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What is the info screen used for?

PostedSeptember 13, 2021
UpdatedSeptember 13, 2021
Byhrpos

What all can be done within the Ticket Info screen in the Merchant App?

  • ●  Please note that these various actions have dependent permissions at the Staff(​Location Setup​ → ​Permissions​) and Job level(​Location Setup​ →​ Job Types​) that would need to be considered and are not noted here. There are links to more in depth Question\Answers where it is cited.
  • ●  Here is a list of available functions from the Info screen:
  • ●  Icons:​ ​At the top of the Ticket Info screen there are 5-6 icons that serve different functions if clicked on:
  • ○  Guests in Range : ​This icon lets you see guests that are in range(via iBeacon) of the restaurant that use the Consumer App.
  • Please note that this depends on the location permissions the customer gave to this application in there mobile device.
  • If you select a Guest in the List it will populate available information automatically on the Ticket Info screen for the customer.
  • ○  Credit Card Tab : ​When clicked this will show the Credit card information captured when opening a tab. This does ​not ​equate to a pre-auth. It just stores the information for use later.
  • ○  SMS Notification : ​This appears only in the ​Tab Room Type​. It will allow you to send a text notification that the customer’s order is ready. This will require a ​phone number​ to be entered and ​SMS Notifications​ to be enabled.
  • ○  Recent Order History : ​If the customer’s ​phone number​ was added to the ​loyalty​ program, ​recent orders​ are listed here. You can tap on one from the menu to add it to the ticket.

○ Geocode : ​If you enter valid address information in the customer information window in the ​Ticket Info ​screen you can select this icon to show travel details from the restaurant location to the particular address. There is an option to Print this screen.

■ If a valid address is not entered this icon will show in red.

○ Caller ID : ​This must be enabled under Location Setup>Settings in the Admin Portal. Once enabled it requires the use of the CallerID.com WhozzCalling POS Caller ID box.

● Customer Information

  • ○  Guest # – ​optional identifier to use(such as when calling out the order)
  • ○  Guest Name ​- Name of Customer
  • ○  Phone ​- If a phone number is added for a customer it effectively adds them to the loyalty program if it is enabled. This can allow other fields to auto populate based on past information if they were already a member in the Loyalty program.
  • ○  Company ​- If you enter a company name here it will automatically search for and give you a selection window to select the desired company(example shown below).
  • ○  Email ​- The Email Address of the customer. If they have entered it previously and are a member of the loyalty program there will be an option to auto-populate this field.
  • ○  Credit Card Name ​- This is the name on the Credit Card if it is swiped into the system to save the card information.
  • ○  Address Information ​- Various fields for the customer’s address. This will provide a selection window of addresses if valid information is entered to auto populate the remaining fields.

■ If entered, this will allow the ​geocode​ option to work.
○ Delivery Instructions ​- Special Instructions for the delivery driver. If SMS notifications are enabled and a

phone number is entered under the Staff Member these instructions can be sent in a text to the Assigned Driver.

■ An example of this is ‘doorbell broken’ or, ‘house with green door’
○ Alternate ID or Card Number​ ​- Used by some 3rd party and loyalty integrations. ■ For example, this is used with the Paytronix integration for Comp Cards.

  • ●  Room/Owner
    • ○  Server​- Used to transfer the ticket to yourself or another server.
    • ○  Room/Table​- Used to transfer the ticket to a different Table and/or Room.
    • ○  Guest Count​- This is something optional a restaurant can utilize for reporting purposes. Please note the Guest Count reports separately from Seats.
    • ○  Driver​- This field is only selectable in Delivery Rooms. It allows you to designate the driver to the order.
  • ●  Ticket Status
    • ○  Hold Ticket​- A time can be entered here to hold the ticket to. This is used to input future orders. This may populate automatically with online orders.
    • ○  Promise Time​- This time is displayed on receipts as ‘Order Due’ and indicates the time the customer was given to expect their food.

  • ○  Ticket Status​- Indicates the step the ticket is at in the order process(from open to closed)
  • ○  Paid Status​- Indicates what step in the payment process the ticket is in(from unpaid to Paid in Full)
  • ○  Created By​- Indicates the Staff member that first created the ticket.
  • ○  Ordered​- Indicates the date and time when the order was placed.
  • ○  Closed​- Indicates the date and time the ticket was closed.

● Ticket Actions

  • ○  Retrieve Card Info​- Used to transfer a credit card to another check. Here is the process for this:
    • Select the ticket that the card needs to be moved to.
    • Select the ​Retrieve Card Info ​option in the ​Ticket Info ​screen.
    • Select the ticket or table where the credit card was charged originally.
    • The card will be pulled into the new ticket and set as the card on file.
    • To charge the card with a new total, go to the checkout screen and tap the ​Card ​button.
  • ○  Combine Ticket​- Used to combine this ticket with another available ticket.

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