Table Info (#44)

Subjects      ▲ ▼

• About
• How To?
• Screens

About      ▲ ▼

• What Is Required?
  
• What To Consider?
• When Is It Used?

What Is Required?      ▲ ▼

• Swiftpos v10+
• Ensure this POS Key is added to the appropriate Keyboard Layout using the Designer. Refer HERE for more information.

What To Consider?      ▲ ▼

• If required, access to this POS Key can be restricted by the Clerk Security feature.
• Touch can be configured to automatically display the Table Information screen whenever a Table is created. This can be done by ensuring the Prompt for Table Info option is selected in tab 2 of the Tracking Settings screen.

When Is It Used?      ▲ ▼

Used to view/maintain information about a Table/TAB. The information recorded against a Table/TAB are the number of covers, contact details, credit limits and additional options.

How To?      ▲ ▼

• GET STARTED?
• Use The Table Info (#44) POS Key?

GET STARTED?      ▲ ▼

• Review About and ensure the steps outlined HERE are addressed.
• In Keyboard Designer, select the Table Info (#44) POS Key that has been added to a Layout .
• Ensure it is given an appropriate Caption. For example, TAB Info or Table Info.
• Once configured, ensure a Full Update is sent to all the Touch terminals that will be using the POS Key. Refer HERE for more information.

Screens      ▲ ▼

• Finalise Sale
• TAB Information
• Table Information

Finalise Sale Screen      ▲ ▼

To access, select the Add Payment option from either HERE or HERE. Used to process Deposits/Payments for Limits applying to Tables and/or TABs. Enter an amount and finalise using one of the Media options on the left-hand side. Ensure amounts are entered with cents. That is, to enter $50, enter 50.00.

TAB Information Screen      ▲ ▼

• TAB Number - Displays the TAB number.

Covers Section

• Adult Covers - Displays/Set the number of adults associated with the TAB.
• Child Covers - Displays/Set the number of children associated with the TAB.

Credit Limits Section

This section allows for one of the following types of credit limits to be set when creating a new Table.

• Open Limit - Select to ensure there is no limit applicable to this TAB.
  • Add Payment - Select to open the Finalise Sale screen to process an initial deposit for the TAB. By default, this option is selected.
• Pre-paid limit - Select to set a Pre-paid limit. When selected the current Pre-paid limit will be displayed along with the Add Deposit option.
  • Add Deposit - Select to open the Finalise Sale screen to process a deposit that will determine the pre-paid limit set for the TAB. Once the limit is reached no more items can be added to the TAB and a message will be displayed informing the Touch operator that the TAB limit has been exceeded.
• TAB Limit - Select to apply a credit limit to a TAB. When selected the value of the TAB's current credit limit will be displayed along with the Add Payment option.
  • Value - Displays the credit limit currently set for the TAB, or enter the value of the credit limit to be set against the TAB. Once the limit is reached no more items can be added to the TAB until the amount owing has been paid for.
  • Add Payment - Select to open the Finalise Sale screen to process a payment for the amount currently owing on the TAB. Once the payment has been processed, only then can more items be added to the TAB.
• EFT Pre-approved - Select to pre-approve funds for a payment to be processed sometime in the future. For example, often used by Hotels, Motels and Car Rental businesses. It allows businesses (when pre-approvals are supported by their EFTPOS provider) the ability to obtain pre-approval for an amount to be paid sometime in the future.

• Link to Account - Select to link the TAB to the patron's Account and in so doing set the TAB's credit limit equal to the Account's current balance. When selected the current credit limit will be displayed along with the ID of the patron's Account and the Account option.
  • Value - Displays/Set the TAB's credit limit based on patron's current Account balance. To retrieve the patron's current Account balance, select the Account option. The value returned can be adjusted as required, simply by selecting it to open a numeric keypad prompt. Once the limit is reached no more items can be added to the TAB until the amount owing has been paid for.
  • ID - Displays the ID of the patron's Account the TAB is currently linked to.
  • Account - Select to open the Customer Search screen to locate and select the patron's Account. Once an Account has been selected, then the Account's balance will be displayed in the Value option.

Contact Details Section

• Contact Name - Displays/Enter the name of the patron booking the TAB.
• Contact Number - Displays/Enter the contact number of the booking the TAB.

