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Configuring Service Settings for a POS Revenue Center

Kevin U
  • Updated

Opening the Service Settings of a POS Revenue Center

You have the ability to configure service settings for a POS revenue center. To first open a POS revenue center to configure its service settings, complete the following steps:

  1. In the Core system, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
  2. From the Settings panel, select Point of Sale Settings > Revenue Centers. The Revenue Center screen appears.
  3. Click the name of the revenue center you want to open. The screen for that revenue center appears. 

    revenue_center_screen.png
     
  4. From the right navigation pane, click Service to automatically navigate to the Service section. 

    service_section.png
     
  5. Click the Edit icon (first screenshot below) to opens its fields for editing (second screenshot below). 

    edit_service_settings.png

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  6. See POS Revenue Center Service Settings below for the service settings that can be configured. 

POS Revenue Center Service Settings

From the Service section, the following POS service settings are available: 

  • Meal Assembly Location (i.e., KMS location) – select the KMS location that POS orders are sent to.
    kms_pos.png
  • Meal Delivery Area (aka dining area) – select the meal delivery area associated with the POS revenue center. A meal delivery area is represented as a dining area in your Core account (including residence area enabled as a dining area for in-room service), and as such is associated with a menu service location (MSL) in the core system, which in turn determines the menus that are available to the dining area. 
    POS_location.png
     
    Note: A dining area (including residence area enabled as a dining area for in-room service) can only be associated with a single POS revenue center. If you select a dining area that has already been associated with another POS revenue center, then when attempting to save the POS revenue center, a message will appear to indicate such and you will not be able to save. 
     
  • Auto use meal plan if enough balance is available - if a meal plan is to be used at the POS revenue center, then selecting this check box prevents the POS end-user from having to manually tap the Use Meal Plan button when seating a diner with a meal plan (see How Do Meal Plans Work on the POS for more information).
     
  • Enable the takeout/to-go tab - for a POS dining room location or POS quick service location, enables the To Go Orders screen (screenshot below). From this screen the POS operator can place pickup and delivery orders, and view current pickup and delivery orders (see POS Dining Room - Managing To Go Orders and POS Quick Service Location - Managing To Go Orders). This includes orders placed by residents via the MealSuite Portal app.  

    to_go_orders2.png

    Note 1: With the To Go Order screen, either a pickup order or a delivery order can be placed. The system cannot be configured to hide (i.e., prevent) either option from the screen. 

    Note 2: With the To Go Order screen available, the tender types available for payment are what has been configured for the POS revenue center (cash, credit, gift card, bill to room, as per screenshot below). Reach out to MealSuite Support to allow/disallow the tender types as needed. If you are MealSuite Support, see the following internal article: Configuring a POS revenue center (INTERNAL) > Tender Methods. Also note that the Pay at Pickup option (shown in screenshot below) is a default option for a pickup order and cannot be hidden from the system. 

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  • Automatically close the ticket and redirect to previous screen upon full payment of a ticket - with this option selected, then when a non-meal plan ticket is paid, the ticket is automatically closed and the POS operator is returned to the previous screen.

    auto_close1.png

    If this option is not selected, then the Close Ticket button is available on the ticket for the POS operator to manually close the ticket after it is paid. 

    auto_close_not.png

    See Configuring POS Receipt Printing and Ticket Closing for more information on scenarios with this option selected or not. 
     
  • Automatically fire order to kitchen upon full payment (excludes scheduled orders) - for a POS revenue center that fires orders to a kitchen (i.e., POS dining room location as opposed to a POS quick service location), you can select this option to have the order automatically fired to the kitchen upon payment. Without this option selected, the server will have to manually fire the order to the kitchen prior to receiving payment. Orders with a scheduled pickup/delivery time are automatically excluded from auto-firing (i.e., they fire at their scheduled time instead).

    Note: With this option selected, the Fire button on the POS front-end is still available for the server to manually fire an order. However, if they forget to tap the Fire button, then it is no concern because the system will automatically have done it.  
     
  • Print receipt for cash payment - select this option to have the system automatically print receipts for cash payments and therefore prevent the POS operator from having to physically tap the Print button. To have the POS operator manually print receipts for cash payments, this option must not be selected. For more information, see Configuring Receipts and Ticket Closing.
     
  • Print receipt for non cash - select this option to have the system automatically print receipts for non-cash payments (i.e., credit card, debit, bill to room, gift card, meal plan, charge account, department charge account, etc.) and therefore prevent the POS operator from having to physically tap the Print button. To have the POS operator manually print receipts for non-cash payments, this option must not be selected. For more information, see Configuring Receipts and Ticket Closing.
     
  • Print two receipts for each transaction - select this option to print a duplicate copy of the receipt. The duplicate receipt is indicated as such with DUPLICATE COPY text at the bottom of the receipt. 

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  • Enable meal course – if the POS revenue center is a dining room and during ordering you want POS to automatically move a selected item to a pre-assigned course (Course 1, Course 2, Course 3), then select this check box. Then each course can be fired to the KMS screen independently of the other courses (i.e., each course represents a separate ticket). Note that it is the category of the item that determines the course. If the category of the item has not been assigned a course, then the item will not fall into a course. The course/category assignment is set up in Touch Admin via POS Settings > Categories (see Assigning Meal Course to Categories for more information).
     
  • Use resident personalized menus – select this check box to have the POS revenue center show choices from the resident's personal menu in the core system. For example, if the resident is on a non-regular diet order, then the personal menu will contain the therapeutic items that have been extended for the regular menu items. Another example are personal menu items will be available for the resident. 

    Note 1: The Use resident personalized menus option only applies to a POS revenue center. It does not apply to the Portal app. At this time, only menu items of the regular diet type and regular texture type are available to order on the Portal app. Extended substitute items are not available to order, nor are any personal menu customizations (e.g., personal menu items or substitutes). 

    Note 2: With the Use resident personalized menus option selected, the system will prevent any menu items appearing for a resident/patient with the non-select service type when their name is assigned as a diner at a POS station.  
     
  • Hide Fire Table button (for Dining Room POS Locations) - select this check box to not display the Fire Table button on the Table Overview screen. 

Entering End Times for Meal Periods (Breakfast, Lunch, Dinner) at a POS Revenue center

For a POS revenue center, you can enter the end times for meal periods (breakfast, lunch, dinner). When an end time for a meal period is reached, the POS will automatically switch to the next meal period, and offer the items available for that meal period. 

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To enter end times for meal periods at a POS revenue center, complete the following steps:

  1. Open the POS revenue center service settings as described above. 
  2. Click Meal Period Times from the right navigation pane to open the Meal Period Times section (screenshot below). You can also scroll to the Meal Period Times section. 
  3. Enter the end times for the three different meal period fields: Breakfast End, Lunch End, and Dinner End. 

    meal_period_times.png
     
  4. Scroll to the bottom of the screen and click the Save Location button to apply your changes.