Table Tracking

Refer HERE for more information.

To access, select the Table Tracking menu option in Terminal Settings.

Subjects      ▲ ▼

• About
• Sections

About      ▲ ▼

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

What Is Required?      ▲ ▼

• Swiftpos v10+
• Please ensure the Table Tracking database has been backed up before changing any of the settings.

What To Consider?      ▲ ▼

• Tables/Tabs
  • Small Sites:
    • If the requirement is to keep Tables/TABs open for more than one day, then we would recommend that Accounts are used instead. This will ensure that all the sales are accounted for, and the SOH is updated in the Back Office. At any time, an Account summary (using the Account Print Back (#47) POS Key) can be printed and looks very much like a TAB/Table bill. Sometimes Venue's don't want to bother with TABs or with assigning different ranges of Tables/TABs to different Locations. However, they still want to be able to decrement SOH and report on sales in the different Locations, but still allow Customers to move freely between Locations (for example, between Bar and Restaurant) without having to continually do TAB/Table Transfers.

• Tables/Tabs continued ...
  • Small Sites continued ...
    • Assign all your Tables/TABs to a single Location. This would normally be the Location that uses Tables/TABs the most.
    • Ensure that the Tables/TABs are visible in all other Locations where you want them to be visible.
    • Enable Consolidated X and Z Reporting to make balancing easier, however this is optional.
  • Allow committing with Open Tables/TABs - Configuring the settings via Report Settings, allows Tables/TABs to be left open at the end of the night when end of day reports are produced. Leaving Tables/TABs open over long periods of time make it difficult to do end of day balancing. However, some sites insist on working this way. The recommendation is to charge the TAB/Table off to an account in the Swiftpos Back Office so it can be dealt with at a later date. This makes it easier to do end of day balancing as all Tables/TABs are closed when end of day reports are run.
• Waiter Mode - This feature allows the Tables to be finalised using a Finalise POS Key on the current Touch (Waiter) terminal. Otherwise, the only choice available is to charge items to a Table or TAB. This setting is terminal specific and not Location specific. This means that the Keyboard Layout used in Touch can also be used at Waiter terminals, avoiding the requirement of staff needing to learn multiple keyboards. To use this feature a Waiter Terminal Licence will need to be purchased.

When Is It Used?      ▲ ▼

Used to configure the Table Tracking feature to the Venue's requirements.

Sections      ▲ ▼

• Header
• Tabs

Header Section      ▲ ▼

• Connected To - Select the Set option to open the Connect to Server screen and configure the SQL Server Connection to establish a connection to the Table Tracking database. If the Table Tracking database is local then enter 127.0.0.1 as the server name.

• Versions: SQL Server & TT - Displays the current version of both the SQL Server and Table Tracking database.

Tabs Section      ▲ ▼

• Metcash
• Orders
• Table Tracking
• Tyro

Metcash Tab      ▲ ▼

Used to configure the Metcash eCommerce (Shop My Local) settings required to ensure the successful placing of orders by Customer via a Metcash Web Store. In conjunction with the settings configured here, attention will also need to be given to configuration of the settings required in the Service Monitor HERE.

• Enable Metcash eCommerce - Select to enable.

• API URL - Enter the URL details provided.

• Application Key - Displays/Enter the key provided.

• Subscription Key - Displays/Enter the key provided.

• Bearer Token - Displays/Enter the token provided.

• Store ID - Displays/Enter the your Store's ID.

• Site ID - Displays/Enter the your Site's ID.

• Payment Media - Displays/Enter the payment Media ID.

• Delivery Charge PLU - Displays/Enter the PLU of the Delivery Charge Product.

Orders Tab      ▲ ▼

Used to configure the settings for Phone/Web Orders.

• Master - Select to ensure the current Swiftpos Touch terminal is the designated Master terminal for Orders in the current Location.
  • Enable - Select to enable the recording of remote (Phone) Orders at the Swiftpos Touch terminal.
  • Finalise Remote/Web Orders
    • Not delayed without Prompt - Select to ensure the Paying Order prompt, shown below, will NOT be displayed.

• Master continued ...
  • Finalise Remote/Web Orders continued ...
    • Disable Finalising Delayed Order Prompt - Select to ensure the Finalising a Delayed Order prompt is not displayed.
    • With no balance & not Delayed - This setting will print any orders that come in with no delay and are fully paid. These orders will not appear in the "orders" at Touch.

