Starting a guest check

This document discusses the following:

Starting a guest check in Quick Mode
Starting a guest check in Tab view
Starting a guest check in Table view
Overriding the open check limit

Starting a guest check in Quick Mode

To start a guest check in Quick Mode:

Use Quick Mode (Quick Service) to quickly enter orders, collect customer information, and accept payments in the POS app. Quick Mode is different from Table Service Mode in that Quick Mode does not utilize table set up and customer seat ordering.

Log in to the POS.
Tap Point of Sale.
Tap Quick Mode located at the top center of the POS screen to view the Order Entry screen.
Start taking customer orders.

Starting a guest check in tab view

To start a guest check in tab view:

By using ADD TAB to start a tab for a customer, such as in a bar environment, without seating a customer at a table. Use 'Sort by' on the TABS screen to sort tabs by name or time. Name sorts tab orders A-Z according to first name, and Time sorts orders from oldest to newest.

Log in to the POS.
Tap Point of Sale.
Tap the hamburger menu icon to see a slide out menu.
Tap Tabs.
Tap ADD TAB.
Enter the items for the order.

Note: When you finalize the order, a prompt to assign a customer to the ticket appears.

Starting a guest check in table view

To start a guest check in table view:

When you start a table, you become the owner, which makes you financially responsible for that table.

Log in to the POS.
Tap Point of Sale.
Tap the hamburger menu icon to see a slide out menu.
Tap Tables.
Select the desired room.
Tap the table at which the guest is sitting.

The order entry screen appears with a new open guest check, ready for you to enter items for the first seat.
Tap on the seat and add items to the seat's respective ticket.

Note: You must add at least one item to the check for the system to lock down that table as being owned by you. Your tables appear in green; tables assigned to other servers appear in blue.

Overriding the open check limit

If a maximum number of open checks limit is set, when the limit is exceeded, a message appears on the POS screen informing about the open check limit. A supervisor must override the limitation to continue and allow the employee to open another check. For example, if the maximum number of open checks is 'three,' the employee is notified about the open check limit when attempting to save check 'four.' For more information, refer to Limiting open check.

To override the open check limit:

Log in to the POS.
With the guest check active, save the ticket. If you exceed the maximum open check limit, the below message appears letting you know you have exceeded the open check limit, followed by the manager approval screen.
The supervisor enters their PIN and clicks Override to override the open check limit.

See also: