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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, 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 People Management screen appears.

    diner_profile.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 profile in the MealSuite core system will automatically appear in the POS diner profiles (and also the Touch app profiles). 

Note: If photos are not synching to POS from the core system, please contact MealSuite Support. If you are MealSuite Support, please see the following internal article on synching profile photos: Synching Diner Photos from MealSuite System to Touch/POS (INTERNAL).

There is the ability to manually upload/change the photo for a POS diner. Doing so will also change the photo in the respective MealSuite core system and Touch app profiles. 

To manually upload a photo for a POS diner profile:

  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.

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 Kitchen Order History of a Diner (i.e., Items "Fired" to Kitchen)

Items ordered by the diner that require kitchen preparation (i.e., item has been "fired" on the POS to the kitchen) are listed in the Kitchen Order History section for that diner. To view the Kitchen Order History section for a diner: 

  1. Open the diner profile.
  2. Click the Kitchen Order History tab, where transaction records of fired items are listed. Each transaction record includes the following details:
    • Order number
    • Order date
    • Meal period (breakfast, lunch, dinner)
    • Date and time of order
    • Kitchen completion time of order
    • Delivered at (if delivered to room)
    • Order items

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. Open the diner profile.
  2. Click the POS Bill to Room Transactions tab, which lists the transactions from the diner that have been bill 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 synch is performed between the core system and the Touch Admin software, 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. 

FAQs

Can the diner category (people group) be changed for a diner profile?

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

However, if sub-categories exist within a main diner category, you can assign a diner profile to a sub-category. See Assigning Sub-Category to a POS Diner Profile.

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.