Reorder Table Items/Split Bills/Transfer Table Items Operation

 

Touch > Function Reorder Table Items (#110), Split Bill (#35), Split Table Balance (#38) and Transfer Table Items (#42) POS Keys

 

Description

 

This feature is used to reorder Table items, split Table bills/balances as well as transfer individual items.

 

To Be Considered

 

  1. If required, restricting access to these POS Keys can be managed by Clerk Security.
  2. Note : In the Split Bill screen when a Table Bill has been split and a Seat is selected to be paid, if a new item is then added prior to finalising the split payment, that item will NOT be sent to the KVS. However, if an item is added to a Split Bill and the Table is saved, the added item will be sent to the KVS.

 

Pre-Requisites

 

  1. Ensure the Function Reorder Table Items, Split Bill, Split Table Balance and Transfer Table Items POS Keys are added to the appropriate Layout using the Keyboard Designer.

 

Operation

 

  1. Reordering Items

 

Used to reorder Table items previously sold. Generally used to reorder drinks. The Reorder Table Items feature enables the reordering of one or more items. To do this do as follows:

  1. Enter the number of the Table to be transferred. Select the Table POS Key.
  2. The items associated with the Table will appear in the sales grid.
  3. Select the Reorder Table Items POS Key. This will only display the unique items previously ordered, and not multiple orders of the same item.
  4. Select the item(s) to be reordered.
  5. Select the OK button to reorder. The items reordered will be added to the existing items appearing in the sales grid.
  6. Select the Table POS Key to save the changes to the Table. Kitchen Dockets may print for any food items reordered.


  1. Splitting a Bill

 

Used to split Table Items, move items between Seats, pay for selected items and print Guest Bills. Generally used to split Table Items to a specific Customer and then pay for them. The Split Bill feature enables the following functions to be performed:


  1. At the SwiftPOS Touch terminal, enter the Table number then select the Split Bill POS Key. The following functions can now be performed:

 

  1. Moving Items

 

Individual item(s) can be moved from one Seat to another or from the No Seat Assigned panel to a Seat. To do this do as follows:

  1. Select one or more item(s), from either the No Seat Assigned panel or a Seat Panel, until all item(s) to be moved are highlighted.
  2. Click inside the Seat Panel to which the item(s) are to be moved to.
  3. The selected item(s) will now appear in the Seat Panel clicked.


  1. Moving Seats

 

All item(s) associated with one or more Seats can be moved to another Seat. To do this do as follows:

  1. Select the Seat(s) to move by clicking the Seat Header of each seat that is to be moved.
  2. Click inside the Seat Panel to which the item(s) are to be moved to.
  3. The selected item(s) will now appear in the Seat Panel clicked.


  1. Printing a Guest Bill

 

Individual Seat Item(s) or all item(s) associated with one or more Seats can be printed (Guest Bill). To do this do as follows:

  1. Select Individual item(s) in a specific Seat Panel or select one or more Seat(s) by clicking the Seat Header of each seat that is to be printed.
  2. Select the Guest Bill button to print the Guest Bill containing all of the selected items. For Printing Receipts information ...
  3. The Guest Bill will be printed.
  4. Select either OK to exit the Split Bill screen and have the printed items appear in the sales grid to be finalised, or select Cancel to exit the Split Bill screen without the printed items appearing in the sales grid.


  1. Splitting Items

 

Individual Unassigned item(s) can be split across multiple seats. To do this do as follows:

  1. Select one or more item(s) from the No Seat Assigned panel, until all item(s) to be split are highlighted.
  2. Select the Item Split button. A numeric keypad will be displayed to enable the entering of the number of times to split the selected items.
  3. The item(s) will be split and automatically moved onto any existing seats on the Table. If not enough existing seats exist then new seat numbers will be created for these item(s).
  4. Select OK to exit. Note : If a Surcharge is to be added to the bill then this can also be split like any other item.


  1. Pay for Selected Items

 

Individual Unassigned item(s) can be split across multiple seats. To do this do as follows:

  1. Select one or more item(s) from the No Seat Assigned panel, until all item(s) to be split are highlighted.
  2. Select the Item Split button. A numeric keypad will be displayed to enable the entering of the number of times to split the selected items.
  3. The item(s) will be split and automatically moved onto any existing seats on the Table. If not enough existing seats exist then new seat numbers will be created for these item(s).
  4. Select OK to exit. Note : If a Surcharge is to be added to the bill then this can also be split like any other item.


