Aloha Takeout
v1.1.135
Implementation Guide for Aloha Configuration Center
Copyright ©2010, Radiant Systems, Inc. The information contained in this publication is confidential and proprietary. No part of this document may be reproduced, disclosed to others, transmitted, stored in a retrieval system, or translated into any language, in any form, by any means, without written permission of Radiant Systems, Inc. Radiant Systems, Inc. is not responsible for any technical inaccuracies or typographical errors contained in this publication. Changes are periodically made to the information herein; these changes will be incorporated in new editions of this publication. Any reference to gender in this document is not meant to be discriminatory. The software described in this document is provided under a license agreement. The software may be used or copied only in accordance with the terms of that agreement. © Radiant Systems, Inc., 2010 All Rights Reserved. ALOHA® is a U.S. Registered Trademark of Radiant Systems, Inc. MenuLink® is a U.S. Registered Trademark of Radiant Systems, Inc.
Aloha Takeout v1.1.135
Table of Contents About Aloha Takeout............................................................................................................ 5 System Requirements.......................................................................................................... 6 Hardware Requirements ...................................................................................................... 6 Third-Party Software Prerequisites ...................................................................................... 6 Overview of Aloha Takeout.................................................................................................. 8 Configuration Objectives.................................................................................................... 11 Configuration Best Practices.............................................................................................. 11 Operational Best Practices ................................................................................................ 12 Installing Aloha Takeout on the BOH File Server ............................................................ 13 Preparing the Aloha POS System ..................................................................................... 17 Make Aloha Takeout Active in Configuration Center ......................................................... 18 Establish Communication Between Aloha POS and Aloha Takeout ................................. 19 Enable Aloha Delivery and Delivery Order Queue............................................................. 22 Create Order Modes .......................................................................................................... 24 Create Order Entry Queues ............................................................................................... 25 Create Radiant Interface Terminals ................................................................................... 26 Configure Takeout Job Codes ........................................................................................... 27 Create Interface Employees .............................................................................................. 30 Specify Access Levels for Deposits ................................................................................... 30 Create Petty Cash Accounts for Drivers ............................................................................ 32 Create a Void Reason for Future Orders and Order Cancellation ..................................... 32 Add Takeout Buttons to Quick Service FOH...................................................................... 33 Add Takeout Buttons to Table Service FOH...................................................................... 34 Screen Navigation Parameters .......................................................................................... 36 Configuring Aloha Takeout................................................................................................ 39 Enter Site Information ........................................................................................................ 39 Establish Customer Defaults.............................................................................................. 40 Enable House Accounts..................................................................................................... 41 Establish Customer Purge Criteria..................................................................................... 42 Configure Order Modes, Queues, and Related Options .................................................... 42 Add Job Codes to Aloha Takeout ...................................................................................... 44 Specify Grocery Categories for Delivery Reminders ......................................................... 44 Establish Override Permissions in Delivery ....................................................................... 45 Add Tenders to Aloha Takeout .......................................................................................... 47 Configure Aloha Takeout to Support Your Site.................................................................. 48 Page 3
Establish a Site Key for Payment Card Security................................................................ 54 Define Order Capacities..................................................................................................... 57 Supply the File Server IP Address to Aloha Takeout......................................................... 58 Define Print Output for Aloha Takeout .............................................................................. 59 Enable and Configure Deposits ......................................................................................... 62 Attach a Barcode Reader................................................................................................... 65 Refreshing Data ................................................................................................................. 68 Installing Aloha Takeout on FOH Terminals .................................................................... 69 Appendix A: Field Descriptions......................................................................................... 70 Takeout Tab....................................................................................................................... 70 Order Modes Tab............................................................................................................... 71 Customer Information Tab ................................................................................................. 72 Deposits Tab...................................................................................................................... 75 Tenders Tab....................................................................................................................... 76 Job Codes Tab................................................................................................................... 77 Printing Tab........................................................................................................................ 78 Options Tab ....................................................................................................................... 80 Order Scheduling Tab........................................................................................................ 86 Barcode Scanners Tab ...................................................................................................... 90 Custom Settings Tab ......................................................................................................... 91 POS Access Levels ........................................................................................................... 91 Access Level Tab............................................................................................................... 92 Takeout System Parameters ............................................................................................. 93 System Tab........................................................................................................................ 93 Appendix B: Aloha Takeout Configuration Checklist ..................................................... 95 Installing Software Prerequisites and Aloha Takeout ....................................................... 95 Configuring the Aloha System ........................................................................................... 95 Configuring Aloha Takeout ................................................................................................ 96
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About Aloha Takeout
About Aloha Takeout Aloha Takeout at a Glance Core product Complementary products Separate license required?
Aloha Quick Service or Table Service is required, version 6.2.15 or higher. Aloha Table Service requires a license for Aloha Delivery/Frequent Buyer (D/FB). Aloha Takeout requires a separate license. The Delivery component of Aloha Takeout requires a separate license for Aloha Delivery/Frequent Buyer (D/FB), which is included as part of the Aloha Takeout license. It is not necessary to actually install D/FB.
Other References
A separate license is also required for the mapping module, if you elect to install it. Aloha Quick Service or Table Service Manager Guide or Reference Guide; Aloha Delivery/Frequent Buyer Implementation Guide
Efficiently managing the realities of your takeout and delivery operations quickly improves your speed of service and gives you the opportunity to grow beyond the walls of your business. Using Aloha Takeout, your order entry, order management production, and delivery is synchronized in one tightly integrated solution. Aloha Takeout provides an innovative solution to streamline take-away and curbside operations. The addition of the delivery module incorporates the tools needed to manage deliveries to remote locations. You can also add a mapping module, to optimize delivery routes for drivers, to maximize the efficiency of your delivery business. With Aloha Delivery extending Aloha’s feature-rich Quick Service and Table Service applications, your staff can now focus on smooth restaurant operations and superior guest service. Installation of Aloha Takeout is separate from the Aloha system. Once installed, configuration is accomplished from within Aloha Configuration Center (CFC). As a best practice, we recommend installing the program within the ‘BootDrv share,’ which is to say within the same directory as Quick Service or Table Service. For example: C:\BootDrv\Aloha Takeout
Although Aloha Takeout contains a robust delivery component, it is not necessary to enable this part of the program if you do not offer a delivery service in your restaurant. You can still take full advantage of the takeout features, to make that part of your business easy to manage. If you do not offer a delivery service, simply disregard any configuration elements or textual references related to delivery as you read this document.
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System Requirements The following table summarizes hardware, operating system, and prerequisite requirements for Aloha Takeout. Minimum System Requirements for Aloha Takeout Parameter Processor Speed System RAM Operating System Other Prerequisites
Hard Drive Space
Aloha Versions Supported
Aloha BOH File Server Intel PIV 1.5 GHz 2 GB Windows XP Pro or Windows 2003
Terminal Intel PIV 1.5 GHz 1 GB, 2 GB recommended Windows XP Pro or higher (XPe supported through image changes) .NET Framework v3.5 SP1 .NET Framework v3.5 SP1. UDOC terminals must use the latest XPe or WES image, as appropriate. 2 GB, minimum, to support .NET 2 GB, minimum, to support .NET v3.5 SP1 installation v3.5 SP1 installation (if not already part of terminal image) Quick Service and Table Service, v6.4.18 or higher.
The Aloha BOH file server must have 2 GB of temporary storage space available on the hard drive to support the .NET 3.5 SP1 installation. This space requirement does not apply to 1 GB UDOC Radiant terminals, as this requirement is met by .NET 3.0 SP2, as part of the base XPe image. Newer WES images for these terminals include .NET 3.5 SP1.
Hardware Requirements Radiant software is often ‘Radiant-centric,’ with regard to hardware, and Aloha Takeout is no exception. When you install Aloha Takeout on a terminal, when the Aloha Takeout client attempts to start on the terminal, the program polls the hardware to determine its type. If the hardware is a Radiant terminal, the client starts normally. If the terminal is not of Radiant manufacture, the client program searches for a nonRadiant hardware license. If the license is found, the client starts normally. If the license is not found, an error message appears to this effect, and the client terminates. The only exception to this scenario is when a site is running the BOH and the FOH on the same computer. If you are using a Radiant server, it is possible the Aloha Takeout client may not recognize the server as Radiant hardware. If this should happen with your installation, contact the Radiant team for help.
Third-Party Software Prerequisites The prerequisites you will need to support Aloha Takeout are all available from the downloads section of the Microsoft Web site: http://www.microsoft.com/downloads
All installations are wizard-based. Double-click each file to launch the installation wizard, and click ‘Next’ and ‘Finish’ until the process is complete.
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About Aloha Takeout
• •
Install .NET 3.5 SP1 on the Aloha Back-of-House (BOH) file server and each terminal. Install Microsoft SQL Express 2005 SP2 on the Aloha BOH file server. Select only the ‘Database Services’ for installation. Select ‘Mixed mode authentication.’ Select ‘Enable User Instances.’ Leave the ‘Named instance’ set at the default, ‘SQLEXPRESS.’
•
Install Microsoft SQL Server Management Studio Express SP2 on the Aloha BOH file server.
Because Aloha Takeout automatically binds to the SQLEXPRESS ‘named instance’ during installation, it is not absolutely necessary to install SQL Server Management Studio Express. This application provides a user interface you can use to stop or start the Aloha Takeout database, if you find it necessary to do so. For this reason, we recommend installing this product as a ‘best practice.’
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Overview of Aloha Takeout Aloha Takeout is an independent program, working in conjunction with the Aloha POS system, to make your takeout or delivery business very easy to manage. The two program systems work together to create and maintain off-premise orders. Functions such as order entry, modification, taxation, and tendering of orders take place in Aloha Quick Service or Table Service, per normal practice. Functions relating to linking orders to customer profiles, and organizing current and future orders for recall, update, and resolution take place in Aloha Takeout. Aloha Takeout also works behind the scenes to facilitate complex or automated functions, using virtual components, to release orders to walk-in customers, assign delivery orders to drivers, and automatically release future orders at the appropriate time.
Differences in Data Usage Between the Aloha POS and Aloha Takeout Aloha Takeout uses data in a way slightly different from the way the Aloha POS system does. It is important to understand these differences, to avoid possible frustration of trying to ‘track down’ configuration elements that may seem to ‘vanish.’ The Aloha system stores new configuration changes in the \%Iberdir%\NewData directory. During the End-of-Day (EOD) process, Aloha copies the database files to the %Iberdir%\Data directory, and then makes the changes available to the Front-of-House (FOH) in the \%Localdir%\Data directory by copying the appropriate files to the terminals. In contrast, Aloha Configuration Center stores Takeout configuration changes in the SQL database, which requires a manual data refresh to update the changes to the %Iberdir%\NewData directory. The Aloha Takeout application obtains its configuration from the %Iberdir%\Data directory, so a full cycle of changes from CFC and the Aloha POS must be available in the %Iberdir%\Data directory before Aloha Takeout will reflect configuration changes. Based on these differences, the following, very high-level procedure for configuring these two program systems, will help you to make the best of these data usage differences: 1. Use this document as a guide, to make all configuration changes needed in the Aloha system, before attempting to install and configure Aloha Takeout. 2. Perform a data refresh, making the changes in the Aloha system available to Aloha Takeout, after you install it. If you are working on a ‘live’ system, we recommend performing all configuration and installation steps after the EOD has finished, but before the start of the first shift, to avoid unnecessary disruption of business caused by potentially repeated data refresh operations. 3. Install Aloha Takeout, making it available for configuration in Aloha Manager. 4. Select Maintenance > Aloha Takeout Configuration, in Aloha Manager, and configure Aloha Takeout, as required. 5. Repeat the data refresh.
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About Aloha Takeout
You may discover additional configuration requirements in the Aloha system, or in Aloha Takeout, after the initial configuration process. Close Maintenance > Aloha Takeout Configuration, if still open, and the repeat the general process outlined above, omitting the Aloha Takeout installation, taking special care to perform the data refresh immediately after making configuration changes to Aloha, prior to making configuration changes in Aloha Takeout.
Virtual Relationships, Aloha Takeout Aloha Takeout makes use of virtual elements to accomplish the tasks required to manage your takeout or delivery business. A good understanding of what is happening in the ‘virtual world’ of Aloha Takeout may help to clarify these relationships for you.
Figure 1 Virtual Relationships, Aloha Takeout
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The parts of the Aloha Takeout system are as follows: Aloha BOH file server Physical terminals
Virtual terminals Virtual employees
SQL Server (not shown), installed on the Aloha BOH file server
Location of programs and databases, and provides primary network connectivity across the network. Actual terminals used by store employees to look up customer records, enter orders, and facilitate handing orders off to customers or drivers for off-site delivery, using Aloha POS and Aloha Takeout as required. Terminals used to perform complex or automated functions through the use of virtual employees. Used by Aloha Takeout as the logged in employee when performing complex or automated tasks, through Aloha Connect (COM). Virtual employees automatically carry out tasks while a store employee uses terminals for other tasks, or even when no-one is logged in. Aloha Takeout clocks in virtual employees, at the first instance of need, and leaves them clocked in until the EOD runs. Manages the customer database, using Aloha Connect to pass information between the master database and the order entry terminals.
How it works: Narrative Description This section provides a narrative description of how the virtual and actual parts of the Aloha network work together to handle your takeout or delivery orders. When a server needs to create a takeout or delivery order, they interact with the assigned terminal to perform the following: 1. Locate or add the customer to the database. 2. Select an order mode to begin the order. Aloha Takeout creates the guest check, and applies the customer name to it. 3. Use the Aloha POS to add items to the order. 4. Finalize the order using a button configured specifically to work with Aloha Takeout, e.g. one to which a custom activity interface button function is assigned, such as FLEX_ENTRY_COMPLETE. Aloha Takeout places the check number in the database for later recall, displaying the order in the Order Management screen. 5. Recall the order when the customer arrives to pick it up, or assign the order to a driver, when it is ready for delivery. 6. Tender the order manually, or permit Aloha Takeout to use Aloha Connect to tender the order automatically. Aloha Takeout stores orders until the end of the day, when the Aloha Takeout End-of-Day process clears them in preparation for the new business day. Aloha Takeout uses Aloha Connect to accomplish several types of tasks, some of which are as follows: •
Creates the check, after selecting or creating a customer record, and selecting an order mode.
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About Aloha Takeout
• • •
Monitors the order status, and updates, as appropriate. Recalls an order to the FOH for updating. Releases a future order.
Payment activities are separate from Aloha Takeout functions, taking place in the Aloha POS. Selecting appropriate Aloha tenders, in Maintenance > Takeout Configuration > Takeout Settings > Tenders tab, improves the flow of orders to drivers and customers, as follows: • • •
The ‘Cash’ tender permits driver orders to close automatically to cash, unless configured for manual closing. Payment card tenders permit mapping cards to correct card IDs in Aloha, when applying payment card info stored in customer records. The ‘House Account’ tender configuration interfaces with functionality that enables invoice printing.
Configuration Objectives As you configure Aloha Takeout, it is important to bear in mind that the program addresses the following three primary types of orders on a routine basis: • • •
Customers who walk in, place an order, and take it with them. Customers who call in, place an order, then come to the restaurant to pick it up. Customers who call in, place an order, then wait for your business to deliver the order to their site.
