This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.
In this How-To, you will find out which settings you can make for the enforePOS for Restaurants edition and share with other devices.
To access the sales settings, proceed as follows:
Settings that you define and edit on your cash register will affect all devices on which this configuration is used.
Active Configuration
Select the configuration you want to use for your sales item navigation. You can create your own sales item navigation configurations or use the default configuration.
For an overview of configurations, see the How-To Overview - Configurations.
If you haven't created a configuration for your sales item navigation yet, we'll explain how in the How-To Create configuration for sales item navigation.
Edit Shared Configuration
Tap on this option to go directly to your created sales item navigations and edit them or create new ones.
Basket position: specify here where you want to place the basket in the cash register. You can place the basket either on the left or right.
Basket size: specify here how large the basket in the cash register should be. You have the choice between large and small.
Show order summary before checkout
Activate this option if you want to see an overview of your order before checkout. The overview is divided into the tabs Overview, Discounts & Vouchers and Special Instructions. In the Overview tab, you will see the order with the order number, the dining option, the customer name and the assigned table. By tapping on the customer or the table, you can change the customer details or remove the customer and add another one. In addition, you can assign a tag to the order or set a manual discount. You can find out more about this in the How-To Display Order Summary before Checkout.
Start with order selection
If this option is activated, enforePOS always displays the last used overview of Active Orders when you open the order taking module.
Always show confirmation query when parking an order: if you exit the cash register while an already parked order is open, a window with the specified information for the order will appear. You will then need to confirm parking the order again. You can also enter additional information about the order.
Park orders in the cloud: if you activate this option, parked orders are immediately made available for all cash registers that are active during the current business day. This function is not available when orders are parked while your cash register is offline.
Order Management Mode
By Customer
Select this option if you want the customer to be displayed at the top in the order details. The tags and tables will be displayed below.
By Tags/Tables
Check this option if you want tags and tables to be displayed at the top in the order details. The customer will be displayed below. Tags can be, for example, discount promotions that you assign to an order. You can also assign multiple tags.
Selection Mode
Mandatory: a customer must be assigned to the order. Otherwise, the order cannot be settled.
Optional (selected by default): assigning a customer to an order is optional.
Not allowed: assigning a customer to an order is not possible.
Selection Mode
Mandatory: the assignment of a tag to an order is mandatory. Otherwise, the order cannot be settled.
Optional (selected by default): the assignment of a tag to an order is optional.
Not allowed: it is not possible to assign a tag to an order.
Frequency
Show until user ends: enable this option to display the sales item recommendations in the cash register until the user closes them.
Never show: the sales item recommendations are never displayed.
Allow Special Instruction
Activate this option if you want to record your customers’ special instructions for an entire order.
Max Characters
Set the maximum number of characters for your customers’ special instructions in this field.
Allow automatic settlement
Check this option if you want to enable automatic collective settlement.
"Immediate order cancelation" means that you cancel the entire order before checkout via the header in the cash register.
Tap on to define your own reasons for immediate order cancelation.
Selection Mode
Choose between the following options:
Mandatory: selecting a reason for the immediate cancelation of an order is mandatory.
Optional: selecting a reason for the immediate cancelation of an order is optional.
Not allowed: selecting a reason for the immediate cancelation of an order is not allowed.
Tap on [+ Add reason] to deselect or add reasons for the immediate cancelation of an order.
Tap on to define your own reasons for canceling a checked out order.
Selection Mode
Choose between the following options:
Mandatory: selecting a reason for canceling a checked out order is mandatory.
Optional: selecting a reason for canceling a checked out order is optional.
Not allowed: it is not permitted to select a reason for canceling a checked out order.
Tap on [+ Add reason] to deselect or add reasons for canceling a checked out order.
Selection Mode
Mandatory: a table must be assigned to the order. Otherwise, the order cannot be settled.
Optional (selected by default): assigning a table to an order is optional.
Not allowed: a table cannot be assigned to the order.
Active Configuration
Select here the floor plan configuration you want to use.
If you haven't created a configuration for your floor plan yet, we'll explain it to you in the How-To Create Floor Plan.
Edit Floor Plans
Tap on this option to go directly to your created floor plans and edit them or create new ones.
