For Legacy POS users, this form is used to enable or disable a Sale Type from being available to select at POS and to set the Paperless Kitchen Queue Priority only.
For Polygon POS users, this form is used to configure the behaviour and work flow of the Sale Type.
From Polygon POS Management, Select Products from the main menu and select Sale Types, Highlight a Sale Type and click Change to modify the selected Sale Type.
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Sale Type Prompt Behaviour. •The ID and System Sale Type Name are system generated and cannot be edited •Enter the desired Sale Prefix for this Sale Type. For example, Dine In might be DI while Pick Up could be PU. •Enter the Display Name for this Sale Type. This will be the name listed visibly for this Sale Type. •Create any Location assignment applicable for this sale type. •Tick the User Selectable box to make this Sale Type option available at FOH for staff to choose from when processing a sale •If you want to ensure that sales for this Sale Type are always finalised (cannot be saved) ensure the Prevent Parked Sales option is on. •Decide if you want to Skip sale headers for web orders. •Decide if you want to Skip sale footers for web orders. Skipping sale header and footer for web orders will not include the header or footer information in the sale. It will not be visible at the POS at all. This feature is relevant only to 'Order to Table' or 'Dine In' type web orders. •Decide if you want to Send in-progress sales to Paperless Kitchen. You can learn more about in-progress sales (Real Time Production Orders) here. •Decide if you want to Enable Bag Label Prompt in Paperless Kitchen. You can learn more label printing for your KMS network here. •If you need to apply a Tax Type (Tax/GST/VAT etc) override for a specific Sale Type, you can choose the applicable tax type from the drop down list. The tax type chosen here will apply to all items included in sales of this Sale Type and the tax type programmed on the PLU will be disregarded. •Set the Paperless Kitchen Queue Priority where 1 is the highest priority. Sale Types with a priority of 0 are excluded from the prioritisation rules.
To implement Paperless Kitchen Queue Prioritisation you may also need to: Enable Paperless Kitchen Queue Prioritisation Assign Priority to Web Menu Ordering Providers Include Keypad Categories in queue prioritisation Assign a KMS Role as the Queue Controller
Sale Type Prompt Behaviour. •Decide if you want to Prompt for Customer Information when this sale type is selected. •Enable PAX prompt will ask you to record the PAX applicable to this transaction. •Enable Category Lookup prompt will instruct the POS to automatically present the programmed category. You may select here a category from the category file which will automatically appear each time a new sale is opened. This could perhaps be useful for recording the split between the number of adults and the number of children at each table, or accessing a category which will always be used first such as Table Water
•Select OK to save the Sale Type.
NOTE: Disabling the User Selectable setting removes the option for staff to input this Sale Type manually. The Sale Type can still be in use however, in cases where the Sale Type is applied automatically by the system. For example, entering a sale on a table number via the Floorplan Tablemap, will automatically tag the sale as the Table Service sale type. |
For Legacy POS users, see section Sale Types Explained for more information about the in-built behaviour of each sale type.
See Also:
Polygon POS Management > Sale Types