Complete a Common Retail Order

The Touchscreen can operate several mode-types. Most counter-side venues are recommended to operate in Retail Mode. Every setup is unique, and the steps below may not reflect the exact process at your organization. Nevertheless, the general process should be the same. This article covers the following topics:

• Complete a Retail Order

− Start an Order

− Close an Order

Complete a Retail Order

The steps below walk through an order in Retail mode, start to finish. An order, however, is not required to be closed immediately. Before starting an order, a user must first sign in to the department:

1. At the Operator Sign-In, use the number pad to enter your unique operator code.

*NOTE: Please contact your community management for questions concerning your personal operator code.

2. Press Sign In.

Start an Order

To begin a new order, follow the steps below:

3. Choose a Menu from the left-side menu bar.

4. Select an Item to add it to the order.

5. After the first item is selected, if you mode is set up for this please choose a Customer Type for this order. Some locations may not ask and could have it auto selected for them to one Customer Type.

6. Continue to confirm the customer type.

*NOTE: Customer Type is used to determine item prices. There is one Customer Type per order, so this screen will only appear after the first item is selected.

7. If the item has any Modifier Groups or Choice Lists, select the customer’s preference(s).

Any minimum or maximum option limits will be displayed at the top.

*NOTE: Not all items will have pre-assigned Modifier Groups or Choice Lists.

8. When the desired options have been finalized, click Add.

*NOTE: Repeat steps 3-4 and 7-8 for all remaining items on this order.

*If you would like to remove or edit an added item, click on the item on the right and two icons will appear. Click on the Pencil icon to edit the item such as quantity, modifiers, or choice list. Or to quickly remove the item click on the Trash Can icon to remove the item from the order.

Close an Order

The close order process can vary between organizations. This section assumes the order will be automatically charged to a meal plan or charge account. To close an order to a customer’s account, follow the steps below:

9. Press the Close Order button.

10. For payments On Account, type the customer’s name using the Virtual Keyboard or a USB Keyboard can be used if the option is toggled under the Admin button.

*NOTE: Entering full names are not necessary; only a few characters are required. The more letters entered, the narrower the search results will be.

11. Click Search.

12. Select the customer from the list of search results and click Continue. If only one customer matches the search results, they will be chosen automatically.

13. On the Customer Information screen, press Assign and Close to confirm the customer.

*NOTE this is only if applicable to your mode setting, some may not ask for this prompt.

The items will be charged to the selected customer’s account. When the order has been processed, the Touchscreen will return to the main screen to begin the next order.