Device Profiles

Edit your POS workflow, printers, payment terminals, ...

Updated over a week ago

DEVICE PROFILE are Profiles you can reuse across multiples Devices: POS, Tablet, ... or have specific ones for every device.

What does it mean?

It means that every single Device (POS / Ipad) can have a specific setting that suits its needs:

What Payment Terminal it's connected to, the Workflow, which Sections are assigned, your prefered Order Types (dine in, takeaway, delivery, ...), the options you want to display, ...

For example, let's say you have 3 POS in your Venue:

  • 1 x at your BAR POS: might only need to display Snacks / Drinks instead of the whole menu. Does not need the floor plan. Needs fast access to the Cart for Takeaway orders, etc..

  • 1 x in your RESTAURANT POS: Needs the Floor Plan to display first after login, etc..

  • 1 x in your FUNCTION ROOM UPSTAIRS POS: Needs to print food at the kitchen but drinks at the upstairs Bar. Needs Seat options for big groups & dietaries, etc..


In this Article:


FIND ' DEVICE PROFILES ' IN YOU BACK OFFICE:

  1. In your Back Office => Settings => Venues & Stores (if you have multiple venues)

    OR My Store

<a href="https://downloads.intercomcdn.com/i/o/679985705/f0863c5c688f04af26837132/Screen+Shot+2023-02-27+at+2.03.10+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679985705/f0863c5c688f04af26837132/Screen+Shot+2023-02-27+at+2.03.10+pm.png</a>

<a href="https://downloads.intercomcdn.com/i/o/679985742/e897f3f1151778b2cf1da219/Screen+Shot+2023-02-27+at+2.04.00+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679985742/e897f3f1151778b2cf1da219/Screen+Shot+2023-02-27+at+2.04.00+pm.png</a>

<a href="https://downloads.intercomcdn.com/i/o/679985720/b714f2215b887dcd641180a8/Screen+Shot+2023-02-27+at+2.05.20+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679985720/b714f2215b887dcd641180a8/Screen+Shot+2023-02-27+at+2.05.20+pm.png</a>

  1. Select / Create a Device Profile:

<a href="https://downloads.intercomcdn.com/i/o/679985801/14307cddde4a075c75ebd934/Screen+Shot+2023-02-27+at+2.06.29+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679985801/14307cddde4a075c75ebd934/Screen+Shot+2023-02-27+at+2.06.29+pm.png</a>


DETAILS:

<a href="https://downloads.intercomcdn.com/i/o/679987544/1143991844196f31b40b5dc6/Screen+Shot+2023-02-27+at+2.14.59+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679987544/1143991844196f31b40b5dc6/Screen+Shot+2023-02-27+at+2.14.59+pm.png</a>

1. Details

<a href="https://downloads.intercomcdn.com/i/o/680009755/88598547859cc1d37b9265f5/Screen+Shot+2023-02-27+at+3.52.50+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680009755/88598547859cc1d37b9265f5/Screen+Shot+2023-02-27+at+3.52.50+pm.png</a>

  • PROFILE NAME: because I want to reuse this Device Profile on all my restaurant POS I will name it: POS Restaurant.

  • **FUNCTION MAP *** : Leave as Default as you need it in your POS

  • SELECT MENU: If you have different menus, you can select the one more appropriate for that Device, for example a Menu with just: Bar Snacks / Drinks for your Bar POS

  • PRICE LIST: Keep the standard option as your 'Price List' (ex: Happy Hour') will apply automatically. But if your POS only offers 'Happy Hours' prices for example you can use that!

    ( For more information, see this Article: Price Lists )

<a href="https://downloads.intercomcdn.com/i/o/679988154/a2e3a524b4f6a33ddc555223/Screen+Shot+2023-02-27+at+2.16.14+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679988154/a2e3a524b4f6a33ddc555223/Screen+Shot+2023-02-27+at+2.16.14+pm.png</a>

  • Function Map:

<a href="https://downloads.intercomcdn.com/i/o/679988839/0647d71b4a23469125e9a323/Screen+Shot+2023-02-27+at+2.20.34+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/679988839/0647d71b4a23469125e9a323/Screen+Shot+2023-02-27+at+2.20.34+pm.png</a>

  • ASSIGNED STORE: If you want to reuse this Profile across several Venues using the same Menus & Setup

  • ASSIGNED SECTION: If your venue has Sections / Tables:

    • You can have show all of them in your Floor Plan

    • You can show only some, for example: 'Courtyard' just for the Bar POS.

  • SET AS DEFAULT PROFILE: Tick for the profile you reuse the most.

