Table Management Setup in POS

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Table of Contents

Overview

Prerequisites

Accessing Table Layout Page

Adding New Service Sections, Tables, and Walls

Construct Table Floor Plan

Edit a Table

Copy a Table

Delete a Table

Resize a Table

Move a Table

Rotate a Wall

Resize a Wall

Move a Wall

Delete a Wall

Edit or Delete a Service Section

Move a Service Section

Save Edits/Updates to Floor Plan

Taking Orders with Table Management

 

 

Overview

  • In POS, you can create and form your entire table floor plan for efficient table management and organization.
  • Add and name service sections and the tables that make up each one.
  • Specify the shape, number of seating places, size, and placement of each table in each service section. 

 

Prerequisites

  1. Follow the steps from https://ehoppersupport.zendesk.com/hc/en-us/articles/360040555813 to set up Table Management in the Back Office. 
  2. In the left navigation menu, select Synchronize to bring updates from Back Office to the POS.

  

Accessing Table Layout Page

1. If the Tables option was selected in Register Settings, the default screen will be the table layout screen. If POS Register was selected, either open up the left menu and select the Tables option or select the Tables button on the bottom of the screen. 

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2. On the Tables screen, select the Edit button in the top right corner.

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3. Enter a manager's PIN ID to proceed.

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4. Once you are done editing your tables and/or service sections, select the Done button in the top right corner of the screen to save changes. 

 

Adding New Service Sections, Tables, and Walls

Adding a New Service Section

1. Follow the steps from the Accessing Table Layout Page section above and then in the top right corner of the screen, select the blue Add button, followed by Service Section from the options that appear. If adding a new table, proceed to the Adding a New Table steps below. 

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2. Enter the Section Name in the pop up that appears and then select Done

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  • The new service section will then appear as an additional tab on the top of the screen.

Note: If there are more than 3 service sections, only three will appear on the screen at once. To view one that is not on the screen, select the arrow either on the left or right of the screen. 

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Adding a New Table

1. After following the steps from the Accessing Table Layout Page section above, select the service section tab that you want to add a table in, on the top of the screen.

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2. Select the Add button on the top right of the screen and then select the Table option. 

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3. From the pop up that appears, enter the Table Name, choose either a Square or Round shape from the Shape drop-down, and select either the + or - signs to add or decrease the number of Seating Places you would like to be at the table (the default is 4). Then, select the Done button to save.

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  • The table will appear in the corresponding service section.

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Adding a Wall 

1. After following the steps from the Accessing Table Layout Page section above, select the service section tab that you want to add a wall in, on the top of the screen.

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2. Select the Add button on the top right of the screen and then select the Wall option. 

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  • The wall will appear in the corresponding service section.

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Construct Table Floor Plan

Note: Follow the steps in the Accessing Table Layout Page section above before performing any of the below edits to the floor plan.  

Edit a Table

1. Select the table you want to edit and then select the edit icon that appears (leftmost icon).

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2. You can then edit the Table Name, Shape, and number of Seating Places at the table.

3. Select the Done button to save changes.

 

Copy a Table

1. For quick table creation, select the table you want to copy and then select the copy icon that appears (middle icon).

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2. A duplicate of that table will be created with the same size, shape, name, and number of seating places (all of which can be further edited. 

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Delete a Table

1. Select the table you want to delete and then select the delete icon that appears (rightmost icon).

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2. The table will then be deleted from the service section. 

 

Resize a Table

1. Select the table you want to resize and then select and hold the resize icon with the four arrows.

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2. While still holding, either expand or minimize the size of the table. 

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Move a Table

1. Select and then hold on the table you would like to move. 

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2. Drag and drop the table until it is at the location you would like.

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Rotate a Wall

1. Select the wall you want to rotate and then select the rotate icon that appears (left icon).

2. The wall will rotate 90 degrees each time the icon is selected. 

 

Resize a Wall

1. Select the wall you want to resize and then select and hold the resize icon with the four arrows.

2. While still holding, either expand or minimize the size of the wall. 

 

Move a Wall

1. Select and then hold on the wall you would like to move. 

2. Drag and drop the wall until it is at the location you would like (to map your actual floor plan).

 

Delete a Wall

1. Select the wall you want to delete and then select the delete icon that appears (right icon).

2. The wall will then be deleted from the service section. 

 

Edit or Delete a Service Section

1. Select the tab of the service section you would like to edit or delete.

2. Select the wheel icon on the right side of the service section tab that was selected. 

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3. Select either Edit Section or Delete Section from the options that appear. 

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  • If you chose to edit the section, type what you would like the service section's new name to be, in the field that appears, followed by selecting the Done button. 
  • If you chose to delete the section, the service section will be deleted. 

 

Move a Service Section

1. To move a service section, select and hold on the section you would like to move and then drag and drop it to where you want to move it.

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Save Edits/Updates to Floor Plan

When you are done making edits to your floor plan, select the Done button in the top right corner to save changes. Select Edit again to make additional changes. 

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Taking Orders with Table Management

For instructions on how to use table management when placing customer orders, please see https://ehoppersupport.zendesk.com/hc/en-us/articles/360040072434

 

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