Introduction

This document outlines the setup and operation of the Salespoint Tables feature within Intouch.

Tables (aka Saved Sales) allow a sale to operate like a customer tab, where items can be added to the sale over a period of time by recalling and saving changes, until the customer is ready to finalise their table. It is designed for use in a F&B (food and beverage) style environment.

Note: The tables system was not designed to work with reservations or in a guest card / DTL style enviornement.

The following areas are covered by this document:

  • In Resources – the setup of Service Areas and Locations – so that the Tables feature is available in Salespoint.
  • In Salespoint – creating and saving a table, so it can be recalled later.
  • In Salespoint – recalling a table, so that it can be updated or finalised.
  • In Salespoint – merging two tables.
  • In Salespoint – spliting a table.
  • In Salespoint – other related elements, such as closing a session when tables are still open.


Overview

Every Table (Saved Sale) is:

  • Given a (unique) name.
  • Created for a specific Service Area.
  • Owned by a specific Operator.

Services areas are locations/areas within an F&B enviornment, where a customer may be locate/seated. This could be an eating area, a bar, a restaurant, a rest area. Service areas maintained (setup) in Resources.

The Table feature is (only) available at a Salespoint register, if that location has been configured (in Resources) to be able to see at least one service area. Salespoint locations can share Service areas, thereby allow the easy sharing of tables (saved sales).

By default, an operator can only see tables owned by them at a service area visible at that Salespoint location. Tables owned by other operators and for other service area locations can be loaded; however supervisor access is required to load a table owned by another operator.

Important Note: To use the functionality described in this document, Salespoint version 8.06.0 or above must be deployed. Prior to this version, the tables system operated differently, service areas were not available and tables were saved to disk (and could not be shared by different locations).

Setup via Resources

Service Areas

As previously discussed, when a Table is created, it is assigned to a specific Service Area (location within the customer environment: bar, eating area, restaurant, etc).

Service Areas are maintained in Resources on the Setup tab page, under the Define section.

To add a new Service Area:

  1. On the Service Areas list, click on the menu button or right click on the Service Area list and select the Add menu item.
  2. The Add New Service Area form is displayed.



  3. Enter a unique Description for the Service Area.
  4. The Display Order field is automatically set to the next valid value, but can be changed if required.
  5. Hint: The display order of a service area, relative to the other service areas, can also be set by dragging and dropping the service area on the Service Area list.
  6. Enter the Configuration Details for this Service Area. This section controls the display of the table naming button panel in Salespoint when creating a new table. Please see the Configuring the New Table Button Display in Salespoint – for a Service Area section for further details.
  7. Press the Save button, and the new Service Area is added to the Service Area list.

Use the Edit menu item to change the details for a Service Area or the Delete menu item to remove a Service Area that is not required.

Hint: A Service Area can also be made inactive, so that it is no longer available for selection in Salespoint.

Configuring the New Table Button Display in Salespoint for a Service Area

The Configuration Details section on the Add/Edit Service Area form controls the display of the table naming button panel in Salespoint.

The table naming button panel on Create New Table form in Salespoint can display up to 12 buttons in a 3 across / 4 down matrix, where ButtonA, ButtonB and ButtonC are on the first line, ButtonD, ButtonE, and ButtonF are on the second line, and so on.

If only ButtonA is specified, then that button will take up the whole of the first row.

If ButtonA and ButtonB are specified, then the buttons will take up half the row each.

If ButtonA, ButtonB and ButtonC are specified, then all three buttons will share the row.

Each Button entry should be on a separate line, where the text added after each Button entry is then displayed on that button (as the button caption) in Salespoint.

The following examples illustrate how the configuration impacts what is displayed in Salespoint.

Example 1: No Configuration

When no configuration details are entered:

Salespoint default to a 12 button alphabetical keyboard.

Example 2: A Simple Four Button Display

The following configuration:


Result in the following display in Salespoint.

