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Support Department of the Year!

Performing Table Service

Print

Chapter 1. Seating a Table

1. Locate the table on the floor plan you wish to seat the patrons.

2. Tap the table.

3. The Choose a Party Size screen will appear.

4. If you know the name of the party, enter the party’s name. If you leave this blank, TouchBistro will assign a number. Each day TouchBistro resets this number to 1.

5. The party size defaults to the table’s pre-programmed maximum number of seats. Tap Add if the number of actual guests match or tap the actual number of guests to be seated.

6. You will be taken to the order screen.

Chapter 2. Taking Orders

Section 1. The Order Screen

The Order screen is divided into four sections.

Section

Description

Menu Items

The top left section displays available menu items.

Depending on how your venue is set up, you may have multiple menus to choose from (e.g., Dinner, Lunch, Breakfast).

Tap a category  (e.g., Appetizers or Mains) to display menu items under those categories.

Also, if you tap and hold on a menu item, TouchBistro will display the customer facing menu screen.

Orders

The top right section displays what has been ordered. Seats are color coded. Tap color coded seat bar to begin entering orders for the patron at that seat. Tap the Shared Order bar to enter an order that will be shared by all patrons at the table (for example, wine or appetizers).

Tap the Shared Order bar‘s Information icon to display options for that table. For example, if you need to move the patrons to another table.

Tap the seat’s Information icon to display options for that seat. For example, you want to identify the patron by name.

Table & Chairs

The bottom left section gives you a graphic representation of the table. Tap a seat to change the focus in the Orders section. Tap the Add icon to add an additional patron/seat to the table.

Order Summary

The bottom right section gives you a summary of the table’s total order, a break down by sales category (e.g., food vs alcohol) and any applicable taxes. Tap the Up/Down arrow icon to show a simplified total.

Section 2. Changing the Menu View

You can view the menu items as a list (classic), an image grid, or a text grid.

Tap the View icon to change the menu view.

View

Sample

List (Classic)

Image

Text

Section 3. Changing the Layout

If you prefer to have the menu on the right side, you can ask your TouchBistro Admin to set your Staff Profile for Right Hand Mode.

Section 4. Taking a Simple Order

1. In the Orders section, tap the color bar of the seat representing the first guest who wants to order.

2. If you have multiple menus, select the appropriate menu from the Menu Bar. Depending on your iPad’s screen size this may be either a drop down list or tabbed list.

3. In the menu items section, select the guest’s order.

4. Tap the color bar of the next seat representing the next guest who wants to order. Repeat step 2.

5. If the table is ordering a menu item that will be shared by all guests (for example a bottle of wine or appetizers), tap the Shared Order For Table color bar.

6. When all guest have ordered, tap Send to send the order to the kitchen and/or bar. Your administrator will have setup where menu items are sent (kitchen/bar chit printers or a kitchen display).

Chapter 3. Deleting an Item

1. If you have not yet sent the order, tap on the item.

2. Select Delete from the pop-up menu.

Chapter 4. Voiding an Item

1. If the item has been sent to the kitchen or bar, you will need to void the item.

2. Tap on the item.

3. Select Void from the pop-up menu.

4. You may need to enter a Manager Confirmation Code to process the void.  If so, find a manager or admin and have him/her enter his/her code. You should not have a manager or admin log in and perform void him/herself.

5. Tap a Preset or Custom void reason (for example Out of Stock).

6. The item will be marked void on your Order screen and a ticket will be sent to the kitchen altering staff the item has been voided.

Chapter 5. Adding More than One of the Same Item

If the customer wants more than one of the same item, you can

1. Add the item to the seat.

2. Tap the item.

3. Tap Quantity.

4. Enter the desired quantity and tap Done.

5. You will see a quantity indicator next to the menu item.

1) Alternative 1

1. You can tap Quantity in the bottom left.

2. Enter the quantity and tap Done.

3. Then add the item to the seat.

4. You will see a quantity indicator next to the menu item.

2) Alternative 2

1. Add the item to the seat.

2. Two finger tap the item added to the seat.

3. TouchBistro will duplicate the item for the seat.

Note: If the item was already sent to the kitchen, simply add it as new to the seat order. TouchBistro will properly consolidate on the guest check.