These types of orders correspond to Walk-in, Call-in or Curbside, and Delivery order modes, during Aloha Takeout configuration. In addition to these order types, Aloha Takeout offers two other types of orders that can be very important to your business: •
•
The Future Orders feature enables you to create orders for preparation up to several years in the future. This feature makes it easy for you to accept orders for large parties, and other functions, thus expanding the capabilities of your business. The Curbside feature enables you to prepare orders for, and track delivery to, customers in concepts such as drive-through lanes and pull-in, outside dining lanes. Aloha Takeout accepts a ‘Curbside’ order mode to help track this type of order.
Configuration Best Practices As you install and configure Aloha Takeout, we recommend you refer to the following list of best practices, to help you to be successful as you place the program into operation. • • •
Install Aloha Takeout within the ‘BootDrv’ share, but not in the \Bin directory. Create a unique order mode for each order type offered at your site, and assign a different order mode for each order type used in Aloha Takeout. Create one unique job code for the Aloha Takeout interface employees.
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• • •
• • • • •
Create one interface employee for each Aloha Takeout terminal. Create one Radiant Interface Terminal for each Aloha Takeout terminal. If you are using a version of Aloha earlier than v6.2.15, create one Interface Terminal for each Aloha Takeout terminal. Set the receipt printer of the host terminal for each Radiant Interface Terminal. Alternatively, you can configure all Radiant Interface Terminals to print to a single printer, so released future orders print to a consistent location. Create a unique queue for each physical terminal in Quick Service sites, plus an additional queue for Aloha Takeout. Create a unique queue for Takeout, in Table Service sites. Verify that Quick Service terminals are assigned to a unique queue, but Takeout job codes are not assigned to queues. Disable Auto Create New Order, in Quick Service. Create a unique void reason for future orders.
Expiration Notices Aloha Takeout provides notification of expiration of employee driver licenses and automobile insurance, when you enter a non-zero date for these values in Aloha Takeout > Maintenance > Labor > Employees > Delivery tab. Use the arrow buttons on each line to access a calendar from which you can select expiration dates. The system inserts dates you select in the mm/dd/yyyy date format. Drivers with expirations pending in the next 30 days receive a warning on the Aloha Takeout screen. When the driver license or insurance actually expires, employees can clock in, but ATO does not add them to the driver bar, on the Order Management screen. Their names appear in the Driver Management screen with a red warning indicator. If a manager wants to let these employees drive, they must perform the following: 1. Touch the Driver Management button. 2. Select the driver from the Inactive panel. 3. Touch the Open Driver button. Aloha Takeout notifies the manager of the expired credentials, and requires them to approve activating the driver. ATO always shows a small red indicator on the name icon for drivers with expired credentials, if activated by a manager. Aloha Takeout writes manager approval information to the AlohaToGo.Main.log on the terminal, making it available for audit purposes.
Operational Best Practices When you begin to use Aloha Takeout, specific operational practices will help your operations flow smoothly. • • • •
Do not access other orders until a recalled Takeout order has been finalized. Adjust all driver tips from the Aloha Takeout order management screen. Do not use the Aloha POS to adjust driver tips. Implement nightly backup and offsite backup storage procedures. Do not print, tender, comp, promo or allow future orders to time out when they are recalled to the Aloha POS. This will almost always cause items to be prematurely ordered.
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Installing Aloha Takeout on the BOH File Server
Installing Aloha Takeout on the BOH File Server Installation of Aloha Takeout is wizard-based. Obtain the installation file from the Radiant FTP site, and copy to a staging directory on the Aloha BOH file server within the BootDrv share directory. The installation file is typically available in a .zip file, from which you can extract the actual installation file. The file name is in the general format, ‘Takeout[x.x.xx].msi,’ with the ‘x’ characters representing the version number of the file. Double-click the installation file to launch the installation wizard. Installation accomplishes the following: • • •
Installs the Aloha Takeout program, preferably within the ‘BootDrv share.’ Installs a default database, designed to make the program operable. Links the Aloha Takeout database with Microsoft SQL Express 2005.
You must install Aloha Takeout on the Aloha BOH file server and on each terminal, to successfully begin configuring and using Aloha Takeout. As a best practice, we recommend browsing to the original installation file on the BOH file server from each terminal, to make terminal installation quick and easy. Moving the installation file to a directory within the BootDrv share structure makes it easy to use the file across the Aloha network from Windows Explorer. To install Aloha Takeout on the Aloha BOH file server: 1. Obtain the installation file from the Radiant FTP site, and copy it to a staging directory on the Aloha BOH file server within the BootDrv share directory (not in the %Iberdir%\Bin directory). 2. Create a new directory, %Iberdir%\Aloha Takeout, within the Aloha ‘BootDrv’ share to serve as the final destination for the Takeout installation. 3. Double-click the installation file to begin the installation process. 4. Click Next in the installation wizard until the Installation Type step appears.
Figure 2 Aloha Takeout Setup, Installation Type
5. 6. 7. 8.
Select Server Installation. Click Next and browse to the new \Aloha Takeout directory as the destination. Click Next and follow the prompts to the end of the installation process. Click Finish to complete the installation.
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After completing the installation procedure, only three steps remain, to bring your Aloha Takeout installation into operation: • • •
Configure the Aloha system and Aloha Takeout to work together, as described in this implementation guide. Install Aloha Takeout on the FOH terminals. Restart all terminals, to propagate the configuration established on the Aloha BOH file server to each terminal in the network. Refer to “Installing Aloha Takeout on FOH Terminals” on page 69 for information about installing Aloha Takeout on the Aloha FOH terminals.
Importing Data from Aloha Delivery/Frequent Buyer If you have been using Aloha Delivery/Frequent Buyer in your site, you can import the customer data from that database to your Aloha Takeout installation. This import will provide welcome continuity for you and your customers between the two systems. To accomplish this import, you will need the following: • • •
The Delivery/Frequent Buyer database file, DSData.mdb. DataImporter.exe, from the Aloha Takeout installation process. Dataimporter.exe.config, from the Aloha Takeout installation process.
The two Aloha Takeout data import files are available in the %Iberdir%\Aloha Takeout\Bin directory. (Adjust this path to reflect the local installation path, if necessary.) To import customer data from the Delivery/Frequent Buyer database: 1. Use Microsoft Access® to open the Delivery/Frequent Buyer database, DSData.mdb. The default path to this file is %Iberdir%\BackOffice\DS. 2. Select Table view to visualize the tables in the database file. 3. Select the Customers table.
Figure 3 DSData.mdb in MS Access, Customer Table Selected
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4. 5. 6. 7.
Select File > Export. Browse to a directory to store the new .csv file. Select ‘Text files (*.txt, *.csv, *.tab, *.asc)’ from the Save as drop-down list. Type a file name ending in ‘.csv’ in the text box (Customers.csv, for example).
Figure 4 Creating the Comma-Delimited Database File
8. Click Export to configure the file creation wizard.
Figure 5 Configuring the Export
9. Select the ‘Delimited...’ option, and click Next.
Figure 6 Configuring the Export
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10. 11. 12. 13.
Verify the ‘Choose the delimiter...’ option is set to Comma. Select ‘Include Field Names...’ and click Next. Click Finish to close the Export Text wizard, completing the data file export. Launch DataImporter.exe from the %Iberdir%\Aloha Takeout\Bin directory
Figure 7 User Interface for DataImport.exe
14. 15. 16. 17.
Enter localhost\sqlserver as the Database Server name. Select Delivery/FB Data as the Data Type. Browse to the location of the Customers.csv, and select the file. Click Import Data to complete the data import.
Customers in the Delivery/Frequent Buyer database now appear in the Aloha Takeout database, with no purchase history.
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Preparing the Aloha POS System
Preparing the Aloha POS System Configuring your site to use Aloha Takeout begins with preparing the Aloha POS system to work with Takeout. Although configuration options for both are available in Aloha Configuration Center, selecting Aloha Takeout as your product gives you access to almost all options you will need. Access to Aloha Configuration Center is available by user type hierarchy. After a global user logs in and enables Aloha Takeout itself, corporate users can configure the remaining requirements. In all cases, except as noted, the assumption is that you will log in to Aloha Configuration Center as a corporate level user before you configure anything. As you go through the configuration process, you may find some requirements are already available or active in your current database, or you may find that some configuration elements are not relevant to your site. For example, if you already have a ‘Walk-In’ queue, or if you do not offer a delivery service, it is unnecessary to configure these, except as noted in this document for specific types of sites. Beyond the required settings described in this section, you may encounter other configuration requirements that are beyond the scope of this document. Refer to the Quick Service or Table Service Reference Guides and Manager Guides for more information about how to configure the Aloha system.
Configuration Flow When preparing an installation to use Aloha Takeout, the general steps are as follows: 1. 2. 3. 4. 5. 6. 7. 8.
Establish a working installation of Aloha and its associated network at each site in the company. Install Aloha Takeout on the BOH file server. Enable ‘Uses Takeout’ in Aloha Configuration Center. Import Aloha Takeout data. Access Active Stores to make Aloha Takeout active in each store. Configure Aloha to support Aloha Takeout functions. Configure Aloha Takeout for sites using it. Install Aloha Takeout on all terminals to be used for takeout or delivery orders.
Configure each of the elements in this section, in the order listed. In this section, we discuss the following topics: • • • • • •
“Make Aloha Takeout Active in Configuration Center” on page 18. “Establish Communication Between Aloha POS and Aloha Takeout” on page 19. “Import Aloha Takeout Data” on page 19. “Enable Aloha Delivery and Delivery Order Queue” on page 22. “Create Order Entry Queues” on page 25. “Create Order Modes” on page 24.
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• • • • • • • •
“Create Radiant Interface Terminals” on page 26. “Configure Takeout Job Codes” on page 27. “Create Interface Employees” on page 30. “Specify Access Levels for Deposits” on page 30. “Create Petty Cash Accounts for Drivers” on page 32. “Create a Void Reason for Future Orders and Order Cancellation” on page 32. “Add Takeout Buttons to Quick Service FOH” on page 33. “Add Takeout Buttons to Table Service FOH” on page 34.
Make Aloha Takeout Active in Configuration Center Upon installation, Aloha Takeout is not active, by default, in Aloha Configuration Center at the global level. If you are a corporate database administrator, you must enable Aloha Takeout as an installed product, to make Aloha Takeout available in the product panel for your client sites. Once active, your sites can use Configuration Center to configure Aloha Takeout, in accordance with their permission levels. 1. 2. 3. 4.
Log in to CFC as a global user. Select QS/TS in the product panel. Select Maintenance > Business > Global Administration. Locate the Products Installed group bar section, near the bottom of the screen.
product panel
Select ‘Uses Takeout’
Figure 8 Global Administration, Global Tab
5. Select ‘Uses Takeout’ to make Aloha Takeout configuration options active on the product panel. 6. Click Save in the command panel. 7. Log out of CFC.
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Establish Communication Between Aloha POS and Aloha Takeout Enable Aloha Connect to establish communication between the Aloha POS system and Aloha Takeout. 1. Select Maintenance > Business > Store > Store Settings tab. 2. Select the System tab, at the bottom of the user interface. 3. Locate the Interfaces group bar, near the top, and activate the ‘Enable FOH COM Interface’ option.
Enable Aloha Connect. Enter custom intercept string.
Figure 9 Store Settings, System Tab
4. Type the following text string in the text box beside ‘External Integrated Software Component 1.’ Radiant.Hospitality.AlohaToGo.Intercept.AlohaToGoIntercept If a string is already present in the first text box, move it down to the next available space, then enter this string in the first position. 5. Click Save in the command panel to save the configuration.
It is extremely important to get this string exactly right, and to put it in the very first text box.
Import Aloha Takeout Data You must import Aloha Takeout data to Configuration Center, to begin configuring the program to run in your stores. 1. Select Aloha Takeout in the product panel. 2. Select Utilities > Takeout > Run Import. Aloha Takeout v1.1.135
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3. Verify the correct path for Aloha Takeout appears in the Folder text box. Use the Browse button to change it, if necessary.
Figure 10 Data Import, Aloha Takeout Path Screen
4. Click Next to proceed with the import. 5. Inspect the Import Report to determine if significant errors occurred during the import.
Figure 11 Data Import, Import Report
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6. Click Commit, if no significant errors are in the Import Report. 7. Click Finish in the Import Completed screen. Configuration Center automatically logs out at this point, as noted in this screen.
Figure 12 Data Import, Import Completed Screen
When you log back in to Configuration Center, the imported data is active and accessible.
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Make Aloha Takeout Active at the Store Level After enabling Aloha Takeout in Configuration Center, and completing the configuration, you must make Aloha Takeout active for each store, to make it possible for each store to begin using Aloha Takeout. This approach makes it possible to withhold activation to the stores until the configuration is complete. Once a store is made active, it can begin using Aloha Takeout immediately after the next EOD event. 1. Log in to CFC as a corporate user. 2. Select Maintenance > Takeout Settings > Active Stores.
Figure 13 Takeout Settings Maintenance, Active Stores
3. Select a store from the Inactive list. 4. Click the right arrow button to move the store to the Active list. If you accidentally move a store to the Active list, you can select it, and use the left arrow button to move it back to the Inactive list. 5. Repeat this procedure to move as many stores as necessary to the Active list. 6. Click Save in the command panel. 7. Log out of CFC.
Enable Aloha Delivery and Delivery Order Queue After enabling Aloha Takeout, you must next enable Aloha Delivery for each store that will use Aloha Takeout, even if you are not offering a delivery service in one or more of the stores. At this point, you must also enable a delivery order queue for Table Service sites. 1. Log in to CFC as a corporate user. 2. Select Aloha Quick Service or Table Service in the product panel. 3. Select Maintenance > Business > Store > Store Settings tab.
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4. Select the Delivery tab at the bottom of the user interface.
Enable Aloha Delivery
Define the delivery order queue
Figure 14 Store Settings, Delivery Tab
5. Select each store in turn, from the Store drop-down list, and perform the following for each, until all are complete: a. Select ‘Enable Aloha Delivery’ in the Setup group bar. b. Select the Delivery order queue from the drop-down list, if you are using Table Service. Use the link to create a new queue for this purpose, if necessary. c. Click Save in the command panel to save the configuration. Table Service is especially dependent upon enabling the option ‘Enable Aloha Delivery,’ as this setting is required to access, enable, and configure the required ‘Delivery order queue’ function, in addition to supporting other important options. 6. Select Maintenance > Business > Corporate Administration > Corporate Owner tab. 7. Locate the Options to Display group bar, and select one of the following options to indicate the type of Aloha you are using: Display Quick Service Settings Display Table Service Settings
8. Click Save in the command panel.
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Create Order Modes Aloha Takeout makes use of order modes created in the Aloha system, to categorize and manage orders for transfer off-site. For proper interaction between the Aloha POS and Aloha Takeout, you must have one unique order mode for every type of order you accept in your site. Create new order modes, such as To Go, Call-In, or Delivery, as required to meet this requirement. 1. Select Maintenance > System Settings > Order Mode. 2. Create new order modes, as required, for each order type you will offer in Aloha Takeout.