Example 3: Buttons Sharing a Row



Example 4: Three Buttons on a Row


Linking Service Areas to Locations

The service area that are visible in a Salespoint location is configured in Resources, on the Add/Edit Location form.

This impacts, in Salespoint:

  • The service areas that are available for selection when creating a new table.
  • The tables that are initially shown, for an operator, when loading a table (onto the sales screen).

To link a Service Area to a Location:

  1. On the Location list (available on the Setup tab, in the Define section), select to Add or Edit a Location.



  2. When the Add/Edit Location form is shown, select the Service Areas tab page.
  3. On the Service Areas list, click on the menu button or right click on the list, and select the Add Service Area Link menu item.



  4. The Select Service Area form is displayed.



  5. Select a service area, and the service area is linked to the location.



    Hint: The first service area linked to the location is made the default for that location. You can change the default (for that location) by using the Make Default menu item.

  6. Repeats steps 3 to 5, to link more service areas to the location.
  7. Press the Save button to save your changes.


Tables in Salespoint

The Table Buttons / Menus

Tables are created and maintained, in Salespoint, via:

  • The Options button menu on the Sales screen

  • The Close and Open (table) buttons on the Speed Button display

Note: The table menu items and buttons are only available when the required 'saved sale' schema is present in the database and the relevant Salespoint location has at least one linked service area.

How to Create (Save) a New Table

There are a number of paths that can be used to create a table in Salespoint, depending on whether there are items already in the sale, and whether you wish to keep the current table on the screen, start a new table, or load a different table.

Starting with an Empty Sale

To start a new table - when there are no sale items on the sale screen:

  1. Press the Open Table menu button on the Options button (of the Sales screen) or the Open button (on the Speed Button menu).




  2. The Open Table form is displayed.
  3. Press the New button.



  4. The Create New Table form is displayed.



  5. Create the new table by confirming / setting the following elements:
    1. Service Area. The default service area for this register location is automatically shown. The service area can be changed by pressing the menu button next to the Service Area edit field.
    2. Table Name (table – place). Use the Table button menu (which changes relative to the selected service area) and the numeric keypad to enter a unique name for the table.
    3. Covers. Enter [optionally] the number of covers that apply to this table [default = 2].



  6. Press the Load button, and you are returned to the Sales screen. The entered table name is displayed in the left hand panel, to indicate you are working with a table (saved sale).



  7. When all the required sale items have been added to the sales screen, press the Close Table menu button (or the Close button on the Speed Button menu).



  8. The table details are saved, the table is closed (it can be recalled at a later time), An empty sales screen is displayed.

Starting with Sale Items #1 : save and close table

To create, save and close a new table, when there are sale items on the sale screen, leaving an empty sales screen:

  1. Press the Close button (on the Speed Button menu).



  2. The Create New Table form is displayed.



  3. Create the new table by selecting the required Service Area, Table Name and number of Covers (as explained/detailed previously).



  4. Press the Save button. The table details are saved, the table is closed, and an empty sales screen is displayed.

Starting with Sale Items #2 : save and open table

To create a new table, when there are sale items on the sale screen, so that you can create another new table or load a different existing table:

  1. Press the Options | Open Table menu button (on the Sales screen) or the Open button (on the Speed Button menu).



  2. The Create New Table form is displayed.
  3. Create the new table by selecting the required Service Area, Table Name and number of Covers (as explained/detailed previously).



  4. Press the Save button. The table details are saved.
  5. The Open Table form is displayed.



  6. At this point, three options are available:
    1. Create another new table, by pressing the New button.
    2. Load another existing table, by highlighting the relevant table, and pressing the Load button.
    3. Continue to work on the previous (saved) table, either by pressing the Cancel button or by highlight the previous table and pressing the Load button.


Load, Update or Finalise an Existing Table

To open a previously saved table:

  1. Press the Options | Open Table menu button (on the Sales screen) or the Open button (on the Speed Button menu).
  2. Hint: As previously discussed, if you currently have sale items in the sales screen, you will be prompted to save these items into a new table.
  3. The Open Table form is displayed.