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Entering Guest Names as Diners in the POS/Portal App

Kevin U
  • Updated

Entering Guest Names as Diners in the POS/Portal App

There may be situations in which you want a guest name to have a diner profile in the POS system/Portal app. Once entered, then this guest can be assigned meal plans and charge accounts the same as a resident or staff diner profile.

To enter a guest name as a diner profile in the POS system, complete the following steps:

  1. In Touch Admin, select People Management > People. The Diner Management screen appears.
  2. Click the Add Diner button. The New Diner screen appears.
  3. Enter of select the following:
    • Last Name and First Name
    • Diner Category (aka People Group) - select the Guests diner category, or the appropriate sub-category if it exists.
    • Badge or RFID Tag # - if the guest is to be assigned a scannable badge number or RFID tag, enter it here. Once a badge number is entered for the diner profile, it can then be scanned by a supported barcode scanner. 
    • Portal PIN Code and Portal - Require PIN reset on next login - if the guest is to use the Portal app, enter the PIN here; see Setting Up PINs for the MealSuite Portal App for information on these settings. 
    • Diner Image (optional) - upload a diner image of the guest if needed. 
  4. Click the Create Guest button to apply your changes. The screen refreshes with the following sections :
    • Meal Plans - allows you to manage meal plans for the diner.
    • Point of Sale Charge Accounts - allows you to manage diner charge accounts for the diner. When a diner charge account is set up by your MealSuite customer success manager, it is usually set up to be automatically assigned to diners. If the diner charge account was not set up to be automatically assigned to diners, then you can manually assign it to diners (see Manually Assigning Charge Account to Diner).
    • Order History - view details of each purchase record for the diner.
    • Bill to Room Transactions - view details of transactions billed to room.

POS Order History Report (of Fired Items) for Guest Names

A POS order history for a guest name can be generated in the Touch Admin software. The order history consists of items that were ordered by a guest name and required kitchen preparation (i.e., item has been "fired" on the ticket). The report contains the following:

  • Guest name
  • Order ID
  • Meal Delivery Location
  • Order created date timestamps
  • Order taker
  • Meal period (breakfast, lunch, dinner) or snack time (snack am, snack pm, snack hs)
  • Production completed date timestamp
  • Ordered items and associated category

order_history_resident.png

To generate the report, complete the following steps:

  1. From the left navigation pane, select Order History. The Order History screen appears. 

    order_history.png
     
  2. In the Order History By Resident section, from the Resident Name field, select the guest name who you want to generate an order history report for. (Note: Despite the section being titled Order History By Resident, you can also search order history by guest names). 
     
  3. Click the GO button. The report is generated.

    order_history_resident.png

Exporting a Report to an Excel® Spreadsheet

To generate the report to an Excel® spreadsheet, click the Export button at the top right corner. 

FAQs

How long is the POS order history report kept for?

The POS order history is kept in the system in permanence.

What report do I run for items that were not fired to the kitchen?

The Payment Transactions report will list items that were not fired to the kitchen (i.e., did not require preparation).