There are numerous screens available in Pocket Pad, each which serves a specific function or purpose.
The screens outlined below are displayed on smartphone devices and Payment Terminals.
Select the screen from the below links for more details.
The Table Grid screen is the first screen that is displayed after the Pocket Pad app has been opened and Program Data Downloaded from Idealpos.
The Table Grid will appear differently, depending on how many tables you have in your Restaurant and the Table Numbers/Names.
When a Table is selected from the Table Grid, additional options will be displayed at the bottom of the screen (Order, Enquire, Bill, Notes and if Payment functionality is enabled, Pay will also appear).
The following options are available on the Table Grid:
The buttons outlined below will only appear when a Table has been selected from the grid:
This screen enables you to order items to the table.
Table Number - This is the number of the table that the order is being placed to.
Back - Returns to the previous screen.
Seat Numbers - This will allocate any items added to the order to the selected seat number. The desired seat number must be selected prior to adding items to the order for the items to be allocated to the seat number.
Review Cart - This will proceed to the Review Cart. Review Cart will enable additional actions can be performed such as deleting items from the cart, adding text instructions to items, changing the quantity ordered, etc. From the Review Cart screen, the cart can then be saved which will save the order to the table.
Table Number - This is the number of the table that the order is being placed to.
Item List - A list of Stock Items saved to the cart will be displayed. The list includes the Quantity Ordered, Stock Item Description and the Sell Price (the Sell Price that is displayed is calculated based on the quantity ordered - e.g. changing the QTY ordered will trigger the Sell Price to update).
QTY - This allows you to enter a new quantity for the item. When pressing this button, a prompt will appear for you to enter the quantity. The quantity entered will replace the previously entered quantity for the item and the Sell Price will be updated based on the Quantity entered. Swipe from left to right to access.
Make Entree/Make Main - These options enable the item to be assigned to the chosen Print Group.
TXT - This button enables text to be added to the item. Text can typically be additional instructions for the item. Swipe right to left on an item to access this option.
Delete - This enables the item to be deleted from the cart. Swipe right to left on an item to access this option.
Insert - This enables an item to be inserted immediately after the current item. Swipe right to left on an item to access this option. After selecting this option, press the back arrow on the top-left corner of the screen, then add an item to the cart. When going back to the Review Cart screen, the added item will appear below the Stock Item that the Insert option was selected.
Save Cart/# Items $XX.XX - The Save Cart button will save the cart to the selected table. This button also displays the total number of items in the cart and the total sell price of those items. Pressing this button will display a prompt to Send Order or Cancel Order. Send Order will save the items to the table and will print them to the Kitchen Docket Printers. Pressing Cancel Order will cancel the order and return to the Table Grid screen. When Cancelling the order, all items that were saved to the cart will be cleared and will not be saved to the table. If the Clerk wants to add additional items to the cart when the Send Order/
The Quick Sale button is only available when the Pocket Pad Payments module has been enabled in the Idealpos Licence Gateway and the app mode has been set as "Order and Pay".
The app will show "Quick Sale" at the top of the screen along with the items that are currently in the Quick Sale.
Any adjustments can be made to the items such as changing the quantity or adding text notes (swipe from left to right to access the QTY option, or swipe from right to left to access the TXT, Delete, Insert options).
If the Prompt for Ref option is enabled in the app, a Reference prompt will be displayed when Paying Cart (Quick Sale).
In this prompt, any reference for the Quick Sale can be entered, such as a Customer Name or other reference.
The entered reference will print to the Kitchen Docket Printer(s) after the Quick Sale has been paid.
Note!
The Prompt for Reference only appears when using the Quick Sale function.
It is not applicable to normal Table Orders.
If using Quick Sale, the Payment Screen will appear after pressing the Pay Cart button.
If paying a Table, the Payment Screen will appear after selecting a Table on the Table Grid and pressing the "Pay" button.
The screen contains the following buttons that appear at the bottom of the screen:
If Paying a Quick Sale, the Covers information will not appear (i.e. Number of Covers/Average amount per cover and the time the table has been active).
The example shown below left shows the Payment Screen when paying off a Quick Sale.
The example shown below right shows the Payment Screen when paying off a Table.
Additional Features on the Pay Cart/Pay Table Screen
Promotions
If there are any promotions that were triggered in the Quick Sale, the item which includes a promotion will show the discounted price in red.
The promotion details can be displayed by pressing on the item, as shown in the example below.
Hide Paid Items/Print Bill
The Hide Paid Items and Print Bill functions are available from the menu option (three horizontal lines) on the top-right corner of the screen.
Pressing the "Full" button on the bottom-left corner of the Payment screen will display a list of Fractions that can be used to pay a portion of the sale.
If the Amount, Quantity or Fraction options are used, a prompt will appear to enter the Amount/Quantity/Fraction as shown in the example below.
Details about using each type of payment portion option are listed below:
If Cash Tender and EFTPOS are both enabled, the app will prompt to select a Payment Type (CASH or EFTPOS) when the "Pay All" or "Pay $X.XX" buttons are pressed..
Note that the Payment Type descriptions may also vary depending on how the Tender has been configured in Idealpos as well as the Tender that has been mapped to the CASH and EFTPOS functions in the Pocket Pad app.
Pressing the CASH option on the Select Payment Screen will display the following prompt.
Select Approved after the customer has given the amount displayed or press Cancel to cancel the payment and return to the payment screen.
Note that the app only supports receiving the CASH payment in the exact amount that is due.
It is possible to accept a cash amount greater than the amount due.
