Menus
A menu is a group of PLUs displayed at the same time.
Overview
A menu is a group of PLUs displayed at the same time. There are several types of menus:
Express Menu(formerly known as Ruby Menu): Displays 6 items in an overlay or pop up and the menu clears after 1 selection.
Expanded Menu(also known as single-select menu): displays several PLUs and allows only one PLU to be selected. Menu clears after 1 selection.
Multi-Select Menu: items in the menu remain displayed until you touch the “Done” button.
Parked Menu: displays each menu item on individual buttons of the parked menu panel on the POS so that a single touch adds the item to the transaction. Express, Expanded and Multi- Select menus can be assigned as parked menu.
Refer to the Touch Screen > Parked Menu Panels section in the Base 53 & Higher UI User Reference for more information.
Menu Chain and Order Menu: Both these menu types can be assigned one or more Expanded or Multi-select or Express menu types and when selected, leads to the other menus.
In the Order Menu all menus are added as sub items and treated as single line item in the ticket. When voided, entire order will be removed from the ticket.
In the Menu Chain, each menu item is added as a separate line in the ticket and each item must be voided separately.
Menu chains and order menus only support the use of expanded and multiselect menu selections. As of release 55.01, the UI does not permit the assignment of any other menu types to menu chains and order menus.
Do not add a Menu Chain in an Order Menu or an Order Menu in a Menu Chain.
Using Menus
Express Menu
Touch or press the appropriate [MENU].
From the overlay, touch the desired item or key entry number and press [ENTER] to add item to the transaction.
Expanded Menu
Touch or press the appropriate [MENU]
Touch the desired item or key entry number and press [ENTER] to add item to the transaction.
The menu will clear after a single item is selected from the menu.
Multi-Select Menu
Touch or press the appropriate [MENU].
Touch the desired item or key entry number and press [ENTER]
Repeat step 2 to sell additional items.
Touch [DONE].
Parked Menu
Touch or press an appropriate [MENU] configured as parked.
Touch the appropriate button from the parked menu panel to add item to transaction (all buttons in the parked menu pane will be the same color.
When items from another parked menu are desired, touch the appropriate [MENU] and continue sales.
Menu Chain and Order Menu
Touch or press the appropriate [MENU].
Do one of the following:
Touch the desired item or key entry number and press [ENTER] to go to next menu type.
Touch [next menu name] at the bottom of the page to go to next menu type.
Repeat step 2 to sell additional items.
Touch X in the top right corner of any menu to come out of the menu chain.
Select Confirm on the prompt that appears after selection.
Configuring Menus
Menu Configuration
Use Store Operations > Menu Configuration to configure menus.
The Menu Configuration form allows you to add PLU items to menus and link menus together to create menu chains / order menus. Menus can be assigned to the POS touchscreen, Self-checkout touchscreen, or to the register keyboard if one is used.
The Menu Configuration form allows you to add PLU items (and other menus) to menus. From software release 55.01 and higher, the Menu Configuration form allows to add 1000 menus.
The Menu Selector displays a list of existing menus sorted in the order of their Menu ID number. The menu selector displays the Menu ID number, Menu Name, and any Notes.
The note field is used to add additional information about the menu for configuration use only. The note is displayed in only in areas of the configuration such as menu configuration, touchscreen configuration, self-checkout configuration, etc. Notes appear in parenthesis to the right of the description.
Expanded, Multi-Select, and Express Menu Forms
Add
Clicking Add allows a new menu record to be created.
Delete
Selecting the delete check box and then Save will delete the menu record.
Search menus
The search menus field is a context sensitive search field that allows menus presented in the menu selector to be easily searched.
Menu Selector
The menu selector displays the Menu ID number, Menu Name, and any Notes when used. The menu selector displays a list of existing menus sorted in the order of their Menu ID number.
# Menus Available
Displays the number of menus that are available for use.
ID
The record number assigned to each menu. This field is required and can be used to group menus that are similar.
Name
The name of the menu that will be displayed on the POS and Self-Checkout.
Note
The note field is used to add additional information about the menu for configuration use only.
The note is displayed in only in areas of the configuration such as menu configuration, touchscreen configuration, self-checkout configuration, etc.
Type
Allows the type of menu to be selected. See the previous section for descriptions on menu types.
Parked
Allows the menu to be used in the parked menu panel of the POS screen. This option is not available for menu chains and order menus.
Limit
From Verifone Commander release 55.02, Menu Configuration has a limit field. The Limit field is greyed out when Multiselect Menu is not selected.
The limit is intended to restrict customers and cashiers from selecting more than the limited number of items from the menu.
If the Limit is set at 0, then the multiselect menu will function as it did previously, where the maximum number of selections that can be made from the menu is the total number of PLU's present.
If the limit exceeds the number of PLUs within the menu, then it will work the same as if it has no limit.
When a limit is entered that is greater than 0 and less than the total number of PLU's present in the menu, then the customer or cashier can only select the number of items specified by the limit.
For example, if 10 PLUs appear in the menu and the multiselect menu limit is set to 5, then the customer/cashier can only select up to 5 items from the menu.
The multiselect menu instructions on the POS and SCO indicate the number of items a customer can select.
The message shows 'Pick multiple items' when no limit is set and shows 'Pick up to x items' where X is the value of the limit, when limit is set.
Refer to the Self-Checkout feature reference documentation for information on this feature.
Duplicate
Creates a duplicate of the existing record but requires a new menu ID to be entered.
Display No
The display number is the order in which the item appears in the menu. The order can be changed by clicking and dragging on and item and moving it to a new location.
PLU
When creating an Expanded, Multi-select, or Express Menu this section will display the PLU number once it is added to the form.
Display Name
Expanded, Multiselect, and Express menus allow the description of the PLU to be imported, and then modified in the Menu configuration if a more user-friendly description is needed.
Selecting the display name next to the PLU allows the name to be modified.
Image
The image form is supported on self-checkout only. Selecting the button space will open a dialogue box that allows an image to be selected from the pop up.
Images are added under Tools > Image Upload.
Add PLU
The Add PLU button allows users to search for existing PLU using a variety of search methods including number, product code, department, description, and price.
Selecting Retrieve page on the search form will display all the available results.
Multiple PLUs can be selected from the search box to be added to the menu at one time.
Modify a PLU
Selecting the PLU number will allow the PLU to be modified by using the search window that appears.
When using the modify function, only one PLU can be selected from the available PLU list.
Remove
Selecting a Display No. from the Menu items list, allows the user to remove a specific PLU from the form.
Remove All
Removes all PLUs in the form. Changes only take place once a Save occurs. Selecting Cancel will undo the ‘Remove All’ action.
Create Expanded, Multi-select or Express Menus
Select Type - Expanded, Multi-select or Express.
Enter ID, Name and Note (optional). The note field is used to add additional information about the menu for configuration use only. The note is displayed in only in areas of the configuration such as menu configuration, touchscreen configuration, self-checkout configuration, etc. Notes appear in parenthesis to the right of the description and are not displayed on the POS or self-checkout applications.
Click Add PLU.
Select the PLUs to add to the menu and click Done. Use the page selector to view additional PLUs that don’t appear in the first page. The selection check boxes will be maintained from page to page.
Click Save on the Menu Configuration form.
Menu Chains & Order Menus
Add
Clicking Add allows a new menu record to be created.
Delete
Selecting the delete check box and then Save will delete the menu record.
Search menus
The search menus field is a context sensitive search field that allows menus presented in the menu selector to be easily searched.
Menu Selector
The menu selector displays the Menu ID number, Menu Name, and any Notes when used. The menu selector displays a list of existing menus sorted in the order of their Menu ID number.
# Menus Available
Displays the number of menus that are available for use.
ID
The record number assigned to each menu. This field is required and can be used to group menus that are similar.
Name
The name of the menu that will be displayed on the POS and Self-Checkout.
Note
The note field is used to add additional information about the menu for configuration use only. The note is displayed in only in areas of the configuration such as menu configuration, touchscreen configuration, self-checkout configuration, etc.
Notes appear in parenthesis to the right of the description.
Type
Allows the type of menu to be selected. See the previous section for descriptions on menu types.
Parked
Allows the menu to be used in the parked menu panel of the POS screen. This option is not available for menu chains and order menus.
Duplicate
Creates a duplicate of the existing record but requires a new menu ID to be entered.
Display No
The display number is the order in which the item appears in the menu. The order can be changed by clicking and dragging on and item and moving it to a new location.
Menu ID
The Menu ID number for the assigned expanded or multi-select menu.
Description
The description of the menu. This will also display the note field if used.
Menu Type
Displays the type of menu assigned to the menu chain or order menu
Add Menu
When selecting the Add menu button a pop up will appear to allow existing menus to be added to the menu.
Menus can be filtered using the Filter menu search field at the top.
Pressing & Holding the CTRL key on the keyboard allows multiple menus to be selected from the list at once.
Pressing the right single arrow will move all selected menus to the ‘Selected’ section, which will be added to the menu chain or order menu once Ok is selected.
Pressing the three right arrows moves all available menus to the selected section.
Menus can be removed from the selected section by pressing the left arrows.
Modify a Menu
Click on the Menu ID or Description will allow the menu selection to be modified via a drop down.
Remove
Selecting the Display No. from the menu item list allows the user to remove a specific menu from the form.
Remove All
Removes all menus that have been added to the menu record. Changes only take place once a Save occurs. Selecting Cancel will undo the ‘Remove All’ action.
Create Order Menu or Menu Chain
Select Type – Menu Chain or Order Menu.
Enter ID, Name and Note (optional). The note field is used to add additional information about the menu for configuration use only. The note is displayed in only in areas of the configuration such as menu configuration, touchscreen configuration, self-checkout configuration, etc. Notes appear in parenthesis to the right of the description and are not displayed on the POS or self-checkout applications.
Click Add Menu.
Add the menus to the Selected box using the right arrows and click Ok. Hold shift+select or Ctrl+select to select multiple items.
Click Save on the Menu Configuration form.
Change Display Name
The display name for a PLU in the Expanded, Multi-select and Express menus can be edited by double-clicking on the name.
Drag PLU Items
Items in every menu can be dragged up and down to change positions. The “Display No” changes accordingly.
Refer to Base 53 & Higher UI User Reference for information on assigning Menus to POS.
Refer to Self Checkout Feature Reference for information on assigning Menus to Self Checkout.
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