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POS Diner Profiles

Kevin U
  • Updated

About Diners in the POS System

Diners in the POS system are automatically imported and subsequently synched from the associated resident (i.e. people) profiles in the MealSuite core system. 

On the POS front-end, the POS operator will select a diner and create their order, as per screenshots below.

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About Menu Items Shown to POS Diners

If resident personal menus in the core system are enabled to show in the POS (via steps below), then items from individual personal menus appear in the POS for profiles with the table select (i.e., instant ordering) and advance ordering services types. For a profile with the non-select service type, no menu items are shown for them in the POS.  

If resident personal menus in the core system are not enabled to show in the POS, then the regular items from scheduled menus appear in the POS to order regardless of a profile's assigned service type. 

Enabling Personal Menus in the POS

To have resident personal menus shown in the POS, select the Use resident personalized menus check box for the POS location, as per screenshot below. See Configuring Service Settings for a POS Location to access this check box. Also, ensure to click the Save Location button to apply your changes. 

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Opening a POS Diner Profile

You open a POS diner profile in the Touch Admin software. To do so:

  1. From the left navigation pane, click People Management. The Diner Management screen appears.

    diner_management_screen.png
     
  2. You can narrow the results onscreen via the following filters:
    • Diner Category - select Residents, Staff, or Guests. 
    • Diner Type - select Active Diners or Inactive Diners.
  3. You can search for a specific diner via the Search field.
  4. For the diner profile you want to open, click its Manage Diner button. The diner profile is opened. 

    diner_profile2.png

POS Diner Photos

Photos that you upload for a resident/patient profile in the MealSuite Core system will automatically appear in the diner profile in the Touch Admin software, the POS, and the AO and IO screens in the Touch app. 

There is also the ability to manually upload/change the diner photo in the Touch Admin software. Doing so syncs the photo to the respective profile in the MealSuite Core system, the POS, and the AO and IO screens in the Touch app. To manually upload a photo for a diner profile in the Touch Admin software:

  1. Open the diner profile.
  2. For the Diner Image section, click Choose File and navigate to and select the photo to be uploaded.
  3. Click the Update Diner button to apply your changes.

Note that if photos are not synching between the Core system, the Touch Admin software, the POS, and the AO and IO screens in the Touch app, please contact MealSuite Support. If you are MealSuite Support, you can synch photos as follows: In the Touch Admin software, click the Sync People Photos option from the left navigation pane. 

Entering a Badge or RFID Tag Number

If a diner has a scannable badge or RFID tag number, you can enter it on their POS diner profile.

To enter a badge or RFID tag number for a POS diner profile: 

  1. Open the diner profile.
  2. In the Badge or RFID Tag # field, enter the ID number.
  3. Click the Update Diner button to apply your changes.

Viewing Meal Activity of a Diner (of items "fired" to kitchen)

Items ordered by the diner that require kitchen preparation (i.e., item has been "fired" to the kitchen) are listed in the Meal Activity tab for that diner. To open the Meal Activity tab for a diner: 

  1. In the Core system, open the resident/patient profile.
     
  2. Click the Meal Activity tab, where transaction records of fired items are listed. Each transaction record includes the following details:
     
    • Order Number
    • Delivery Date
    • Meal Period (Breakfast, Lunch, Dinner)
    • Meal Delivery Location 
    • Item Count
       
  3. By expanding the Item Count by clicking the down arrow, a section expands with the following details:
    • Created At/By
    • Delivered At (if delivered to room)
    • Production Completed at (date and time when order was bumped)
    • Ordered Items
meal_activity_tab.png

Note: Items that are not fired to the kitchen will print on the POS receipt, and can be viewed on the POS Sales Activity Report. 

Viewing Bill-to-Room Transactions of a Diner

To view the bill-to-room transaction of a diner:

  1. In the Core system, open the resident/patient profile.
     
  2. Click the Bill to Room Charges tab, which lists the transactions from the diner that have been billed to their room. 

Archiving a Diner Profile in the Touch Admin Software

A diner profile in the Touch Admin software can be manually archived. When a diner profile is archived, that profile will not appear in the front-end ordering apps (Touch app and POS).

Archiving a diner profile in the Touch Admin software does not archive their corresponding profile in the Core system. When a location synch is performed between the Core system and the front-end ordering apps, the diner profile will become unarchived. If wanting to fully archive the profile, you must do it in the Core system; see Archiving a Profile. 

To archive a diner profile in the Touch Admin software, complete the following steps:

  1. Open the diner profile.
  2. Click the Archive Resident text. 

    archive_resident.png
     
  3. Click OK to the confirmation message that appears. 

POS Diner Profile Reports

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.

Note: 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.

FAQs

How is the Client ID field populated?

The Client ID field for a diner profile in the Touch Admin software is migrated from the Client ID field from their profile in the core system.

Can a credit be issued to a resident's bill to room?

No. A credit cannot be issued to a resident's bill to room.