Chapter 6. Multi-Select Editing

You can delete, void, discount, or move more than one item at a time.

From the Orders screen tap the Edit icon.

Each item has a checkbox. Tap each item you want to delete, discount, or move. Tap Actions.

You can perform four actions:

Option

Description

Discounts

Tap Discounts to apply the selected discount to all items checked.

Delete

Tap Delete to delete all of the items checked.

Move to Seat

Tap Move to Seat to quickly move these items to another seat at the current table. Select the desired seat.

Move Items to Another Table

Tap Move Items to Another Table, to move the checked items to another table. Tap the target table. They will be added to the shared order section. Tap Edit again to distribute the items to the proper seats at the news table.

Tap Done when you want to exit from Edit mode.

Chapter 7. Modifications

A modification is an instruction to the chef how to prepare the menu item in a modified fashion. For example “hold the mayo” is a customary modification. Some modifications can be optional. Some menu items might have mandatory modifications. For example, when a patron orders a steak, you will want to know if they take it rare, medium, well done.

Section 1. Handling a Mandatory Modification

It is possible TouchBistro has been setup with one or more pre-programmed modifications to pop-up automatically when a menu item is added to a seat order.

When you try to add an item to an order with a mandatory modifier, TouchBistro will immediately pop up the Modification dialog box.

The mandatory Modifier category is identified by a number, which indicates the minimum number of modifiers you have to select from that category. For example, 1 indicates you must select one modifier. A 2 would indicate you must select a minimum of two. Tap on one of the mandatory modifier options (for example Fries) and tap Done.

If you exit and do not add all the required mandatory modifiers, TouchBistro will flag the menu item in red and indicate you are required to select a modifier.

Tap on the item and add the mandatory modifier(s).

Note: Depending on how your venue owner set up TouchBistro, you may not be able to send your order to the kitchen unless all mandatory modifiers have been selected.

Section 2. Optional Modifications

Some menu items have optional modification available. There will be no automatic pop-up to inform you of optional modifications.

1. Tap the menu item and tap Modifiers to see available optional modifications.

2. Some modifiers may have up charges associated with them. For example, the lasagna dish might come with ground beef by default but chicken, turkey, and veal are options.

3. Tap the desired modifications. It will be moved to the Current Modifiers section.

4. Tap Done when you’ve added all the desired modifiers.

Any menu item can be used as a modifier.

1. Tap the Menu Item icon on the Modifiers screen.

2. You will see a list of menu items you can use as modifiers. You can use the search field to help you more quickly locate a particular menu item or scroll up or down to locate the menu item.

3. For example the person wants a nachos appetizer menu item as a side instead of the fries or salad option.

4. Once selected, you can tap the Information icon associated with the modifier to give it an up charge.

Note: If you do not see an Information  icon, your Admin has disabled staff editing of pre-configured modifiers.

5. For example, the app ordered on its own is $13.99 but when ordered as a side is a $3 up charge.

6. Tap Done.

7. Tap Done again.

Section 3. Custom Modifier

A final type of modifier is the ability to add custom modifiers.

1. Tap Custom.

2. In a blank field add the modifier. For example, “Hold the onions”.

3. If there’s an up charge, enter it in the associate dollar value field.

4. Tap Done.

Chapter 8. Discounts

1. Tap the Discount option to apply a discount.

2. This can either be a preconfigured discount or a custom discount.

3. For example, you might comp an item by 100%.

4. Tap the desired discount. It will appear in the Current Discount(s) section and indicate the amount discounted.

5. Tap Done.

6. You may be prompted to enter a Manager Confirmation Code to process the discount. If so, find a manager or admin and have him/her enter his/her code. You should not have a manager or admin log in and add the discount him/herself.