  1. Splitting a Table Balance

 

  1. At the SwiftPOS Touch terminal, select the Split Table Balance POS Key.
  2. The Open Tables for All Clerks screen will be displayed. Select a Table from the list of Tables displayed.
  3. A numeric Keypad will be displayed prompting the entry of How many ways the balance is to be split. Enter the number and select Ok.
  4. The Table balance will be split by the number entered and displayed in the sales grid, as can be seen in the screenshot below:

 

This screenshot is an example of the Table Balance being split 4 ways.


  1. Finalise the split. The following prompt will be displayed:

 

Select Yes to finalise further splits, or select No to save the remaining balance to the Table.
  1. There is also an option on the Key for a Visual Split Balance, which will show a cell for each split and also show the remaining Table Total.
    Multiple Cells can be selected in this mode to pay multiple splits at once.


  1. Transferring Items

 

Used to transfer Table items between Tables. To do this do as follows:

  1. Select the Transfer Table Items POS Key to open the Open Tables for All Clerks screen.
  2. Select the Table in the grid from which items will be transferred.
  3. The Transfer Items screen is displayed.
  4. Enter the Table number of the Table to which the items are to be transferred to, in the Transfer to # field at the bottom of the open screen
  5. Select the Transfer Singe option at the bottom of the screen to transfer single items.
  6. Select the items to be transferred. Hold down the Shift key to select multiple items.
  7. Select OK,
  8. A prompt will be displayed requesting whether the Transfer information is to be sent to the Kitchen Printer.
  9. Select YES, if appropriate.
  10. The items transferred should now be associated with the new table.

 

Split Bill

 

 

This screen is accessed from here and displays the Split Bill screen for Table #400. The items which are assigned to Seats are grouped and displayed in their respective Seat Panels. Items that are not assigned to Seats are displayed in the No Seat Assigned panel. For information re using this screen, click here. This screen can also be used just to organise items into seat numbers without having to split the table.

 

Grid

 

  • No Seat Assigned - This panel displays the items currently not assigned to a seat.
  • Seats - These panels display the seats currently allocated to a Table and the their item(s) .

    • Seat Header - Select to select all items associated with the seat.
    • Seat Panel - Displays items associated with the seat.

 

Footer

 

  • Clear Selections - Select to clear all items/seats currently selected. This button is available in Split Bill, Transfer Items and Re-Order Items screens.
  • Guest Bill - Select to print a Guest Bill (Receipt) for the currently selected items/Seats. This feature is only available when Splitting a Bill.
  • Item Split - Select to split the currently selected items in the No Seat Assigned panel by the number of splits entered. All of the split items will be automatically moved onto Seats. This feature is only available when Splitting a Bill. Note : For example, when 1 item on a Table, that is subject to a Member Campaign, is split over 2 seats, then the split items are considered to be 2 half items. So, when 1 half item is moved back to the Table and saved, the Member Campaign discount applied, will only be based on 1 half item and NOT the whole item.
    Transfer Single - Select to transfer a quantity of one for the currently selected items. If not selected then the entire quantity ordered will be transferred.
  • Transfer to Table # - Select to transfer selected items/seats to the Table # entered. Only enabled when the Transfer Single option is selected.
  • OK - Select to save any changes and exit.
  • Cancel - Select to exit without saving changes.

 

Split Balance POS Key Settings

 

 

This screen is accessed from here.

 

  • Auto Print Guest Bill - Select ensure the that once Table Items have been split the Guest Bill (Receipt) will automatically print.
  • Visual Split Balance Screen - Select to ensure that the Split Balance screen is displayed once the number of ways the Balance is required to be split, has been entered. An example of which, can be seen below.
     

 

Split Bill POS Key Settings

 

 

This screen is accessed from here.

 

  • Open table when Split Bill completed - Select to ensure the Table is opened (ie. Table items appear in the sales grid) once a Bill has been split.
  • Return to Split Bill screen - Open the Split Bill screen after making a payment.
  • Auto Print Guest Bill - Select ensure the that once Table Items have been split the Guest Bill (Receipt) will automatically print.

 

Transfer Table Items POS Key Settings

 

 

This screen is accessed from here.

 

  • Auto Print Guest Bill - Select ensure the that once Table Items have been transferred the Guest Bill (Receipt) will automatically print.

 

Reorder Table Items POS Key Settings

 

 

This screen is accessed from here.

 

  • Selected Categories - Select only those Categories from the Category List, that can be reordered. Generally this would be drinks only.

 

Related Topics

 

  1. POS Configuration Index - Table/TAB Configuration
  2. POS Operation
  3. POS Operation Index - Table/TAB Features
  4. Touch Toolbar and Tools
  5. Terminal Settings

 

Published 28 Mar 2024