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V3 - Restaurant

Updated this week

Index

Frequently asked questions

Introduction

The tools to manage the restaurant through V3 are:

  • Table map

  • Special restaurant POS, which includes:

    • Marking dishes as first courses, second courses, etc

    • Adding modifications to dishes (undercooked, without potatoes, etc.)

    • Print orders to the kitchen

    • All this very adapted to mobile phones so that the waiter can operate easily.

Configuration

Section: Configuration Menu > Restaurant > Configuration

  • Close table after payment. Activate this option if you want the table to close automatically once all sales for the table have been paid. On completion of payment, the table will automatically be marked as free, optimising occupancy management and streamlining staff workflow.

  • Activate digital kitchen. Activate this option so that orders are sent to the digital kitchen instead of to a paper printer.

Restaurant POS

You need to create a restaurant POS. To do this you will need several things:

Create products for the restaurant POS.

Section: Configuration Menu > Billing > Products

Creating a product to sell at your restaurant's POS takes the same procedure as a normal product in any other area. For more information, go to this 👉 link.

Create a restaurant POS.

Section: Configuration Menu > POS > POS list

Once you have created the products, you will now need to add them to a POS by means of buttons to make it operational. For more information, go to this 👉 link.

Restaurant printers

The printers can print in two different ways:

  • They can print bills/tickets

  • Orders, and allow you to work the orders in two ways:

    • Directly from the POS by parking sales, or

    • Through a table map (recommended).

Configure ticket printer.

Section: Configuration Menu > POS > List of POS terminals

To print the bill to a customer or the simplified invoice, associate the printer to that POS.

Configure printer for orders.

Section: Configuration menu > Invoicing > Subfamily

To print the orders a special procedure is followed because you need that, depending on the product or the POS you are working with, it is printed in one place or another. This configuration is carried out from the sub-family.

Restaurant Maps

V3 allows you to work the orders through a table map. The reservation map is made up of resources, so we will first create these and then create our map.

Table Resources

Section: Configuration Menu > Reservations

In order to create a table map you will first need to create:

  • the area (Restaurant)

  • the resource types (room, terrace, bar,...)

  • the resources of your restaurant (tables)

Why? Because v3 allows you to have online table reservations and these must be synchronised with your table map. That is to say, if I have seated some customers at a table, this table must be available on the website.

How to create a table map

Section: Main Menu > Restaurant > Maps

Now that you have created the resources you can create your first map:

  • If you don't see your map, it is because the resource type does not have the reservation map option activated.

  • Select Edit

  • Place the resources where you need them

  • Edit the objects by playing with the size, rotation or radius of the corners.

  • Select Save

  • Select Edit to exit edit mode

Table map display

Right-hand column:

  • Map selector. Here you can switch from table maps to other areas.

  • Edit mode. Enter edit mode to change place objects, names, etc.

  • Status filter to show open, booked or closed reservations.

  • Customer of the reservation

  • Time of the reservation

  • Status of the reservation, which can be: booked, reserved, first, second, dessert, bill requested, closed.

  • Total bill for this reservation.

  • Table of this reservation.

  • Diners of the reservation.

  • POS to open the POS of this reservation.

  • Cancel this reservation

  • ‘>>’ to collapse the right column and show only the table map.

Map:

  • Map. Here you will find the distribution of your tables and objects.

  • Table colours. Colour legend of the tables to see if they are waiting for first, second etc.

This visual system allows staff to identify at a glance whether a table is free, occupied, at what stage of service it is at, or if it is about to be released, optimising the management of the restaurant and reservations.

In the bottom margin of the table map, you will find the coloured legend indicating the status of each table. These colours are default and are not configurable.

Status reference by colour:

  • Free: The table is available and has not yet been occupied.

  • Busy: Customers have just been seated and no order has been sent. This status can also indicate that the table is reserved.

  • First courses: The first courses have been served.

  • Second courses: The second courses have been served.

  • Desserts: Desserts have been served.

  • Ordered the bill: The table is in the process of being released, as customers have requested the bill.