• Master continued ...
  
  • Default Order Type - Select from the drop-down list one of the Order Types.

  • Enable Caller ID - Select to enable.

    • Port - Displays/Set the Port number for the Caller ID Peripheral.
    • Print delayed orders xx mins delivery - Displays/Enter the average time in minutes to cater for the preparation of Orders prior to Pickup/Delivery. If for example, the time here is set to 30 minutes, then 30 minutes prior to the Pickup/Delivery Date-Time, the Order will be printed at the Kitchen printer triggering the preparation of the Order. If more time is required for an individual Order, then the Kitchen Docket can be printed manually by selecting the Print option.

• Master continued ...
  • Enable Caller ID continued ...
    • Show Member / Booking Name - Select to ensure both names are displayed in the Phone / Web Orders screen. If not selected, by default the Booking Name will be displayed.
    • Use Company Address for Delivery Directions - Select to ensure the Address recorded against Locations, Location Groups (Venues) and Registration (Swiftpos Rego) are used, in that order, to determine the directions that will be displayed when the Google Maps option is selected, in the Directions column of the Phone / Web Orders screen.
    • buttdrop-down lists to change the way Orders are listed in the Phone / Web Orders screen

Table Tracking Tab      ▲ ▼

Sections      ▲ ▼

• Header
• Tabs
• Footer

Header Section     ▲ ▼

• Enable - Select to enable Table Tracking for the selected Location.
• Master - Select to ensure the current Swiftpos Touch terminal is the designated Master terminal in the current Location. The Master terminal handles data updates to the Table Tracking database and is also the terminal at which Z reports should be generated when consolidated reporting is enabled.

• Reindex Master - Select to ensure that the current Swiftpos Touch terminal is set as the Reindex Master. This option is only useful to those sites that have multiple Locations, make use of a single Table Tracking database, have multiple Table Tracking Master terminals, and make use of Raffle Tickets. To avoid deadlocks occurring, on restart of the Touch terminals, when Raffles are reindexed, select one of the Swiftpos Touch terminals to be the Reindex Master.
• Waiter Terminal - Select to ensure that the Swiftpos Touch terminal is set to Waiter Mode. This will ensure that no sales can be finalised from this Swiftpos Touch terminal.

Tabs Section     ▲ ▼

• Bistro Tables
• Dashboard
• Fuel
• General
• Restrictions
• TAB/Tables 1
• TAB/Tables 2
• TAB/Tables 3

Bistro Tables Tab      ▲ ▼

• Allow Cancel of Bistro Sale - Select to allow a Bistro Table sale to be cancelled.

• Alert Inactivity After X mins - Displays/Set the time in minutes for a Bistro Table to not have any activity. The B displayed in the Status Info of the Swiftpos Touch Toolbar will change to an orange B, alerting the operator that Bistro Tables may need attending.
• Auto Close All Bistro Tables - Select to ensure Bistro Tables are automatically closed when the order goes to the kitchen. It is recommended to deselect this feature when using Reservations. As then, the Bistro Table will only be closed when the guests have left, and the Table has been cleared.
• Enable ordering from Floor Plan - Select to use Bistro Tables in Floor Plan Display.
• Use Reservations - Select to ensure Bistro Tables can only be opened from within Reservations. Refer to the Bistro Mode Only option for more information.
• Inactivity:
  • Alert After - Displays/Set the time in minutes that must elapse before an inactivity alert is generated. A time of zero minutes will ensure NO inactivity alert is generated.
  • Auto Close After - Displays/Set the time in minutes that must elapse before the Bistro Table is closed. A time of zero minutes will ensure NO Bistro Tables are automatically closed.

Dashboard Tab      ▲ ▼

Refer HERE for more information.

• Enable - Select to enable.
• Report Area - Select from the drop-down list one to match the reporting level that is required. The Daily Sales option is is normally the End of Shift or End of Day Report resetting.
• Password - Set to limit other staff members from being able to view the web page without the correct password.

• Theme - Select from the drop-down list the preferred theme (colour scheme) for the Dashboard.
• Refresh Interval - Displays/Set the interval in seconds between updates.
• Region - Select from the drop-down list the appropriate Region.

Fuel Tab      ▲ ▼

Used to enable the alerting of Clerks/Staff to the fact that Fuel Prices have changed in the Back Office.

