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Sale Types are a standard set of system options that can be used at FOH to classify a sale (eg. Dine In, Take Away, Pick Up, etc) and automatically append a header and order number to the production jobs. Using Sale Types also triggers certain prompts for staff when processing a sale. There are eight system-defined POS Sale Types as described below.
While it is not possible to create new Sale Types, Polygon POS users are able to customise the name displayed for each Sale Type and configure the behaviour when used at POS.
This means that custom work flows can be created to suit your business. You will be able to choose what details the POS will prompt for, what the label for that prompt will be and whether the entry of data is to be enforced. You may also specify whether orders for specific sale types can be saved, or if they must be finalised.
From Polygon POS Management,
Select Products from the main menu and select Sale Types.
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The following options are available from the POS Sale Types File:
•To Edit a POS Sale Type - click on the Change button to access the POS Sale Type Details form;
•Reload List - Clicking this button will refresh the displayed data and show any changes made by other users;
•To Print - Clicking on the Print button generates a PDF report which shows the currently listed Classes. This report can be saved, printed or converted to CSV format;
Sale Types can be used to group sales information in such a way that suits your business. For example, your customers may order at the counter and then choose between eating in or taking away. You may also have a drive through window and take orders over the phone. In this instance, you may use Sale Types: Dine In, Take Away, Drive Through and Pick Up.
Some Sale Types are assigned automatically by the system, and some Sale Types trigger a user prompt when they are selected. The table below describes how each Sale Type will operate at FOH for Legacy POS users.
Polygon POS users should see the section below Configuring POS Sale Types for instructions on how POS Sale Types can work for you.
Sale Type Name &
Production Header
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Assigned By
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Automatic Prompt
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Description
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Dine In
*** Dine In ***
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POS User
Online Order
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Table Number
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This sale type is intended to be used for counter service transactions where the customer chooses to dine in and is given a number (eg. on a stand) to take with them to a table. The table number prompt is enforced so that staff do not skip it accidentally and send an order to production with no table number specified .
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Take Away
*** Take Away ***
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POS User
Online Order
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Customer Name
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This sale type is intended to be used for counter service transactions where customer chooses to take away. The name prompt is enforced so that staff do not skip it accidentally and send an order to production with no name specified.
NOTE: To process an order without a name, staff must enter something (eg. 0) then press Enter on the keyboard.
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Pick Up
*** Pick Up ***
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POS User
Online Order
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Client File
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This sale type is intended to be used for phone orders where customer provides a 10 digit phone number and a name to identify themselves; their details can be saved in the 'Take Away Client File' for use on future orders at this venue. Selecting a client is optional (the client file can be closed). The Pick Up sale type can be selected manually from the keypad or can be assigned automatically by the system if staff select a table from the Floorplan Tablemap that starts with alpha prefix 'PU'.
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Delivery
*** Delivery ***
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POS User
Online Order
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Client File
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This sale type is intended to be used for phone orders for home delivery where customer provides phone number, name and address to identify themselves; their details can be saved in the 'Take Away Client File' for use on future deliveries from this venue. Selecting a client is optional (the client file can be closed). The Delivery sale type can be selected manually from the keypad or can be assigned automatically by the system if staff select a table from the Floorplan Tablemap that starts with alpha prefix 'DE'.
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Drive Through
*** Drive Through ***
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POS User
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< none >
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This sale type is intended to be used for a single lane drive through where cars are served in sequential order. Assign a sale to Drive Through, enter items as ordered, then save the sale. When the customer arrives at payment window, use the Manage Drive Through Orders button to recall the first Drive Through order in the list and process payment.
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Table Service
(no production header)
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System
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N/A
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This is the sale type that will be reported if sales are processed on standard tables. That is, numbered tables opened through the Floorplan Keypad, or using the "T" button in the main sale window. This sale type should be disabled from user selection in the Sale Type Details form.
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Web Ordering
*** Web Order ***
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System
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N/A
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This is the sale type that will be reported for orders received via an online ordering interface such as a mobile loyalty app or a customer ordering website on legacy ordering platforms. In some cases, orders may print with another sale type header at the top, such as 'Pick Up' or Dine In' depending on what the customer selected when they placed their order, however the final reporting in Polygon POS Management will recognise the sale type as 'Web Ordering'.
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None
(no production header)
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POS User OR System
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< none>
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This is the sale type that will be reported for OTC (over the counter) transactions where no sale type was assigned. The 'None' option can be made available for staff to select from within the sale type pop up list. This should only be done if there are known instances where you would not want to assign a sale type.
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Catering
*** Catering ***
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System
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N/A
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This is the sale type that will assigned when a future dated order is entered on the online ordering platform and designated as a Catering order.
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At Curb
*** At Curb ***
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POS User
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Not currently in standard use.
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App Lane Pickup
*** App Lane ***
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System
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N/A
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This is the sale type assigned when Drive-Through orders are entered via an app.
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Kiosk
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Online Order
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N/A
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This is the sale type assigned when an order is placed on a Kiosk.
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POS Staff may be instructed to classify a transaction with a Sale Type before finalising or saving a new sale. See the following sections for information about configuring POS Sale Type keypad buttons and POS Sale Type Management keypad buttons.
If a staff member proceeds to finalise a sale and a Sale Type has not been selected, the POS system can be configured to enforce selection of a Sale Type from a pop up list before allowing the transaction to complete. See POS Terminal Settings for the relevant system setting to enable this.
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While some Sale Types are still system assigned (Table Service, Web Ordering and None) and others are assign by the POS User the configured behaviour and workflow can be configured to operate as best suits your business.
To do this:
•Use the Change button to access the POS Sale Type Details form.
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See Also:
Polygon POS Management > Product Keypad - Other Keys
Getting Started with Polygon POS Management
Using Polygon POS Management
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