5 | ResDiary 'Table Open Booking Grid' Till Function

There are three (3) different Till Functions that can be setup in SmartPOS to ac

There are three (3) different Till Functions that can be setup in SmartPOS to access ResDiary Bookings:

Graphical Table Booking will display a Graphical Table Map (granted that one is configured) showing ResDiary Bookings; this will allow for Opening a Booked Table, Viewing Booking Details, and seating Walk-Ins
Table Open Booking List will display a List of ResDiary Bookings including Booking Reference, Date & Time, Guest Count, and Name; this list will allow for Opening a Booked Table, Viewing Booking Details, and seating Walk-Ins
Table Open Booking Grid will display a Grid of ResDiary Bookings and will allow for Opening a Booked Table, Viewing Booking Details, and seating Walk-Ins

This article covers the Table Open Booking Grid Function and it's SmartPOS use.

To access ResDiary Till Function Settings, the applicable Operator Privileges will need to be enabled

Note: The change in the UI for Till Function Buttons configuration at BackOffice as shown below is applicable from v4.7.x.x

In the Button Text field enter the text that will display on the Till Function Button on SmartPOS Workstation screens
Set the Function drop-down to 'Tables & Accounts'
Set the Sub-Function to 'Table Open Booking Grid'

There are some different Workflows that can occur when using this Till Function depending on the situation; e.g., Booked Tables, seating a Walk-In via SmartPOS, seating a Walk-in via ResDiary directly, etc.

Due to this, not all possible Workflows can be covered in this article, however, all Table Grid options will be included and basic Workflows will be demonstrated

Begin by logging into SmartPOS and navigating to the panel where the Till Function button is located then click on the Table Open Booking Grid Till Function button
The Table Booking Grid will now open which will look very similar to the ResDiary "Diary" for the Day:

All of the Bookings for the day will be shown in the Grid at the point where the Bookings' Table Numbers and the Times intersect
Scroll bars allow for navigating to different Times and Tables

(c) Each Booking will show the Number of Guests and the Booking Name and will extend along the x-axis for each Booking's duration of Time
(d) Vertical dashed lines will designate the separation of Service Periods
(e) An orange vertical line will mark the current Time
(f) Walk-Ins will not have a Name displayed
(g) The Grid can be Refreshed at any time using the Refresh button; this will update the data retrieved from ResDiary
(h) The chevron icon on the right side of the screen can be used to access a pop-out panel used for seating Walk-Ins

There are a number of workflows that can begin from the Table Grid beginning with either tapping on a Booking in the Grid or by tapping the chevron icon

To view basic Booking Info for a Booking using the Booking Grid, complete the following steps (this can be done before or after a Booking has Arrived and been Seated):

Tap on the desired Booking
A panel will expand from the right side which will show the Dining Booking Summary and will also offer additional workflows via buttons on the bottom of the panel:

To view the Booking Details, tap on the Details button in the panel
After the data is retrieved from ResDiary, a window will open displaying the Booking Details including:

To Open any Booking from the Booking Table Grid (whether previously Open/Sat or not), complete the steps 1 & 2 from above and then complete the following steps:

Tap on the Open button from the panel
The Booked Table will now be Open and the Account linked to the ResDiary Booking will be attached to the Transaction as noted by the Account Information above the Transaction window (depending on the Till Extension configurations)

Operators can proceed through normal Transaction Workflows of adding Products, applying Discounts, performing other Functions, etc.

This Workflow is also used to open a Table for a Walk-In that has already been Seated

To seat a Walk-In to ResDiary through SmartPOS from the Booking Table Grid, complete the following steps:

Tap on the chevron icon/button on the right side of the screen to expand the pop-out panel
The pop-out panel will expand from the right; from this panel, a Walk-In can be seated to one of the "Next Free Tables" or another available Table if desired by using the "Create New Walk-In" button

The "Next Free Tables" are retrieved from the "W8LIST" in ResDiary and can be selected by tapping on the Table's green button

Each Table shown will show the Number of Guests that the Table can Seat as "# Pax", the current seating interval time, and a button with the Table Number as "T#"

Alternatively, tap on the "Create New Walk-In" button to seat the Walk-In to a different Table instead of one of the "Next Free Tables"

Whether selecting one of the "Next Free Tables" or the "Create New Walk-In" option, additional seating options will display in the bottom portion of the panel:

(a) Select the Pax, or the number of guests from the drop-down; if a "Next Free Table" was selected, this will default to the Table's maximum guest count
(b) The closest seating interval time will be displayed; this cannot be changed from SmartPOS as the Walk-In is intended to be seated immediately
(c) Select the Duration in minutes from the drop-down
(d) Select the Table from the drop-down; each Table will show its maximum Pax; NB: if a "Next Free Table" was chosen, this won't be a drop-down and will instead show the Table Number selected

Tap on the Save button to complete the Walk-In entry in SmartPOS
The Table will be Opened immediately and Transaction Functions may commence; continue as usual and Save, Save & Send, process Payment for the Table when finished