Alternate Locations (Devices)
- Rose Eliff (Unlicensed)
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
Item | Description |
|---|---|
Default Alternate Location | The default alternate location is selected from the list of alternate locations that have been added for the device
|
Add Alternate Location | Click Add Alternate Location to select locations the device can access |
Delete | Click to delete the selected location |
Location Name | Location name configured in Areas > Location |
Area Name | Area 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