Enhance customer experience with the Tables feature

TABLE OF CONTENTS

• Enabling and setting up tables
• Activating Tables in your POS
• Creating Tables in the customer portal
• Updating POS with table configuration
• Configuring Tables as Primary Function (optional)
• Adding products to Existing Orders 
• Processing Payment 
• Proforma Invoice
• Additional table Management 
• Troubleshooting

Enabling and setting up tables

Before your staff can start serving guests at tables, you’ll need to configure a few settings in both the customer portal and your POS system.

Activating Tables in your POS

Getting started with Tables is straightforward. The feature needs to be activated in your POS system before it becomes available for use. Here's how to enable it:

• Access Settings through the burger menu in the top right corner
• Scroll down to 'Table settings' and activate the setting
• The Tables tab will now appear on the main page

Creating Tables in the customer portal

Setting up Tables in the customer portal is essential for accurate order management. This process allows you to create a digital mirror of your physical space:

• Navigate to the customer portal 
• Go to POS
• Click on Tables 
• For multiple locations: Select the desired location from the dropdown menu in the top right corner 
• Click Actions in the top right corner 
• Select Add table
• Enter the table details: Table name - Seating capacity 
• Repeat for all required tables

Updating POS with table configuration

After setting up your tables in the customer portal, you'll need to sync these changes with your POS system. This ensures your staff has access to the current table layout: 

• Access the Settings menu in your POS 
• Press 'Refresh' on the 'Refresh data from Portal' option. 
• Changes will be downloaded immediately and applied

Configuring Tables as Primary Function (optional)

If your business primarily serves seated customers, you can optimize your workflow by making Tables your primary function. This adjustment brings your most-used feature to the forefront: 

• Access the Settings menu 
• Select Yes under Tables tab as primary
• This will reorder the main screen tabs to: Tables - Register - Orders

Adding products to Existing Orders 

• Tap the relevant table to access the ongoing order 
• The table name will display at the top of the cart for confirmation 
• Add the new items 
• New items will now appear at the bottom of the cart for easy identification 
• Modify new items as needed before saving 
• Save order to finalize changes

Processing Payment 

• Open the table when guests are ready to pay 
• Process payment using standard payment procedures
• After the customer has paid, chose to print an invoice or not
• Table will clear automatically after successful payment

Proforma Invoice

For situations where guests need to review their invoice before the final payment, or for large party management:

• Long press on the table
• Select Print proforma to generate a preliminary invoice

Additional table Management 

Sometimes you need flexibility in managing where your guests are seated or handling order cancellations:

Move Table: Transfer active orders to different tables

• Long press on the table that you would like to change 
• Select Move table
• Choose the destination table 
• Confirm the move

Clear Table: Cancel active orders

• Long press on the table that you would like to clear
  
• Select Clear table
• Confirm the cancellation

Troubleshooting

Even the best systems occasionally need adjustments. If you encounter issues with the tables function, please follow these steps, If tables are not displaying correctly.

• Verify tables are properly configured in the portal 
• Ensure POS settings are correct 
• Update app data through the Settings menu 
• Contact support if issues persist

Support 24/7

If you encounter any issues or have further questions, please contact our support team at (+45) 88773939 or support@flatpay.dk.