<a href="https://downloads.intercomcdn.com/i/o/680007610/07998eec1e3f3b5d184bc74d/Screen+Shot+2023-02-27+at+3.40.21+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680007610/07998eec1e3f3b5d184bc74d/Screen+Shot+2023-02-27+at+3.40.21+pm.png</a>

Learn how to Create a Floor Plan, Sections, Tables in this Article:


2. Preferences

<a href="https://downloads.intercomcdn.com/i/o/680009457/2006e375209260a351261267/Screen+Shot+2023-02-27+at+3.51.04+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680009457/2006e375209260a351261267/Screen+Shot+2023-02-27+at+3.51.04+pm.png</a>

1. SHOW ORDER NAME

When you press 'Pay Now' or 'Send', orders other than 'Dine-In' will be prompted with 'Add Order Name' which can be used:

  • Customer Name: so the name can be called when the order is ready

  • Table number signs: type the number matching the sign you gave your customer.

<a href="https://downloads.intercomcdn.com/i/o/680010478/fa6914359320621a951f6beb/Screen+Shot+2023-02-27+at+3.56.05+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680010478/fa6914359320621a951f6beb/Screen+Shot+2023-02-27+at+3.56.05+pm.png</a>

How it appears on the docket:

<a href="https://downloads.intercomcdn.com/i/o/680011108/d6d1c1b0724023d98c393b45/Screen+Shot+2023-02-27+at+3.58.57+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680011108/d6d1c1b0724023d98c393b45/Screen+Shot+2023-02-27+at+3.58.57+pm.png</a>

How it appears when 'SEND' in Open Orders:

<a href="https://downloads.intercomcdn.com/i/o/680011408/0a697659a698257e33b13339/Screen+Shot+2023-02-27+at+3.59.54+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680011408/0a697659a698257e33b13339/Screen+Shot+2023-02-27+at+3.59.54+pm.png</a>


2. SHOW GUEST COUNT FOR DINE-IN

When you select a Table in your Floor Plan: this feature will ask to Set the amount of Guests at this table:

<a href="https://downloads.intercomcdn.com/i/o/680017716/7d8e769d9f128c07ca7f0f84/Screen+Shot+2023-02-27+at+4.19.37+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680017716/7d8e769d9f128c07ca7f0f84/Screen+Shot+2023-02-27+at+4.19.37+pm.png</a>


3. Order Types

Tick the order types your venue is using & choose which default option you'd like

(it will be the default option when you take orders):

  • Dine In: Better for restaurant

  • Takeaway: Better for Bar Service

<a href="https://downloads.intercomcdn.com/i/o/680033889/6b2a55817b35aeae93477d4a/Screen+Shot+2023-02-27+at+4.27.22+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680033889/6b2a55817b35aeae93477d4a/Screen+Shot+2023-02-27+at+4.27.22+pm.png</a>

<a href="https://downloads.intercomcdn.com/i/o/680034821/584436227f646d94087fb462/Screen+Shot+2023-02-27+at+5.28.57+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680034821/584436227f646d94087fb462/Screen+Shot+2023-02-27+at+5.28.57+pm.png</a>


OPTIONS:

<a href="https://downloads.intercomcdn.com/i/o/680760572/ae7dc43a3216832d7b3064a3/Screen+Shot+2023-02-28+at+11.11.07+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680760572/ae7dc43a3216832d7b3064a3/Screen+Shot+2023-02-28+at+11.11.07+am.png</a>

1. Features

<a href="https://downloads.intercomcdn.com/i/o/680730786/643039b4e9d9f9e584cd1a9d/Screen+Shot+2023-02-28+at+9.43.06+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680730786/643039b4e9d9f9e584cd1a9d/Screen+Shot+2023-02-28+at+9.43.06+am.png</a>

1. SEAT MANAGEMENT

When you select a table & add the amount of guests: this feature allows you to assign a products to a specific seat / customer

<a href="https://downloads.intercomcdn.com/i/o/680730977/29acc1447798145b7770ed06/Screen+Shot+2023-02-28+at+9.43.27+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680730977/29acc1447798145b7770ed06/Screen+Shot+2023-02-28+at+9.43.27+am.png</a>

Cart in POS:

<a href="https://downloads.intercomcdn.com/i/o/680733346/230a8de70cb11dc2b9d9dd8a/Screen+Shot+2023-02-28+at+9.45.42+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680733346/230a8de70cb11dc2b9d9dd8a/Screen+Shot+2023-02-28+at+9.45.42+am.png</a>

⚠️ In Order to use ' Seat Management ' you need a Floor Plan with Sections & Tables


2. CASH MANAGEMENT

Allows you to create 'Money Event' such as: 'Withdraw Tips' 'Petty Cash' 'Float' to help you do your End of Shift better.