7. You will see the amounted discounted below the menu item along with how much the discounted item will bill for.

Chapter 9. Moving Items

Section 1. Moving a Single Item

1. If an item was added to the wrong seat, tap Move To Seat.

2. Tap the correct seat.

Note: If the guest changes seats entirely, a quicker way to move the guest’s order to the new seat is use the move option under Multi Select Editing.

Section 2. Moving All Seat Items to Another Seat

1. If you need to move all items from one seat to another, tap the Information icon of the seat that needs to be moved and tap Move All items to Seat.

2. Tap the target seat.

3. The items are moved to the new seat.

Section 3. Moving All Seat Items to Another Table

1. Tap the Information icon associated with the seat you want to transfer and tap Transfer Group to Another Table.

2. Tap the target table on the Floor Plan screen.

3. The seat’s items are moved to the target table.

4. Open the table. The table will default to the number of seats in the moved group.

Section 4. Moving All Seat Items to a Tab

1. Tap the Information icon associated with the seat you want to transfer and tap Transfer Seat to Tab.

2. The items under the transferred seat will be transferred to a bar tab under the Orders screen.

Chapter 10. Sending Drinks and Courses at Separate Times

Let’s say you’ve sat a table, the table has decided on drinks and/or appetizers but not all guests have decided on their mains. You do not have to wait until all courses are ordered to start sending items to the kitchen or the bar.

1. If all items on your order screen are drinks and apps, simply tap Send. You can return to the table at a later time and add additional items and send those to the kitchen printer.

2. If mains have been added by some guests but others are still trying to decide and you want to get the drinks and apps started, tap Course instead of Send.

3. Tap Send Drinks to send the drinks. Tap Send and then Course 1 to send the apps.

4. Return to the Order screen. You will see your drinks and apps marked as sent but the diners who have selected mains will not have had those sent yet. When all diners have ordered their mains, you can tap Send and send items not yet marked as sent.

Chapter 11. Fire Order

1. If you need to send fire orders for menu items, you can reopen the table and tap Course.

2. Tap Fire.

3. A fire order gets printed to the kitchen.

Chapter 12. Guest Joins the Table

Let’s a guest arrives and want to join a table.

1. Add another seat by tapping the Add icon.

2. A new seat gets added.

3. Tap on the new seat and add the guest’s items.

4. Tap Send.

5. Reopen the table.

Chapter 13. Combining Seats

1. If a guest indicates he/she is paying for another dinner or diners, tap on the payer’s seat, hold, and drag to the seat that will be added to the payer’s bill.

2. The seat being paid for will change to the same color as the payer’s seat.

3. Alternatively, you can combine seats by tapping on payee’s seat’s Information icon and tap Combine with Seat.

4. Select the payer’s seat (for example Seat 1).

5. The seats are then combined.

Section 1. Splitting Seats

1. If the payer requests a seat be removed from combined seat grouping, tap the Information icon of the seat that needs to be removed and tap Split from Group.

2. The seat returns to its own group.

Chapter 14. Specifying Seats for a Shared Item

Let’s say seat 1, 2, and 3 shared bottle of wine. Later a fourth guest arrived. The wine was done by the time the fourth guest arrived. It’s doubtful the fourth guest will want to pay for a shared item he or she didn’t get to enjoy. To ensure only the guests who enjoyed the shared item are responsible for paying for the shared item, you can use the Split Item Among Seats option.

Note: This option is not available if the items has not been sent as a kitchen ticket.

1. Tap the Shared Order Item.

2. Tap Split Item Among Seats.

3. And tap seat 1, 2, and 3 who are splitting this item.

4. Tap Done.

5. The item will be removed from the Shared Order section and portioned out among the targeted seats.

Chapter 15. Table Options

If you tap and hold on a table from the floor plan, you have the following options.

Option

Description

Print Preview

Shows you a preview of the bill. .

Transfer Table From…

Transfer the table to another waiter.

Transfer Entire Party

Transfer the entire party to another table.

Rename Party

Give the party a new name.

Print All On One Bill

Let’s you print the bill for the customer without having to open the table

Transfer Order to Tab

Use if the diners prefer to move to the bar.

Delete/Void All Items and Close Table

Delete all items if no items have yet been sent to the kitchen and close the table. If some items have been sent to the kitchen, this will void those items, delete unsent items, and close the table.

Close Table

Close the table if bill has been paid. If the bill has not been paid, this will take you to the checkout screen.

Chapter 16. Checkout

When it comes time for the guests to pay, tap Checkout.

Section 1. Splitting Checks

1. You have two options for splitting the check. Tap Split By Seating to allow guests to pay for the items they ordered at their seat as well as any items shared with the table.

2. If the table wants the bill split evenly by the number of guests. Tap Split Evenly By #. Enter the number of bills required.

3. In either case, TouchBistro adds the individual guest checks at the bottom.

Section 2. Cashing Out a Single Seat

1. If you need to cash out a single seat, tap the Information icon of the seat that needs to be cashed out and tap Single Seat Checkout.

2. TouchBistro will split out all the seats and open the bill for the seat that wants to be cashed out. Any shared order items will be added to the bill in proportion.

3. If you return to table, the cashed out seat will now be removed. Any shared orders will reflect the portion paid by the cashed out seat and show the remaining balance.

4. If you return to the Checkout screen, TouchBistro will keep the Split by Seating setting. If the remaining guests want to pay the balance as one guest check, tap All on One. Again the shared order items will reflect the remaining balance.

Section 3. Accepting a Cash Payment

1. From the checkout screen, tap Cash.

2. If the bill was split by seating or evenly, tap the appropriate guest check and tap Cash.

3. Enter the amount offered.

4. In the Change/Tip field, return the change to the customer.

5. Tap Pay.

6. You now have options for receipts.

Option

Description

Print Receipt & Close Table

Prints a receipt and closes the table (if only one bill) or the bill for the seat (if seats were split).

Email Receipt & Close Table

You can email the customer a PNG image of the bill instead of printing the bill. This also closes the table or bill for the seat.

Close Table

If you don’t want to issue any kind of receipt, but close the table or seat, tap this. If you choose this option, all bills are kept within the system for later access.

Continue Without Closing Table

Tap if you make an error or the guests may wish to linger and may order additional items after closing off the current bill

7. After that bill is closed, it’s marked as paid and removed from the check out screen. If there are remaining split bills on the Checkout screen, you will be returned to the Checkout screen to process the other bills. If there was only one bill or this is the last bill, the table will be closed and you’ll be returned to the floor plan.

1) Correcting an Error

1. If you made a mistake about the payment and only realize at this point, you can tap Continue without closing table.

2. Tap Edit / Undo Payments.

3. Tap Undo.

4. Tap Done.

5. Process the payment again.

Section 4. Using a Non Integrated Payment Processor

A non-integrated payment processor is one that doesn’t interface with TouchBistro. That is, no payment information is transmitted between the credit card reader and TouchBistro. Because payment information captured by the credit card terminal doesn’t get transferred into TouchBistro, you need to enter payment information. This ensures your end of day figures and your non-integrated terminal batch totals match.

Note: The non-integrated option is not an option to use if your integrated system is offline. It will not capture payment information. It should only be used if you have signed up with a non-integrated.

If your venue is using a non-integrated payment processor, follow these steps to accept a card payment with a non-integrated payment processor:

1. After you’ve processed the payment on the credit card terminal, return to TouchBistro.

2. If the table has only one bill, tap Manual Charge/Credit under Payment Options.

3. If the bill has been split, tap one of the bills and tap Manual Charge/Credit.

4. Tap the card offered.

5. Enter the amount paid for the bill and the amount written on the tip line or entered into the mobile card processor.

6. Tap Pay.

7. Close the table.

Section 5. Using an Integrated Payment Processor

If your venue uses an integrated payment processor, payment procedures are different depending on the payment processor. Consult the Payment Gateways documentation for help on using your venue’s chose payment processor.