• Alert on Fuel Price Change - Select to enable.
  • Allowed Snoozes - Displays/Enter the number of times the Clerk/Staff Member is allowed to snooze the alert. After which the alert is displayed repeatedly at the Short Snooze interval set.
  • Long Snooze - Displays/Set the time in minutes that is required to elapse before the Fuel Price Change alert is displayed again after the Clerk/Staff Member has elected to snooze the first alert.
  • Short Snooze - Displays/Set the time in minutes that is required to elapse before the Fuel Price Change alert is displayed.
• Alert On Fuel Dip Reads - To be continued ...

General Tab      ▲ ▼

• Consolidated X/Z reporting - Select to ensure X reports run from each of the Touch terminals are consolidated into one Z report for all terminals. If this option was NOT selected then X and Z reporting will need to be performed at each Touch terminal. It is still possible to view reports on any Touch terminal with consolidation enabled and it is also highly recommended that it be used when Table Tracking is in use.

• Consolidated X/Z reporting continued ...
  • Header - This consolidates the headers when using Consolidated Reporting. Note :

• Consolidated X/Z reporting continued ...
  • Terminals - Select to ensure Totals for all Touch Terminals are reported rather than reporting for each specific Touch Terminal.

• Consolidated X/Z reporting  continued ...
  

  Once selected, X reports will need to be run at all Touch terminals in order for them to be to be consolidated at the Master terminal when the Z report is run. The reason for this, is that the Master terminal is not aware of which Touch Terminals are still in use or not. Running the X reports at each of the Touch terminals indicates they are closed and not in use and are available for consolidation when the Z report is run at the Master Terminal. This means Touch terminals that are still in use will NOT get locked by the Z report.

   

  For example, a Venue with 2 Locations, say a Restaurant and a Bar, and where the Restaurant closes at 9pm and the Bar closes at midnight. X reports would be run at all the Restaurant Touch terminals at close (9pm) and then also at all Bar Touch terminals at close (midnight). Once all X reports have been done then the Z report is run at the Master terminal, which gathers all the X reads and consolidates them into the Z report. If the Z report was done when the Restaurant closed it would lock all the Bar Touch terminals as well.

• Delayed Printing - Select to enable delayed printing. This ensures the Master terminal monitors Tables for items that have been marked for delayed printing. Refer HERE for more information.
• Auto Commit Clerk Time Clock Data - Select to ensure that Clerk time clocking data is committed automatically and sent to Back Office.

• Manual Report Data - Select to enable this feature, which is primarily for sites that use Table Tracking and have an unreliable wireless network, causing frequent connection loss to the Table Tracking database. Refer HERE for more information.
• Reprice on Member Swipe - Select to ensure that all Table Items are repriced, when a Customer/Member is added to the Table.

• Enable Single Transaction Sales Mode - Refer HERE for more information.

• Checked - No matter which Location the TAB/Table orders/sales are rung up in, the complete sales transaction is attributed to the Touch terminal where the order/sale was finalised. This works OK in a Business/Venue with a single Location but not suitable for multi-Location Venues that do stock control by Location and report on sales in different Locations running TABs etc. You also lose hourly reporting in this mode. Also, you cannot take deposits for Phone Orders with this mode of operation.
• Unchecked - TAB/Table orders/sales are split into separate transactions for Back Office to process. If orders/sales are rung up in different Locations from where they are paid for then you will see the Table Charge Media displayed on the daily Z reports to balance off the Table charges and payments from different Touch terminals.

• Settings Refresh - T.b.a.

Cloud Sync Service Section

Displays the current status of the Cloud Sync Service and provides access to the Update and Run Console options.