Figure 15 Order Mode Maintenance, Order Mode Tab
3. Click Save in the command panel to save the configuration.
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Create Order Entry Queues If you do not already have sufficient order entry queues that you can use exclusively for takeout or delivery orders, you must create them. 1. Select Maintenance > System Settings > Order Entry Queue. 2. Create new order entry queues as required, including a specific queue for takeout or delivery orders, if one does not already exist.
Figure 16 Order Entry Queues Maintenance
3. Click Save in the command panel, after creating each new order entry queue required.
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Create Radiant Interface Terminals Aloha Takeout uses virtual, or interface, terminals, interacting with physical terminals in combination with virtual employees, to monitor and manage customer records and orders. Linkage between the physical and virtual entities occurs as part of terminal maintenance. When you create an interface terminal, and designate a physical terminal as its interface host, a new group bar, ‘Aloha Takeout’ appears. When you select the virtual employee, and specify a return screen for the employee, the linkage is complete. As stated previously, we recommend giving physical and virtual entities similar names, to make configuration easier. For example, in a typical restaurant, if the Aloha Takeout terminal is ‘1 Dine,’ where ‘1’ is the terminal ID, you could name the interface terminal ‘6 Intf 1,’ with ‘6’ being the terminal ID, and the ‘1’ relating this interface terminal to the physical terminal with an ID number of ‘1.’ To create Radiant Interface Terminals for Aloha Takeout: 1. Select Maintenance > Hardware > Terminals. 2. Create a new virtual terminal for each physical terminal you will use with Aloha Takeout, selecting ‘Radiant Interface Terminal’ as the terminal function.
Select Radiant Interface Terminal as the terminal function.
Figure 17 Terminals Maintenance
3. Click Save in the command panel, after creating each new terminal record. Use the following guidelines, as you create the new virtual terminals. •
•
Give the new terminal a name referencing the physical terminal to which it relates. Terminal names may be site- or company-specific, but if you select names for physical and interface pairs that relate to each other, it will make database configuration much easier for you. Select Radiant Interface Terminal for the virtual terminal type, if you are using Aloha v6.2.15 or higher. Select Interface Terminal if you are using an earlier version.
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• • •
Select the same Revenue Center and Term Queue (Quick Service only) to which the physical terminal is assigned. Select the physical terminal to which the interface terminal relates from the Interface Host dropdown list. Create one interface terminal for each physical terminal you intend to use for Aloha Takeout transactions. There are no separate licensing requirements or fees for Radiant Interface Terminals created in support of Aloha Takeout. The license for Aloha Takeout is sufficient for these virtual terminals. This type of terminal is available in Aloha v6.2.15 or higher.
Configure Takeout Job Codes Configure job codes for interface employees, order takers, drivers and dispatchers, as shown in the accompanying table. Optional settings are marked as such. It is very important to pay careful attention to job code configuration, as Aloha Takeout functionality depends heavily on these settings. In the table, the ‘Interface Employee’ job code is one you will assign to an interface employee record used solely by Aloha Takeout for the purpose of releasing future orders, and assigning orders to drivers, ‘behind the scenes.’ The other employee types in the table represent job codes you will assign to actual employees. Select Maintenance > Labor > Jobcodes to make necessary modifications, or to add new job codes.
Figure 18 Job Code Maintenance
As appropriate for specific job codes, enable options related to delivery and Aloha Takeout in the Delivery group bar, and select one of the following from the Aloha Takeout initial order filter drop-down list:
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• • • • • • • •
Open All Closed Future Driver (recommended) Unassigned Delivery Pickup
Regardless of the initial order filter, employees can access other types of orders at any time. Aloha Takeout clocks the interface employee in automatically, with functions and capabilities defined by the interface job code. When correctly configured, the job code for the interface employee prevents time associated with this employee from affecting labor reporting.
Required Job Code Settings, Quick Service and Table Service Interface Employee Order Taker Jobcodes Tab Exclude from Labor Scheduling Shift required to Clock In/Clock Out Order Entry Tab Order Entry
Order Taker Check Type Can get checks from other employees Use Floor Plan select delivery screen created Order Entry Screen Order Entry Queue Self Banking Add Buttons or Panels as needed Delivery Driver
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Driver
Cashier/Dispatcher
Quick Service, Table Service is optional Table Service Tabs Quick Service and Table Service
Table Service is optional
Table Service Quick Service and Table Service
Quick Service and Table Service
Table Service
Table Service Tabs Quick Service and Table Service
Table Service Tabs Table Service
Tabs Table Service
Table Service
Table Service
Table Service
Quick Service
Quick Service
Quick Service
Quick Service
Quick Service
Quick Service
Quick Service
Quick Service
Quick Service Quick Service
Quick Service
Quick Service Quick Service
Quick Service
Do not enable
Do not enable
Enabled only if using Delivery
Do not enable
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Required Job Code Settings, Quick Service and Table Service Self Assign Delivery Orders Track Mileage (not currently supported) Delivery Dispatcher Delivery Order Taker
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Quick Service and Table Service, all order modes.
Quick Service and Table Service, all order modes.
Quick Service and Table Service, all order modes.
Quick Service and Table Service, all order modes, if drivers take orders. Open
Aloha Takeout None Open Open initial order filter Financial Tab Uses Cash Quick Service and Table Service Quick Service and Drawer Table Service Table Service Do Not Print or Quick Service and Export Table Service Delivery Tab Configuration, Maintenance > Labor > Employees DL Exp N/A N/A Select date from calendar. Insurance Exp N/A N/A Same as above.
N/A N/A
Exercise care when defining job codes as ‘Driver,’ or in other ways relating to Aloha Takeout. Once these changes are made, it may not be possible to reverse them, after assigning them for use in Aloha Takeout, in Maintenance > Takeout Configuration > Takeout Settings > Jobcodes tab.
Selecting the Return Screen For operational efficiency, employees assigned to job codes associated with Aloha Takeout should have a return screen defined at the job code level. You can quickly accomplish this by selecting Maintenance > Labor > Jobcodes > Order Entry tab > Delivery group bar. The ‘Return Screen’ option is at the bottom, and contains the following options on a drop-down list: • • • • •
Terminal Default Customer Management Order Management Point of Sale Future Order Management
Select the most appropriate return screen for the selected job code, and click Save in the command panel.
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The screen to which an employee returns, when accessing or returning to Aloha Takeout, depends on a configuration hierarchy that functions in the order listed below: 1. Buttons configured to go to specific screens. 2. Job code configuration, as defined in Job Codes > Order Entry tab > Delivery group bar.
Create Interface Employees Each physical and virtual terminal pair requires one corresponding interface (virtual) employee, assigned to a job code created for use with Aloha Takeout virtual employees, as discussed in the previous section. This virtualized structure enables Aloha Takeout to clock in or log in the virtual employee when the system needs to access the associated virtual terminal. All interface employees can use the same job code. Select Maintenance > Labor > Employees, and create one interface employee for every interface terminal, using the interface job code for the new employee records. Give interface employees a manager access level.
Figure 19 Employee Maintenance
Specify Access Levels for Deposits The Deposits feature requires specific configuration to support deposit refunds or surrenders. Refer to Enable and Configure Deposits “Enable and Configure Deposits” on page 62 for more information about the Deposits feature, and how to enable and configure the Aloha system and Aloha Takeout to support it. Perform the following, to make this activity possible in your restaurant: 1. Select Maintenance > Labor > POS Access Levels. Page 30
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2. Select an Access Level from the drop-down list. 3. Locate the Financial group bar, and scroll down until you find the following two options, and enable them both: • Cash Refunds • Non-Cash Refunds
Refund options required for deposits
Figure 20 Access Levels Maintenance
Refer to “Enable and Configure Deposits” on page 62 for more information about the Deposits feature, and how to enable and configure the Aloha system and Aloha Takeout to support it. 4. Click Save in the command panel to save the configuration.
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Create Petty Cash Accounts for Drivers Select Maintenance > System Settings > Petty Cash, and create two petty cash accounts for monitoring cash moving to and from delivery drivers, if these accounts do not already exist. Create one account to monitor cash going to drivers for making change, and one to monitor cash from drivers received from customers in payment for delivered orders. Name and configure these accounts from the perspective of the driver, to avoid confusion.
Figure 21 Petty Cash Account Maintenance, Driver Accounts
Create a Void Reason for Future Orders and Order Cancellation Aloha Takeout requires you to select a unique void reason for future orders and for order cancellations. The purpose of the future order void reason is to enable the Aloha POS to create the future order, and then clear items from the order, restoring them when it is time to release the order for preparation. This process prevents an unfulfilled future order affecting current day sales and inventory levels. When the release time arrives for the future order, Aloha Takeout reinstates the order, and adds the items back to it for preparation and subsequent transfer to the customer. The purpose of the order cancellation void reason is to differentiate orders cancelled from Aloha Takeout from orders cancelled from other areas in the restaurant. As a best practice, we recommend you create unique void reasons used only for Aloha Takeout. To create these void reasons, select Quick Service or Table Service in the product panel, then select Maintenance > System Settings > Void Reasons.
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To create void reasons for Aloha Takeout: 1. Select Quick Service or Table Service in the product panel. 2. Select Maintenance > System Settings > Void Reasons.
Figure 22 Void Reason Maintenance, Future Order Void Reason
3. 4. 5. 6.
Click New in the command panel. Type an ID number for the new void reason. Type a descriptive name for the new void reasons, such as ‘Future Order,’ and ‘ATO Cancel.’ Click Save in the command panel to save the configuration.
Add Takeout Buttons to Quick Service FOH You must add several buttons to the FOH in Quick Service to support Aloha Takeout. After careful analysis of order flow and panel design, select Quick Service, in the product panel, then select Maintenance > Screen Designer > Quick Service Screen Designer, and add the buttons to the appropriate panels. Script each button to chain to the appropriate panel, then use the ‘Custom Activity Interface’ button function to establish the order flow you wish to use. You will need to add a maximum of four buttons, in accordance with site needs, using four possible uppercase strings that work with the Custom Activity Interface button function to establish the order flow you wish to use: ORDER_ENTRY_COMPLETE — This string switches directly from the Aloha Front-of-House screen to the Aloha Takeout screen defined for the active employee, Guest Management or Order Management. This button works best on an easily accessed screen, where you can use it to differentiate between a dine-in and takeout order by transitioning directly to Aloha Takeout, without having to first create an order.
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FLEX_ENTRY_COMPLETE — This string, in conjunction with a script that inserts the order into the normal order flow, allows you to order items on a check, based on the order mode, and then switches to the Aloha Takeout screen to begin guest selection or creation for the next order. The order just created moves to the Order Management screen. This button is most useful in function panels, to change the focus directly to Aloha Takeout after creating an order. DELAYED_ORDER — This string transitions the order flow directly to the Delayed Order dialog box, in which you can select a date and time for the order, before moving to the Aloha Takeout screen defined for the active employee. When complete, the order flow moves to the Future Orders screen, which is accessible from the Order Management screen. This button string is not widely used, if the system is also configured to use the Order Confirmation screen. This string is most helpful in environments in which future orders make up the majority of their business. MAKE_ORDER_TAKEOUT — This string allows you to convert an already assembled order to an order for takeout or delivery by transitioning you to Aloha Takeout for subsequent association with a customer record. This button helps you with ‘conversational’ order flow. If a customer starts off with the items they want to order, you can create the order first, then use this button to transition over to Aloha Takeout before requesting customer information, thus saving time and possible customer frustration. When using this functionality, items are ordered when you select a customer record without displaying the Order Confirmation screen, if enabled. FLOW_ORDER_TO_TAKEOUT — This string transitions an order originated and assembled in the FOH directly to a customer search window. After assigning the order to a customer, the operator must select an order mode, after which the Order Confirmation screen appears, if enabled. All functions normally available in the Order Confirmation screen are active and available to the operator. When the operator finalizes the Order Confirmation screen, the program orders the items, allowing the customer to continue adding items or to edit the order. If the Order Confirmation screen is not enabled, ATO transitions the operator to their normal return screen.
Add Takeout Buttons to Table Service FOH You must add several buttons to the FOH in Table Service to support Aloha Takeout. The simplest way to insert Aloha Takeout buttons into the Table Service environment is to create an order screen panel for display in the action item area of the order entry screen, and create the new buttons on this panel. After careful analysis of the current and desired order flow, select Maintenance > Screen Designer > Table Service Screen Designer, and create a new custom order screen panel.
Figure 23 Order Screen Panel, Table Service
If you are already using a custom order screen panel, you can add the Aloha Takeout buttons to it, or you can add a single ‘chain’ button that accesses a new, second custom order screen panel containing these buttons.
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Add the buttons needed to this panel, as required, and make it a regular part of the order entry screen by creating an event that makes it an active component of the order screen each day. Select Table Service, in the product panel, and then select Maintenance > System Settings > Event Schedule > Events tab, and add Event 38 ‘Set Order Screen Panel by Jobcode,’ making the new order screen panel active for each job code related to Aloha Takeout, beginning before the start of the first shift of the day. You will need to add one instance of this event for each related job code. Use the following Custom Activity Interface upper-case strings to define the button functions used for Aloha Takeout: ORDER_ENTRY_COMPLETE — This string switches directly from the Aloha Front-of-House screen to the Aloha Takeout screen defined for the active employee, Guest Management or Order Management. This button allows you to switch directly to Aloha Takeout without having to first create an order. FLEX_ENTRY_COMPLETE — This string, in conjunction with an appropriate script, allows you to order items on a check, based on the order mode, and then switch to the Aloha Takeout screen to begin guest selection or creation for the next order. The order just created moves to the Order Management screen after you add a customer record to it. DELAYED_ORDER — This string transitions the order flow directly to the Delayed Order dialog box, in which you can select a date and time for the order, before moving to the Aloha Takeout screen defined for the active employee. When complete, the order flow moves to the Future Orders screen, which is accessible from the Order Management screen. This button string is not widely used, if the system is also configured to use the Order Confirmation screen. This string is most helpful in environments in which future orders make up the majority of their business. MAKE_ORDER_TAKEOUT — This string allows you to convert an already assembled order to an order for takeout or delivery by transitioning you to Aloha Takeout for subsequent association with a customer record. This button helps you with ‘conversational’ order flow. If a customer starts off with the items they want to order, you can create the order first, then use this button to transition over to Aloha Takeout before requesting customer information, thus saving time and possible customer frustration. When using this functionality, items are ordered when you select a customer record without displaying the Order Confirmation screen, if enabled. FLOW_ORDER_TO_TAKEOUT — This string transitions an order originated and assembled in the FOH directly to a customer search window. After assigning the order to a customer, the operator must select an order mode, after which the Order Confirmation screen appears, if enabled. All functions normally available in the Order Confirmation screen are active and available to the operator. When the operator finalizes the Order Confirmation screen, the program orders the items, allowing the customer to continue adding items or to edit the order. If the Order Confirmation screen is not enabled, ATO transitions the operator to their normal return screen.
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These buttons, assembled into an order screen panel, might appear as shown in Figure 24, when displayed on the order entry screen.
Custom action item area using order screen panel.
