How to Add the 'Tables' Feature

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.

• 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 creates a digital mirror of your physical space and ensures accurate order management.

1. Navigate to the customer portal.
2. Go to POS.
3. Click Tables.
4. If you have multiple locations, select the desired location from the dropdown menu.
5. Click Actions.
6. Select Add Table.
7. Enter the table name and seating capacity.
8. Repeat for all required tables.

Updating POS with Your Table Configuration

After creating tables in the portal, you'll need to sync the changes to your POS system.

• Open Settings in your POS.
• Press Refresh under Refresh Data from Portal.
• Changes will be downloaded and applied immediately.

Configuring Tables as Primary Function (Optional)

If your business primarily serves seated customers, you can make Tables the default view.

• Open Settings.
• Select Yes under Tables Tab as Primary.
• The main tabs will be reordered to: Tables – Register – Orders.

Adding Products to Existing Orders

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

Processing Payment

• Open the table when guests are ready to pay.
• Process payment using your standard payment procedures.
• Choose whether to print an invoice after payment.
• The table will automatically clear after successful payment.

Proforma Invoice

For guests who wish to review their bill before payment or when managing larger groups:

• Long-press the table.
• Select Print Proforma to generate a preliminary invoice.

Additional Table Management

Move Table

• Long-press the table you want to move.
• Select Move Table.
• Choose the destination table.

Clear Table

• Long-press the table you want to clear.
• Select Clear Table.
• Confirm the cancellation.

Merge Tables

• Long-press or press the three dots on the table you want to merge.
• Select Move Table.
• Choose the destination table.
• The orders will be merged into the destination table.

Troubleshooting

If you encounter any issues with the tables feature:

• Verify that tables are correctly configured in the portal.
• Ensure your 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:

+44 2080289990 or info@flatpay.co.uk