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Using Pocket Pad v2 - Tablet Devices

To begin placing an order with a Tablet Device (e.g. iPad), open the Pocket Pad app.

Each time the Pocket Pad app is started, it will Download Program Data from your Idealpos system.

This data includes table layouts, POS Screen button layouts, Stock Items, Prices, etc.

 

 

Once Program Data has been downloaded, you will be presented with one of the following three screens (depending on how the app has been configured).

 

If Show Home Screen is enabled, you will need to enter either the Clerk Code or Login Code, then press OK to login.

 

 

If Show Home Screen is disabled and the Compulsory Clerk option is enabled in the app Settings, a Clerk will need to be selected before an order can be placed on a table.

 

 

 

If Compulsory Clerk is not enabled, the first available Clerk will be selected by default and the Clerk list will not appear automatically.

You can however click on the Clerk button at the top of the screen to display the list of Clerks and select another Clerk.

 

 

 

Once a Clerk has been selected, you can select the required Table Map from the Table Map dropdown list located at the top of the screen (if you have more than one Table Map configured).

 

 

The next step involves entering the number of  Guests/Covers and can vary depending on your system configuration.

If Prompt for Covers has been enabled in Idealpos Yes/No Options, the Guests field will be hidden in the app and a prompt will be displayed to enter the number of Guests after pressing the "Start Order" button.

 

 

 

If Prompt for Covers is not enabled in Idealpos Yes/No Options, the Guests field will appear in the app and this field can be used to specify the number of Guests that will be seated at the table.

Enter the number of Guests in the Guests field is not compulsory and can be skipped if not required.

Note that the Guests field may not appear if the "Hide Guests field" setting is enabled in the app.

To enter the number of Guests, click onto the Guests field, then enter the number of Guests using the onscreen keyboard.

Dismiss the onscreen keyboard by pressing anywhere in the table list, then select a table number and press the "Start Order" button.

 

 

 

The Order screen will be displayed which is used to add items to the order.

Navigate through each tab and select the Stock Items to add to the table.

The Send button can be pressed to vie the items that have been added to the order.

 

 

If required, you can swipe from left to right to display additional options for the item.

Options available are QTY and Make Main/Entree.

QTY can be used to change the quantity ordered for the selected item.

Entering a quantity using the QTY button will replace the previously entered quantity for the item.

 

 

 

 

Make Main/Make Entree can be used to set the Print Group Shift for an item (e.g. guests seated at a table may want to order an entree as their main meal, and therefore, the Make Main option can be used to change this when required).

When changing a Stock Item's Print Group Shift using the Make option, the Stock Item in the list of items ordered will show the Print Group Shift in brackets next to the item ordered.

E.g. Pumpkin Soup (MAIN) or Pumpkin Soup (ENTREE).

Note that the Make Main/Make Entree options may not appear if this function has not been configured in Idealpos settings.

Also note that the Make Entree/Make Main options may display different Print Group Shifts instead of Main/Entree depending on how your Idealpos system is configured.

These options are controlled via Idealpos Back Office > Setup > Global Options > Miscellaneous > Ideal Handheld > Print Group Shift 1 and Print Group Shift 2.

If these Print Group Shift options are not configured in Idealpos, they will not appear in the menu when swiping from left to right on a Stock Item in an Order.

 

 

 

Swipe an item from right to left to gain access to TXT, Delete and Insert functions.

 

 

The below example shows adding a TXT note to a Stock Item in an order.

 

 

 

 

The below example shows Deleting a Stock Item using the Delete function.

When pressing Delete, any Notes associated with the Stock Item will also be deleted.

 

 

 

In addition, Stock Items added to an order can be allocated to specific Seat Numbers.

To use this feature, select the Seat Number, then press the Stock Items that you want to add to the selected Seat Number.

Then select the next Seat Number in the list and add items for the Seat Number.

Repeat this process until items have been ordered for all the seats occupied at the table.

Each Stock Item that has been assigned to a seat will show the Seat Number in brackets after the Stock Item name.

If any Stock Items are accidentally added to the wrong Seat Number or if you want to change the Seat Number that a Stock Item has been assigned to, you can do this by pressing on the Stock Item from the list of Items in the order, then press the new Seat Number that you want to allocate the Stock Item to.

 

 

When the amount of items that have been ordered exceeds the screen height, swipe up/down to scroll through the list of items in the order.

 

 

To perform an enquiry and see what items have already been sent to the Kitchen for the table, the "Enquire" button can be pressed which will perform a Table Enquiry.

 

 

Once all the required Stock Items have been added to the order, press the "Send" button.

A list of Stock Items that have been added to the order will appear on the right-hand side of the screen.

 

 

At the bottom-right corner of the screen will be a "Finalise" button.

Press "Finalise".

Three options will be displayed which are Send Order, Cancel Order or Do Later.

 

 

 

After pressing the "Send Order" button, the table status will be updated to "Ordered" and the colour of the table will change to also indicate that the table contains an order.

 

 

If a Bill is required for the table, the "Print Bill" button can be pressed at any time.

Once a bill have been printed, the table status will change to Bill Printed and the table colour will also change to reflect this.

 

 

The Notes button can also be pressed to display any Specials/Instructions/etc.

These notes can be updated via Idealpos Back Office > Setup > Global Options > Miscellaneous > Notes.

 

 

 

Additional Options and features available in Pocket Pad

Pocket Pad offers various additional options that can be used to enhance and assist with the ordering process at a table.

Click on one of the below options for details about setting up and using each function: