Assign your servers sections ahead of their shifts.
You can assign your server's sections from the POS ahead of each shift.
Navigate to your POS Settings:
- Select Spots & Menus
- Choose "Spot Assignment"
- Select the tables you want to assign to a server
- You can also filter by users to quickly select all tables assigned to one user
- Choose the user you wish to assign the selected tables to
- Press Submit
If items have been rung in on a table that is not assigned to a server, you can quickly transfer the table to the user's name.
Navigate to More:
- Press Transfer
- Choose the tab(s) you wish to transfer
- Press "transfer" on the bottom left corner
- Choose the user you would like to transfer the tab(s) to
- The newly assigned user will now be the owner of the tab(s )and the sales and tips will show on their user report
Note: Transferred tabs will only transfer the specific tabs. It will not assign the spot of the transferred tab to the user's name indefinitely. '
Depending on your operational style, when switching from AM, MID, or PM shifts, you may want to reassign your tables to new users or switch a server's section around. Additionally, you can configure your spot assignments to reset each day ensuring you always start with a blank slate.
To configure this, navigate to Location Settings > Edit
- Display Settings
- Clear Spot Assignment Daily: Toggle ON
Note: QR-initiated orders from any user's assigned spots will allocate the sales and tips from those orders to the assigned user.