SETTING UP a POS button (restaurant)

How to create a new POS button

To create a new button, go to the Configuration Menu > POS > POS List and select the restaurant's POS reference. In the button section, select New and a window will appear to configure the button with the following fields:

  • Text for the button and which will be visible on the POS. E.g. Croissant.

  • POS where we will add this button. E.g. Restaurant.

  • Left column. In the POS there are two columns of buttons, the main one on the left, and the central column of buttons. The left column, or main column, will always be visible, so you will be interested in adding certain buttons here. Activate this option to add the button in the left column.

  • Top column. There are buttons, such as Back or Home, that in mobile mode you want to be always visible. Activating this option you will have these buttons accessible at all times.

  • Product (optional). Search and select the product you want to add to the order when you click on this button. E.g. Croissant.

  • Main button (optional). If you choose another previously created button here, e.g. Food, this button will be placed inside the other Food button. In this case, the Food button will act as a button folder.

  • Priority or the order in which you want it to appear on the POS. Ex. 9.

  • Function (optional) that this button will fulfil when the user clicks it. The options can be:

    • Add label, very useful to add modifications to the dishes.

    • Send order to the kitchen by means of a ticket.

    • Back to return to the previous screen when navigating through the POS.

    • Home to return to the first screen of the POS.

    • Move table to move the order from one table to another.

    • New sale to start a new order.

    • Options to enter the configuration menu and other options.

    • Send message to print a text on the kitchen printer. Useful to send to the kitchen ‘Cook first’ for example.

  • In the Appearance section you can customise this button starting with the Text colour and/or Background colour.

  • Image that will be displayed inside the button.

  • Icon if you want to add to the button.

    In the Buttons section you will be able to add other buttons, turning this first button into a folder that when clicked will show the rest of the buttons.

Special restaurant POS buttons

There are 3 types of buttons on a restaurant POS:

  • Folder buttons, to organise all our dishes by category.

  • Buttons for dishes, which when clicked are added to the order.

  • Buttons to mark dishes, such as starters, main courses, main courses or dessert.

  • Buttons to modify dishes

  • Other buttons such as back or map

Folder buttons

In a normal restaurant POS you have a lot of products. As you can't have all the buttons on the first screen, there is the folder concept to easily navigate through all your products. In this way, it is normal to start with food/drinks and continue navigating from there.

Let's explain with an example how to make a folder button: Starters -> Entrecôte.

  • Step 1. Create a button that says Starters. You don't have to do anything else.

  • Step 2. Create a second button Entrecot. In this case, in the Main button field, choose the button from step 1 Starters.

Dish buttons

As we have explained in the configuration steps, the special thing about this button is that in the Product field you assign the product you want to add to the order.

How to assign capacity to a table

Allows you to set a minimum and maximum number of diners for each table in the restaurant. This ensures that reservations are adjusted to the actual capacity of the tables, optimising their use and avoiding problems such as over-occupied or under-utilised tables.

To activate this option, go to the Configuration Menu > Reservations > Resources and select the reference of the resource you have configured for the Restaurant table, to access the Resource detail:

  • Once you are in the details of the Resource, select Edit.

  • In the General section, fill in the following fields, according to the characteristics of the table:

    • Minimum Capacity: Defines the minimum number of diners required to reserve this table.

    • Maximum capacity: Defines the maximum number of guests allowed for this table.

  • Select Save

Once the capacities have been configured, when managing reservations or viewing tables in the Restaurant module, the maximum capacity defined for each table will be displayed. If an attempt is made to make a reservation that does not comply with the established limits, the system will prevent it, guaranteeing compliance with the configured rules.

How to book a table

Coming soon...

How to open a table

  • Go to the Table Map from the Main Menu > Restaurant > Table Map.

  • Select the desired table.

  • Select Open table

  • A diners window will open.

  • Select the number of diners and OK.

  • The POS will open and you will see the number of tables and diners at the top.

  • Select the desired products to add them to the table.

