Locations (Edit an Area)

Summary

Individual tables, kiosks, counters, etc.– essentially, any places where guests can be served – are referred to as locations. Each area (dining room, banquet room, bar, etc.) is populated with individual locations (tables, seats. etc.). Sites might also designate online orders, delivery orders or phone orders to specific areas and locations.

To add or edit locations, go to the site in ECM and click Areas then Locations.

Configuration

To add or edit locations

Select an area from the Areas tab on the Sites page.

Locations grid

Select the Locations tab
If locations have already been created, a list of locations will display
The locations grid includes the following columns:
- Edit button (pencil icon)
- Location Name
- Location Description
- Table Number
- Default Operation Mode
- External Code
- Active
Each column (except Edit) can be filtered and sorted
Each cell (except Default Operation Mode) can be edited by clicking the cell in the grid
Individual locations can be flagged as Active or not Active
- Locations that are not active will not appear on the ordering app's location map
The Search field can be used to search for specific locations

Add a location

To add a location, click Add Location; a form will display
Complete the form and click Save to save the changes or click Cancel to close without saving

Label	Description
Number of locations to be added	Single location: Complete all fields except Start table numbering at Multiple locations: Complete all fields. For Location Name/Location Description, the text will be automatically numbered per the number of locations and appended to the location name, e.g., Patio - 100, Patio - 101, etc.
Start table numbering at	Used when adding multiple locations. Set the numbering schema for the locations. Table numbers will be appended to the names and descriptions. Example:
Location Type	Order Entry - Locations where guests will be served, e.g., table, counter, drive-thru, kiosk Kitchen - a printer location (for print routing) or a kitchen display
Location Name	This name appears on the table keypad and above the on-screen check in the app
Location Description	Location description (appears in ECM only)
Table Number	Alphanumeric entry permitted (e.g. TS 100); this number will appear on the app's Location Manager and on the kitchen display
Short Description (Kitchen Video)	Short description for kitchen display
Active	Enable or disable location from appearing
CC Pre-Auth	Flag to require credit card pre-authorization at location prior to ordering
Cash Pre-Auth	Flag to require cash pre-authorization at location prior to ordering
Print After Send	Print receipt after sending order to the kitchen
Print After Pay	Print receipt after applying payment to a check
Print After Finalize	Print receipt after finalizing a check (Receipt also prints when no payments are applied (fully comped, discounted or voided.)
For Training Only	Flag to specify a location to be used specifically for training (only employees in training mode can access training locations)
Available Order Types	Select order types allowed for this location (Options: Delivery, Dine-In, Takeout); multiple selections allowed
Default Operation Mode	Select the default mode of service for the location Drive-Thru - When the default operation mode is Drive-Thru, items are sent to the kitchen automatically as they are ordered. Exception: If the Area setting Send to kitchen on submit is enabled, items are sent on submit instead sending as they are ordered.
Default Order Type	Of the Available Order Types, select a default. NONE is an option. When configuring a location, if only one available order type is selected and no default order type is specified, the Available Order Type automatically becomes the Default Order Type on save. If more than one available order type is selected and NONE is set as the default, the user will select an order type when they start an order in the app.
Printer	Select a printer to be associated with this location for tickets and receipts
External Code	Leave as default; external codes are for third-party developers Note: When adding multiple locations, external codes will be automatically generated sequentially

Edit a location

To edit a location, click the edit icon (pencil) and make any changes needed
Click Save to save changes and close window; click Cancel to discard changes and close window

Drive-Thru Location

If the default operation mode is Drive Thru, another setting is displayed:
Do not display Drive Thru Orders screen
- Not selected: The Drive Thru Orders check search screen automatically displays after Payment Complete, Parked or Finalized is tapped.
- Selected: The Drive Thru Orders check search screen will not display after an order is taken.
This setting is location-specific and only applies to locations in the Drive-thru area.