- Assigning a Meal Plan to a Diner
- Applying a Credit to a Diner's Meal Plan
- Applying a Debit to a Diner's Meal Plan
- Viewing Meal Plan Balances for Diners
- Viewing Meal Plan Transactions of a Diner
- Deactivating Meal Plan for a Diner
- Disabling (i.e., Suspending) a Meal Plan in System
Assigning a Meal Plan to a Diner
To assign a meal plan to a diner, complete the following steps:
- In Touch Admin, select People Management > People. The People Management screen appears.
- For the diner you want to assign a meal plan to, click its Manage Diner button. The Diner Information screen specific to the diner appears.
- Scroll to the Meal Plans section and click the Assign a New Plan button. The Assign Meal Plan pop-up appears.
- Enter or select the following:
- Meal Plan Policy - select the meal plan. If the desired meal plan is not available, then it indicates that the diner and meal plan do not share the same diner category (to make the diner category assignments, see Working with Diner Profiles and the appropriate creating a meal plan topic).
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Start date - select when the plan becomes active.
- Click the Assign button. The pop-up closes and the newly-assigned meal plan is listed for the diner with its balance in the Available Balance column.
Note 1: If the meal plan was configured to be pro-rated, the adjusted balance is shown.
Note 2: If the diner was already assigned a meal plan, then that meal plan is suspended for the diner, and the newly-assigned meal plan is made active.
- If the meal plan is a prepaid meal plan (i.e, one-time meal plan), then the next step is to add a credit amount to the meal plan. See Applying a Credit to a Diner's Meal Plan below.
Note: A diner can only be assigned a single meal plan. If you assign a meal plan to a diner who already has a meal plan, that original meal plan will be deactivated for the diner.
Applying a Credit to a Diner's Meal Plan
For a prepaid meal plan (i.e., one-time meal plan) that is assigned to a diner, you must manually credit the meal plan.
For a standard meal plan (i.e, one that resets), you can manually apply a credit, which is useful in case of a discrepancy or error with the points/dollar amount during a transaction, or if the diner accidentally overpaid at the time of transaction.
To manually apply a credit to a diner’s meal plan, complete the following steps:
- In Touch Admin, select People Management > People. The People Management screen appears.
- Click the Manage Diner button for the diner. The Diner Information screen appears.
- Scroll down to the Meal Plans section and locate the diner's active meal plan.
- Click the Credit button. A pop-up appears allowing you to enter the credit amount.
- Enter the amount in the Amount field. Enter any applicable comments in the Comment field.
- Click the Credit button, and then click OK to the confirmation message that appears. You are returned to the Diner Information screen.
- Refresh the screen to see the updated amount in the Available Balance column of the Meal Plan section.
Applying a Debit to a Diner's Meal Plan
There is the ability to manually apply a debit to a diner’s meal plan. This is useful in case of a discrepancy or error with the points/dollar amount during a transaction, or if the diner accidentally underpaid at the time of transaction.
To manually apply a debit to a diner’s meal plan, complete the following steps:
- In Touch Admin, select People Management > People. The People Management screen appears.
- Click the Manage Diner button for the diner. The Diner Information screen appears.
- Scroll down to the Meal Plans section and locate the diner's active meal plan.
- Click the Debit button. A pop-up appears allowing you to enter the debit amount.
- Enter the amount in the Amount field. Enter any applicable comments in the Comment field.
- Click the Debit button, and then click OK to the confirmation message that appears. You are returned to the Diner Information screen.
- Refresh the screen to see the updated amount in the Available Balance column of the Meal Plans section.
Viewing Meal Plan Balances for Diners
To view the meal plan balance for a diner:
- Click People Management > People. The People Management screen appears.
- Click the Manage Diner button for the diner whose meal plan balance you want to view.
- Scroll to the Meal Plans section, where the Available Balance column lists the current balance for each assigned plan.
Viewing Meal Plan Transactions of a Diner
To view the transactions made on a meal plan by an individual diner, complete the following steps:
- Select People Management > People. The People Management screen appears.
- Click the Manage Diner button of the diner whose transactions you want to view. The Diner Information screen appears.
- Scroll down to the Meal Plans section.
- For the meal plan whose transactions you want to view, click its View Activity button. The Transaction History screen appears, listing individual transaction records made under the meal plan. A transaction record contains the following:
- Date and time of transaction
- Unique transaction ID
- Ticket ID
- Type of transaction
- Meal period (breakfast, lunch, dinner)
- POS location
- Notes that may have been entered when the transaction occurred
- Amount of credit or debit
- Account balance
Deactivating a Meal Plan for a Diner
To deactivate a meal plan for a diner, complete the following steps:
- In Touch Admin, select People Management > People. The People Management screen appears.
- For the diner whose meal plan you want to deactivate, click its Manage Diner button. The Diner Information screen specific to the diner appears.
- Scroll to the Meal Plans section.
- Click the Deactivate Plan button. The Status column displays Suspended.
Disabling (i.e., Suspending) a Meal Plan in System
A meal plan can be disabled (i.e., suspended) in the system. Doing so will immediately prevent all diners who are assigned the meal plan from using that meal plan. When a meal plan is disabled, it cannot be re-enabled.
- In Touch Admin, select People Management > Meal Plans. The Meal Plans screen appears.
- A currently-enabled meal plan appears with the Disable button. To disable the meal plan, click its Disable button. A confirmation message appears.
- Click OK. The meal plan is suspended.