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General

¶¶ÒõCloud Portal → 4-Dot Menu → Data Management → Ordering Settings → Hardware → Terminal Scheme

From the General page of the Terminal Scheme editor, define general settings for a terminal scheme:

Setting

Description

Name

Type a name for the terminal scheme.

Description

Type a description of the terminal scheme.

Business Operation

From the dropdown, select the applicable business environment:

Table Service Restaurant

The available Starting View options include:

  • Custom Open Orders - View a custom Open Orders screen.

  • List View - View "Open" and "Awaiting Tip" orders in a list and perform advanced group actions on them.

  • Open Orders View - View "Open" and "Awaiting Tip" orders for each table. Select an order to perform actions on it.

  • Table Map - View a graphical map of the tables at the site. Select a table from the map to perform actions on it.

  • Wait List - View and manage the list of guests awaiting to be seated at a table.

Quick Service Restaurant

The available Starting View options include:

  • Custom Open Orders - View a custom Open Orders screen.

  • Drive Thru Orders - Tender drive-thru orders entered by the order taker.

  • Open & Suspended Orders - Access "Open" and "Suspended" orders entered at other terminals and from other order sources.

  • Order Entry - Enter and Save/Total orders.

  • Table Map - View a graphical map of the tables at the site. Select a table from the map to perform actions on it.

  • Wait List - View and manage the list of guests awaiting to be seated at a table.

Retail Store

The available Starting View options include:

  • Custom Open Orders - View a custom Open Orders screen.

  • Open & Suspended Orders - Access "Open" and "Suspended" orders entered at other terminals and from other order sources.

  • Retail Order Entry - Enter and Save/Total orders.

Theme

From the dropdown, select a color scheme for the POS.

Order Source

(Optional) From the dropdown, select the order source to associate with the terminal scheme.

Starting View

From the dropdown, select the view to open each time the terminal is started.

The available options are determined by the selected Business Operation (see above).

Order Ticket Header

From the dropdown, select the type of header to use on order tickets. The header type determines the type of information that is displayed to the user.

The Standard type is typically used in QSR and TSR environments.

When Scanning Barcode for Open/Saved Order

From the dropdown, select the screen to open when the cashier scans the barcode of an Open/Saved order.

Prohibit from Working Offline

Select this option to disable the POS when the system is offline.

When the system is offline, the operator receives a notification and troubleshooting steps are provided to resolve the connectivity issue.

Show Unfulfilled Paid Orders

Select this option to include unfulfilled Paid orders that are not yet served to the guest on the Drive-Thru and Open and Suspended Orders screens.

  • This setting is only available for the Quick Service Restaurant business operation.

  • This setting is only applicable to the Drive Thru order destination.

  • After serving the Paid order to the guest, the cashier selects Serve to remove the order from the screen.

Autologoff on Completed Actions

Select this option to automatically logoff the user from the POS terminal once they have completed their respective order actions / functions.

In environments where multiple users share the same terminal, enabling this option addresses security concerns that may arise when users walk away from the terminal without logging off.

For the list of related order actions / functions, see Autologoff on Completed Actions.

Logoff Timeout on Completed Actions (seconds)

This field is only available when Autologoff on Completed Actions is selected.

Type the number of seconds to wait after the user completes their order actions before automatically logging the user off from the terminal.

Autologoff on Completed Actions

When Autologoff on Completed Actions is enabled for a terminal scheme, the user is automatically logged off after the user completes the following actions / functions:

Order Actions

  • Re-Print Receipt (not active orders)

  • Re-Print Refund Receipt

  • Re-Send to kitchen

  • Re-Tender (Full, not Partial)

  • Save

  • Save & Print

  • Suspend

  • Tender (Full, not Partial)

  • Update Tip

  • Void

Non-Sales Functions

  • Create Product Count Order

  • Create Refund Order

  • Create Waste Order

  • Refund Specified Amount

Other Functions

  • Clock Out

  • End of Day

  • Paid In / Out

  • Start Break

Note

If the user cancels any of the identified order actions, the user is not automatically logged off.

See also: