Location Map - Locations and Layouts

Owned by Rose Eliff (Unlicensed)
Last updated: May 09, 2020Version comment
6 min read

Summary

From the Location Map, the user can manage: 

  • Locations 

    • Add/remove locations from location map/layouts

    • Move locations

    • Resize or rotate locations

    • Change location type (4-top, booth, etc.) 

  • Layouts

    • Add/remove layouts

    • Edit layouts

To use the Location Map, tap Manage, then tap Location Map.

When Location Map is selected, the locations on the map can be edited and layout tools are enabled in the top bar. 

Location Management

Add Location 

Add locations in ECM, then move the added locations to the location map to use. 

To add a new location in ECM:

  • Go to Sites > Areas > select an area.

  • Tap Locations tab > Add Location

  • Create the new location, save and deploy

See: Locations (Edit an Area)

  • To move the added locations to the location map, tap Add Location

  • Tap the location to be added from the flyout menu

  • The location is added to the location map

Move location

  • Tap the location to select

  • Press and hold on location; drag to new location and release

Resize or rotate locations

  • Tap the location to select

  • Press and hold the rotation icon to rotate the location

  • The degree rotation will display on the location icon 

   

  • Press and hold the double arrow icon to adjust the size of the location 

  • The expansion/reduction size will display on the location icon 

Change location type (4-top, booth, etc.) 

  • Tap the location to select

  • Tap the "i" 

     icon to launch the location information pop-up

  • Scroll through the location spinner to find the location type needed

  • Tap the location tap to select the location type

  • Tap anywhere on the map to dismiss the pop-up 

Remove location

  • Tap the location to select

  • Tap the "i" 

     icon to launch the location information pop-up

  • Tap Remove

  • On the confirmation window, tap OK to remove or tap Cancel to cancel the operation 

  

Layouts

Multiple layouts can be used within a restaurant (e.g., bar layout, patio layout, dining room layout, banquet room layout, etc.). Multiple layouts are particularly useful for larger restaurants where a single layout displaying all locations on the device might become too crowded to be useful. 

With this feature, the user can:

  • Add one or more layouts

  • Give each layout a unique name

  • Add a background image to a layout 

  • Display a list of available layouts

  • Move tables to and from layouts

  • Return to last layout used after completing a transaction

To manage layouts, Manage, then tap Location Map.

 

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Description 

 

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Description 

 

Layouts

  • To view the layouts available, tap the layouts icon.

  • To go to a layout, tap the layout name

Delete layout

Removing a layout is a permanent action. A deleted layout cannot be recovered. (The locations remain available to be added to other layouts.)

  • Access the layout to be deleted

  • Tap Manage > Location Map 

  • Tap the delete icon (trash can) in the menu bar

  • On the confirmation pop-up, tap OK

  • The layout with its locations will be removed

    • Note: The locations can be added to another layout by going to a different layout and tapping Add Location 

Edit layout

To edit the layout name: 

  • Tap the edit layout icon

  • On the Edit Layout page, enter the new name

  • Tap Done to complete the action; tap Cancel to cancel the action

 

 

To add a background image (this feature requires an account feature toggle to be enabled): 

  • Upload and associate images to layouts in ECM by going to Sites > Layouts (See Layouts (Sites)) 

  • On the app, swipe to select a background image from the images uploaded or select Use gray background (default). 

  • The selected background will be shown and will appear as the background for the layout on the location manager page 

  • Click Done to save changes and close the window or Cancel to discard changes and close the window

 

Add layout

To add a layout:

  • Tap the + icon

  • Enter the layout name in the pop-up displayed; tap Done to save; tap Cancel to cancel changes

  • The new layout is created

Add locations to the new layout

  • Tap Add Location; a list of available locations will display 

    • Note: Locations are added in ECM; after publishing from ECM, the new locations are available to be added to any layout

  • Tap each location in the list that is to be added to the new layout 

  • Tap Publish 

 

Publish changes

  • After making changes to layouts, tap Publish to publish the changes to all devices. 

  • A confirmation message will display. Tap Yes to publish the changes; tap No to dismiss the changes.

Submit order

When there is only one layout, when a user taps Submit Order, they are detached from the location and returned to the layout screen.

When there are multiple layouts, when a user taps Submit Order, they are detached from the location and returned to the last layout selected (the one on which they submitted the order). 

 

Log in 

When staff logs out, then logs in again: 

  • If attached to a location, the user will return to the layout where the attached location is located

  • If not attached to a location, the user will return to the last layout selected 

 

Related articles

Manage

Locations (Edit an Area)

Layouts (Sites)