Dining Mode
None: select this option if you do not want to specify a dining mode.
Inhouse Is Default: select this option if you want to set the Inhouse dining mode as default.
Takeaway Is Default: select this option if you want to set the Take Away dining mode as default. If this option is activated, you can use the Reduced Tax (Take Away) setting and sell sales items with 7% VAT.
Selection Required: select this option if you want to select the dining mode for each order.
End reservation on checkout
Once you enable this option, your reservations will be automatically ended on checkout. This way, you don't have to manually check out the reservation after you check out at the cash register.
Use Seats
Activate this option if you want to assign orders to seats. This way, you can manage orders per seat and table.
Use Courses
Check this option if you want to take orders by courses. When you enable this option, the Courses and Course Management areas will be displayed in the Processing area.
Courses
In this area, you can select which courses you would like to use when taking orders. By default, the courses Expedite, Starters, Main Course, and Dessert are activated. Tap on the field to edit the existing courses or add more courses.
Course Management
Mode
In this field, you define the mode for the course management. You can choose between No course management, Call courses, and Call and finish courses.
Course call slip
In this field, you specify whether you want to work with course call slips. You can choose whether you want to generate no slips, slips without individual items or slips with individual items when courses are called.
Tap on to add integrated payment methods to your active payment methods or to define external payment methods.
+ Add payment method
Add external payment methods here. We explain how to create them in the How-To Add External Payment Methods.
Allow Tipping
Enable this option if you want to allow tipping when making payments.
Tipping Only for Cash Payments
Check this option if you only want to allow tipping for cash payments.
Enforce Tipping
Check this option if you want the tip fields to be displayed even if you select the appropriate payment amount.
Tap on to add built-in payout methods to your active payout methods or to define external payout methods.
+ Add payout method
Add previously removed predefined payout methods here. Payout methods in an order taking module are used, for example, in the case of a deposit refund.
Issue Receipt
Skip: select this option if you want the Receipt step to be skipped. No receipt is issued.
For each transaction, enforePOS generates a receipt that you can subsequently view and issue in the sales history.
Optional: select this option if you want the issue of a receipt to be optional.
Mandatory: select this option if you want the issue of a receipt to be mandatory.
Automatic: select this option if you want a receipt to be issued automatically.
You can find out how the options for issuing receipts affect the cash register in the How-To Issue receipt.
Preselected Option
None: select this option if you do not want to have any option preselected in the Receipt window after each payment transaction.
Print: select this option if you want to have the Printout option preselected in the Receipt window after each payment transaction.
Email (else None): select this option if you want to have the Email option preselected in the Receipt window after each payment transaction. If no email address of the customer is stored, no option will be preselected.
Email (else Print): select this option if you want to have the Email option preselected in the Receipt window after each payment transaction. If you do not enter an email address, the receipt will be printed automatically.
SMS (else None): select this option if you want to have the Mobile Phone option preselected in the Receipt window after each payment transaction. If the customer’s phone number is not stored, no option will be preselected.
SMS (else Print): select this option if you want to have the Mobile Phone option preselected in the Receipt window after each payment transaction. If no phone number of the customer is stored, the Printout option is preselected.
Offer Entertainment Expense Receipt: select this option if you want to offer an entertainment expense receipt when you issue a receipt.
Sales Person on Receipt
Select whether and how the name of the logged in staff member should be displayed on the receipt.
Full Staff Name: the staff member's first and last name will appear on the receipt.
Staff Short Name: the short name specified in the staff member profile appears on the receipt.
Order Taking Device Name: the name of the order taking device is displayed on the receipt.
Don’t show: neither the name of the staff member nor the name of the order taking device appears on the receipt.
Merge sales items: activate this option to combine the same inventory sales items in the cash register. You can find out more about this in the How-To Display inventory sales items individually in the basket or on the receipt.
Merge BTO items with same options: activate this option to combine Build to Order sales items with the same selected options in the cash register.
Display mode for canceled items: in this field, select whether sales items that you cancel during the order process should be displayed as crossed out in the basket. If you select the Show Items option, the items are displayed; if you select the Hide option, they are not displayed. You can find out more about this in the How-To Show Immediately Canceled Items in the Basket / on the Receipt.