However, the change that will need to be given to the customer will need to be calculated manually and the change will not be recorded or included in Idealpos Reports.:
If Oolio Pay tipping is disabled, the "Enter tip" prompt shown above will be skipped and the Present Card screen will be displayed on the device.
Also, once a Tip has been entered on the "Enter tip" prompt shown above, the device will proceed to the Present Card screen.
The card can be inserted into the device or tapped on the card reader.
The Pocket Pad app needs to be configured so that it can connect to Idealpos.
Press "Settings" from the menu (three lines symbol on the top-left corner will open the menu) to access the Settings screen.
The first time that the Settings screen is accessed, a Password will need to be set. After entering the chosen Password, enter the same Password again to confirm it.
After the Password is set, it will need to be entered each time the Settings screen is accessed.
Connection Settings - Opens the Connection Settings menu from where you can configure the network settings that Pocket Pad will use to communicate with Idealpos.
Payment Integration - This menu option will only appear after the Pocket Pad app has been configured to communicate with Idealpos in the Connection Settings AND it has connected to a terminal that has the Pocket Pad Payments module enabled in the Idealpos Licence Gateway. This option opens the Payment Integration menu from where the Payment functionality for the app can be configured and enabled.
Accumulate Items - Enable if you want items to accumulate when adding more than one of the same item to the order.
Compulsory Clerk - Enable to force a Clerk to be entered/selected before sending an order to Idealpos. This will also force a Clerk to be selected/entered after each order is sent to Idealpos.
Hide Guest Field - Enable this option to hide the Guests field used to enter the number of Guests that are seated at the table. Note that if "Prompt for Covers" is enabled in the Yes/No Options, the Guests field will be hidden regardless of whether this option is enabled or disabled.
Hide Seat Selection - This option will hide the seat buttons, thereby disabling the ability to assign items to seat numbers when placing an order from Pocket Pad.
Menu in Code Order - By default, the menus will display in alphabetical order. Enabling this option will display the menus in code order.
Prompt for Ref - This option will display a prompt to enter a reference description when placing an order using the Quick Sale function. The Quick Sale function enables an order to paid and sent to the Kitchen Docket Printers without saving the order to a table. This is only available when the Pocket Pad Payments module is enabled in the Licence Gateway and the Payment Integration functionality has been configured.
Root Menu Code - If using menus, enter the Menu Code that corresponds to the Main Menu Code that you will be linking to in Idealpos. By default, this is set to 999. If you are using V7 Features, you do not need to have anything in this field as the items will be built from the POS Screen Layout.
Lock Table Map - This option will lock the Table Map to the Table Map specified in the Default Table Map setting.
Default Table Map - This option is used to enter the Table Map Code that will be used as the Default Map when the Table Map is displayed.
Download Timeout - This option is used to specify the download timeout used when downloading Program Data. The default value is sufficient for most systems. However, if using Pocket Pad with a lower spec host system and the database contains numerous POS Screen Layouts, a timeout of 20 seconds may lapse before the host system can generate the required data and send it back to Pocket Pad. Therefore, the timeout setting can be increased to allow the slower spec system to generate the table data and send it to the app.
Stock Notes - Enable this option to use Stock Notes functionality in Pocket Pad. When this option is enabled, Stock Notes for individual Stock Items can be displayed in Pocket Pad by simply holding your finger down (long press) on a Stock Item image or button for approximately 5 seconds, then the Stock Notes for the item will be displayed. This can be used in cases where an item amy contain additional details such as the ingredients used to make an item. It may be useful if a consumer has allergies to specific ingredients and want to determine whether they can consume the item.
Show Home Screen - Enable this option to display a Home Screen used by the Clerk to enter their Clerk Code.
Use Login Code - This option only applies to the "Show Home Screen" setting. When enabled, Clerks will enter their Login Code instead of the Clerk Code.
This screen is used to configure the Connection Settings used by Pocket Pad to communicate with Idealpos.
Enable Connection - When enabled, the app will connect to Idealpos using the Connection details configured below. When disabled, the app will operate offline using the built-in demonstration database and no orders will be sent to the Kitchen.
Handheld Licence IP - This field must contain the IP Address of the terminal that has the ID Licence.
POS Server IP - This field is the IP Address where the POSServer is located.
Server Port - 6983.
Terminal ID - This field is used to set the Terminal ID. The Terminal ID is used when taking and processing payments from the Pocket Pad app. Each Pocket Pad device must have a unique 3-digit Terminal ID configured which will be used for Reporting and Journal History Enquiry. It is recommended to start at Terminal ID 901 and increment by one for each device (e.g. 901, 902, 903, etc.).
This screen is used to configure the Payment Integration functionality in the app.
This screen can only be accessed when the Pocket Pad app is connected to a POS Terminal/Back Office that has the Pocket Pad Payments module enabled in the Licence Gateway.
Payment Type - Manual - If using "Manual" this will result in the terminal acting as a non-integrated payment terminal and payment will need to be taken/processed from another pinpad.
When set to Manual and pressing the "Pay" button, the app will tell you to enter an amount into a pinpad and if payment is approved, press the Approved button or press Cancel if the Payment failed.
Payment Type Oolio Pay Global or Oolio Pay AU/NZ - When using these options with a supported device and payment is being processed, the Oolio Payment device will prompt the customer to tap or insert their card into the device and process payment; the amount to pay will be automatically sent to the payment module and act in the same way as an integrated EFTPOS pinpad.
Payment Type - Oolio Pay Global
Payment Type - Oolio Pay AU/NZ