Figure 24 Table Service Front-of-House Screen, Showing Order Screen Panel
You can customize button size and text labels to make the buttons relate to your own operational needs. Create these buttons using the same Custom Activity Interface strings used with Quick Service: We recommend using the Floor Plan feature for Table Service employees whose job codes also include Aloha Takeout functions. You can add buttons required for Aloha Takeout to an existing screen, or you can create a special panel and screen for required Aloha Takeout functions. If you create a new panel specific for Aloha Takeout, only three buttons are required: • • •
Create an accessible button that transfers directly to the working with tables screen, making it possible to begin the order entry process immediately. Create an accessible button that transfers directly to the Guest Management screen, in Aloha Takeout, making it possible to begin the order by associating it with a specific customer. Ensure an Exit button is available for logging out of the FOH.
This process ensures support for the ‘conversational order process,’ making it easy to begin an order without interrupting the customer, regardless of how they begin the conversation. Whether the customer starts naming items they want to order, or if they start by giving their name or telephone number, you can quickly move to a screen that accepts this information and begin entering it.
Screen Navigation Parameters Two of the custom activity interface button functions accept command line parameters, enabling you to directly specify the destination screen, when transitioning from the Aloha POS to Aloha Takeout:
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• •
ORDER_ENTRY_COMPLETE FLEX_ENTRY_COMPLETE
You can take advantage of these command line parameters to smooth and improve flow within the program system, by using multiple buttons to make it easy for employees to select functions that more closely match their next logical actions. The command line parameters and their actions are as follows: Parameter Screen Navigation /OM /LU /FD /DM
Order Management screen Lookup screen, Customer Management Future Day Order screen Driver Management screen (pending functionality)
When creating a new button, use these command line parameters as shown in the following example, with no space between the custom activity interface string and the command line parameter: ORDER_ENTRY_COMPLETE/OM In the example provided, a button so configured would take the employee straight to the Order Management screen. A button configured with a command line parameter overrides any other return screen configuration.
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Using Custom Activity Interface Functions with Command Line Parameters Some of the ways you can use custom activity interface button functions, with or without command line parameters, are listed below, beginning with a text string with which you can label the physical buttons to make its function easy for employees to understand: Button Label
Custom Activity Interface Function
New Phone Order, or Phone Ringing New Future Order
ORDER_ENTRY_COMPLETE/LU ORDER_ENTRY_COMPLETE/FD
Dispatch Drivers
ORDER_ENTRY_COMPLETE/OM *
Recall Pickup, or Guest Pickup
ORDER_ENTRY_COMPLETE/OM *
Confirm Order
FLEX_ENTRY_COMPLETE
Make it To Go
MAKE_ORDER_TAKEOUT
Order Flow to Takeout
FLOW_ORDER_TO_TAKEOUT/OM
Action Performed Accesses the Customer Management screen for Caller ID response. Accesses the Future Order screen for quick creation of new future day order. Accesses the Order Management screen, for assigning delivery orders to drivers and dispatching them. Accesses the Order Management screen, for tendering, closing, and transferring orders to call-in or walk-in customers. Accesses the Customer Management screen, after creating an order and placing it in the flow of new orders, leaving the employee ready to select another guest record. Converts a new POS order to a takeout or delivery order, and accesses the Customer Management screen for guest selection or creation. Converts a new POS order to a takeout or delivery order by facilitating assignment to a customer, to an order mode, then moving to the Order Confirmation Screen for normal functions there. Final step is to navigate to the Order Management screen.
* Although the Custom Activity Interface functions, with or without command line parameters, are exactly the same in these two cases, the labels on the buttons help new employees and ‘old hands’ alike to quickly perform the next logical actions quickly, without having to stop and think about what they need to do.
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Configuring Aloha Takeout After laying the foundation in the Aloha POS, you can quickly configure Aloha Takeout to run and work with the Aloha POS. Aloha Takeout gets information about the Aloha POS system from the %Iberdir%\Data directory. It is critical to remember that configuration changes and additions you make in Aloha Configuration Center are unavailable in Aloha Takeout until you perform a data refresh. With few exceptions, all configuration related to Aloha Takeout takes place in CFC, in Maintenance > Takeout Configuration > Takeout Settings. In this function, you establish most of the linkages between Aloha Takeout and Aloha Quick Service or Table Service. Instructions, notes, and suggestions contained in this section assume this location, unless otherwise noted. Appendix A contains field descriptions and more in-depth information about configuration options available in Aloha Takeout. In this section, we discuss the following topics: • • • • • • • • • • • • • • • •
“Enter Site Information” on page 39. “Establish Customer Defaults” on page 40. “Enable House Accounts” on page 41. “Configure Order Modes, Queues, and Related Options” on page 42. “Add Job Codes to Aloha Takeout” on page 44. “Specify Grocery Categories for Delivery Reminders” on page 44. “Establish Override Permissions in Delivery” on page 45. “Add Tenders to Aloha Takeout” on page 47. “Configure Aloha Takeout to Support Your Site” on page 48. “Establish a Site Key for Payment Card Security” on page 54. “Define Order Capacities” on page 57. “Supply the File Server IP Address to Aloha Takeout” on page 58. “Define Print Output for Aloha Takeout” on page 59. “Enable and Configure Deposits” on page 62. “Refreshing Data” on page 68. “POS Access Levels” on page 91.
Enter Site Information To begin configuring Aloha Takeout, select Aloha Takeout in the product panel, and then select Maintenance > Takeout Configuration > Takeout Settings, from the Aloha Configuration Center menu bar.
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Establish Customer Defaults Use the options in Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab to define customer name, address, and phone number defaults. The selections you make here can significantly shorten the time it takes for an employee to create a new customer record, or to select an existing one. These defaults appear in a new customer record the moment you begin creating it, and are editable, if any are incorrect for a specific customer.
Figure 25 Takeout Settings Maintenance, Customer Information Tab
Use the following procedure as a ‘best practice’ guide to establishing customer defaults, making exceptions, as required, to suit your own business needs. 1. Enable or disable the default values to use in the Customer Information group bar. a. Select Populate New Customer First Name to assume the first string entered in the search bar is the first name of the customer, for new customer record creation. b. Select Display Last Name First to display the customer last name first, in search results, and in the search result panel. c. Select Check for Duplicates to look at first name and last name for potential duplicate customer records. If a duplicate exists, the program displays a dialog box informing you the customer exists, and asking if you want to create the customer record anyway. d. Clear Require Customer for Walk-In to use an entered string as a tab name, and not associate a customer record with a walk-in order. This configuration helps with speed of service. Enabling this option requires you to associate the order with a customer record. e. Select Enable Pager Prompt for Walk-In to provide a button on the Order Management screen for an employee to touch, to assign a pager to a customer. Touching the button causes a screen to appear in which the employee can use a number pad to enter the pager number, thus associating it with the customer and their order. When the order is ready, the employee uses a paging console to call the customer by activating the pager. When the order closes, the program releases the pager number. Page 40
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f.
Select Enable Order Confirmation to cause the Order Confirmation screen to appear during transition back to Aloha Takeout, after creating an order in the FOH. You can use the confirmation screen to adjust items on the check, edit customer information, change the promise time, and indicate the payment method to be used. g. Select Enable Express Customer Entry to facilitate rapid creation of new customer records, using default values you enter in the program ahead of time, as part of the ‘conversational’ order process. This option causes a simplified instance of the Customer Management screen to appear, containing only the elements needed to locate an existing customer record, or to add a new customer. This screen appears in the following circumstances: • After reaching the full number of required digits in a telephone number, when searching for a customer record. • Any time the user touches the Add Guest button. h. Select Require Customer Last Name to require the entry of a last name for each customer record. i. Specify the Default Phone type. Select Home, Cell, Business, Pager, or Fax from the dropdown list. j. Select Require Phone Number to require a telephone number for new customer records. k. Use the arrow keys in Number of Phone Digits to define the number of digits servers must enter to complete a telephone number entry. Use this option to force entry of an area code, in locales where it is required. With special configuration, Aloha Takeout supports international telephone numbers. Contact a member of the Radiant team for help with this configuration. l.
Select Prompt for Customer Address When Customer Has Multiple Addresses to notify users they should ask customers for the correct address, when more than one is on file. m. Select the Default Address Type from the drop-down list. n. Type a city name in the ‘Default City’ text box, if desired. o. Type a state abbreviation in the ‘Default State’ text box, if it helps avoid ambiguity. p. Type a Zip code in the ‘Default Zip Code’ text box, if it helps avoid ambiguity. q. Select ‘Allow new orders to be converted to Dine-In from the Confirmation Screen’ to enable this order conversion feature. Note: This feature is only available in Quick Service installations. 2. Click Save in the command panel to save the configuration.
Enable House Accounts Aloha Takeout supports ‘house account’ functionality used to charge customer activity against an account for later billing. This is similar to the house account functionality available in the Aloha POS; however the two functions are not related at this time. Contact your Radiant team representative for help with enabling, configuring, and using the House Accounts feature. FOH procedural information for using the House Accounts feature is available in the Aloha Takeout Quick Reference Guide. Information about the functions of options associated with this feature is available in “Appendix A: Field Descriptions” on page 70.
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Establish Customer Purge Criteria Aloha Takeout provides the ability to remove customer records automatically, when they become inactive in your database. Select Maintenance > Takeout Configuration > Takeout Settings > Customer Information tab > Customer Purge group bar to access this feature. Select ‘Enable Purge of Inactive Customers,’ and type a number next to ‘Max Days of Inactivity’ to enable the feature, and define the number of days’ inactivity before Aloha Takeout removes inactive customers from the database.
Configure Order Modes, Queues, and Related Options Define order modes, queues, and related options in Maintenance > Takeout Configuration > Takeout Settings > Takeout tab. Use these options to perform several important functions: • • • • • •
Select the POS type you are using. Establish the queue for Takeout to use, a mandatory selection for Table Service users. Select cash accounts for drivers to use to receive and surrender cash between themselves and the store. Add each order type offered at your site in the table beneath the Order Modes group bar. Assign a different order mode for each type of order offered at your site. Enable Print Label for each order type requiring labels.
Support for Faxed-in and Web order modes is reserved for a future version of Aloha Takeout.
It is very important to assign one unique, different order mode to each supported order type on the list. Assigning two order types to the same order mode can result in multiple order fulfillment problems.
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To configure order modes, queues, and related options: 1. Select Maintenance > Takeout Configuration > Takeout Settings > Takeout tab.
Figure 26 Takeout Settings Maintenance, Takeout Tab
2. Select the type of POS you are using, Quick Service or Table Service. This selection activates specific program assumptions, based on the capabilities inherent in each product. 3. Select the Queue through which you will route takeout and delivery orders. 4. Select the Cash to Driver and Cash to Store petty cash accounts to control and account for cash going to drivers for making change, and returning from drivers as payment for delivered orders. 5. Add each order type supported at your site, in the Order Modes group bar. Support for Faxed-In and Web order types is reserved for a future release of Aloha Takeout. 6. Select a unique order mode, in the Order Mode column, for each order type in the list. 7. Enable the check box in the Print Label column, for order modes that require a package label.Configure label printing on the Printing tab, in Aloha Takeout Configuration. 8. Click Save in the command panel to save the configuration.
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Add Job Codes to Aloha Takeout Aloha Takeout relies on settings passed from job codes to define the way it reacts to takeout and delivery orders, and how it processes and tracks these orders. Select Maintenance > Takeout Configuration > Takeout Settings > Jobcodes tab to add job codes to the ‘Included’ list.
Figure 27 Takeout Settings Maintenance, Jobcodes Tab
To select job codes for Aloha Delivery: 1. On the Jobcodes tab, select a job code associated with takeout or delivery orders in the Available section, and click the right arrow to move the job code to the Included section. In this location, it is not possible to change the Driver or Order Filter options. Configure these options in Maintenance > Labor > Jobcodes > Order Entry tab > Delivery group bar. After designating a job code as related to Aloha Takeout, you cannot enable or disable these options on the Takeout Settings > Jobcodes tab. 2. Click Save to add the job code to the list. 3. Repeat this procedure as many times as necessary to add all job codes related to Aloha Takeout to the list. 4. Click Save in the command panel to save the configuration.
Specify Grocery Categories for Delivery Reminders In the hectic delivery business, it is easy for drivers and counter employees to forget incidental items customers have ordered, or items they may have earned as part of customer appreciation programs. Forgotten items can lead to missed sales. You can configure Aloha Takeout to print reminders on the itinerary for drivers to help them remember these items, based on item categories you add here, as configured in the Aloha POS.
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To place items in a category on a reminder list: 1. Select Maintenance > Menu > Categories.
Select ‘Used by Aloha Takeout.’
Figure 28 Categories Maintenance
2. Create new categories, if required. 3. Use the Category drop-down list to display a specific category record. 4. Select Used by Aloha Takeout, in the Aloha Takeout group bar, for each category you want to place on the takeout or driver reminder list. 5. Click Save in the command panel to save the configuration.
Establish Override Permissions in Delivery During the course of a given business day, it may occasionally become necessary to override some of the restrictions you normally abide by in the takeout or delivery area of your business. You can give this type of permission to employees assigned to specific access levels, making it easy to bypass these restrictions. For example, if your order limit for the lunch shift is 15, but you have several deliveries close together on a route, the manager can override the order capacity, giving all of these orders to one driver. The driver can deliver more product per time unit for this delivery than the normal expectation.
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Access override permissions options in Aloha Configuration Center by selecting Maintenance > Labor > POS Access Levels. Select a POS Access Level from the drop-down list, near the top of the screen, and configure override permissions from the settings available on the Access Level tab, under the Aloha Takeout group bar.
Figure 29 POS Access Levels Maintenance, Override Permissions
Configure override permissions per the following: Can override order capacity — Enables designated employees to authorize additional orders for a specific time frame, on a given day, in excess of the standard number, as defined on the Order Scheduling tab. Can override restricted dispatch — Enables designated employees to temporarily authorize drivers to depart out of sequence to make deliveries, as configured on the Miscellaneous tab. Can override ‘No order assignment until after bump’ — Enables employees to assign orders to drivers before bumping them to the delivery queue. Currently, this feature is restricted to use with Aloha Kitchen. Can override ‘Require eFrequency Member ID for new guests’ — Allows employees to override the requirement to enter an eFrequency ID number when setting up a new customer record, if configured on the user interface tab. Authorize Deposit Refunds — Allows designated employees to authorize refund of deposits previously paid toward future day orders. Authorize Deposit Surrender — Allows designated employees to authorize surrender of deposits previously paid toward future day orders. Driver Management — Gives designated employees access to the Driver Management screen, for the purpose of activating and de-activating drivers.
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Approve Driver to Driver Transfers — Allows designated employees to approve order transfers made between drivers. Change Promise Time for Active Orders — Allows designated employees to change the promise time for orders already released and available in the Order Management screen. Allows the employee to move the order to another time or time segment. Enabling this feature requires an edit to the OrderManagement.xaml file. Contact your Radiant team member for help with making this edit.
Add Tenders to Aloha Takeout The Tenders tab, in Maintenance > Takeout Configuration > Takeout Settings, gives you the ability to specify the Aloha tenders to which you can close a check from within Aloha Takeout. Adding tenders on this tab also provides the linkage between Aloha Takeout and the POS reporting structure. Of particular importance are the following: • • •
Add payment card tenders, as this makes it possible for Aloha Takeout to store encrypted payment card information in customer records for later retrieval. Create a ‘Cash’ tender, to make closing delivery orders possible immediately upon the return of a driver. Add the tender you created for accepting deposits to the list of tenders, for future order support.
