What To Consider
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      1. swiftpos Help Guides
      2. TouchMini
      3. What To Consider

      Post Linking

      This provides information relating to the swiftpos feature known as Post Linking.

      For the purposes of this document we will restrict the explanation of Post Linking to the Linked to a Product method.

      Notes...



      Post Links that are already available when ordering Products in Touch can also be made available via OrderAway, Self Service, and TouchMini.and/or 3rd Party Ordering systems.

      Subjects      ▼

      Introduction      ▲ ▼

      For the purposes of explaining Post Linking, the example of ordering a coffee is going to be used and referred to frequently in the content of this article going forward.

      What Is It?      ▲ ▼

      Products that can be ordered by patrons/staff members can have Post Links that enable the prompting for additional information (in the form of Instructions) to be provided when ordering the Product.

      Why Is It Needed?      ▲ ▼

      Products that require additional information to be provided when being ordered, will require Post Linking to be configured to ensure prompting (of patrons/staff members for the additional information) occurs. Refer to Instructions for more information.

      Who Can Create Them?      ▲ ▼

      Post Links are created using the swiftpos Keyboards and/or Products 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 to What is Required for more information.

      What Is Required?      ▲ ▼

      • Ensure at least one Clerk/Staff Member has the appropriate Clerk Security Group permissions required to edit the following:
        • Products > Product Records
        • Touch Settings > Keyboards
      • Ensure Products that can be ordered by patrons/staff members exist and are active in the Venue's Locations where they can be ordered. For example, Cappuccino, Latte, Long Black, etc.
      • Ensure Instructional Products are created and are active in the same Venue's Locations as the orderable Products that they will be linked to. For example, in the case of the coffee example, the following Products maybe created:
        • Small, Regular, Large, Almond Milk, Full Cream Milk, Oat Milk, Skim Milk, Soy Milk, +1 Sugar, +2 Sugar, Extra Hot, Extra Shot, etc. Refer to Instructions for more information.
      • Ensure the Instructional Products are grouped together. For example, in the case of the coffee example, the following Product Families maybe created:
        • What Size? - With the following Instructional Products assigned to it:
          • Small, Regular and Large.
        • With Type Of Milk? - With the following Instructional Products assigned to it:
          • Almond Milk, Full Cream Milk, No Milk, Oat Milk, Skim Milk and Soy Milk.
        • With Sugar? - With the following Instructional Products assigned to it:
          • +1 Sugar, +2 Sugar and No Sugar.
        • How Do You Like Your Coffee? - With the following Instructional Products assigned to it:
          • Extra Hot and Extra Shot.
      • Also, consider making use of the Post Link (#129) POS Key.

      How Are They Linked?      ▲ ▼

      Post Links can be achieved in the following ways:

      POS Key Post Linking      ▲ ▼

      This is only useful when instructional options are required to be captured when placing an order for a Product that is specific to a single Location within a Venue. For example, when ordering golf balls, this may only be relevant to one specific Location (Golf Shop) within a Venue.

      TIPS



      Multiple POS Keys can be selected and then Post Links assigned to all of them at once.



      Example of the creation of POS Key Post Linking

      Product Post Linking      ▲ ▼

      This is very useful when preparation instructions are required when placing an order for a particular Product.

      RECOMMENDED


      Unlike POS Key Post Linking, it is tied to the Product rather than to a particular Product POS Key on a particular Keyboard Layout. This ensures that each time the Product is ordered, no matter the Location within the Venue or the swiftpos Product (that is, OrderAway, Self Service, Touch and/or TouchMini) being used to place the order, instructional prompts will be generated to ensure the patron's preparation preferences are captured.

      Refer to How To Create Post Links for more information.

      End of article.      ▲