Drive-Through - POS Mode - Scan2Go Updates (Build 1779+)
- Douglas Chow
- Rashee Rashee
Overview
Drive-Through is a POS Use Mode that offers functionality for Cashiers working at locations with specific take-out service configurations, typically allowing customers to order products from their vehicle.
Internally, Volante will refer to the newer Drive-Through functionality as "Drive (dash) Through" for clarity.
Drive Thru (no hyphens) will refer to a separate POS use mode.
Context
This update is meant to meet requirements for onboarding with Triple O / QSR Solutions' brands, featuring new updates to the Drive Thru solution under a different name.
- For standard Scan2Go sites, they will continue to only use Drive Thru mode, in its original usage.
- For Quick service restaurants, they will make use of the POS Mode Drive Thru at the ordering windows and Drive-Through at the payment window.
Order Taker Station and Cashier Station
Drive Through orders are operated primarily through two windows:
- Ordering Screen (previously known as the original Drive Thru mode, with no payment options available)
- Payment Screen (New Drive-Through interface, with Payment Options)
Ordering Screen
The Ordering Screen, or Order Taker station, is used to take the Customer's orders.
- This screen is where customers take orders.
- Customers then move on to the Payment Screen to complete the Drive-Through orders.
- It resembles other Tabs Mode POS Views.
Payment Screen
The Payment Screen, or Cashier station, is used to make a payment and take an order in a Break-in situation.
- Payment Screen does NOT take orders. This is accomplished through the Ordering Screen above.
- This mode is also known as the newer Drive-Through Mode interface.
- This mode enables "Break Ins" and makes use of a 4-column grid screen, allowing for easier viewing of multiple Drive Through orders. See the section on "Break In" below for more details.
Enabling Drive-Through in the BackOffice
Navigate to Hardware > Terminal Setup > POS Use Mode tab > Enable Drive-Through (and not Drive Thru).
Table of Contents
Drive-Through Order Flow
Drive-Through Grid Screen
Drive-Through makes use of a 4-column grid screen.
- The most recent orders are displayed on the leftmost pane. This is known as the First Order pane.
- Orders that are processed and paid for are removed from the screen.
- The next order will take the place of the First Order.
- When all orders are removed, the Empty Order panes are removed.
- This view displays cashier names at the top of the page.
- Users see Cashier Name, Time and Order ID
- While it does not state Lane number, cashier users can be renamed to match the lane in use, or Window #1, Window #2, etc.
The Grid Screen in action. The first order is highlighted in blue box with a car icon at the bottom, indicating that it is the current order being serviced in the Drive-Through queue.
Grid View Buttons
The following Grid View buttons are present on this screen.
| Button Name | Description |
|---|---|
Edit Order | User will be taken to the Quick Menu screen to edit items. On the old Drive-Thru mode screen, this is indicated by a pencil button on the listing view screen. |
| - | - |
| Pay Now | Equivalent to the 'Payment' button on List View screen; user will be taken to the existing screen to choose their Payment method |
| Close Order | Available on the Listing view screen; closes the order and removes it from the screen. This is disabled if the item is already paid for. |
| - | - |
| Break In | Acts as an automatic "New Order" button on the listing view screen; user will be taken to the quick menu screen |
| Prioritize | Allows orders to be swapped around on the first page |
| - | - |
| Refresh | Refresh orders on the page |
| Exit | Takes the user back to the POS main screen |
Pay Now
Pay Now will bring users to the Payment Method screen. This screen features the standard POS payment buttons:
- Void
- Cash
- Discount
Close Order
After the Cashier accepts payment for the order, and the transaction is paid for, the order has to be served and the cashier will select Close Order to remove it from the Grid View screen.
A text indicating "Processing Order" will appear on screen briefly, and remove the transaction.
The next Drive-Through Order will then be pushed up to the First Order section, indicating it is ready to be served.
Edit Order
Cashiers will be able to edit the order in case something needs to be added or removed.
For example, when the cashier clicks on the Edit Order button, it will take them to the Order Taker screen.
Break In
What is a Break-In?
A Break-In refers to situations where customers may need to create a new bill or order, immediately following completion of another order for certain situations.
The 'Break In' button allows the user to create a new, blank order, referred to as "Breaking In" the order.
Example
For example, a customer may have just finished their Drive-Through Order, with payment being completed. However, the customer wishes to order additional items after the fact.
The Break-In function will allow for a new order to be created and added to the First Order slot of the queue, instead of creating a new order at the end of the queue and requiring the customer to wait for the queue again.
Function
This will open the order in Quick Menu screen; and upon exiting back to Grid View, it will place the order in the Prioritized slot (first in queue), instead of at the end of the queue.
Outside of the ability to manipulate the queue, the 'Break In' button is functionally equivalent to the existing 'Auto New Order' button.
Workflow
From the Drive-Through Grid View:
- Press Break-In.
- Ring up items for the order. Items will appear in the Order Tile in the first slot.
- Press Pay Now. Customer should fully pay for the transaction. This will return the user to the Grid View.
- When the order is paid for, the Order tile will appear highlighted in green, with the text "PAID" appearing underneath the tile.
- Press "Break-In" again.
- The Paid Order tile will be moved to the second slot, still highlighted in green.
- The New Order tile will now appear in the first slot and will be highlighted in blue. A white car icon will appear underneath to indicate it is the current Drive-Through order.
- Create a new order without using "Break-In". The order will appear in the third slot.
If the user closes the first two orders, the third order will appear in the first slot.
Example of Workflow
- From the Drive-Through Grid, select "Break In" from the bottom bar (highlighted in red in the image below).
- A new order will open in the Quick Menu screen.
- Select your items, and press Exit.
- Upon exiting, the user will be returned to the Drive-Through Grid View. The order will be placed in the Prioritized slot (first order in the queue), instead of end-of-queue.
Outside of queue manipulation (i.e. moving orders around in the queue), 'Break-In' button is functionally equivalent to the existing 'Auto New Order' button.
Other Notes on Break-In
- The 'Break-In' button is always enabled – including when the Grid View is empty
- Multiple Break-Ins in a row are allowed
- For example, after the first Break-In, the user can go back to the drive-through screen (while keeping the first break-in transaction open and unpaid/paid status) and break in another transaction
- Upon pressing 'Break-In' button, a new blank order is created and opened in Quick Menu
- Upon exiting Quick Menu, the order is placed in Prioritized slot
- Other orders are displaced to the right to make room
- When an order is broken in, standard highlighting rules are applied in Grid View:
Paid Orders
- Paid orders are always highlighted in green
- Unpaid orders are only highlighted in blue when prioritized
Prioritize
Allows orders to be swapped around on the first page of the Grid View. This is important for determining which item is the First Order, and thus which item will be served in the Drive-Through queue.
- Select the Prioritize button. It will be highlighted in yellow.
- Select the order grid column that you wish to prioritize.
- This column will be moved to the leftmost spot, making it the First Order.
- The previous First Order item will swap places with the item (i.e. you are not shifting the order of other items back one spot).
Refresh
Refresh the orders on the screen.
Exit
Exit Drive-Through mode and return to the POS main menu.
Additional Features
Scan2Go Barcodes – Exit Drive-Through Mode with Balance and Print Barcode
Users have the ability to exit Drive-Through mode screen with a balance (i.e. when creating an open Drive-Through tab) and printing a barcode for the transaction. This functionality is meant for use with Scan2Go operations.
- If the current customer has a balance present, pressing Exit will direct users to the Drive-Through tab screen (with a list of all open tabs)
- Cashiers can go back in and complete the transaction with a payment.
- "Print Barcode" is cashier action button that will print a barcode for the current open Drive-Through tab.
- This barcode is printed with the following format - UBxxxxxxx.
- This barcode should be scannable on any POS/Kiosk to complete payments.
Limitations
As of 10/18/2022 (Build 1779), Drive-Through mode is only available for POS terminals, and not on Kiosks
- Exclusive Reporting is not yet available for Drive-Through.
- In lieu of this, Sales, Media, Discount, and Close Day Reports will still be able to generate details on Drive-Through transactions.
Changelog and Updates by Build
Updates (10/18/2022)
Build 1779
New Features
Drive-Through now offers a single window for a single POS Order. Users can then navigate to the POS Window for additional operations.
Makes use of existing software and hardware; makes use of EM310 payment devices, which must be operated in Drive-Through mode.
Each Drive-Through location is expected to be configured with individual BackOffices; each BackOffice is likely to be configured under the same HeadOffice.
Added functionality for:
Empty state – This is the basic screen state of when there are no orders to be processed. This screen is indicated by a message in the left-most box in the UI, stating “No Orders – Please wait for an order to come through”.
First Order state – If an order is processed, the Empty state is replaced with First Order state when the POS finalizes the first order (highlighted in blue on the POS screen).
VOL-15154 [Drive-Through] Break-In functionality on POS
VOL-15153 [Drive-Through] Ability to swap the placement of two orders within the first page ('prioritize' button) on POS
VOL-15151 [Drive-Through] Paid State
VOL-15149 [Drive-Through] First Order
VOL-15147 [Drive-Through] Enable pagination for more than 4 orders
Build 1775
Volante now allows unclosed transactions (i.e. transaction ID barcode starts with UBxxxxxxx) to be scanned on both POS and Kiosk, similar to Tab transactions for Scan2Go transactions.
- This is similar to how it functions for Tab transactions.
- For example, if there is a Print Barcode code, Exit allows going back to Drive-Through screen without having to make payments.
Basic Operations for Drive Thru (Original)
Placing Orders via Drive Thru Mode
Place an order in Drive Thru Mode on the POS using the steps below.
- Select Drive Thru mode from the POS Home screen, and enter your Server ID.
- Select Auto New Order to create a new Drive Thru Tab.
- Select the desired items from the Transaction screen.
- Select Print Barcode to print a Service Station chit for the Drive Thru Tab.
- The customer may now take the Service Station chit to the checkout terminal.
If a Service Station chit is, inadvertently, not printed by the cashier, it may be printed by editing the desired Tab. This is achieved by entering Drive Thru mode and selecting the pencil icon to edit the Drive Thru Tab. The Print Barcode button may then be selected from the Transaction screen.
Customers may proceed to other stations to order additional items prior to proceeding to the checkout area to present all Service Station chits.
Notes
Operating System of POS
- Available on Windows
- Linux availability is TBD
Videos
Video 1 - Drive-Through Operations
https://drive.google.com/file/d/1PJc8FibxcqC3b4GMAvIUaRywGWG_Vm7K/view?usp=sharing
Video 2 - Modifiers
https://drive.google.com/file/d/15twB2Xdzq8dWgqE5GaffoniHMjN1RkCC/view?usp=sharing
Presentation on Drive-Through
Related Jira Issues
TBD