POS Opening and Closing
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URY is integrated with the Point Of Sale functionality of ERPnext to manage opening and closing in restaurant workflow.
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It's important to note that if no POS Opening is initiated for the day, URY will not allow table selection, ensuring precise tracking of operations.
Table Selection
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URY workflow begins with table selection.
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The first step involves creating URY tables. To do this, navigate to the URY Table List > Add URY Table [is take away checkbox is used for take away table orders]
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Tables are visually represented as cards, providing flexibility in the selection process.
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To enhance clarity, tables are color-coded with three indicators:
- Red: Indicates occupied tables (when the "occupied" value is true).
- Green: Signifies available tables (when "occupied" is false).
- Blue: Highlights the currently selected table.
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Table time is displayed within each card
Menu Selection
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Selecting Menu Item is the next step .
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Menus are created from : URY Menu List > Add URY Menu.
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Within each menu,list individual menu items in the child table.
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Special Menu items can be prioritized for selling using a checkbox.
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Specified rates in the table automatically creates a 'Price list' using the same menu name.
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Default menu is added in URY Restaurant.
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Room wise menu is handled by enabling room wise menu and adding values in the child table.
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If room wise menu is enabled , ury take menu as per the room defined against each table on table selection.
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Menu Selection tab contain :
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Search bar to quickly locate specific menu items, enhancing speed and accuracy during busy periods.
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Menu filtering with Button
All
- Display all menu item.Priority
- displays only prioritized items. -
Menus are presented in a card format which includes the menu name, selected quantity of the item , and +/- buttons for adjusting quantities.
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For precise quantity adjustments, users can click on the quantity display, triggering a dialogue box for easy modification.
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Order Taking
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This is the Key step of restaurant work flow.
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Input customer details and the number of guests (Pax Count) in Customer Info Tab.
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For returning customers, URY displays their top three ordered items in Favourite item section.
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In Order info tab show selected menu items in a list view.
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Quantity adjusted can be adjusted from here also by clicking on the quantity field.
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Action Buttons in Table Order are ,
- Update : Used to generate an order, ie. creating a POS invoice in draft status.
- Cancel : To cancel order (draft invoice) and clear the table.
- Print : To generate a bill against the order, clearing the table.
- Table Transfer : Transfer an order from one table to another after placing the initial order. Clear the original table, and occupy the new table.
- Captain Transfer : Enables the transfer of an order from one captain to another after placing an order at a table.
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After triggering the Update Button, a restaurant order is placed, and the POS invoice ID is then updated in the 'Last Order' field for reference.
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On selecting a table with an existing order, URY will automatically navigate to the order tab.
Order Printing
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URY facilitates room-wise printing and offers three distinct methods for executing printing.
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QZ printing
- You may need first install QZ Tray if is not already on your system
- To setup QZ , POS Profile List > POS Profile > QZ Print > QZ Host to enable QZ printing.
- If there are multiple devices for printing , Private IP of the machine hosting the QZ server is given as 'QZ Host'
- Otherwise, use 'localhost' or 127.0.0.1 in the 'QZ Host' data field.
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Network Printing
- Network printing is an alternative option, which functions when QZ printing is in a disabled state.
- To setup it POS Profile List > POS Profile > Printer Settings
- At the table, tsetting for the printer name is provided with the checkbox 'Bill' set to true.
- The printer name correspond to printer configured in Network Printer Settings in ERPnext.
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Websocket Printing
- If Either of QZ and Network Printing are not configured , URY will call websocket printing.
- Page can be accessed in
/app/websocket-print
in your browser
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Invoice Settlement
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The settlement of invoices is performed from Point Of Sale interface.
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Table Orders are listed in the "Toggle Recent Order" section.
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To cancel an invoice, select "Cancel Order" from the menu bar. Invoices which is printed cannot be cancelled.
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URY introduces a new status, "To Bill" which filters POS invoices in draft and not printed from the Table Order.
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In
Additional Information
Section :- Order Type : Select type of order listed
- Print : Button to print unprinted invoices