Merge items on invoice: activate this option if you want to combine sales items on the invoice. You can find out more about this in the How-To Display Inventory Sales Items Individually in the Basket or on the Receipt.
Hide free options on invoice: check this option if you do not want to show the free options of the order on the invoice. If this option is disabled, the free options will be displayed on the invoice.
Show canceled unprocessed items on the invoice: activate this option if you want sales items that you cancel during the order process to be displayed as crossed-out items on the invoice. You can find out more about this in the How-To Show Immediately Canceled Items in the Basket / on the Receipt.
Show canceled processed items on invoice: activate this option if you want sales items that you cancel after taking the order (after tapping on [Take order] in the cash register) to be displayed as a crossed-out item on the receipt.
Show QR Code for Digital Receipt: enable this option if you want to display a QR code that your customers can scan to access the digital receipt. If this option is enabled, a QR code will be visible in the Receipt window and on the printed receipt.
Show QR code for TSE: select this option to display a QR code on the receipt that the tax auditor can scan to verify the transaction.
This section contains default values (percentage and price) for the manual discount that you can apply to the entire order or to individual order items. You can also delete the default values if you don't want them in the list.
Tap on [+ Add Default Discount] if you want to define your own default discount percentage or price values.
Allow individual values for custom discount: activate this option if a custom discount may be entered manually in the cash register.
Default reasons for custom discounts are already specified in this section. You can either delete the reasons by swiping from right to left or select / deselect them via [+ Add reason].
Tap on to define your own reasons for custom discounts.
Selection Mode
Choose between the following options:
Mandatory: selecting a reason for a custom discount is mandatory.
Optional: selecting a reason for a custom discount is optional.
Not allowed: selecting a reason for a custom discount is not allowed.
Tap on [+ Add Reason] to deselect or add custom discount reasons.
This section already lists default reasons for custom prices. You can delete or deselect the reasons either by swiping from right to left or via [+ Add Reason].
Tap on to define your own reasons for custom pricing.
Selection Mode
Choose between the different options here:
Mandatory: selecting a reason for a custom price is mandatory.
Optional: selecting a reason for a custom price is optional.
Not Allowed: selecting a reason for a custom price is not allowed.
Tap on [+ Add Reason] to deselect or add reasons for custom prices.
Tap on to define custom reasons for payout line items.
Selection Mode
Choose between the different options here:
Mandatory: selecting a reason for a payout line item is mandatory.
Optional: selecting a reason for a payout line item is optional.
Not allowed: selecting a reason for a payout line item is not allowed.
Tap on [+ Add Reason] to deselect or add reasons for payout line items.
An immediate item cancelation is executed before the order is placed.
Tap on to set custom reasons for canceling an item immediately.
Selection Mode
Choose between the different options here:
Mandatory: selecting a reason for the immediate cancelation of an item is mandatory.
Optional: selecting a reason for the immediate cancelation of an item is optional.
Not allowed: selecting a reason for the immediate cancelation of an item is not permitted.
Tap on [+ Add Reason] to deselect or add reasons for canceling an item immediately.
A processed item cancelation is executed after the order has been placed.
Tap on to define custom reasons for canceling a processed item.
Selection Mode
Choose between the different options here:
Mandatory: selecting a reason for canceling a processed item is mandatory.
Optional: selecting a reason for canceling a processed item is optional.
Not allowed: selecting a reason for canceling a processed item is not permitted.
Tap on [+ Add reason] to deselect or add reasons for canceling a processed item.
Show basket toolbar: check this option if you want the top basket toolbar to be displayed in the cash register.
Tap on or [+ Add function] to select functions from a list that you want to add to your top basket toolbar.
Show basket toolbar: check this option if you want the bottom basket toolbar to be displayed in the cash register.
Tap on or [+ Add function] to select functions from a list that you want to add to your bottom basket toolbar.
You can find out more about configuring the basket in the How-To Customize basket.
Show keypad in sales item navigation: activate this option if you want the keypad to be displayed as a separate tab in your cash register.
Modifiers
Tap on [+ Add modifier] to select modifiers you want to add to your keypad.
Tap on [+ Add function] to select functions that you would like to add to your keypad function bar.
You can find out more about configuring the keypad in the How-To Customize keypad.