<a href="https://downloads.intercomcdn.com/i/o/680737748/5de5172e688d861c34f755d5/Screen+Shot+2023-02-28+at+9.54.48+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680737748/5de5172e688d861c34f755d5/Screen+Shot+2023-02-28+at+9.54.48+am.png</a>

in POS:

<a href="https://downloads.intercomcdn.com/i/o/680738899/f5e854acd45bad4ce29c7517/Screen+Shot+2023-02-28+at+10.03.46+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680738899/f5e854acd45bad4ce29c7517/Screen+Shot+2023-02-28+at+10.03.46+am.png</a>

Learn more about ' Online Store ' In this Article:


3. ENABLE FLOOR VIEW

Ads a button on your POS to allow you to access your Floor Plan with your Sections & Tables

<a href="https://downloads.intercomcdn.com/i/o/680741330/af490515c20fc982344aad29/Screen+Shot+2023-02-28+at+10.11.12+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680741330/af490515c20fc982344aad29/Screen+Shot+2023-02-28+at+10.11.12+am.png</a>

in POS:

<a href="https://downloads.intercomcdn.com/i/o/680740703/09600a4a14333f29e76adb26/Screen+Shot+2023-02-28+at+10.08.03+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680740703/09600a4a14333f29e76adb26/Screen+Shot+2023-02-28+at+10.08.03+am.png</a>


4. ENABLE ONLINE ORDERS

If your Venue has an Online Store / QR Codes: this Feature allows you to have access to your online orders from the POS directly.

<a href="https://downloads.intercomcdn.com/i/o/680749652/d18dd72af86ff93ed0eb8f60/Screen+Shot+2023-02-28+at+10.35.57+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680749652/d18dd72af86ff93ed0eb8f60/Screen+Shot+2023-02-28+at+10.35.57+am.png</a>

in POS:

<a href="https://downloads.intercomcdn.com/i/o/680750841/d01301b6fa77e826fa252260/Screen+Shot+2023-02-28+at+10.39.17+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680750841/d01301b6fa77e826fa252260/Screen+Shot+2023-02-28+at+10.39.17+am.png</a>

Learn more about ' Online Store ' In this Article:


5. ENABLE COURSES

If your Venue serves: Starters / Mains / Desserts & need those Courses to be printed accordingly: you can Enable ' COURSE MANAGEMENT ' in FEATURES (Back Office)

<a href="https://downloads.intercomcdn.com/i/o/681614052/38f6a4de69438eeef9ab4b92/Screen+Shot+2023-03-01+at+11.51.49+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/681614052/38f6a4de69438eeef9ab4b92/Screen+Shot+2023-03-01+at+11.51.49+am.png</a>


2. Printing Options

<a href="https://downloads.intercomcdn.com/i/o/700886332/d6aceb5e99ad50c0369807c2/Screen+Shot+2023-03-29+at+11.34.59+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700886332/d6aceb5e99ad50c0369807c2/Screen+Shot+2023-03-29+at+11.34.59+am.png</a>

1. PRINT RECEIPTS AUTOMATICALLY

<a href="https://downloads.intercomcdn.com/i/o/700887021/5b9c9b06de666919a14ea8c8/Screen+Shot+2023-03-29+at+11.37.43+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700887021/5b9c9b06de666919a14ea8c8/Screen+Shot+2023-03-29+at+11.37.43+am.png</a>

Prints your Receipts Automatically after the Payment is taken

when 'Complete Sale' is clicked:

<a href="https://downloads.intercomcdn.com/i/o/700889122/70f048f22efea7ecdf37cfee/Screen+Shot+2023-03-29+at+11.45.53+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700889122/70f048f22efea7ecdf37cfee/Screen+Shot+2023-03-29+at+11.45.53+am.png</a>

2. PROMPT FOR PRINT / EMAIL RECEIPTS

<a href="https://downloads.intercomcdn.com/i/o/700890186/93bcd06be3c95d03322ec435/Screen+Shot+2023-03-29+at+11.50.05+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700890186/93bcd06be3c95d03322ec435/Screen+Shot+2023-03-29+at+11.50.05+am.png</a>

Instead of printing automatically:

  • You are Prompted to send the receipt via Email / SMS to your Customers

  • Print Order to print the receipt as usual

  • New Sale to skip printing the receipt

<a href="https://downloads.intercomcdn.com/i/o/700889225/fe40dfa06848f0e53643e4d2/Screen+Shot+2023-03-29+at+11.44.48+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700889225/fe40dfa06848f0e53643e4d2/Screen+Shot+2023-03-29+at+11.44.48+am.png</a>

3. DO NOT PRINT OR PROMPT

<a href="https://downloads.intercomcdn.com/i/o/700890340/7ccf8777018692858bb1a878/Screen+Shot+2023-03-29+at+11.50.40+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700890340/7ccf8777018692858bb1a878/Screen+Shot+2023-03-29+at+11.50.40+am.png</a>

After the Payment is taken, you are NOT Prompted to Print a receipt at all.

