Tables & Table Service SmartPOS Workflows

2 | Beginning a New Table or Tab Transaction

This article outlines a step-by-step guide to creating a New Table or Bar Tab Transaction in SmartPOS. Depending on the BackOffice configurations, Table Accounts can be accessed via a Table List and/or a Graphical Floor Plan. To access either of those from a SmartPOS Workstation, the Function Panel must be configured with the appropriate Table Till Function buttons.

This article outlines a step-by-step guide to creating a New Table or Bar Tab Transaction in SmartPOS.

Depending on the BackOffice configurations, Table Accounts can be accessed via a Table List and/or a Graphical Floor Plan. To access either  of those from a SmartPOS Workstation, the Function Panel must be configured with the appropriate Table Till Function buttons.

In the examples in this article, three (3) Till Function buttons have been added to the Function Panel to allow an Operator to begin New Table Accounts. The Table List and Table Map Till Function buttons are both attached to the same Table Group but will offer different workflows for beginning a New Table Account within that Table Group. The Bar Tab Till Function button is attached to a different Table Group to demonstrate an alternate workflow to beginning a New Table Account.

Prerequisites 

  • To access Table and Tab Till features, the applicable Operator Privileges   will need to be enabled 
    • Operator Maintenance 'Till Privileges' Tab
      • Tables: "Table Sales" Flag
      • Tables:  "Create New Tables" Flag
      • Tables:  "Table Waiter" Flag

Creating a New Table

  • Bepoz allows Operators to view the available Tables from either the Table Map or from Table List
  • The Table Map is accessed from the Graphical Map Till Function button and the Table List can be viewed by clicking the Table List Till Function button


  • These Till Functions need not have the same names or be in the exact location as it can be easily be modified from BackOffice

Table List

  • Table List function will open a new window that will display a list of all of the currently active Table Accounts for the associated Table Group


  • Operators can begin a new Table Transaction by clicking on the New Table Function button at the bottom of the window
  • A prompt will appear asking the Operator to enter the New Table Number


  • Additionally, and depending on the Venue Tables' Configuration, a series of prompts may appear asking to select
    • a Waiter for the Table

  

  • The Guest Name


  • and/or, the Guest Count

 

  • These additions to the workflow can be turned on or off by going to the Venue Maintenance Tables tab in BackOffice
  • The New Table will now be ready for selecting Product/s to sell


  • Operators can add products to the Table now or tap the Save & Send Till Function button to save the Table for future use and to Print the Products to their designated remote Printers
  • The Seat# will be displayed if the Ask Seat function in the Venue Maintenance has been ticked on
    • This will prompt Operators to choose a seat number for every product selected



Graphical Table Map


  • When the Table Map function button tapped, a Graphical Table Map window will open displaying the Table Map/s for the associated Table Group
  • The Table List and Table Map may show different information depending upon which Table Group they are associated with 


            

  • The Status of each Table can be determined by referring to the Color Legend at the Side Bar of the Map
  • These colors can be updated/changed from the Venue Maintenance according to the Organization's preferences
  • Depending on system configurations, active Tables may have different color according to their Status and may also display the Table name and/or their Total amount
  • In this example, active Tables are in light blue color and when table number 36 is selected, a series of prompts may appear depending on  the Venue Tables' Configuration
  • After that, The New Table will now be ready for selecting Product/s to sell
  • Operators can either add Products to the table now or tap the Save & Send Function Key to save the Table for future use and Print the Products to their designated remote Printers

 


Bar Tab

  • The Bar Tab Till Function button, in this example, will be very similar to the Table List Function
  • In this example, the Table Group attached to this Function button has been named Bar Tab and the Function button has been configured to allow for the Operator to enter alphanumeric Table Numbers


  • This Till Function need not have the same names or be in the exact location as it can easily be modified from BackOffice
  • The window will display a list of all of the currently active Bar Tabs


  • There is also a Function button at the bottom of the window to begin a New Bar Tab; tap on this Function button to begin a New Bar Tab Account
  • A prompt will appear asking the Operator to enter the New Number/Name depending on BackOffice setup
  • The New Table will now be ready for Selecting Product/s to sell
  • Operators can either add Products to the Tab now or tap the Save & Send Function Key to save the Tab for future use and Print the Products to their designated remote Printers


  • Table Accounts should not be left open for an extended period of time
  • New Products added to the Table will be lost if the SmartPOS Workstation is turned off, or if the Cancel button is pressed