Figure 30 Takeout Settings Maintenance, Tenders Tab
To add an Aloha tender to the tender list: 1. Click Add, and select a type of tender from the Tender Type drop-down list. 2. Select an Aloha tender from the Tender ID drop-down list.
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3. Select Available for Deposits to make it possible to accept the tender as advance payment for future-day orders. 4. Type a Description for each tender, if helpful. This configuration is optional. 5. Click Save in the command panel to add the new tender record to the list. 6. Repeat this procedure as many times as necessary to add all the tenders you will need to support transactions in Aloha Takeout. If you are accepting deposits for future day orders, remember to add the tender you created for accepting deposits to the list of tenders on the Tenders tab, but do not mark it as Available for Deposits. Refer to “Enable and Configure Deposits” on page 62 for more information about the Deposits feature.
Configure Aloha Takeout to Support Your Site You must make several decisions about how you want your takeout or delivery business to work, and make configuration changes to support them, to round out the configuration for your sites. Select Maintenance > Takeout Configuration > Takeout Settings > Options tab to access and configure these options. Remember to click Save in the command panel, to save changes to the configuration.
Figure 31 Takeout Settings Maintenance, Options Tab
Locate the Settings group bar to configure general options: •
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Select Auto Fulfill Orders to automatically move orders to the Closed Orders list, when they are closed and bumped for pick up or delivery. If not enabled, you must touch the ‘Picked Up’ button to bump the orders off the list manually. Recommended Configuration: Enabled. Enable the Display Change Due Dialog option to cause a ‘Change Due’ dialog to appear in Aloha Takeout, when transitioning from the Aloha system back to Aloha Takeout after tendering and closing a check. Recommended Configuration: Enabled.
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Enable Display Confirmation Screen on Modified Orders to cause the Confirmation Screen to appear again, on the way back to Aloha Takeout, after modifying an order. This option gives the server the opportunity to confirm the order modification with the customer before submitting it for preparation. Recommended Configuration: Enabled. Select Enable Kitchen Interface to enable communication between Aloha Takeout and Aloha Kitchen. Recommended Configuration: Disabled. Enable Suppress POS Chit Printing to disable chit printing from within Aloha Takeout, when using Aloha Kitchen. Recommended Configuration: Disabled. Use Purge Old Closed Orders to limit the number of closed orders accessible by Aloha Takeout to 25. Enabling this option can help slower systems to manage the Aloha Takeout environment more efficiently and quickly. Enabling this option is seldom necessary, as most equipment currently in use is more than capable of handling a full day of business in a busy restaurant. Recommended Configuration: Disabled. Select Enable Curbside to enable a drive-up, in-car dining environment. This option also enables vehicle information storage, which may be required for curbside orders. Recommended Configuration: Disabled. Select Require eFrequency Member ID for New Guests to require each new customer record to have an eFrequency ID number. Recommended Configuration: Disabled, unless the site is using eFrequency heavily. Select Enable Mapping to enable a map retrieval program, for establishing the maximum efficient routes for each delivery run. Recommended Configuration: Disabled, until you are certain a mapping program purchased from Radiant Systems, Inc. is installed, licensed, and functional. Select Enable Credit Card Storage to allow Aloha Takeout to store customer credit card information along with customer records. The program stores this information in an encrypted form, allowing only the last four digits of the card number and its expiration date to display. Recommended Configuration: Enabled. Select Release Call-in orders based on prep time to cause the program to release call-in orders for preparation by backing the preparation time out of the promise time, instead of releasing the order for preparation immediately. Recommended Configuration: Disabled. Select Recalculate Quote Time When Order Modified to cause ATO to modify quote times of modified orders, based on time of modification, and changes, if any, in projected preparation time. Recommended Configuration: Disabled. Select Apply payment on order confirmation to provide the ability to recall stored payment card information, and to begin the authorization process directly from the Order Confirmation screen. Recommended Configuration: Enabled. Select Display takeout order sequence number to provide and display Aloha Takeout order numbers on chits and on-screen. ATO generates these numbers, and applies them across the restaurant, based on the sequence in which orders are received. Recommended Configuration: This feature is optional, depending on site needs. Select Enable takeout order timing to enable warnings that appear, informing employees that orders are getting close to being late. Use Warning time (in seconds) and Delivery buffer (seconds) to define the time intervals the program uses to determine when to display the warnings. Recommended Configuration: Enabled. Select Include call-in orders in Takeout timing to include call-in orders as part of order lateness warnings. Recommended Configuration: Enabled.
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Select an Order cancel void reason from the drop-down list, to cause Aloha Takeout to use this void reason for future orders removed due to cancellation by the customer. This void reason works in conjunction with a ‘Cancel’ button on the Future Order Management screen. When an order is canceled or the order mode is changed, a canceled order chit prints to the Items Order Receipt printer, if so configured. The purpose is to alert drivers of these changes and to reduce order taker trips to the driver station.
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Select Enable paging to make it possible for you to use a paging console system to notify customers their orders are ready. Recommended Configuration: Optional. Select ‘Require extension for guest office phone numbers’ to cause Aloha Takeout to require extension numbers for new or edited guest records, when the primary address and telephone number is their office. Recommended Configuration: Optional.
Locate the Caller ID group bar to configure the following options: •
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Select Hold Answered Calls to immediately place incoming calls on hold, when the caller ID system supports this function. Buttons representing answered calls on hold change to maroon. When an employee takes a call off hold, or answers a call directly, the button representing that call changes to blue. These color changes are true on all terminals, to prevent two employees attempting to access the same telephone line. Use the Port Number option to define the port number to which the Caller ID device is connected, on the Aloha BOH server. Use the Line Count option to specify the number of lines connected to the Caller ID device. Use the Device Name option to specify the type of Caller ID device connected to Aloha Takeout. Currently, the devices supported and available in the drop-down list are as follows: None CallerIDSimulator Rochelle 2045
Simulates lines ringing, for demonstration purposes. Used for testing and development purposes only. Rochelle Caller ID products.
Rochelle 2050 CallerIDDotCom, Caller ID devices, similar to supported Rochelle CallerIDDotComPOS devices
When Caller ID is running, ATO generates a comma delimited log file in %Aloha Takeout%\CallerIDLogs. Use Microsoft Excel to read the file, as required. This log file contains information about the line answered, the date and time for the call, and more. Locate the Delivery group bar to configure the following options: • •
Select Enable Delivery to enable delivery options, and configure them. Select Open Drivers On Clock In to cause drivers to automatically appear on the Driver bar, and make them immediately available for delivery order assignment. If not enabled, users with permission must open drivers manually using the Driver Management screen. You can close drivers manually, in either configuration. Recommended Configuration: Enabled.
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Enable Assign Drivers To Curbside Orders to assign drivers to the Curbside order mode. This feature adapts Aloha Takeout for ‘car-hop’ environments, or for other dedicated curbside attendants. Recommended Configuration: Disabled, unless required by site operations. Select Close Checks On Driver Return to close the outstanding balance of delivery orders to cash, when a driver returns. Recommended Configuration: Enabled. Enable Restrict Dispatch To Longest In Driver to require assigning orders to the driver with the greatest amount of down time since clocking in or returning from a previous delivery. Employees can override this requirement, if their access level is configured with ‘Can Override Restricted Dispatch’ enabled. Recommended Configuration: Enabled. Enable No Order Assignment Until After Bump to prevent an order from being assigned to a driver until after it is bumped from Aloha Kitchen. Employees can override this requirement, if their access level is configured with Override ‘No Order Assignment Until After Bump’ enabled. Recommended Configuration: Disabled. Use Seconds To Wait After Bump to extend the ‘No Order Assignment’ interval a specific number of seconds after bumping an order from Aloha Kitchen. Employees can override this requirement if their access level is configured with ‘Override Restricted Dispatch’ enabled. This setting helps to account for oven time, or for time spent bagging the order. This setting helps to account for oven time, or for time spent bagging the order. Enable Print Receipts With Itinerary to print customer receipts for each order, for drivers to take with them on deliveries. When mapping is active, route and time information prints, in addition to the address. Recommended Configuration: Enabled. Select Print State and Zip on Itinerary to include (or omit) the state or province name and the Zip or postal code when the system prints the itinerary for the driver. Recommended Configuration: Disabled. Use Must Authorize Cash to Store/Driver to require a manager to authorize cash transfers between the store and drivers, whether they are receiving cash to use for making change, or turning in money collected from deliveries. Employees can override this requirement if their access level is configured with Driver Management enabled. Recommended Configuration: Enabled. Enable Prompt for driver password to cause a password confirmation message to appear, in sites using passwords for drivers. Select this option if you are using passwords for drivers, or clear it if you are not using driver passwords. In both cases, you must set passwords as ‘Optional,’ in Maintenance > Configuration Center > Store > Store Settings tab > Security tab, POS Password group bar. Recommended Configuration: Disabled, unless using passwords or mag cards for drivers. Enable Assign orders to dispatched drivers to make it possible to assign orders to a driver who has already been dispatched on a run. Employees can override this requirement if their access level is configured with Override Restricted Dispatch enabled. Recommended Configuration: Enabled. Enable Set maximum driver carrying cash to establish an upper limit for the amount of cash you want to allow a driver to carry, including money dispensed to the driver plus money collected from customers for delivered orders. Employees cannot dispatch drivers, unless Override Restricted Dispatch is enabled in their access level. Recommended Configuration: Optional. Type a value in Maximum driver carrying cash to specify the maximum amount of cash belonging to the restaurant a driver can carry. Recommended Configuration: Optional.
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Enable Max orders per run and type a value or use the arrow buttons to specify the maximum number of orders allowable to a driver per delivery run. Employees can override this requirement if their access level is configured with Override Restricted Dispatch enabled. Recommended Configuration: Disabled, unless you are experiencing difficulties with an excessive number of orders per driver run affecting product quality. Enable Minimum number of minutes before dispatched driver can be returned, and type a value or use the arrow buttons to specify the minimum number of minutes expected for each delivery run. Drivers cannot ‘return’ early unless an employee authorizes it with Override Restricted Dispatch enabled in their access level. Recommended Configuration: Enabled. Enable Prompt for driver tips on return to prompt for tips when a driver returns from making deliveries. Recommended Configuration: Disabled, if drivers have short turn-around times. Drivers can enter tips at any time during their shifts. Enable Print address information on driver checkout to print the addresses, including residences, offices, or hotels, of all orders assigned to a driver during their shift when they perform their daily checkout. This option allows drivers to confirm the addresses for which they are accountable during their shift. Recommended Configuration: Enabled.
Locate the End of Day group bar to configure the following options: • • •
Select Enable Scheduled EOD to start the Aloha Takeout end of day event at a specific time. Specify the number of seconds to use for a Poll Time, by using the arrow buttons or typing the number directly. Specify the Scheduled Time for the Aloha Takeout end of day event by using the arrows or typing the time directly. The EOD event established in Aloha Takeout is separate from the EOD event in the Aloha POS system. As a ‘best practice,’ we recommend setting the EOD event in Aloha Takeout to run approximately one hour prior to running the EOD in Aloha, to ensure accurate data handling.
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Specify the number of Historical data retention days to retain customer transaction data. Use this option to clear customer order details after a specific number of days.
Locate the Future Orders group bar to configure the following options: •
Select Enable Future Day Orders to accept orders beyond the normal promise times in effect on a given day, in addition to accepting orders for preparation on a day in the future, up to five years ahead of time. Recommended Configuration: Enabled.
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Select a Future Order Void Reason from the drop-down list, to make it possible to save future orders. Recommended Configuration: Select a unique void reason used solely for future orders in Aloha Takeout. If you do not designate a future orders void reason, you cannot save future orders. If you later rename or otherwise render the void reason invalid, this can also prevent saving future orders.
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Select Release Current Day Future Orders Immediately to release new orders due for preparation later today immediately. Orders booked on prior days for preparation today continue to release based on their promise and preparation times. Recommended Configuration: Enabled.
Locate the Invoicing group bar to configure the following options, if you are using House Accounts: First Page Item Count — Defines the number of items to enter and print on the first page of a house account invoice. This number is typically smaller than for subsequent pages, to allow for header information. Middle Page Item Count — Defines the number of items to enter and print on middle pages of a house account invoice. Last Page Item Count — Defines the maximum number of items to enter and print on the last page of a house account invoice. Adjusting this number enables you to allow for routine information appearing on the last page of a typical invoice. Auto-Save Invoice — Causes Aloha Takeout to automatically save a copy of a house account invoice for later retrieval, after finalizing the transaction. Auto-Print Invoice — Causes Aloha Takeout to automatically print a copy of a house account invoice, after finalizing the transaction. This option requires ‘Auto-Save Invoice’ to be active.
Disregard the Invoicing group options, unless you accept house accounts.
Locate the Kitchen Integration group bar to configure the following options: • •
Select Oven Time (Seconds) and use the arrow keys to specify the number of seconds of expected time for an order to spend in the oven. Select Rack Time Average Span (Sec.) and use the arrow keys to specify the average number of seconds an order is expected to spend on a cooling rack, prior to transfer to a customer.
Leave the Kitchen Integration options set to zero, unless you are using Aloha Kitchen.
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Locate the Support group bar to configure the following option: •
Select Enable Offline Support to permit Aloha Takeout to accept orders at terminals if the file server becomes unavailable. Recommended Configuration: Disabled.
Locate the External Order Interface group bar to configure the following options: •
Do not enable the External Order Interface options unless instructed to do so by the Radiant team. In most installations, this option has no function. Recommended Configuration: Disabled.
Establish a Site Key for Payment Card Security Aloha Takeout encrypts payment card information, and stores it in association with customer records. When a customer wants to pay for a transaction with a stored payment card, Aloha Takeout retrieves this information, unencrypts it in the background, and passes it to the Aloha POS for use with Aloha EDC in the normal payment process. The site key is required to facilitate passing encrypted payment card information between client terminals and the BOH file server. Aloha Takeout does not permit storing payment card information or using payment cards for deposits or transactions, until you establish a site key. This is an easy process to accomplish, but you must be very careful about site keys. If they become corrupt or lost, all stored credit card information, or pending transactions, are no longer retrievable. Some best practices for site key management are as follows: • • • • • • •
Restrict access to site keys to the smallest number of employees as possible. Store site keys in the most secure manner possible, using the fewest forms possible. Document and implement key management procedures fully. Generate strong keys, using upper and lower case letters, numbers, and symbols. Change the site key at least annually, documenting each change of the key. Destroy all copies of the old key. Establish split knowledge and dual control of keys. For example, give sequential parts of the key to three different people, so that they all have to enter their own part, in order, to reconstruct the whole key. Three parts of an example key could be ‘Maryhad&,’ ‘AliTTle42@,’ and ‘laMb95&3.’ The entire key would consist of these three parts, typed sequentially: Maryhad&AliTTle42@laMb95&3.
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Prevent unauthorized substitution of the key. Replace keys known or suspected to have been compromised. Revoke old or invalid keys. Require key custodians to sign a form affirming they understand and accept their key-custodian responsibilities.
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Establish a New Site Key 1. Select Start > Programs > Aloha Takeout > Takeout Key Manager, or double-click the Takeout Key Manager desktop icon.
2. Click Set ATO Site Key... in the resulting Takeout Key Manager screen.
3. Type the entirety of the new site key string in the first text box, then type the same site key string in the second text box.
4. Click OK to set the site key. A message appears, informing you of your success. 5. Click OK to dismiss the message.
As stated in the message, restart the ‘Radiant Takeout and Delivery’ Windows service, and restart all terminals using Aloha Takeout, to activate the new site key.
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Replace an Existing Site Key 1. Select Start > Programs > Aloha Takeout > Takeout Key Manager, or double-click the Takeout Key Manager desktop icon.
2. Click Change ATO Site Key... in the Takeout Key Manager screen.
3. Type the current site key in the first text box, and the new site key in the remaining text boxes. 4. Click OK to set the site key. A message appears, informing you of your success.
5. Click OK to dismiss the message.
As stated in the message, restart the ‘Radiant Takeout and Delivery’ Windows service, and restart all terminals using Aloha Takeout, to activate the new site key. Once established, the site key remains in effect until changed. Aloha Takeout provides full message support for any errors in key number entry that may occur. The site key resides in the encrypted file \Aloha Takeout\Data\ato_sk.dat. If the site key becomes corrupt, you must delete this file, or its current counterpart (ato_skx.dat), and enter a new site key. If this becomes necessary, all stored payment card information becomes unavailable for future use. Contact your Radiant team member for help, before you delete this file.
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Define Order Capacities Use the Order Scheduling tab to prevent exceeding the limits of your staff during high-volume times. You can use Order Scheduling to limit the number of items or takeout and delivery orders you accept for specified time segments. This feature helps you avoid accepting more orders than you can reasonably expect to fulfill, remaining within your expected number of kitchen and driver resources. This limitation can help you to maintain food quality, thus reducing the number of customer complaints. The system manages the available time segments across multiple terminals on a first-come first-served basis.
Figure 32 Takeout Settings Maintenance, Scheduling Tab
To configure the weekly schedule in the restaurant: 1. Select Maintenance > Takeout Configuration > Takeout Settings > Order Scheduling tab. 2. Select Enable order capacity tracking to limit the number of orders permitted per unit of time, during time segments in which you want to limit orders. 3. Use the arrow keys adjacent to the Default display time segment length option to establish the number of minutes per visible time segment, as displayed in the Order Management screen. Recommended Configuration: Set this number to a multiple of the ‘Default Capacity Time Segment Length.’ 4. Select the Default capacity time segment length to define the number of minutes per order capacity time segment Aloha Takeout uses when calculating the number of orders permissible per unit of time. Recommended Configuration: Set this number to the length of an average delivery order round trip in your area, such as 15, 20, or 30 minutes. For example, consider a day configured to display as 24 one-hour (60-minute) time segments, each broken up into two 30-minute segments. Select a time block from the Weekly Schedule section, then use the Schedule Block Properties section to specify how many delivery orders you want to allow per half-hour time segment. When you attempt to add an order in excess of this number, the system warns you that you are exceeding your specified order capacity.
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5. Select the first day of your business week from the Start Day of the Week drop-down list. 6. Select schedule time blocks, in the ‘Weekly Schedule’ section, and use the options under each group bar associated with selected time blocks to limit the number of orders you can accept in a given amount of time. 7. Click Save in the command panel to save the configuration.
Supply the File Server IP Address to Aloha Takeout Aloha Takeout communicates with the Aloha system through Aloha Connect, using settings located in Maintenance > Takeout Configuration > System Parameters > System Tab > Service group bar. These settings specify IP addresses, port numbers, and more. Use the default values, unless specifically instructed to make changes by your Radiant team member. The only change you need to make here is to type the IP address of the Aloha BOH file server in the Service Host text box. If your BOH file server has more than one network adapter, remember to type the IP address of the adapter that has its LANA number set to zero (0).
Figure 33 Takeout System Parameters Maintenance
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Define Print Output for Aloha Takeout Aloha Takeout gives you the flexibility to decide what you want to print, and where you want the print output to appear. You can also enable and control label printing in Aloha Takeout, to help with identification, completion, routing, and proper release time for orders. Select Maintenance > Takeout Configuration > Takeout Settings > Printing tab > Printing group bar to completely configure print output for Aloha Takeout installation.
Figure 34 Takeout Settings Maintenance, Printing Tab
Select the default values you want to use for guest checks, driver itineraries, kitchen chits, and more, as required by your business needs, in the Printing group bar. If you want to print labels, enable this feature in the Label Printing group bar, and configure item restrictions, if any, and how the program should handle extra items. Aloha Takeout currently supports only two models of the Datamax E430 label printer, available per the below from Radiant Systems: Radiant Part Description Number P204F001 P204F002
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Datamax E-4203 Direct Thermal Printer Datamax E-4203 With thermal transfer capability
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Examples of kitchen chits for walk-in and call-in orders, showing the type of information contained in each, appear below:
Figure 35 Examples, Kitchen Chits for Walk-In and Call-In Orders
Here are some examples of how labels might appear for a delivery order:
Figure 36 Examples, Delivery Order Labels
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Here is an example of a receipt a customer might receive for a new deposit placed on a delivery order:
Figure 37 Example, Printed Deposit Receipt
Receipts for other transactions related to deposits appear very much the same as this one. The information included on these receipts varies, depending upon the type of payment, the type of customer, and more.
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Enable and Configure Deposits Aloha Takeout used the Deposits feature to make it possible to collect partial payments in advance of delivery time for future orders. The Deposits feature requires configuration in the Aloha system, to provide background support, and in Aloha Takeout. You must create two new menu ‘items,’ and one new tender, in the Aloha system, to support Deposits in Aloha Takeout. To create the two new menu items required by the Deposits feature: 1. Click Quick Service or Table Service, in the product panel. 2. Select Maintenance > Menu > Items.
Figure 38 Menu Items Maintenance
3. Create a new menu item named Deposit Revenue, or similar. 4. Select the Item tab, and enable Ask for description, under the Settings tab. 5. Select the Pricing tab, under the Pricing Options group bar, and select Ask for Price from the drop-down list. 6. Select the General Settings tab, and enable Revenue Item under the General group bar. 7. Create a second new menu item named Deposit Surrender, or similar, exactly per the above, except omit enabling the Revenue Item option. 8. Click Save in the command panel to save the configuration. To create the new tender required by the Deposits feature: 1. Click Aloha Takeout in the product panel. 2. Select Maintenance > Payments > Tenders.
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3. Create a new tender named Deposit, or similar.
Figure 39 Tenders Maintenance
4. Select Ask for Amount from the Default amount behavior drop-down list, under the Settings group bar. 5. Click Save in the command panel to save the configuration. To configure the Deposits feature, after laying the foundation: 1. Select Aloha Takeout in the product panel 2. Select Maintenance > Takeout Configuration > Takeout Settings.
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3. Select the Tenders tab, and add the new Deposit tender to the list of tenders.
Figure 40 Takeout Settings Maintenance, Tenders Tab
Do not mark this tender as ‘Available for deposits.’ 4. Select the Deposits tab, and configure the options available there as follows: a. Make Enable deposits active to enable the Deposits feature. b. Select the new Deposit tender from the drop-down list.
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c. Select the two new menu items for Deposit revenue item, and Deposit surrender item, respectively.
Figure 41 Takeout Settings Maintenance, Deposits Tab
5. Click Save in the command panel to save the configuration. The Open Item feature gives Aloha Takeout the ability to automatically name the deposit item, and pass the deposit amount to the POS, when configured as recommended. This flexibility makes it easy for you to accept deposits of any amount, and to personalize the receipts for the customers. Refer to the Quick Service or Table Service Reference Guides for more information about the Open Item feature. If you accept personal checks as payment for deposits, create another tender of type ‘Check.’ Add this tender to Aloha Takeout in Maintenance > Takeout Configuration > Takeout Settings > Tenders tab, and mark it as ‘Available for Deposits.’
Attach a Barcode Reader Aloha Takeout will work with barcode readers to help you speed up driver assignments, identify orders, and more. There are two basic types of barcode readers you can use with Aloha Takeout: •
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Serial, or other equipment supported by configuration in Maintenance > Hardware > Terminals > Readers tab > Bar code reader group bar. Support for this type of barcode reader has been part of the Aloha POS system for several versions. USB readers, support for which begins with Aloha Takeout v1.1.105, as implemented in Maintenance > Takeout Configuration > Takeout Settings > Barcode Scanners tab.
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Regardless of the type of barcode reader you use, you must configure the Aloha POS to print barcodes, to make them available in your site environment. Select Aloha Quick Service or Table Service, in the product panel, then select Maintenance > Business > Store > Store Settings tab > Check Printing subtab. Enable Print Barcode under the Guest Check Content group bar to make the feature active.
Figure 42 Store Maintenance, Store Settings Tab, Check Printing Tab
After configuring the system to print barcodes, use the following procedure to enable USB barcode readers, in Aloha Takeout: To add and configure a USB barcode reader in Aloha Takeout: 1. Configure the Aloha system to print barcodes on guest checks.
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2. Select Maintenance > Takeout Configuration > Takeout Settings > Barcode Scanners tab.
Figure 43 Takeout Settings Maintenance, Barcode Scanners Tab
3. 4. 5. 6. 7.
Select Enable USB barcode scanners. Click Save in the command panel, to enable the feature in the active database. Attach the USB scanner device to a USB port on the Aloha BOH file server. Restart the service, Radiant Takeout and Delivery. Click Detect, and scan a barcode with the scanner, to obtain its nomenclature and hardware ID string. 8. Click Add to add the scanner to the list of accepted USB barcode scanners. 9. Click Save in the command panel, to retain the configuration. If you already know the nomenclature and hardware ID string for the scanner, you can click Add, under the USB Scanner Devices group bar, to add the scanner directly. Figure 43 shows a ‘dummy’ barcode scanner added in this manner. Use Delete to remove a scanner device that is no longer needed. If you are using the Symbol LS2208 USB scanner, available directly from Radiant Systems, you can simply enable the feature, press Save, attach the scanner, restart the service, and use it. Aloha Takeout already has this scanner added as part of the default database, beginning with v1.1.105. To purchase this scanner as an installation kit, contact a member of the Radiant team, and request part number SN10063. This scanner will soon be available on eOrder. If you elect to use a serial barcode reader, or other non-USB hardware type, connected to a terminal, you must configure the specific terminal(s) in Aloha Manager to use this type of reader. Once configured, you can attach the readers to the terminals and refresh data to place the readers into operation. Refer to the Quick Service or Table Service Reference Guides for more information about how to configure the Aloha system to work with barcode readers.
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Refreshing Data Changes you make to Aloha Takeout settings do not take effect until the Windows service associated with Aloha Takeout, ‘Radiant Takeout and Delivery,’ restarts, and a data refresh occurs. We recommend performing manual data refresh operations, when necessary, after the EOD has occurred, but before the start of the first shift of the day.
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Installing Aloha Takeout on FOH Terminals
Installing Aloha Takeout on FOH Terminals After installing Aloha Takeout on the Aloha BOH file server, and configuring the Aloha POS and Aloha Takeout to work together, the only task remaining is to install Aloha Takeout on the FOH terminals you intend to use for takeout or delivery orders. It is extremely important to install Aloha Takeout on the Aloha BOH file server, and to finalize the configuration of both program systems prior to installing ATO on the FOH terminals. Failure to accomplish this can require manually editing the FOH configuration on each terminal, to enable them to connect to the Aloha Takeout service, running on the file server. To install Aloha Takeout on the Aloha FOH terminals: 1. Access Windows Explorer on the terminal, and map a drive to the directory on the Aloha BOH file server containing the installation file. Do not select ‘Reconnect at logon’ for the mapped drive. 2. Create a new directory on the terminal, %Localdir%\Aloha Takeout, within the Aloha ‘BootDrv’ share. 3. Double-click the installation file to begin the installation process on the terminal. 4. Click Next in the installation wizard until the Installation Type step appears.
Figure 44 Aloha Takeout Setup, Installation Type
5. Select Terminal Installation. (Refer to “Installing Aloha Takeout on the BOH File Server” on page 13 for information about installing Aloha Takeout on the Aloha BOH file server.) 6. Click Next and browse to the new \%Localdir%\Aloha Takeout directory as the destination. 7. Click Next and follow the prompts to the end of the installation process. 8. Click Finish to complete the installation. 9. Close Windows Explorer to permanently disconnect the mapped drive. As a best practice, let the Aloha EOD process restart all terminals, after installation is complete, to propagate Aloha Takeout configuration from the file server to the terminals, in much the same way the Aloha POS uses a data refresh to transmit database changes to the terminals at the same time.
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Appendix A: Field Descriptions The main body of this document explains how to configure the Aloha POS and Aloha Takeout to work together properly in a given site. This Appendix identifies and explains the configuration options available for Aloha Takeout. These options are located primarily in Maintenance > Takeout Configuration > Takeout Settings. Locations in Configuration Center of other options directly related to Aloha Takeout are noted, as appropriate. This appendix provides a brief overview and field descriptions for the screens and options available for configuring Aloha Takeout. In all cases, unless otherwise noted, access the Aloha Takeout applet, then select to access these options.
Takeout Tab Most of the options available on the Takeout tab relate to information about the restaurant site, and how you want Aloha Takeout to display and search for customer information.
Figure 45 Takeout Settings Maintenance, Takeout Tab
Identification Group Bar Use the following options on the Identification group bar to specify information about the restaurant site: Owner — Identifies the ‘owner’ of the site, based on program hierarchy. This field is always unavailable for edit, unless you log in as a user with special permissions configured. Version Assignment — Specifies the database version established by the database administrator for a customer organization, or site. This option is read-only, except for the database administrator. POS Type — Identifies the type of POS program in use at the site. Select Quick Service or Table Service from the drop-down list.
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Takeout and Delivery Queue Group Bar Use the option in this section to select the queue you are going to use for takeout orders. Queue — Specifies the queue used at the site for all types of takeout orders, including delivery orders. Select the appropriate queue from the drop-down list.
Cash Accounts Group Bar Use these options to define the accounts drivers use to obtain and turn in cash associated with deliveries. Select the appropriate accounts from the drop-down lists. Typically, the names of these accounts reflect the point of view of the driver. For example, you use a ‘Cash In’ account to disburse cash to a driver. Cash To Driver — Designates the Aloha POS petty cash account from which drivers receive cash for the purpose of making change. Cash To Store — Designates the Aloha POS petty cash account to which drivers turn in cash received when making deliveries.
Order Modes Tab Use the options available on the Order Modes tab to add and define the order modes you will use for the different types of takeout orders you offer in your business, and to cause labels to print for selected order modes. This tab also contains controls you can use to specify guest check printers for each order mode.
Order Modes Group Bar Use these controls and options to add order types, tie them to Aloha POS order modes, and to cause labels to print, as required, for specific order modes.