Best used for businesses like Cafes where few customers need their receipts.

You can always Print the receipt via ' Order History '

To learn how to reprint Receipts, see this Article:


3. Printing Features

Are options that can be added to your Printers / Receipts

1. INCLUDE PRINTER PROFILE IN DOCKET

<a href="https://downloads.intercomcdn.com/i/o/700894325/950e67078979ab7ce2afb86d/Screen+Shot+2023-03-29+at+12.05.52+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700894325/950e67078979ab7ce2afb86d/Screen+Shot+2023-03-29+at+12.05.52+pm.png</a>

Your Device Profile will show on your receipt:

<a href="https://downloads.intercomcdn.com/i/o/700896542/f8d36f890b25a4d8d31f9d41/Screen+Shot+2023-03-29+at+12.14.46+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700896542/f8d36f890b25a4d8d31f9d41/Screen+Shot+2023-03-29+at+12.14.46+pm.png</a>

2. ENABLE QR PRINTING

<a href="https://downloads.intercomcdn.com/i/o/700894368/a787e4386bdabe3d52203c4f/Screen+Shot+2023-03-29+at+12.06.09+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700894368/a787e4386bdabe3d52203c4f/Screen+Shot+2023-03-29+at+12.06.09+pm.png</a>

Adds a QR on your receipt that Customers can use with their Phones to load their orders & Payments:

<a href="https://downloads.intercomcdn.com/i/o/700896930/250a63ce6328fca15b86c9d4/Screen+Shot+2023-03-29+at+12.16.20+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700896930/250a63ce6328fca15b86c9d4/Screen+Shot+2023-03-29+at+12.16.20+pm.png</a>

3. ENABLE KITCHEN BUZZER

<a href="https://downloads.intercomcdn.com/i/o/700894432/cfcf46831150dd7b519c57a0/Screen+Shot+2023-03-29+at+12.06.25+pm.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/700894432/cfcf46831150dd7b519c57a0/Screen+Shot+2023-03-29+at+12.06.25+pm.png</a>

Is an extra Accessory you can buy and add to your Printer to Enable a sound when an Order is Printed


WORKFLOW:

<a href="https://downloads.intercomcdn.com/i/o/680760921/554b227f7b5c5e5e104de7b8/Screen+Shot+2023-02-28+at+11.12.22+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680760921/554b227f7b5c5e5e104de7b8/Screen+Shot+2023-02-28+at+11.12.22+am.png</a>

<a href="https://downloads.intercomcdn.com/i/o/680757028/e63c96d69a932bb64b23bf7f/Screen+Shot+2023-02-28+at+10.59.39+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680757028/e63c96d69a932bb64b23bf7f/Screen+Shot+2023-02-28+at+10.59.39+am.png</a>

1. SCREEN AFTER ORDER PLACED

Once your order is Sent or Paid: that's the screen you will be redirected to.

Login / Floor View are the most common for restaurant for example.

<a href="https://downloads.intercomcdn.com/i/o/680757337/3e1ef99afc6c9160b097b729/Screen+Shot+2023-02-28+at+11.00.19+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680757337/3e1ef99afc6c9160b097b729/Screen+Shot+2023-02-28+at+11.00.19+am.png</a>

in POS: LOGIN SCREEN:

<a href="https://downloads.intercomcdn.com/i/o/680758179/f680c8ccc0d89280d932dc35/Screen+Shot+2023-02-28+at+11.02.45+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680758179/f680c8ccc0d89280d932dc35/Screen+Shot+2023-02-28+at+11.02.45+am.png</a>

2. DEFAULT SALES SCREEN

Once you're logged in for example: this will be the default screen view:

<a href="https://downloads.intercomcdn.com/i/o/680759178/03c70f6a89e48b1c0385b03f/Screen+Shot+2023-02-28+at+11.03.53+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680759178/03c70f6a89e48b1c0385b03f/Screen+Shot+2023-02-28+at+11.03.53+am.png</a>

in POS:

FLOOR VIEW SCREEN:

<a href="https://downloads.intercomcdn.com/i/o/680759726/069c571a94f71592dbf4c9e5/Screen+Shot+2023-02-28+at+11.07.06+am.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/680759726/069c571a94f71592dbf4c9e5/Screen+Shot+2023-02-28+at+11.07.06+am.png</a>

Now that your Device Profiles are created, it's time to create a Device & Assign the Profiles to them:


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