Additional Options Section

• Link to TAB - Select the Select TAB option to link the Table to a TAB, ensuring that the Table can be finalised to a TAB using the Finalise to TAB (#45) POS Key. The Table will effectively be paid for when the linked TAB is eventually finalised.
• TAB Colour - Select the Select TAB Colour button to assign the colour to a TAB that corresponds to the colour of the wristbands issued against the TAB. The colour selected will display in the Colour column (RHS) of the TAB search screen for easy identification based on the colour of a Customer's wristband.
• Valid Till - Select to specify the date/time the TAB expires. That is, the TAB's barcode will no longer be able to be scanned in Touch once the date/time set expires, thus ensuring no further Items/Products can be added to the TAB.
• Subsidy Per Item - Select to enter/set the amount which the TAB owner will subsidise per item when finalised to the TAB. The amount will only be applied when the Finalise to TAB (#45) POS Key is used. Refer HERE for more information.
• Pin Override - Select to enter/set a Pin, that will need to be entered in order to override the subsidy per item set, and finalise the entire remaining amount of the sale to the TAB. The Finalise to TAB (#45) POS Key will need to be selected again at Touch in order to be prompted for the entry of the Pin.

Footer Section

• Allergens - Select to Declare Allergens. Refer HERE for more information.
• Save - Select to save any changes and exit.
• Esc - Select to exit without saving.

Table Information Screen      ▲ ▼

• Table Number - Displays the Table number.

Covers Section

• Adult Covers - Displays/Set the number of adults at the Table.
• Child Covers - Displays/Set the number of children at the Table.

Credit Limits Section

This section allows for one of the following types of credit limits to be set when creating a new Table.

• Open Limit - Select to ensure there is no limit applicable to this Table. Select 
  • Add Payment - Select to open the Finalise Sale screen to process the payment of a deposit for the Table. By default, this option is selected.
• Pre-paid limit - Select to set a Pre-paid limit. When selected the current Pre-paid limit will be displayed along with the Add Deposit option.
  • Add Deposit - Select to open the Finalise Sale screen to process a deposit that will determine the pre-paid limit set for the Table. Once the limit is reached no more items can be added to the Table and a message will be displayed informing the Touch operator that the Table limit has been exceeded.
• Table Limit - Select to apply a credit limit to a Table. When selected the value of the Table's current credit limit will be displayed along with the Add Payment option.
  • Value - Displays the credit limit currently set for the Table or enter the value of the credit limit to be set against the Table. Once the limit is reached no more items can be added to the Table until the amount owing has been paid for.
  • Add Payment - Select to open the Finalise Sale screen to process a payment for the amount currently owing on the Table. Once the payment has been processed, only then can more items be added to the Table.
• EFT Pre-approved - Select to pre-approve funds for a payment to be processed sometime in the future. For example, often used by Hotels, Motels and Car Rental businesses. It allows businesses (when pre-approvals are supported by their EFTPOS provider) the ability to obtain pre-approval for an amount to be paid sometime in the future.

• Link to Account - Select to link the Table to the patron's Account and in so doing set the Table's credit limit equal to the Account's current balance. When selected the current credit limit will be displayed along with the ID of the patron's Account and the Account option.
  • Value - Displays/Set the Table's credit limit based on patron's current Account balance. To retrieve the patron's current Account balance, select the Account option. The value returned can be adjusted as required, simply by selecting it to open a numeric keypad prompt. Once the limit is reached no more items can be added to the Table until the amount owing has been paid for.
  • ID - Displays the ID of the patron's Account the Table is currently linked to.
  • Account - Select to open the Customer Search screen to locate and select the patron's Account. Once an Account has been selected, then the Account's balance will be displayed in the Value option.

Contact Details Section

• Contact Name - Displays/Enter the name of the patron booking the Table.
• Contact Number - Displays/Enter the contact number of the booking the Table.

Additional Options Section

• Link to TAB - Select the Select TAB option to link the Table to a TAB, ensuring that the Table can be finalised to a TAB using the Finalise to Tab (#45) POS Key. The Table will effectively be paid for when the linked TAB is eventually finalised.
• Family ID - Select the Select Family option to open the Family search screen to locate and select the Family of Products that can be charged to the Table. All other Items/Products will need to be paid for separately.

Footer Section

• Allergens - Select to Declare Allergens. Refer HERE for more information.
• Save - Select to save any changes and exit.
• Esc - Select to exit without saving.

End of article      ▲