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How to edit table layout

This document will show how to create and edit the table layout on terminals.terminals: adding sections (dining areas), adding, moving and arranging tables, and drawing walls, labels and other shapes on the floor plan.

You

Creatingneed athe newManage diningTable area

Layout

Thispermission muston beyour donejob role to see the Edit Layout button. Sections are now added and changed right on the terminal - there is no Restaurant Layout page in Backoffice beforeanymore.

you can edit

Opening the table layout editor

1. Log into a terminal, tap Functions on the terminalslaunch

screen, then tap Edit Layout under Management Tools.

    The Functions screen with the Edit Layout button circled

    2. The table layout editor opens: your table view, with the layout editing buttons along the top and bottom of the screen.

    The table layout editor at a glance

    The table layout editor with numbered markers on its buttons

    • 1.

      LoginClear / Select All - Unselect everything, or select every table in the section.

    • 2. Sections - Each tab is a room or section of your restaurant. Tap one to Backofficeedit it. Press and navigatehold a tab to therename, POSmove tab.

      or delete it.
    • 3.

      NavigateUndo / Redo - Take back your last change, or put it back again.

    • 4. Back - Leave the editor. If you have changes that aren't saved, you'll be asked what to Systemdo Setup.

      with them.
    • 5.

      SelectProperties Restaurant- Layout nearChange the bottom.

      selected table's number, guests, order type and seats, or a shape's colors.
    • 6. Arrange - Line up, space out, resize and rotate the selected tables, and layer shapes.
    • 7. Duplicate - Make a copy of the selected table.
    • 8. Remove - Delete the selected tables or shapes.
    • 9. Add Section - Add a new room or section.
    • 10. Add Table - Add one or more tables.
    • 11. Add Shape - Draw a box, oval, line or text label on the floor plan.
    • 12. Save - Save your changes. Nothing you change is kept until you save.

    Click

    plus sign to add

    Creating a new section name.

    image.png

    1.




    Tap

    Add

    Section, type
  1. Enterthe name of the new dining area.

    area
      and
    1. tap Done. The new section shows as a tab at the top of the screen. You can have as many sections as you'd like.

      The Section Name keyboard with Bar typed in

      Note: If you have changes in the section you're on, you'll be asked to save them first.

      2. To change a section, press and hold its tab, then pick what you'd like to do.

      The menu for the Patio section: Rename, Move Left, Delete

      • Rename - Give the section a new name. Two sections can't have the same name.
      • ***OPTIONAL***Move SelectLeft / Move Right - Change the order of the tabs.
      • Delete - Delete the section.

      Deleting a filesection toalso upload.deletes Uploadevery table and shape in it. Sail tells you how many tables will be deleted and asks before it does.

      Making a picturetable

      1. Tap the section you want the table in, then tap Add Table.

      The Add Table window with numbered markers

      • 1. Preview - Shows the table exactly as ait backgroundwill for your new dining area with a resolution of 1366x608 for screens at 1366x768 and1920x920 for screens at 1920x1080.
      • Once finished, press insert.

        image.png

         

         

         

Editing table layoutlook on the terminal

floor
    plan, with its number.
  1. Log2. intoNumber - Already filled in with the next free table number. Tap it to type a terminaldifferent one.
  2. 3. Guests - The guest count that is filled in when a server opens this table. Set it to 0 (Prompt) to have the server enter the guest count instead.
  3. 4. Quantity - How many of this table to add at once. They are numbered in order, for example 86, 87 and navigate to the launch screen then select Functions.

    image.png



    88.
  4. Select5. theTable Edittypes Layout- button.
    Show

    image.png

    only

    Round, Oval, Half Round, Square, Rectangle, Booth or Other tables, or All of them.
  5. The6. ScreenTable willshapes then- reflectTap the table view screen with layout editing options at the bottom of the screen.

    image.png


 

Making a table

  1. Press the green plus sign on the bottom right of the screen to create a new table.

    image.png



  2. Enter the table number you would like the new table to be.
    1. The table number should NOT match any currently existing tables. When an order is entered on a table if there are more than one table with the same number it will confuse the system and not work properly.

      image.png



  3. Next you will be prompted to select what kind of table you wouldyou'd like to add.
    1. Here

      2. Each table number can only be used once in a section. If the number is already taken, you'll see a red message and the listAdd ofbutton allstays youroff options.

    2. until
    you pick
another

image.png.     image.pngnumber.

Table 21 already exists in this section, shown under the Quantity

3. Tap Add. The new tables are placed in the first free space on the floor plan and stay selected, so you can drag them where you want them right away.

Three new tables, 86 to 88, selected at the top left of the floor plan

Selecting and moving tables

    1.

  1. To select a tabletable, clicktap it once and it will turn yellow. Tap it again to unselect it. Tap more tables to select several, or tap an empty spot on the floor plan to unselect everything.

    2. To select a group of tables, drag your finger across an empty spot. Every table inside the box is selected.

    A selection box dragged around tables 86, 87 and 88

    3. Drag any of the selected tables to move them. All the selected tables move together and keep their places next to each other. While you drag, pink guide lines show when the tables line up with other tables.

    Three selected tables being dragged, with pink guide lines

    4. To make a table bigger or smaller, select it and drag the small handle at its bottom right corner.

    The resize handle at the corner of selected table 26

    For example, table 26 dragged to twice its size:

    Table 26 made bigger by dragging its corner handle

    To put a table back to its normal size, use Reset Size in Arrange (see below).

    Copying a table

    Select one table and tap Duplicate. The copy appears on top of the original with the next free table number, for example table 26 creates 27, and the copy is selected. Drag it where you want it.

    Table 26 duplicated as table 27, with the Duplicate button circled

    • Numbers that are already used are skipped, so a duplicate never gets the same number as another table.
    • A copy of a rotated table mayhas the same angle as the original.

    Changing a table

    Select a table and tap Properties (or double-tap the table).

    The Table Properties window for table 86

    • Number - Change the table number. The new number can't already be movedused anywhere onin the screensection.
    • by
    • Guests clicking- itThe andguest draggingcount itfilled toin when the table is opened. 0 (Prompt) asks the server.
    • Order type - The order type a new location.
      order

      2023-12-12_16-03-48 (1).gif

      on

      this table starts with: Default, Dine-In, To-Go, Delivery, Curbside Pickup or Inside Pickup.
    • Seats drawn - How many chairs are drawn around the table.

    To select multiple tables click any and all tables you would like to have selected until each is yellow.

    1. Note: You can only move 1 table at a time
  2. To deselect

    Deleting a table click it a second time and the yellow highlight will go away leaving the standard gray table color.

    2023-12-12_16-27-51 (1).gif

    1.




Copying a table

  1. Select the table you would like to copy and click the Duplicate Table button.
  2. Once duplicated the new table will appear over the original table with the next table number. For example table 101 creates 102 as a copy.
  3. If you select duplicate table it selects the table you created and unselects the table you created it from. If you select duplicate multiple times it will continue to create new tables in number order. 101, 102, 103, 104, etc.
    1. Be aware: If the next table number is already assigned to another table it will create a table with a conflict that will confuse the system. You will then needwant to delete oneand oftap theRemove. duplicate tables (see below)

      2023-12-12_16-24-31 (1).gif




  4. A table number cannot be changed. A table that has a number that is already taken must be deleted.
    1. You maycan select multipleseveral tables at the same time to delete them all at the same tim

      image.png

time.

Table 26 selected and the Remove button circled

2. The table is taken off the floor plan. Tap Save to delete it for good, or Undo if you removed the wrong one.

The floor plan without table 26, with Undo and Save circled

AlignAligning, spacing and rotating tables 

  1. You can align the tables automatically with each other by using the buttons across the bottom middle of the screen.

    1. Move at least one table to the location you would like to align tables to. Select each table you would like to align then press the align button that matches what direction you would like to align the tables to.

    2. The table that is the furthest in the selected direction will always be the table that the other tables align to.

    3. The tables will only move to the alignment you selected they will not automatically separate.

      2023-12-12_17-07-27 (1).gif

       

  2. You may rotate a table with the rotation slide bar at the bottom of the screen.

    1. Select the tabletables and movetap Arrange.

      The Arrange panel with numbered markers, opened from the Arrange button

      • 1. Align - Line up the slidingselected bartables atalong their left edges, centers, right edges, tops, middles or bottoms.
      • 2. Spacing - Even Across and Even Down space the bottomtables ofout evenly. Gap Across and Gap Down put the screensame gap you choose between each table.
      • 3. Size - Match Width and Match Height make the selected tables the same size. Set Size lets you choose an exact size. Reset Size puts a table back to its normal size.
      • 4. Table Rotation - Slide left or right untilto turn the selected tables. Several tables selected together turn to the same angle.

      Once a table is at the desiredangle you want, you can move it without changing its angle.

      2023-12-12_17-09-48 (1).gif

      Drawing
      walls,
      labels
      and
      other

      shapes

      1. Tap Add Shape and pick what to draw, then tap Add.

      The Add Shape window: Box, Oval, Line and Text

      • Box - A wall, a zone or the bar.
      • Oval - A planter or another feature.
      • Line - A divider or a rail.
      • Text - A label, such as the name of a room. A keyboard opens so you can type the words.

      Once2. The shape is added to the floor plan. Drag it where you want it and resize it with its corner handle, the same way as a table. Here a box (a wall), an oval (a planter), a line (a rail) and a text label were added to the patio.

      A box, an oval, a line and a PATIO text label on the floor plan, each pointed out

      3. Select a shape and tap Properties to change its colors.

      Shape Properties for a box, with numbered markers

      • 1. Fill - The color inside the shape. The first square (with the red line) means no color.
      • 2. Border - The color of the shape's outline.
      • 3. Border width - How thick the outline is.

      For a line, pick the Line colour and the Line width.

      For a text label, tap Text to change the words, and pick a Background and a Text colour.

      Shape Properties for the SERVICE label, with the Text field circled

      4. When shapes overlap, select one and use Shape Layering in Arrange to bring it to the front or send it to the back.

      The Arrange panel for a shape, with Shape Layering circled

      Note: Shapes are always drawn under the tables. On the table isview, atshapes theare desiredonly anglepictures: tapping them does nothing, so servers can't open them by mistake.

      Saving your changes

      1. Tap Save when you're done. Changes are only kept once you may move the table without changing the angle.save.

      2023-12-12_17-12-13 (1).gif

      2.

       

    2. If you maketap Back, switch to another section or add a copysection ofwith a tablechanges that hasaren't beensaved, angledSail theasks newwhat tableto willdo be at the same angle as the existing table.

      2023-12-12_17-15-49 (1).gif


       

    3. You may rotate multiple tables at the same time by selecting more than one before rotatingwith them.

      The current layout has unsaved changes. Save them before leaving? Cancel, Discard, Save

      • Save - Keep your changes.
      • Discard

        When- rotatingThrow multipleyour tableschanges theyaway willand automaticallygo alignback to the samelast anglesaved layout.

      • Cancel - Stay in the editor and rotatekeep together.2023-12-12_17-17-20 (1).gif

        working.

      Note:

      The
      first
      time
      you
      open
      a
      section
      with

      older

      table
    4. shapes,
    Sail
  3. updates
them



to the current shapes and tells you how many tables were updated. Each table keeps its size and position. Check the layout and tap Save to keep the update - if you leave without saving, the old shapes stay.

Pro tip: On a terminal with a keyboard you can also use: the arrow keys to nudge the selected tables, Delete to remove them, F2 for Properties, Ctrl+A to select all, Ctrl+D to duplicate, Ctrl+S to save, Ctrl+Z to undo, Ctrl+Y to redo and Esc to unselect.