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POS Diner Categories

Kevin U
  • Updated

About POS Diner Categories

For organizational purposes and to allow for meal plan, diner charge account and auto-discount assignments, diners can be assigned to a diner categories. There are three main diner categories:

  • Residents
  • Staff
  • Guests

For each diner category you can create sub-categories. For example, under the staff diner category, you could have a “volunteer” sub-category and a “nursing” sub-category. Under the guest diner category, you could have a “family” sub-category.

About People Groups in the Core System and Diner Categories in POS

The people groups that exist in the core system do not transfer over as diner categories in the POS. People groups and diner categories are separate. However, note that all resident/patient profiles in the core system are automatically assigned to the Residents diner category in the POS. 

Creating a Sub-Category in a Diner Category

To create a sub-category in a diner category, complete the following steps:

  1. In Touch Admin, select People Management > People Groups. The People Groups screen appears.
  2. For the main diner category section for which you want to create a sub-category, click the Add a Sub Category for [Diner Category] button. A pop-up appears for you to enter the sub-category name
  3. Enter the name of the sub-category and click OK. The newly-added sub-category is listed in its Diner Category section.

Assigning Sub-Category to a POS Diner Profile

A POS diner profile is assigned to one of the three main diner categories: Residents, Staff, or Guests.

The system does not allow a diner category to be changed for a profile. For example, you cannot open a resident diner profile and assign it the Staff diner category. You cannot open a staff diner profile and assign it the Guest diner category.

However, if sub-categories exist within a main diner category, you can assign the diner profile to a sub-category. To do so, complete the following steps:

  1. Open the diner profile.
  2. In the Diner Category field, select the sub-category. 
  3. Click the Update Diner button to apply your changes.