Prequisites

1. Hardware: The following devices will not work with Linux OS and must be shipped with Windows for fast scan to be supported.

   1. Volante Mini

   2. EM300/310

2. Build: 1784 is the minimum build required

3. Schedules must be configured: Users MUST assign a Schedule for Fast Order to work.  See Step 4 and 5 for more details. 

Fast Order Menu Sets

Users will need to create Fast Order Menu Sets to determine which items are automatically ordered by the customer upon scanning.

• To facilitate this process, a Menu Set with the items to be ordered will need the appropriate Fast Order settings.

• Users will also need to configure Menu Sets with the appropriate items, either in Quick Menus or Groupings.

• Menu items within the menu sets will be ordered when the customer’s badge is scanned.  Users may configure multiple Menu Sets with differing schedules to offer different Fast Orders throughout the day. 

Steps

From the Menu Setup module:

1. Create a Menu Set that features menu items to be automatically ordered.

   1. Ensure this checkbox is enabled:

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2. Drag and drop Menu Items from the left Menu Tree to the panes in the middle of the Quick Menu page.

3. If needed, generate or edit Menu Items from the Menu Item tab.
   
   
   
   

4. Users must assign a set schedule for the Fast Order menu set.

   1. Right-click the name of the Menu Set from the right pane.

   2. Select Set Schedule.

   3. In the List of Available Schedules modal, check off the names of the Schedules to be associated to the Menu Set.
      
      
      

5. Schedules must be created and/or modified from the Schedules tab in the Menu Setup module and used for Fast Order.

   
   
   

   

6. Navigate to the Grouping tab.  Assign all associated Menu Items to the Menu Set by dragging and dropping items from the left item tree pane (a) to the right pane (b).
   
   
   
   

    

Fast Order Setup in Customer Info

For Fast Order configuration, Volante is only concerned with settings for the Primary Customer Type (Customer Type 1), disregarding settings for all other Customer Types. 

If customers are configured with multiple Customer Types (i.e. Customer Type 2, Customer Type 3), settings on the additional Customer Types  will not affect Fast Order functionality.

Example 1

For example, if a customer features a Primary Customer Type (1) with Fast Order enabled, and Customer Type 2 with Fast Order disabled, the account will still be eligible to use Fast Order, as only the Primary Customer Type will affect this functionality.

• In the example below, Customer B is configured with the “Fast Order User” Customer Type (with Fast Order flags enabled), while Customer Type 2 uses another Customer Type with no Fast Order access. 

• Customer Type 2's inability to use Fast Order will not prevent the Primary Customer Type from accessing Fast Order.

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Example 2 

If Customer Type 1 does not have Fast Order enabled, while Customer Type 2 and onwards are enabled for Fast Order, Fast Order functionality will remain unavailable for the Customer.

Only the Primary Customer account's settings are taken into consideration.

Fast Order on Customer Types

Users will need to configure Fast Order Customer Types to enable the feature for eligible users.  This is done through the Customer Types tab in the Customer Database.

1. From the BackOffice, navigate to the Customer Database module.

2. Open the Customer Types tab.

3. Select the Customer Type to be modified.  Alternatively, create a new Customer Type to be assigned Fast Order functionality by selecting New from the buttons at the bottom of the Customer Types pane.

   1. Ensure that the Customer Type being modified is a Primary Account (i.e. Customer Type "1"). 

4. Fill in general details about the Customer Type.

5. Navigate to the Fast Order tab.
   
   

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6. Configure the following settings:

A. Enable Fast Order

Check off “Enable Fast Order” at the top of this page.  If this is not checked off, customers will be unable to scan their badge on the Fast Order screen on the POS.

B. Menu Sets

1. To allow Fast Order Menu Sets to be used by customers, users will need to add eligible Menu Sets to the customer’s Primary Customer Type. 

2. Note that only Only Menu Sets that have the “Fast Order Menu Sets” flag enabled will be listed here. 

3. In the Menu Sets modal, right-click the box, and select the Add option.  This will open a modal window listing available Fast Order Menu Sets. 

4. Users may also check off the following filters to narrow down available Menu Sets:

   1. Show HeadOffice Items for Download

   2. Show Items downloaded from the HeadOffice

   3. Show items created locally
      
      

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5. Select all relevant Menu Sets, and select the Add button to include them to the current Customer Type.

   1. If needed, users may right-click and select Remove to take out Menu Sets.
      
      

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Only Fast Order Menu Sets that have contain Menu Items can be added.  If the Fast Order Menu Set has no items, the following error will be prompted: 

“You cannot add empty Fast Order menu sets, please add at least one menu item to your Fast Order menu set.”