Restrictions Tab      ▲ ▼

• Enable - Select to ensure that a Table is selected prior to finalising a sale where any Products from the selected Categories (see Categories below), are in the sale. Products that are not in the selected Categories, can be added to a sale without a Table being selected. This does not limit the items placed on a Table. For example, any food sales would require a Table, but drink sales would not require a Table. This feature was designed for a Bar POS Terminal where they order 2 drinks and a Burger which will force the food orders onto a table number. You would not use this feature in a Bistro area because all orders are on tables anyway. This feature is not compatible with KVS when in Journal Mode.
  • Prompt For - Select from the drop-down list one of the following to select what happens when restricted items are detected on finalising a sale.
    • <NONE> - Select to prompt the Message Box only.
    • Table/Bar Tab# - Select to prompt the Message Box, followed by a numeric Keypad to enter the Table/ TAB #.
    • Bistro Table # - Select to prompt the Message Box, followed by a numeric Keypad to enter the Bistro Table #.
    • Show TAB/Table List - Select to prompt the Message Box, followed by the TAB/Table list.
    • Show Bistro Table List - Select to prompt the Message Box, followed by the Bistro Table list.
    • Booking Name/Tent Number (Numeric) - Select to prompt the Message Box, followed by a numeric Keypad to enter the Booking Name/Tent Number.
    • Booking Name/Tent Number (Text) - Select to prompt the Message Box, followed by a full Keyboard to enter the Booking Name/Tent Number.
• Categories - Select to open the Table Restrictions Categories screen to select the Categories of Products requiring a Table when added to a sale.
• Message Box Prompt
  • • Caption - Displays/Enter the caption for the Message Box prompt.
    • Message - Displays/Enter the message for the Message Box prompt.

Once enabled and a item/product is sold that is in one of the restricted Categories selected, the Message Box prompt will be displayed. Select OK to open the Open TABs/Tables for All Clerks screen to either add or open a TAB/Table for the restricted items/products.

• Enable - Select to enable the Available Servings feature and display the Available Servings quantity on preconfigured Product POS Key(s) that have the Check Available Servings setting selected. The Available Servings feature stores all of it's data within the Table Tracking database.

 

Notes ...

 

If Orderaway and/or Touchmini are being used, then when Available Servings is enabled here, then in the Location selected in the Retrieve Setting From setting below, then the Turn on quantity checks option will need to be enabled in Orderaway and/or on each Touchmini device within the same Location.

 

• Enable continued ... 
  • Retrieve Settings From - Select from the drop-down list the Location from which the Available Servings quantity will be retrieved and then be displayed on the Product POS Key(s) at the Swiftpos Touch terminal. The default is the current Location.
  • Disable Out of Stock Buttons - Select to ensure that when Available Servings quantity of zero has been reached the Kiosk option for that item is disabled.

 

Notes ...

 

This only applies to Product POS Keys that have the Check Available Servings option selected and are also included in a Kiosk 1 or 2 style Keyboard.  An example of a disabled Kiosk option is:

 

 

• Table / TAB Media - Select to open the Table / TAB Media screen (below) to restrict the Media available for selection taking Payments for a TAB/Table.

Select from the Media List of available Medias (left hand side) to add to the list of Selected Media (right hand side) to restrict the Media available for selection when taking deposits/payments for Limits applying to TABs/Tables

• Use Reservations to Seat Tables - Select to ensure Tables can only be opened from within Reservations.
• Warn on TAB/Table Finalise - Select to avoid Clerk/Staff from accidentally pressing the Cash POS Key and finalising a sale, when in fact it should have been saved to a Table. This feature will alert the Clerk/Staff Member prior to finalising to a payment Media.
  • Warn when X % of the Table Limit is exceeded - Displays/Enter the percentage value of the Table Limit, that once exceeded will result in a Warning being displayed to the Clerk/Staff Member. This is to ensure a Clerk/Staff Members can bring this to the attention of Customers/Members. For example, if a value of 80 (%) is entered against a Table that has a Table Limit of $100.00, then when the total value of orders placed against the Table exceeds $80.00, a Warning prompt will be displayed.
• Allow POS API to Finalise Tables With No Remaining Balance - Select to ensure the POS API automatically finalise and close Tables when payment is received in full for the outstanding balance.

Footer Section     ▲ ▼

• Create Database - Select to create a Table Tracking Database. This option is only enabled when no Connection Setup is configured.
• Tools - Select to login with a Master password and open the Table Tracking Tools Menu.
• Reset & Upgrade - Select to reset the Table Tracking database and upgrade it to the latest version.

• Locations - Select to open the Table Tracking Locations screen and select the Locations.
• Table / TAB # Ranges - Select to open the Table / TAB # Ranges screen and set the TAB/Table Numbers.

Tyro Tab      ▲ ▼

Refer HERE for more configuration options.

• Payment Media - Select the Payment Media to be used.

• Surcharge PLU - Select the PLU to be used for Tyro Connect surcharges.

End of article      ▲