Summary
This guide explains how to create a Quick Button Layout for easy, fast purchases on the front-of-house dashboard. Before starting, ensure that a Quick Button has been created for the items you wish to include in the layout.
You can use the default layout or create a custom layout with a specific name (e.g., “Cafe”).
Step-by-Step Guide
1. Access Quick Button Layouts
- From the Home page, go to System Configuration.
- Select Quick Buttons.
- Then choose Quick Button Layouts.
2. Create a New Quick Button Layout
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Click Create New Quick Button Layout.
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Complete the following fields:
- Name: Name your layout (e.g., “Cafe” or “Front of House”).
- Section: Choose Front of House.
- Setting Group: Select Global to make it available universally, or choose a specific group.
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Facilities: Choose the facilities that will use this layout. Leave blank to assign it later to specific machines.
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Click Create to save the layout.
3. Manage Your Quick Button Layout
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Select Manage next to the layout you created.
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To categorize buttons, you can:
- Add New Folder: Create folders to group buttons (e.g., “Drinks” or “POS Items”).
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Add New Button: Add the previously created Quick Buttons directly to the layout.
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Once folders and buttons are created, drag and drop Quick Buttons into folders as needed (e.g., add “Water” and “Soda” to a “Drinks” folder).
4. Assign the Quick Button Layout to Machines
- If you assigned the layout to specific facilities, it will apply automatically to all machines within those facilities.
- To assign the layout to an individual machine:
- Go to the Facilities module and select the facility with the machine you want to configure.
- Select the machine, then choose Override FOH Quick Button Layout from the dropdown and select your new layout. (Ignore the Override POS option.)
- Click Save.
- Go to the Facilities module and select the facility with the machine you want to configure.
Once saved, log back into the dashboard, select the machine, and you’ll see your new Quick Button Layout in place of the default layout.