How to mark dishes as starters, main courses, main courses or desserts

If you wish to send the order to be printed in the kitchen or bar, you will probably need to mark the dishes as starters, desserts, etc.

Mark dishes as apetizzers.

In this case you don't have to do anything. All ungrouped dishes will be considered as starters and the chef will have to start preparing them.

Mark dishes as starters.

The difference between a starter and a main course is that the starter must be prepared instantly and the main course must be prepared when the waiter requests it or after a certain time.

To add dishes to the order and mark them as starters:

  • Click on the Mark first button. The button will be in selected mode.

  • Click on the desired product. This and the following products will be added to the trolley with the label first.

Recommendation. You can assign by default a group to a dish from the product sheet so you don't have to do these steps every time. You would only do this when a dish is consumed outside its default group (e.g. when you order a starter as a first course).

Mark dishes as main course.

Many restaurants do not have the concept of second courses so this is an optional button. The concept is the same as above.

To add dishes to the order and mark them as seconds:

  • Click on the Mark main course button. The button will remain in selected mode.

  • Click on the desired product. This and the following products will be added to the trolley with the seconds label.

Recommendation. You can assign by default a group to a dish from the product sheet so you don't have to do these steps every time. You would only do this when a dish is consumed outside its default group (e.g. when you order a starter as a first course).

Mark dishes as desserts.

The concept is the same as the previous points.

To add dishes to the order and mark them as desserts:

  • Click on the Mark as dessert button. The button will be in selected mode.

  • Click on the desired product. This and the following products will be added to the trolley with the label seconds.

Recommendation. You can assign by default a group to a dish from the product sheet so you don't have to do these steps every time. You would only do this when a dish is consumed outside its default group (e.g. when you order a starter as a first course).

Example of an order:

How to add modifications to a dish

A waiter can add notes to a dish so that the kitchen is aware of all the details. These labels can be of three types:

  • Open. The waiter can add any free comment to a dish. E.g. no mayonnaise.

  • Fixed. There are certain comments that are very frequent. So that the waiter does not have to write all the text, we have created buttons with fixed modifications so that they can be added to the dish in one click. E.g. celiac.

  • Mandatory. There are certain dishes, such as a steak, that must always have comments. In the case of meat: undercooked, overcooked, etc. In this way we will never send a product of these characteristics to the kitchen without the due and necessary commentary.

🔔Note: The creation and organisation of these ‘modification’ buttons in the POS is free and can be customised by each restaurant. From V3 we recommend that there is a folder in the left column of the POS, and within that folder the open label and fixed label buttons.

How to add an open label to a dish.

As we said in the introduction, an open label is an open comment by the diner on a dish in the trolley. To add an open label:

  • Click on the dish in the cart to which you want to add an open modification.

  • Click on the button Free modification (both the text of the button and its location can be customised). A pop-up window will open.

  • Write the text you want to send to the kitchen about this dish. E.g. ‘Wholemeal bread without oil’.

  • Click OK. The comment will have been added to the cart line.

How to add a fixed label to a dish.

The fixed label is a good option for adding modifications to a dish quickly. Remember that you must first have them all created and organised in a folder.

  • Click on the dish in the shopping cart to which you want to add an open modification.

  • Click on the button of the desired modification (both the text of the button and its location can be customised). E.g. Celiac. The comment will have been added to the cart line.

How to add a mandatory tag to a dish.

The compulsory label must be configured beforehand. If everything is correct, the process is very simple:

  • Click on the dish in the cart. A window with buttons will appear.

  • Click on the button of the desired modification. E.g. Done. The dish and its modification will be added to the cart.

How to send the order to the kitchen

Once we have the dishes and modifications, all we have to do is click on the Send to kitchen button. This button must be previously created and we recommend that it is located in a very accessible place in the POS. Once it has been sent, it will be printed on the corresponding printer/s:

How to order dishes from the kitchen

Once you have placed your order and the chef has cooked the starters, it is time to order the first courses. Some restaurants have their own timings and know when the next dishes are due and don't need to receive an order. But others organise themselves better by preparing the dishes and waiting to receive the waiter's order by means of a ‘table 47, go first’. Well, to save the waiter having to go to the kitchen to say this order:

By printing tickets

We have devised a mechanism similar to a fax machine:

  • Select the table you want to order first. A pop-up window of options will open.

