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    • Basic Operations
        • Sign in and sign out of the Eats365 POS
        • Perform Start of Day and Open Shift
        • Perform End of Day and other end of day activities
        • Clock in and clock out of the Eats365 POS
        • Manage cash in the cash drawer for non-payment transactions
    • Order Handling
        • Use member order history to reorder
        • Manage table statuses
        • Add Items to an order
        • Lock an order
        • Clone an order
        • Create a shared table
        • Perform seating
        • Split and link tables
        • Apply modifiers to an order
        • Change order quantities
        • Fire and Hold Items
        • Clear a table
        • Remove Items from an order
        • Check order status
        • Add Combo Items to an order
        • Use Action Buttons to modify an order
        • Manage new orders
        • Search for orders
        • Create a Custom Item
        • Create Pickup and Delivery orders
        • Set up and manage Courses
        • Switch order view
        • Transfer order to another table
    • Reservation Management
        • Manage reservations
    • Queuing Management
        • Issue Queuing Tickets from the POS
        • Manage queuing tickets
        • Suspend and resume issuing Queuing Tickets
    • Handling Payments
        • Apply discounts to an order
        • Make an Item complimentary
        • Apply taxes and service charges
        • Add tip to an order
        • Perform a Split bill by Item and Split Bill by Amount
        • Payment returns

Table of Contents

Set up and manage Courses

Learn how to create and manage Courses on the Eats365 POS.

Meal Coursing allows you to configure menu Items to become a part of timed meal sets suitable for prix fixe menus, Table Service, and more. In this article, you’ll learn how to create and manage Courses, and how to void orders.

Before you begin

You can configure Eats365 POS settings to optimize how you operate Item courses. Consider enabling the following settings in your POS app:

Setting
Setting location

Force Enter Party Size

Displays a prompt that requires you to enter the number of customers.

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Dine-In, then select Workflow Settings.
  4. Turn on Force Enter Party Size .

Display by Seat

Displays the option to associate specific seats to different orders by default.

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Dine-In, then select Workflow Settings.
  4. On Default Order View, change the option to Display by Seat.

Course Override Quick Key

Displays the option to change courses at the bottom of the order-taking screen. It also allows the POS to override the set course for Items and assign a default course for all Items.

Tip: If course presets are not being used at an item level, it’s recommended to set the default to Instant.

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Advanced Settings, turn on Course Override Quick Key , then set the Default Course as Instant.

Prep Tickets

Sends a print job request to print prep tickets once an order is confirmed.

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Settings, tap Printing, then tap TicketPrinting.
  4. Under Coursing, turn on Print Prep Ticket , then turn on Print Fire Course Ticket .

Create a course by Category or by Item

Courses are set up in the Menu Setup settings. You can assign courses to Categories or assign courses to individual menu Items. If a course default is assigned to a category, Items that  belong to that category adopts the same course default as the category. Courses can still be modified anytime in the order-taking screen.

Create a course by Category

To set a course by Category, follow the steps below:

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under General, tap Menu Setup, then select Category.
  4. If you have an existing Category, tap an existing Category. Otherwise, to create a new Category, tap Add Category.
  5. Tap the drop-down arrow for the Course field.
  6. Assign a default course for the Category.
  7. If you’re adding a course to an existing Category, tap Update. Otherwise, tap Save to create a new Category.

Create a course by menu Item

To set a course by menu Item, follow the steps below:

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under General, tap Menu Setup, then select Item.
  4. If you have an existing menu Item, tap an existing Item. Otherwise, to create a new Item, tap Add Item.
  5. Tap the drop-down arrow for the Course field.
  6. Assign a default course for the Item.
  7. If you’re adding a course to an existing menu Item, Tap Update. Otherwise, tap Save to create a new Item.

Assign courses while taking orders

To assign courses directly from the order-taking screen, follow the steps below: 

  1. Select an available table, then enter the party size.
  2. Before taking an order, make sure that the seat you’re taking the order for is selected. 
  3. At the bottom, tap the Course Override Quick Key  to specify which course the order is going to be assigned to.
    Note: The Course Override Quick Key is a dynamic icon and can change depending on the current selected course. It is generally located at the bottom of the order-taking screen.
    Tip: Tapping the Course Override Quick Key changes the course to the next course in the sequence. Hold down on the Course Override Quick Key to display all available course options.
  4. Repeat the steps until all seats have made their orders for each course.
  5. Tap Confirm to fire the first course.

Once an order has been confirmed, Prep Tickets are sent to the relevant Kitchen Printers to notify the chefs to prepare the ordered items. 

Manage tables with coursed orders

Additional actions can still be performed once a coursed meal has been confirmed. You can use the Course overview to view and manage active courses or Action Buttons to use additional functions.

Course Overview

To display all active courses, at the top of the order-taking screen, tap Courses . The following options can be modified:

Reprint

Sends a reprint request to the Kitchen Printer.

Coursing

Changes the course of a confirmed order.

Seating

Changes the seat that’s associated with an order.

Fire

Fires the course.

Delete

Note: Firing a course sends a Print Fire Course Ticket request to the Kitchen Printer.

Action Button functions

To display Action Buttons, on the order-taking screen, tap an ordered Item. The available Action Buttons are displayed to the right of the Item.

Action Button options

The following are the available Action Buttons:

Change Course

Sets the Item Course to Instant, Hold, or a different Course number.

Change Seat

Changes the seat that’s associated with an order.

Comps

Sets the selected Item as Complimentary.

Delete

Note: If Preset Discount Reason is enabled in the System Preferences Audit Log, a reason must be included in order to proceed with setting the Item as Complimentary.  To change System Preferences, refer to Manage System Preferences.

Delete

Deletes the Item from the order.

Discount

Applies a discount to the selected Item. You can set the discount to a specific amount or a percentage.

Edit

Allows you to modify an Item.

Fire / Hold

Selects whether to Fire or Hold.

No Discount

Excludes an Item from any available discount.

Delete

Tip: If the option Excluded from Discount is enabled for the Item in the Menu Setup, or if No Discount was selected by mistake, Allow Discount becomes available instead in the Action Button options.

Reorder

Adds another order instance for the item chosen.

Reprint

Reprints the order and send it to the Kitchen Station.

Require SC

Sets the order to require a Service Charge.

Rush

Tags the selected order as rush.

Select

Selects multiple Items in the order to use bulk actions. Once multiple Items are selected, at the top right, tap Actions to perform bulk actions.

Special Request

Adds or removes any special request for an Item.

Transfer

Moves a customer to a different table.

Waive SC

Waives any service charge.

Delay Course

Delays firing a course for a specific period of time, after which the course will be automatically fired. After tapping Delay Course, a screen appears where you can enter the delay time.

Delete

Add additional items

If a customer orders more Items while they have an existing course underway, a prompt asks whether you’d like to fire the new order immediately or place it on hold.

If you select Yes, the order is fired immediately. Alternatively, if you choose No, the new order is placed on hold, and you can manually fire the item.

Void Orders

Orders can be void for a number of reasons. It’s also recommended to require a reason whenever a void is performed.

Enable Void Reasons

To require a reason for void orders, follow the steps below:

  1. Log in to the Eats365 POS. 
  2. At the top left, tap Settings .
  3. Under Advanced Settings, tap System Preferences.
  4. Under Audit Log, tap Preset Void Order Reason, then turn on Void Order Request Reasons .
  5. (Optional) To create Preset Void Reasons, turn on Void Order Request Input Message, then tap Preset Reasons. At the top right, tap Add Reason, then enter your preferred preset reason. Go back to the previous screen once done.
  6. Tap Save to confirm.

Void an Order

To perform a Void for an order, open the payments screen, tap Void Bill, and then enter the reason for the void request. Tap Confirm to complete the transaction.


course management course setup set up courses create course void order

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