Figure 46 Takeout Settings Maintenance, Order Modes Tab Aloha Takeout v1.1.135
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Add button — Adds order types you wish to use in Aloha Takeout. Remove button — Removes order types from the current list of active order types. Type column — Displays the order type referenced in each record. Order Mode column — Enables you to select or change the Aloha POS order mode associated with the order type record. Print label column — Marks order modes for mandatory label printing upon bump from the kitchen.
Items Ordered Receipt Printer Group Bar Enables you to specify where to print customer receipts for each order mode. Select an order mode from the list above this group bar, then select a printer from the ‘Available’ list. Click the newly active arrow to move it to the ‘Included’ list to make the printer the receipt printer for the selected order mode. Perform this activity for all order modes, as required.
Customer Information Tab Options available on the Customer Information tab help you to define defaults related to customer information storage, retrieval, and handling, and more.
Figure 47 Takeout Settings Maintenance, Customer Information Tab
Customer Information Group Bar Populate New Customer First Name — Assumes the first string entered in the search bar is the first name of the customer, for new customer record creation. Recommended Configuration: Enabled.
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Display Last Name First — Displays the customer last name first, in search results, and in the search result panel. Recommended Configuration: Disabled, unless employees refer to customer last names. Check for Duplicates — Looks at first name and last name for potential duplicate customer records. If a duplicate exists, the program displays a dialog box informing you the customer exists, and asking if you want to create the customer record anyway. Recommended Configuration: Enabled. Require Customer for Walk-In — Associates a customer record with a walk-in order. Disabling this option accepts the name typed in the search as the tab name and does not associate a customer record with the tab. This configuration helps with speed of service. Recommended Configuration: Disabled. Enable Pager Prompt for Walk-In — Provides a button on the Order Management screen for an employee to touch, to assign a pager to a customer. Touching the button causes a screen to appear in which the employee can use a number pad to enter the pager number, thus associating it with the customer and their order. When the order is ready, the employee uses a paging console to call the customer by activating the pager. When the order closes, the program releases the pager number. Recommended Configuration: Disabled, unless using pagers to notify customers when their order is ready. Enable Order Confirmation — Causes the Order Confirmation screen to appear during transition back to Aloha Takeout, after creating an order in the FOH. You can use the confirmation screen to adjust items on the check, edit customer information, change the promise time, and indicate the payment method to be used. Recommended Configuration: Enabled. Enable Express Customer Entry — Enables rapid entry of customer records, using default values you enter in the program ahead of time, as part of the ‘conversational’ order process. Recommended Configuration: Enabled. Require Customer Last Name — Requires the entry of a last name for each customer record. Recommended Configuration: Enabled, only if your site relies on a customer loyalty program. Last names are necessary for a valid database. Default Phone Type — Designates the type of telephone number to use as the default for new customer records. Select None, Home, Cell, or Business from the drop-down list. Recommended Configuration: Depends on the site location: Downtown locations may use ‘Business’ for the default, while suburban sites may use ‘Home.’ The ‘Cell’ default could be appropriate for sites located near commuter centers, such as freeway exits, train stations, or bus terminals. Require Phone Number — Requires a telephone number for new customer records. Number of Phone Digits — Specifies the number of digits servers must enter to complete a telephone number entry. Use this control to force entry of an area code, in locales where it is required. Recommended Configuration: Ten (10) digits for customers in the U.S. Prompt for Customer Address When Customer has Multiple Addresses — Prompts the user to ask the customer for the correct address, if more than one is on file. Recommended Configuration: Enabled. Default Address Type — Designates whether Home or Business is the default address type when you create a new customer record. Recommended Configuration: Similar to ‘Default Phone Type.’ This option depends on the site location.
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Default City — Determines the default value to use for automatically populating the City text box when an employee begins entering an address in a new customer record. This value is available for edit during new customer record creation. Recommended Configuration: Specify a default value for the City text box. Default State — Determines the default value to use for automatically populating the State text box when an employee begins entering an address in a new customer record. This value is available for edit during new customer record creation. Recommended Configuration: Specify a default value for the State text box. Default Zip Code — Determines the default value to use for automatically populating the Zip Code text box when an employee begins entering an address in a new customer record. This value is available for edit during new customer record creation. Recommended Configuration: Specify a default value for the Zip Code text box, if it is useful in your area. Allow new orders to be converted to Dine-In from the Confirmation Screen — Makes it possible to convert orders originally started for takeout or delivery order modes to dine-in, directly from the Order Confirmation screen. This feature is only available in Quick Service installations. Recommended Configuration: Enabled.
House Accounts Group Bar Enable House Accounts — Activates the House Accounts feature. Recommended Configuration: Disabled. Region Name — Holds the name of the region from which the store accepts house accounts, if the house account file contains multiple regions. You can mark a record in the house account file as universal using the ‘UNI’ code, meaning the account can be used in all regions. When the import takes place at a specific location, house accounts marked ‘UNI’ are imported along with the house accounts defined for the selected region. Enterprise Host — Lists the IP address the enterprise host as communicated from the Enterprise team. This option is only applicable if you are using Radiant Enterprise to manage house accounts through an interface to a third-party package, such as Great Plains. The host address is used for transmitting the house account file to the site, which is then read in by Aloha Takeout at End-of-Day, to update the house account file at the site. Enterprise Port — Specifies the port number, as communicated from the Enterprise team, through which the local system communicates with the enterprise host. number of the port used to communicate with the enterprise host. Prompt for PO Number — Causes the system to display a prompt for a purchase order number when a new order is started for a customer with an associated house account. This allows you to override the system-generated purchase order number with one provided by the customer. If cleared, a system-generated purchase order number is used by default, and you cannot change this number.
Customer Purge Group Bar Enable Purge of Inactive Customers — Gives Aloha Takeout the ability to automatically remove customer records when they become inactive.
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Max Days of Inactivity — Specifies the number of days for Aloha Takeout to retain an inactive customer record before automatically removing it from the database.
Deposits Tab The Deposits tab contains options that enable and define how your system manages deposits accepted for future orders. If you accept deposits for future orders, we recommend you complete all required configuration prior to enabling the Deposits feature, then enable and configure deposits in this location.
Figure 48 Takeout Settings Maintenance, Deposits Tab
Deposits Group Bar Enable Deposits — Makes the Deposits feature active, in support of future orders. Save time by performing the configuration required as preparation, prior to enabling this feature. Refer to “Enable and Configure Deposits” on page 62 for more information about the required preparations. Deposit Tender — Specifies the tender you specifically created for use with deposits received against future orders. Deposit Order Mode — Specifies the order mode to which you want to attribute deposits received against future orders. Deposit Revenue Item — Specifies the open item in the Aloha POS used to account for future order deposits paid by customers. Deposits appear in reports available in Aloha Takeout. Deposit Surrender Item — Specifies the open item in the Aloha POS used to account for future order deposits forfeited by customers. Forfeited deposits appear in reports available in Aloha Takeout. Print deposit receipt when collected, refunded, or surrendered — Causes a receipt to print to reflect the contents of deposit-related transactions. Aloha Takeout v1.1.135
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Tenders Tab Use the Tenders tab to add tenders, already created in Maintenance > Payments > Tenders, to use in Aloha Takeout. Once added to the list, any tenders can be accepted as a form of payment when closing a check from within Aloha Takeout. Several types of tenders are especially important to add: • •
•
Cash tender — Enables Aloha Takeout to automatically close delivery orders to exact cash, when so configured, upon completion of the delivery. Payment Card Tenders — Enables Aloha Takeout to store encrypted payment card information in customer records, for use in payment for subsequent orders. Add all payment cards accepted for payment at your site. Deposit — Enables the ability to accept deposits for future day orders.
Figure 49 Takeout Settings Maintenance, Tenders Tab
Tender Types Group Bar The columns in this table are as follows: Tender Type — Specifies the type of tender selected for use in the list. You can use each type of tender only one time in the list. Tender — Specifies the tender ID you want to associate with the tender type previously selected. You can use each tender ID only one time in the list. Description — Allows you to type a short, optional description of each tender you add to the list. Available for Deposits — Makes the selected tender available to use for accepting and refunding deposit payments for future orders.
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Job Codes Tab Select driver job codes specifically related to Takeout functions in the ‘Available’ list on the left, and use the arrow to move them to the ‘Included’ list on the right.
Figure 50 Takeout Settings Maintenance, Job Codes Tab
Job Codes Group Bar The columns in this table are as follows: Number — Lists the ID number of each job code. Name — Lists the name of the associated job code. Driver — Contains a check box, used to indicate the associated job code is actually a driver job code. This check box is only an indicator in this location. Order Filter — Indicates the default order type employees see when they first access Aloha Takeout. All employees can change the type of order visible at any time, when they are in the Order Management screen. It is not possible to change the Order Filter selection in this location. Owner — Displays the level in the business hierarchy to which a job code relates.
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Printing Tab Options available on the Printing tab control the printing of certain information for the benefit of drivers, other store employees, and the customer. Use these options to facilitate communication among employees within the store and between the store and the customers.
Figure 51 Takeout Settings Maintenance, Printing Tab
Printing Group Bar Print Order Notes on Guest Checks — Prints notes added during order creation on the guest check. Recommended Configuration: Enabled. Print Order Notes on Driver Itinerary — Prints notes added during order creation on the driver itinerary. Recommended Configuration: Enabled. Print Promise Time on Guest Check — Prints the preparation time expected for the order. Recommended Configuration: Enabled. Print Address Notes on Guest Check — Prints address information on the guest check. Recommended Configuration: Disabled. Print Address Notes on Kitchen Chit — Prints address information on the kitchen chit. Recommended Configuration: Disabled. Print Order History Count on Itinerary and Receipt — Causes the number of orders on record for a customer to print on their receipt, as well as on the delivery itinerary. This printed value helps customers to know how close they are to winning loyalty prizes, such as drinks or tee-shirts, by looking at their receipts. It also helps drivers to remember to include these items, as they assemble delivery orders. Recommended Configuration: Disabled.
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Print Order Items Receipt Count — Specifies the number of kitchen chits to print. Recommended Configuration: One (1) receipt. Apply Payment Receipt Count — Specifies the number of payment receipts to print. Recommended Configuration: Zero (0) receipts. Promise Time Label — Specifies a text string to print on a label, describing the promise time. Promise Date Label — Specifies a text string to print on a label, describing the promise date. Add-On Chit Header Label — Specifies a text string to print on the chit header. Print chit header at bottom of chit — Causes the chit header to print at the bottom of the chit, making it more visible in certain configurations and usages, such as when stapling a chit to the top of a paper bag. Recommended Configuration: Optional. Print guest notes on kitchen chit — Prints guest notes on kitchen chit, making this information available during food preparation. Recommended Configuration: Enabled. Print chit on final bump — Causes the bag chit to print upon final bump from Aloha Kitchen. This option is most often used with the Future Orders feature. Recommended configuration: Enabled. Print change chit when order cancelled or mode changed — Causes a chit to print to the Items Order Receipt printer when an order is canceled, or the order mode is changed. The purpose is to alert drivers of these changes, and to reduce order taker trips to the driver station. Recommended configuration: Enabled.
Label Printing Group Bar Enable Item Label Printing — Enables the label printing feature. The options used to define the contents of the labels and the locations where they print are also located on this tab. Restrict automatic label printing by item count — Limits the number of times items appear on printed labels, if the items are included in specified item categories. Enable this option to prevent multiples of identical items from printing on labels. Auto Print Label Max Item Count — Specifies the maximum number of times identical items may appear on printed labels. Type the number of times you want to permit identical items to appear on a label. This option prevents wasting labels on orders with a large number of identical items. If the order exceeds the maximum item count, you can still print or re-print labels from the Orders screen in Aloha Takeout. Extra labels items behavior — Defines how Aloha Takeout deals with items in orders that belong to categories normally excluded from printing on labels. Several options are available in the drop-down list: • • • •
DoNotPrint — Prevents non-label category items from printing on any label. PrintOnFirstLabel — Prints non-label category items only on the first label. PrintOnAllLabels — Prints non-label category items on all labels. Print On Separate Label — Prints non-label category items on a separate label.
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Label auto printing — Causes labels to print automatically, based on the selection you make from the associated drop-down list: • • •
No Auto Printing Auto Print On Order Items Auto Print On Order Bump
Options Tab The Options tab contains a large number of options you can use to establish how Aloha Takeout functions, and how it interacts with the Aloha POS system.
Figure 52 Takeout Settings Maintenance, Options Tab
Settings Group Bar Auto Fulfill Orders — Automatically moves an order to the Closed Orders list, when it is closed and bumped for pick up or delivery. If not selected, you must touch the ‘Picked Up’ button to move an order to the Closed Orders list. Display Change Due Dialog — Causes a ‘Change Due’ dialog to appear in Aloha Takeout, when transitioning from the Aloha system back to Aloha Takeout after tendering and closing a check. Remember to disable the ‘Change Due’ dialog in Maintenance > Screen Designer > Quick Service Screen Designer, in the ‘Close Check’ button function, for Quick Service installations.
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Display Confirmation Screen on Modified Orders — Causes the Order Confirmation screen to appear once again, on the way back to Aloha Takeout, after modifying an order. This option gives the server the opportunity to confirm the order modification with the customer before submitting it for preparation. Recommended Configuration: Enabled. Enable Kitchen Interface — Enables communication with Aloha Kitchen, when installed. This communication is as follows, assuming Aloha Kitchen is available: • • • • • •
Aloha Kitchen manages quote times on the InfoCast bar in Aloha Takeout. Aloha Takeout passes the customer name and phone number to Aloha Kitchen. Aloha Takeout passes pager information to Aloha Kitchen, if used. Aloha Kitchen updates the order status in Aloha Takeout. Aloha Takeout passes the quote time to Aloha Kitchen. Kitchen performance updates the ‘Late’ status.
Suppress POS Chit Printing — Disables chit printing from within Aloha Takeout, when using the Kitchen Interface. Purge Old Closed Orders — Limits the number of closed orders accessible by Aloha Takeout to 25. Enabling this option can help slower systems to manage the Aloha Takeout environment more efficiently and quickly. Enabling this option is seldom necessary, as most equipment currently in use is more than capable of handling a full day of business in a busy restaurant. Enable Curbside — Enables a drive-up, in-car dining environment. This option also enables vehicle information storage, which may be required for curbside orders. Require eFrequency Member ID for New Guests — Requires each new customer record to have an eFrequency ID number. Recommended Configuration: Disabled, unless the site is using eFrequency heavily. Enable Mapping — Enables a map retrieval program, for establishing the maximum efficient routes for each delivery run. Leave this selection disabled, until you are certain a mapping program purchased from Radiant Systems, Inc. is installed, licensed, and functional. Enable Credit Card Storage — Allows Aloha Takeout to store customer credit card information along with customer records. The program stores this information in an encrypted form, allowing only the last four digits of the card number and its expiration date to display. Takeout retrieves the encrypted credit card information and applies it to transactions, upon request. For PCI DSS compliance, this option relies on the correct configuration of tenders in the Aloha POS, and on proper management of the encryption key to be used for retrieval of payment card information. Release Call-In orders based on preparation time — Delays call-in orders based on the current quote time less the default preparation time. Disabling this option causes the release of call-in orders as they are received. With this option enabled, if the current quote time is 20 minutes and the default preparation time is 10 minutes, Aloha Takeout releases a call-in order promised for 11:20 a.m. at 11:10 a.m.