  • Select POS.

  • Select the Mark first button (the text of this button and where it is located on the POS is customisable for each restaurant). The table number and the order will be printed on the kitchen printer.

🔔Note: You can create as many buttons with customised texts as you want: check out first, check out second, check out dessert, go pick up, good morning guys, etc.

Using Table map:

  • Select the table you want to order first courses. A pop-up window of options will open.

  • Select request starters. You will see that the status in the right-hand column has changed.

How to print the bill

Coming soon...

How to close a table

Closing tables allows you to maintain control of the service in the restaurant, avoiding errors and speeding up the rotation of tables. There are different ways to close a table depending on the configuration and permissions of the user.

Manual table closing

To close a table manually:

  1. Go to the table map of the restaurant.

  2. Select the table you wish to close.

  3. Click on the ‘Close table’ button.

  4. The status of the table will change to Free.

🔔Note: The table will be closed even if you have unpaid sales. This is useful for special cases or forced closures.

Automatic closing after payment

If you prefer the table to close automatically when all sales are paid, you can activate this option:

  1. Go to Settings Menu > Restaurant > Settings.

  2. Activate the field: Close table after payment.

With this option enabled, the system will automatically close the table when all sales lines have been collected.

🔔Note: If any of the sales have been made on credit, the table will not be closed automatically and must be closed manually from the table map.

How to restrict table closure with sales pending payment

If you wish to restrict the closing of tables with lines pending payment, you must review the permissions of the user profile:

  1. Go to Configuration Menu > System > Profiles.

  2. Select the profile of the user in question.

  3. Check that the permission is NOT active:

    ‘Close a table having collection lines’ is NOT active.

  4. If the user tries to close the table under these conditions, he/she will see the following message on the screen:

    ‘You cannot close the table because there are lines pending payment’.

This prevents unauthorised users from being able to close tables without having fully completed the billing process, ensuring greater control over the billing process.

How to move orders to another table

How to move the entire order from one table to another.

  • From the table map view, select the desired table. An options window will appear.

  • Select Move table. The system will wait for you to select the desired table.

  • Select the table where you want to move the order.

  • When you move the table, all the products consumed and the number of diners will be moved to the new table.

  • The original table will be automatically closed and shown as available in the system.

  • The account of both tables will be consolidated into a single account within the POS, avoiding duplicate entries.

How to move part of an order from one table to another.

  • Select the desired table. An options window will appear.

  • Select POS.

  • Select on the cart lines that you want to move to another table.

  • Select the Move table button (the text and location of the button is customisable for each restaurant. The function of this button is Move table). The table map will open automatically.

  • Select the table where you want to move the selected lines.

🔔Note: The destination table to which you want to move those lines has to be previously opened.

Which tablet is needed for the Digital Kitchen?

The digital kitchen works with any browser and any tablet that has internet. We recommend a model that is large in size and resistant to moisture and splashes in a kitchen.

Digital kitchen

We are launching our Digital Kitchen to make your daily life in the restaurant much more agile and organised!

Now you can forget about the order printer and replace it with a modern tablet. You can access the video tutorial from the following link:

Digital Kitchen Configuration

How to activate Digital Kitchen

This module is included in the Restaurant module, so there is no need to request the installation of any module.

To activate it, go to the Configuration Menu > Restaurant > Configuration and select the option Activate digital kitchen, so that the orders are sent to the digital kitchen instead of to a paper printer.

Configuration by Kitchen Areas

You can now assign specific areas (such as Kitchen, Bar, Cold, etc.) to your product sub-families so that each station only sees what it is entitled to.

This allows for:

  • Greater clarity and order on screen.

  • Avoid distractions with irrelevant products.