Section 6. Pay on Account

1. If your manager or owner has set up valid accounts that this payment can be charged to, tap the Information icon next to Pay On Account.

2. Tap Print Account Signature Slip if you’re required to get an account holder signature.

3. Tap Pay on Account when you’re ready to charge the bill to the account.

4. Tap the appropriate account to bill this to.

Section 7. Adjustments

You can make the following adjustments to a bill:

Option

Description

Include Gratuity

If you need to add an autograt, tap this option. Enter the gratuity percentage or a fixed amount. If your system is set up to include a gratuity automatically (say for a party of 6 or more), you can remove the autograt by tapping this option.

Note: If your autograts are set by the admin to treat them the same as tips, if you remove the gratuity after a customer has paid his/her split seat with cash, TouchBistro will not record the paid autograt on the closed bill.

Discount/Comp All Items

Tap if you need to apply a discount or 100% comp to all items on the bill. You will be presented with a list of fixed comp reasons as well as the ability to create a custom discount reason.

Tax Exclusions

Tap if the customer or table qualifies for an exclusion of one or more taxes (for example, the diner is a diplomat or qualifies for some tourist exemption).

Uncheck which taxes no longer apply.

Add Note

If you need to add a note, tap Add Note and enter the note. Notes can be used to support reasons for including or removing an autograt or a comp. Remember, notes will appear on the receipt. Make sure your notes are public facing.

Section 8. Change Receipt Printer

If you need to print the bill to a different printer (for example, your default Receipt printer is temporarily out of paper), you can tap the Information icon and select another available printer.

Section 9. Making Partial Payments

Some patrons may not wish to split a bill but may wish to make a series of partial payments. Alternatively, a single patron may wish to pay the bill using two or more methods of payment (for example, a gift card with a small remaining balance and then cash or a credit card).

1. To do this, from the Checkout screen, under Payment Options, tap the first offered payment method. In this example we’ll do a non-integrated Visa payment.

2. If the patron wishes to charge a tip amount, in the Total Payment field enter the full amount to be put on the card (payment + tip) and in the Tip Amount field indicate how much of that amount should be the tip. For example, the customer wants to pay $32 of the bill via Visa and wants to also charge a $5 tip to the card. So enter $37 ($32 + $5) in Total Payment and then in the Tip Amount field specify $5 of that should be considered tip.

3. Tap Pay.

4. We can see now that the bill has been reduced by the amount charged in the Total Payment field less the $5 specified in the Tip Amount. The amount specified in Tip Amount is kept separate in the Total Tips line.

5. You can now tap Cash or a Credit/Gift Card option to accept additional forms of payment to close the bill.

6. Let’s say a customer now offers cash. Tap Cash.

7. Unlike a card payment screen, TouchBistro does not include a Tip Amount line. TouchBistro does not record cash tips. So let’s say the patron offers $20 to cover another portion of the bill. Enter $20 and tap Pay.

8. We can now see the outstanding amount has been further reduced by $20.

9. Finally, a customer now offers to clear up the remaining balance with a debit card. So tap either your integrated or non-integrated card payment option.

10. Like a credit card payment, enter the total amount (amount to contribute to the bill + tip) in the Total Payment field. However, since this customer is clearing up the remaining balance and charging a tip to the card, the Total Payment amount exceeds the remaining balance amount and the excess is automatically calculated in the Tip Amount field.

11. Tap Pay.

12. We can now close the table and print a receipt. For illustrative purposes we’ll continue without closing the table.

13. We can see the bill is fully paid. Patron 1 charged $37 to his/her Visa and earmarked $5 of that for tip. Patron 2 put down $20 cash towards the bill. Finally, Patron 3 put $48 on his/her debit card, which paid the remaining balance ($37.58) and the $10.42 was automatically earmarked as a card tip.

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