Define General Settings for a Terminal Scheme

Note

Fields with a red asterisk are required.

To define general settings for a terminal scheme:

Xenial PortalData ManagementOrdering SettingsHardwareTerminal Scheme

  1. Open the General section of the terminal scheme record.

  2. In the Name field, type a name for the terminal scheme.

  3. In the Description field, type a description of the terminal scheme.

  4. From the Business Operation dropdown, select the environment where the terminal operates.

    • Table Service Restaurant

    • Quick Service Restaurant

    • Retail Store

  5. From the Theme dropdown, select the desired color scheme for the Ordering application.

    • Dark - (default) Apply a dark-colored theme to the Ordering application.

    • Light - Apply a light-colored theme to the Ordering application.

  6. (Optional) From the Order Source dropdown, select the order source (e.g. Mobile app, Website) to associate with the terminal scheme.

    Note

    The dropdown is populated with records created using the Order Source editor, which is accessible from the Ordering Settings > Settings menu

  7. From the Starting View dropdown, select the desired view to open each time the terminal is started. The available options are determined by the Business Operation option selected in step 4.

    • Table Service Restaurant

      • List View - View "Open" and "Awaiting Tip" orders in a list and perform advanced group actions on them.

      • Open Orders View - View "Open" and "Awaiting Tip" orders for each table; select an order to perform actions on it.

      • Table Map View - View a graphical map of the tables in the store; select a table from the map to perform actions on it.

    • Quick Service Restaurant

      • Order Entry - Enter and save/tender orders.

      • Drive Thru Orders - Tender drive-thru orders entered by the order taker.

      • Open & Suspended Orders - Access "Open" and "Suspended" orders entered at other terminals and order sources.

    • Retail Store

      • Retail Order Entry - Enter and save/tender orders.

      • Open & Suspended Orders - Access "Open" and "Suspended" orders entered at other terminals and order sources.

  8. From the When Scanning Barcode for Open/Saved Order dropdown, select the screen to open when the cashier scans the barcode of an Open/Saved order. The default selection is Go To Tender Screen.

  9. Select Prohibit from Working Offline to disable the Ordering application when the system is offline.

    • When the system is offline, the operator receives a notification. Troubleshooting steps are provided to resolve the connectivity issue.

  10. Select Show Unfulfilled Paid Orders to include unfulfilled "Paid" orders that are not yet served to the customer on the Drive-Thru and Open and Suspended Orders screens.

    • This setting is only available for the Quick Service Restaurant business operation.

    • This setting is only applicable to the Drive Thru order destination.

    • "Paid" orders include a Serve button. After serving the order to the customer, the cashier selects Serve to remove the order from the screen.