by patrons, exist and are active in the Venue's Locations where they will be ordered.
What Is Supported? ▲ ▼
Instructions are currently supported in the following Swiftpos Products:
- Orderaway
- Self Service
- Touch
- Touchmini
When Is It Used? ▲ ▼
Instructions are created using the Products and/or Product Quick Edit menus, and as such any Clerk/Staff Member that has the appropriate permissions to access to these menus, will be able to create them. Refer HERE for more information
Some Items/Products may require patrons to provide additional information when ordering them. For example, in the form of:
- Additions
- When ordering a coffee, patrons may be given the option to specify whether they want an extra shot (of coffee) or they want it extra hot.
- When ordering a steak, patrons may need to specify if they also want a side with their steak. For example, baked potato, fries, salads, etc.
- Preparation Instructions
- When ordering a coffee, patrons may be given the option to specify whether they want milk, and what type of milk.
- When ordering a steak, patrons may need to specify how they want their steak prepared. For example, rare, medium, well done, etc.
- Size
- When ordering a coffee, patrons may need to specify the size they want. For example, small, regular or large.
- Special Instructions
- Patrons may also be given the opportunity to provide special dietary preferences in the form of free text that can be entered at the time of ordering. For example, an instruction such as 'No onions please' can be entered as free text.
How To? ▲ ▼
How To Create Instructions? ▲ ▼
Essentially Instructions are also Swiftpos Products and are created using the Product Records or Product Quick Edit menus. They differ from Items/Products that can be ordered, in that they are generally linked to a base Item/Product, rather than being available to be ordered in their own right. They are generally linked to their base Item/Product either:
- At the Keyboard Product POS Key level using the Post Links option. Refer HERE for more information.
- At Product level using the Post Links option. Refer HERE for more information.
For example, to generate preparation instructions in the form of prompts when ordering a steak, Instructional Products will need to be created for all possible options. That is, rare, medium/rare, medium, medium/well done, well done, all the sauces and all the sides
Example of Instructional Products created for prompting patrons as to how they want their steak prepared when ordering
To achieve this, consider the following:
Grouping Instructional Products ▲ ▼
A Venue may have many instructional Products of different types, that are available when orders are placed. These need to be grouped based on the Items/Products ordered. Grouping of Instructional Products can be achieved in the following ways:
- Families - RECOMMENDED. Create a Family and assign the Instructional Products that need to be grouped together.
- Categories - Create a Category and assign the instructional Products that need to be grouped together.
Example of a Family to group Instructional Products together
Notes...
It is very likely that the Venue is already making use of one of the above grouping methods. Families or Categories that are available when selling Items/Products in Touch can also be made available via Orderaway, Touchmini and/or 3rd Party Applications.
Assigning Instructions To Items/Products ▲ ▼
Once instructional Products are grouped together into Families or Categories, they can then be linked to the base Items/Products that can be ordered using Post Linking. Refer HERE for more information.
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