Locations (Edit an Area)

Owned by Rose Eliff (Unlicensed)
Last updated: Dec 21, 2021Version comment
4 min read

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

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.