Alternate Locations (Devices)

Summary

Account Feature Toggle Required

An account feature toggle is required to be set by the CBS admin for this feature to be available: 4.7 Easy Access (Alternate Locations) 
When set, a tab is added to the Edit Device page: Alternate Location.

A POS device can be configured to allow access to specific locations (alternate locations) at a site. When configured to default to an alternate location, the user of the device does not have to select a location through the location map or location list

  • A default location is specified for the POS device to be attached to when: 
    • The user logs in (if clock-in not required)
    • The user clocks in
    • A check is finalized

This feature is especially useful when a device is in a fixed location, such as a counter service location, and for delivery orders. 

Configuration 

  • If alternate locations have not been configured for the POS device, the information will be blank on the Alternate Location tab 

  • If the device has been configured to access alternate locations, the Alternate Location page will show the locations that can be accessed 
    • Columns Location Name, Area Name and Display Order can be sorted in ascending or descending order 
    • User can add up to 11 locations per device
    • A default alternate location is a location that the specified device will be automatically attached to on user login/clock-in and/or finalize

ItemDescription
Default Alternate Location

The default alternate location is selected from the list of alternate locations that have been added for the device

  • A default alternate location is a location that the specified device will be automatically attached to on user login/clock-in and/or finalize

Add Alternate LocationClick Add Alternate Location to select locations the device can access
DeleteClick to delete the selected location 
Location NameLocation name configured in Areas > Location
Area NameArea name configured in Areas
Display Order 

The display order of the locations can be arranged by using the up and down arrows to move each location in the list

Save

Cancel

Click Save to save changes and close window

Click Cancel to discard changes and close window

Add Alternate Locations 

  • Click Add Alternate Location
    • On default, a pop-up window shows a list of all locations for the site
    • All Areas - The list can be filtered by area to show a subset of records. Areas are listed in numeric then alphanumeric order.
    • Search - The Location Name and Area Name columns can be searched by alphanumeric entry to narrow the list of records
    • Location Name and Area Name columns can be sorted in ascending or descending order 


  • Select  - Select the locations to be added (image below shows list filtered to show Counter Service area locations)    
  • Default - Select the default location for the POS device to be attached to (only one can be selected)
  • nn locations selected - Displays the number of locations selected. If user selects 11 (maximum), the remaining locations are disabled and cannot be selected. 


  • Save - Click Save to save changes and close window
  • Cancel - Click Cancel to discard changes and close window
  • Apply - Click Apply to apply changes and remain on window

Operation

Order Type default specified for locations

  • When a user logs in on the POS device, the device will automatically default to the default location specified and display the Ordering Menu to begin ordering 
    • The location map is bypassed; the user does not have to select a location from the location map

  • To change locations, tap the location number
    • A pop-up window lists the alternate locations available in the order specified in ECM
    • The default location for the device is designated with a (D) and checkmark

  • Tap a different location
    • The new location will be designated with a checkmark
    • The POS device will attach to the new location and display the Ordering Menu to begin ordering

  • After the order has been finalized, the POS device will default to the specified default location 

Locations not configured with a default Order Type

  • If the order type for the locations is not specified (Areas > Locations), the default location will load showing the order types available and the locations available instead of defaulting to the Ordering Menu 

Check Search 

When alternate locations have been configured on a POS device, Check Search will allow the user to search for checks by alternate locations for easy finding. 


Note: A check cannot be reopened from POS device if the check was created in an area not assigned to the POS device.

Example:

  • The POS device has locations in the Counter Service and Bar service areas
  • In Check Search, the device cannot reopen a check that was created in the Table Service area

Devices

Device Peripherals (Devices)

Peripherals