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C. Payment Order Priority

Configure the payment priority for On-Account, Meal Plan, and Points.  This determines the order for which account will be used to pay for a Fast Order transaction.

1. Check off Payment Types that need to be enabled for the Account Type

2. Choose the dropdown values and choose 1, 2 or 3 for each Payment Type, based on which account should be charged first (with 1 being the highest charging priority, and 3 being the lowest priority).

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D. Price Modifiers for Points

Configure up to maximum of 3 price modifiers for Points for this Customer Type. 

1. Add Price Modifiers by right-clicking the box at the bottom, and select Add to open the Price Modifier list modal.

2. Select up to 3 price modifiers.  Select the Add button to add them to the list.

If needed, users may right-click and select Remove to take out Price Modifiers.

Fast Order Action Key – Screen Config

Users will need to access the Screen Config view to add the Fast Order function to the POS screen.

1. From the BackOffice, navigate to Screen Config.

2. Under the Action Commands pane, select the appropriate POS view.  For this scenario Cashier,

3. In the Screen Configuration view, select the Find button from the bottom-left corner, below the Action Commands list.

4. Search for Fast Order and select Find.

5. Drag and drop Fast Order into the appropriate action key space in the right pane (i.e. into the Main Options pane).

6. Perform a Data Sync to maintain all Screen Config changes.

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Fast Order on POS

To accomplish Fast Order on the POS:

1. Clock into a user on the POS.

2. Tap the Fast Order button from the POS action keys.
   
   

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3. The Fast Order scan card screen will appear.
   
   

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4. Prompt the customer to scan their badge. 

5. Upon scanning the badge:

   1. The system will detect the customer’s primary CustomerType Fast Order setup

   2. Based on Set Schedules for the Menu Set, the system will order all Menu Items within the Fast Order menu sets, and add them to the transaction.

   3. The system will process the transaction using On Account, Meal Plans and/or Points, based on the specified order in Fast Order settings.

      1. E.g. A customer has been configured with 30 meals per month on their Meal Plan, and an overage account for payroll deduct.  The payment order is arranged to deduct from Meal Plan first, then On-Account second.

      2. The system will attempt to process the transaction against the Meal Plan.

      3. If the Meal Plan has been completely depleted, then the system will charge the transaction on their Payroll Deduct Account.

      4. System will display a Success prompt, and the Customer may proceed to receive their order.

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POS Errors 

If an error occurs, the system will display the error and the associated reason for why the transaction cannot proceed.

Errors may occur if:

• The card is invalid

• There are no valid menu items for that time of day

• The account has no funds or insufficient funds to pay for the transaction

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Notes

Users may configure Swipe Card search options to determine behavior of hard the card swipe works. These options can be found under Global Options > General > Swipe Card Search Options.

• Card swipe will search Customer Card Code

• Card Swipe will search Customer Code

• Card Swipe will search Customer Code then Card Code

• Card Swipe will search Card Code then Customer Code
  
  

InterfaceLink – Timeout Period

When configuring Fast Order, users may make use of a Hardware Terminal InterfaceLink to determine the duration of the timeout UI.

The parameters for the InterfaceLink are used to indicate timeout periods in seconds:

• 3 seconds must elapse after a successful transaction.  

• 8 seconds must elapse after a failed transaction.

Print Receipts on Kiosks with Fast Order when Auto Receipt is Enabled

Overview

Users will be allowed to generate receipts for compliance purposes on kiosk.

This change was made to address customers who scan their badge but were not getting receipts printed; this change was made to address compliance requests.

Instructions

In the BackOffice, navigate to Hardware Configuration > Terminal Setup > User Mode Defaults.

From here:

• Enable Fast Order for all applicable modes (Cashier and Table Service mode, as of this writing) on the POS

• Enable Auto Receipt

If configured correctly, when a customer scans their badge on POS terminal fast order screen, the terminal will print a sales receipt for the items associated with the customer meal plan.

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Enabling AutoReceipt and FastOrder mode settings for each terminal

Changelog

1786_0000

• Implemented ability to Print Sales Receipts for compliance purposes on kiosk with Fast Order enabled.

  • This feature is enabled when Fast Order and Auto Receipt are enabled on POS

Links

• POS Access: http://volantedocs.com/confluence/display/VSD/POS+Guide

• Customer Types: http://volantedocs.com/confluence/display/IS/CRM+Customer+Types

• Quick Menu (needs a sub section for Quick Menus): http://volantedocs.com/confluence/display/VSD/Advanced+Menu+Programming