  • Optimise the flow between kitchen, bar and dining room.

Example: Kitchen only sees the dishes, Bar only the drinks.

This functionality is optional. If your management is simple, you can work with only one area.

To create the different Areas follow the steps below:

  1. Go to Configuration Menu > Restaurant > Areas and create as many new ones as you need.

  2. Assign each sub-family to its area from the Configuration Menu > Billing > Sub-families.

Configuration of the ‘Send to kitchen’ button in POS

To be able to send orders to your Digital Kitchen, you must add a customised button to your POS:

  1. Select Configuration Menu > POS > POS List.

  2. Select the reference of the Restaurant POS.

  3. Select Edit.

  4. In the Buttons section, select New.

  5. Add a new button with the ‘Send to kitchen’ function.

  6. Select Save.

Configuration of the ‘Request dishes’ button in POS

To be able to request to start cooking first, second or dessert courses, you will need to add these customised buttons to your POS:

  1. Select Configuration Menu > POS > POS List.

  2. Select the reference of the Restaurant POS.

  3. Select Edit.

  4. In the Buttons section, select New.

  5. Add a new button with the function ‘Mark dishes’ and in the arg field put 1. This option is to ask the kitchen to start cooking the starters.

  6. Select Save.

  7. Add another button with the function ‘Mark dishes’ and in the arg field we will put 2. This option is to ask the kitchen to start cooking the main courses.

  8. Select Save.

  9. Add another button with the function Mark dishes and in the arg field we will put 3. This option is to ask the kitchen to start cooking the desserts.

Using Digital Kitchen

Display screen Digital Kitchen

Zone filter. To avoid having to see all the dishes from other areas that do not interest you, users can filter the dishes according to the area they are interested in:

  • Area: Useful for restaurants with multiple digital cooking areas (e.g. Kitchen, Bar, Cold, etc.). This way you will only see the dishes that each user is interested in according to their area.

  • POS: Useful for clubs with several restaurants (Golf, Tennis, Terrace, Pool, etc.). It only displays the orders sent from a specific point of sale.

Status filters. The digital kitchen shows several states of the dish, from the moment it is ordered until it is served at the table. But the chef, for example, is not interested in seeing in the digital kitchen the dishes that have already been served. The states are:

  • Sent: Not yet to be cooked.

  • Requested: Time to cook (red background)

  • Preparing: In process (yellow)

  • Marched: Ready to pick up (green)

  • Served: Already on the table (blue)

Orders. The order contains the following information: Header.

  • Table number of this order.

  • Number of diners at that table.

  • Waiter who created the order.

  • Print icon in case the chef wants to print the order on paper.


Body:

  • First column. Group of dishes. These can be:

    • Blank. It has not been marked as anything, which is usually a drink or starter.

    • Starter (1). Marked as a first course.

    • Main Course (2). Marked as second course.

    • Dessert (D). Marked as dessert.

  • Second column. Dishes:

    • Product requested on the order. This may contain label

  • Third column. Quantity:

    • Quantity of that dish for that order.

  • Fourth column.

    • Time since the status was last modified. It is usually how long it has been waiting since it was requested, or since it started cooking, or how long the dish has been made or served.

Recommended filters according to role

  • Kitchen/Bar: Requested and Preparing

  • Waiter: Preparing and Checked Out

  • Manager: All filters activated (full view)


How to send dishes to Digital Kitchen

Simply add the products to the POS, make the desired modifications and press ‘Send to kitchen’. It's that easy!

How to ask the kitchen to start cooking the first, second... from the room POS

Go to the POS of the desired table and select the Request first POS button so that the kitchen receives the message. What the system will do is paint the products grouped as firsts in red in the digital kitchen for the chef to see.

🔔Note: In addition, the system will paint the table on the map according to the colour of the dish the table is on.


How to change the status of the dish

The digital kitchen user can change the status of the digital kitchen dishes to give visibility to his colleagues. Just select the desired dish and a popup will appear to assign the new status to the dish. The dish will change colour and the timer will be reset to 0.

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