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Configuring POS to Automatically Add Product when Meal Plan is Used

Kevin U
  • Updated

You can configure a POS location (dining room, quick service, and self-service kiosk) to automatically add a product when a meal plan is used. This may be required for the following reasons:

  • Assume a facility wants to provide a free meal item as part of a special. That item can be automatically entered to prevent the POS operator from having to manually add that item for each meal plan diner.
  • Depending on the facility and meal plan type, it may be that the facility is configured with a “meal plan product” that must be selected by the POS operator each time to allow for tracking of meal plans used in the system and reconciliation in accounting. For example, meal plan products of “Resident Meal - Breakfast”, “Resident Meal - Lunch” and “Resident Meal - Dinner”. By having these meal plan products automatically added, it prevents the POS operator from having to manually select the meal plan product each time.

Note: A product automatically added via a meal plan only appears on POS locations (dining room, quick service, and self-service kiosk), and not the Portal app. 

To configure the POS to automatically add a product when a meal plan is used:

  1. In Touch Admin, click POS Setting > Locations.

  2. Click the Edit button of the desired POS location. 

  3. Scroll to the Auto Add section, and click the Add Another Auto Add button to expand the section. 

    auto_add.png

  4. From the Meal drop-down, select meal period or snack time.

  5. From the Product drop-down, select the product. Note that the product that is selected must belong to the POS grid for it to be automatically added to the meal plan. For more information on how a product gets onto a POS grid, see How Does a Product Get Onto a POS Grid?. 

  6. To add another product, click the Add Another Auto Add button and repeat steps 4-5.

  7. Scroll to the bottom of the screen and click the Save Location button to apply your changes. 

Note: If a resident's meal plan balance is used up or the maximum limits set for the meal plan have been met, then the auto-add product functionality will not automatically add the product.