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9 | ResDiary Table Transfers via SmartPOS

This article explains the process of transferring ResDiary Tables via SmartPOS.

This article explains the process of transferring ResDiary Tables via SmartPOS.

Prerequisites 

  • To access ResDiary Till Function Settings, the applicable Operator Privileges will need to be enabled 
    • General  Tab 
      • Sales Reports Flags
    • Reporting  Tab 
      • Sales Reports Flags

ResDiary Table Transfers via SmartPOS

  • This functionality provides Operators with the ability to  Transfer  ResDiary Tables without using the ResDiary website; i.e., ResDiary Tables can be transferred directly in SmartPOS

"Table Transfer" Till Function Configuration

  • When Transferring ResDiary Tables in Bepoz, the Table Transfer Function button must be configured with the same Table Group that is being used by ResDiary; i.e., the same Table Group that's configured on the ResDiary Till Extension and ResDiary Transaction Queue

 


Transfer ResDiary Table SmartPOS Workflows

  • When Transferring ResDiary Tables via SmartPOS, there are couple different possible workflows and different outcomes depending on the Table that the Operator Transfers (or attempts to Transfer) to
  1. To begin, with the ResDiary Table open, tap on the Table Transfer function button
  2. The Table Booking Grid will open with 2 different options for completing the Table Transfer; the Table being Transferred will be labeled "#Dining OUT"
    • From the Booking Grid, Operators can tap the chevron icon on the right side of the screen to expand the pop-out panel and then choose a suitable Table from the "Next Free Tables" options which are retrieved from ResDiary
    • Optionally, Operators can manually select any available Table from the Grid by tapping on the desired Table's line


Transferring to a Next Free Table

  1. After expanding out the pop-out panel, select the desired Table from the list of available Next Free Tables
  2. After selecting one of the Next Free Tables, the Operator will first be asked to confirm the Transfer
  3. If Yes is selected to confirm the Transfer, a prompt will appear on screen asking if the Operator would like to Print a message to the Kitchen notifying of the Transfer
  4. Lastly, the Transfer will be completed which can be confirmed by the Transfer line in the Transaction Window



Transferring Manually to any Available Table

  1. To Transfer Manually, first select the available Table from the Grid by tapping on the Table's line
    • In this example, the Table is being Transferred to another Table with no overlapping Booking in terms of Time Duration; i.e. the Transfer Out table is Booked through 8:00 PM, but the Table being Transferred to has a Booking starting at 7:30 PM
    • If the Table is being Transferred to a Table that has an overlapping Booking, the overlapped Booking will automatically be moved to the Next Free Table
  2. A prompt will appear on the Grid to confirm the Transfer
  3. The Grid will close and return to SmartPOS where a 2nd prompt will confirm the Transfer
  4. If Yes is selected to confirm the Transfer, a prompt will appear on screen asking if the Operator would like to Print a message to the Kitchen notifying of the Transfer
  5. Lastly, the Transfer will be completed which can be confirmed by the Transfer line in the Transaction Window