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Recalculate Quote Time When Order Modified — Causes ATO to recalculate any associated quote times, whether the order is for pickup or delivery, if the order is modified for any reason. Apply payment on order confirmation — Causes Aloha Takeout to retrieve stored payment card information, and to request authorization from the Order Confirmation screen when the employee touches OK. Recommended Configuration: Enabled. Display takeout order sequence number — Enables a store-wide order numbering system reflecting the sequence in which customer orders are created. These sequence numbers, generated by Aloha Takeout, are in addition to the check numbers generated by the Aloha POS system. ATO applies these numbers to all orders passing through the Aloha Takeout system. Recommended Configuration: Disabled, unless sequence numbers are needed. Enable takeout order timing — Enables the order timing feature, making it possible to add call-in orders to the order timing mix, and to enable warning messages to help employees give attention to the oldest orders. Include call-in orders in Takeout timing — Causes the program to include call-in orders as part of the order timing process. Warning time (in seconds) — Defines the number of seconds to pass before the program displays the order in yellow on the Order Management screen, indicating it is approaching late status. Delivery buffer (in seconds) — Defines the number of seconds to pass before the program displays the order in red on the Order Management screen, indicating it is late. Order cancel void reason — Causes Aloha Takeout to use this void reason for future orders removed due to cancellation by the customer. This void reason works in conjunction with a ‘Cancel’ button on the Future Order Management screen. Enable paging — Enables the Paging feature, making it possible for you to use a paging console system to notify customers their order is ready. Apply payment on order confirmation — Causes Aloha Takeout to retrieve stored payment card information, and to request authorization from the Order Confirmation screen when the employee touches OK. Require extension for guest office phone numbers — Causes Aloha Takeout to require extension numbers for new or edited guest records, when the primary address and telephone number is their office. Recommended Configuration: Optional.
Caller-ID Group Bar Hold Answered Calls — Immediately places incoming calls on hold, when the caller ID system supports this function. Buttons representing answered calls on hold change to maroon. When an employee takes a call off hold, or answers a call directly, the button representing that call changes to blue. These color changes are true on all terminals, to prevent two employees attempting to access the same telephone line. Port Number — Defines the port number to which the Caller ID device is connected, on the Aloha BOH server.
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Line Count — Specifies the number of telephone lines connected to the Caller ID device. Device Name — Designates the type of Caller ID device connected to Aloha Takeout. As of the date of publication, the following selections are available: • • • • • •
None — Simulates lines ringing, for demonstration purposes. CallerIDSimulator — Used for development purposes only. Rochelle 2045 Rochelle 2050 CallerIDDotCom CallerIDDotComPOS
Delivery Group Bar Enable Delivery — Enables the Delivery function, assuming the HASP key is licensed for it. The Delivery functionality adds access to customer addresses, and enables mapping, if purchased and installed. Open Drivers On Clock In — Causes drivers to automatically appear on the Driver bar, and makes them immediately available for delivery order assignment. If not selected, users with permission must open drivers manually using the Driver Management screen. You can close drivers manually, in either configuration. Assign Drivers To Curbside Orders — Allows you to assign drivers to the Curbside order mode. This feature adapts Aloha Takeout for ‘car-hop’ environments, or for other dedicated curbside attendants. Close Checks On Driver Return — Closes the outstanding balance of delivery orders to cash, when a driver returns. Restrict Dispatch To Longest In Driver — Requires you to assign orders to the driver with the greatest amount of down time since clocking in or returning from a previous delivery. Employees can override this requirement, if their access level is configured with ‘Can Override Restricted Dispatch’ enabled on the Aloha Access Levels tab. No Order Assignment Until After Bump — Prevents orders from being assigned to drivers until after they are bumped from Aloha Kitchen. When cleared, assigning orders to drivers is possible at any time. Seconds to Wait After Bump — Extends the ‘No Order Assignment’ interval a specific number of seconds after bumping an order to Aloha Kitchen. This setting helps to account for oven time, or for time spent bagging the order. Print Receipts With Itinerary — Prints customer receipts for each order, for drivers to take with them on deliveries. When mapping is active, route and time information prints, in addition to the address. Print State And Zip On Itinerary — Makes it possible to include (or omit) the state or province name and the Zip or postal code when the system prints the itinerary for the driver. Must Authorize Cash To Store/Driver — Requires a manager to authorize cash transfers between the store and drivers, whether they are receiving cash to use for making change, or turning in money collected from deliveries.
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Prompt for driver password — Causes a password confirmation message to appear, in sites using passwords for drivers. Select this option if you are using passwords for drivers, or clear it if you are not using driver passwords. In both cases, you must set passwords as ‘Optional,’ in Maintenance > Configuration Center > Store > Store Settings tab > Security tab > POS Password group bar. Assign orders to dispatched drivers — Makes it possible to assign orders to a driver who has already been dispatched on a run. Set maximum driver carrying cash — Enables the ability to establish a limit for the amount of cash belonging to the restaurant you want to allow a driver to carry. Maximum driver carrying cash — Establishes the highest amount of cash belonging to the restaurant you want to allow a driver to carry, including money dispensed to the driver plus money collected from customers for delivered orders. Maximum number of orders per run — Specifies the maximum number of orders allowable to a driver per delivery run. Leave this option disabled, unless you are experiencing difficulties with an excessive number of orders per driver run affecting product quality. Minimum minutes before dispatched driver can be returned — Specifies the minimum number of minutes that must elapse before you can mark a dispatched driver as having returned. Prompt for driver tips on return — Causes the system to prompt for tips when a driver returns from making deliveries. This feature is most useful when drivers have long turn-around times. Print address information on driver checkout — Prints the addresses, including residences, offices, or hotels, of all orders assigned to a driver during their shift when they perform their daily checkout. This option allows drivers to confirm the addresses for which they are accountable during their shift. Recommended Configuration: Enabled.
End of Day Group Bar Enable Scheduled EOD — Enables End-of-Day (EOD) processing, in Aloha Takeout, which is separate from EOD processing in the Aloha system. This EOD moves current day metrics and closed orders to historical tables, where they are available for future reference. Poll Time (Seconds) — Establishes the number of seconds to elapse between polling events, to ensure EOD processing occurs on time. Scheduled Time — Specifies the time for the EOD process to run each day, in Aloha Takeout. As a best practice, we recommend running EOD in Aloha Takeout one hour before EOD in the Aloha system. If you disable ‘Enable Scheduled EOD,’ Aloha Takeout detects the Aloha EOD, and runs its own EOD process simultaneously. Historical data retention days — Defines the number of days Aloha Takeout retains customer order details, for re-order purposes.
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Future Orders Group Bar Enable Future Day Orders — Activates the ability to create orders for a future date. Selecting this option adds a calendar control to the Delayed Order screen. Even if you do not offer future orders in your site, enabling this feature makes it possible for you to accept orders outside the normal promise times. Future Order Void Reason — Defines a reason code for items cleared from a future order. Release Current Day Future Orders Immediately — Releases new orders due for preparation later today immediately. Orders booked on prior days for preparation today continue to release based on their promise and preparation times.
Invoicing Group Bar First Page Item Count — Defines the number of items to enter and print on the first page of a house account invoice. This number is typically smaller than for subsequent pages, to allow for header information. Middle Page Item Count — Defines the number of items to enter and print on middle pages of a house account invoice. Last Page Item Count — Defines the maximum number of items to enter and print on the last page of a house account invoice. Adjusting this number enables you to allow for routine information appearing on the last page of a typical invoice. Auto-save Invoice — Causes Aloha Takeout to automatically save a copy of a house account invoice for later retrieval, after finalizing the transaction. Auto-print Invoice — Causes Aloha Takeout to automatically print a copy of a house account invoice, after finalizing the transaction. This option requires Auto-Save Invoice to be active.
Kitchen Integration Group Bar The options on the Kitchen Integration group bar make it possible to establish estimates for speed of service reporting in environments similar to pizza operations. These options assume orders are bumped from the make table when the items are going into the oven. This allows you to track metrics from order finalization to make table bump to oven time to rack time to dispatch. These values help to determine if an operation is within corporate defined performance parameters. Oven Time (Seconds) — Specifies the number of seconds allowed for an item to cook. Rack Time Average Span (Sec.) — Specifies the number of seconds of time passed, for tracking the average rack time. Rack time is a calculated value derived by subtracting the oven time from the bump to dispatch time and determines how long an order sits and loses quality prior to dispatch. The calculation is as follows: (Dispatch Time – Bump Time of the last item on the order) – Oven Time = Rack Time
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Support Group Bar Enable Offline Support — Permits entry of takeout or delivery orders, when the Aloha Takeout service host is unavailable, or is not running. This condition normally occurs when the terminal cannot detect the file server on the network due to its being shut down, or to the Aloha Takeout service host being stopped. When the terminals are functioning in offline mode, one of the Aloha Takeout clients acts as the takeout service. When the file server becomes available again, the terminal functioning in place of the takeout service automatically updates new orders to the server. Order entry is permissible at any takeout terminal, but caller ID and database search capabilities are compromised when the system is functioning in offline mode. Although you must enter all customers as ‘new,’ these new records are not added to the database when connectivity is restored.
External Order Interface Group Bar Enable External Order Interface — Enables the C1200 display or Web ordering interface to integrate with Aloha Takeout. (Pending functionality – not currently active or released.) Order Event Broadcast Port — Port across which external order interface devices or programs communicate. (Pending functionality – not currently active or released.)
Order Scheduling Tab Use the Order Scheduling tab to limit the number of delivery orders or to-go items accepted for a defined time segment, in accordance with expected kitchen or driver resources. Using this feature can prevent substandard food quality caused by excessive wait times, which can reduce customer complaints considerably. The system manages the available time segments across multiple terminals on a first-come first-served basis. You can make the schedule simple or complex, according to your business needs.
Figure 53 Takeout Settings Maintenance, Order Scheduling Tab
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As you configure options related to Order Scheduling, you will occasionally encounter values that are not available for change. These values are ‘inherited,’ as established by preceding configuration.
Weekly Properties Group Bar Use the options in the Weekly Properties group bar to enable or disable order capacity tracking, and to control the way this feature displays and tracks orders for you. Enable order capacity tracking — Causes Aloha Takeout to track the number of orders per time unit, enforcing limitations you specify. Default display time segment length — Defines major time segments, as displayed on the right side of the screen, as equal intervals of minutes throughout the day. The program breaks the day up into the length of time you specify in the drop-down list. If you set this value at ‘60,’ the program depicts the day in 24 segments of 60 minutes each. Default capacity time segment length — Specifies the length of time for which the program tracks order capacity. If you set this value at ‘15,’ the program depicts each segment of time throughout the day in 15minute segments, except as modified in the ‘Schedule Block Properties’ section. You should base this time value on the average run time for a driver making the average number of stops in a given run. Start day of week — Specifies the day of the week on which your accounting segments begin. Select the appropriate day from the drop-down list.
Capacity Tracking Tab Although the Capacity Tracking tab appears to the right of the Schedules tab, you must first use this tab to add order modes and define order counts, item counts, item categories, and more, before you attempt to establish general schedule limitations.
Figure 54 Detail, Order Scheduling Tab, Capacity Tracking Tab
Add all order modes for which you wish to limit order or item counts, and then configure as follows: • • •
Enable ‘Limit order count,’ ‘Limit item count,’ or both, per your business needs. Select the item category you want to track for that order mode. Select the appropriate ‘Track with...’ options for each order mode, such as ‘Track with walk-in,’ or ‘Track with call-in.’
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After adding and configuring order modes to the Capacity Tracking tab, you can proceed to the Schedules tab, at this same level, without experiencing unnecessary delays or other difficulties.
Schedules Tab The Schedules tab contains all options related to establishing the weekly schedule, and to defining limitations on the number of orders and items during high-demand time segments. Use these options to prevent attempting to prepare too many items or to deliver too many orders.
Order Schedules Group Bar The Order Schedules group bar contains two panels, the Weekly Schedule panel and the Order Capacity panel, although these panels are not formally labeled as such.
Weekly Schedule Panel The left panel displays the weekly schedule, as currently configured, with respect to order scheduling in Aloha Takeout. The first day of your business week, per your configuration, begins at the top, and each day contains time segments during which you can apply order or item capacity limits. You can add time segments to each business day, as required, or you can delete time segments when they are no longer useful. You can apply delivery capacity limits to the entire day, if you wish, or only to specific time blocks. If you elect to apply limits to the entire day, you must create one time segment representing the entire day.
Inherited Values Numerous fixed values appear in the Order Scheduling tab that are labeled as ‘inherited’ values. Prior configuration made by corporate or local administrators define these values for specific companies or sites. You can specify values that are equal to or less stringent than these values, but you cannot exceed them, due to permissions configuration.
Schedule Settings Tab The Schedule Settings tab is one of two that accompany the Weekly Schedule panel, and contain options you can use to specify order and item restrictions per schedule time segment. The Schedule Settings tab contains several group bars, as follows: Name — The name of the weekly schedule, as configured for each company or site.
General Group Bar Show in week summary — Show the weekly schedule in the week summary panel.
Capacity Time Segments group bar Capacity time segment length — Establishes the length of time for capacity tracking segments.
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Display Time Segments group bar Display time segment length — Establishes the length of each display time segment, within which the capacity time segments will appear. Show time segment breakout — Causes the time segments to display in the Aloha Takeout Order Management screen.
Covered Time Span Group Bar Begin time of day — Specifies the time of day the selected time segment begins. End time of day — Specifies the time of day the selected time segment ends.
Display Time Segments Group Bar Display time segment length — Specifies the length of time depicted by the time segment display, on the Order Management screen. Show time segment breakout — Causes time segment subdivisions to appear in the time segment display, on the Order Management screen.
Capacity Tracking Tab The Capacity Tracking tab, also accompanying the Weekly Schedule panel, gives you the ability to establish actual numeric limitations to orders and items, as defined on the main “Capacity Tracking Tab” on page 87. Each order mode added in that location causes two order mode related group bars to appear. Each pair of group bars are identical, and relate exactly to their respective order modes, as follows, with the subject order mode name in place: (Order Mode) – Items — Contains the ‘item capacity’ setting, in which you type the limitation number of items from the specified item category, for each capacity time segment. (Order Mode) – Orders — Contains the ‘order capacity’ setting, in which you type the limitation number of orders for each capacity time segment.
Summary of Order Scheduling To summarize the effect options in the Delivery Capacity Panel have on the behavior of the FOH order process, consider the following hypothetical scenario: • •
Configure, in order, a delivery capacity of five (5) orders, with a delivery capacity length of 00:15 minutes, and display the time segments in 01:00 hour intervals. When you begin receiving delivery orders, the program tallies the orders, based on the current capacity time segment length, which is 15 minutes, in this case.
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•
•
When the program receives order number six in a 15-minute segment, it displays a warning that you have exceeded the maximum allowable delivery orders for the time segment. If so configured, a manager can override the warning. When the current time segment expires, you may again accept delivery orders during the next 15minute segment.
If, at any time, orders contain a total of specified items that exceed an item number limitation, the program displays a warning to this effect. As with order number limitations, you can wait until the time segment expires, or a manager can override the limitation.
Barcode Scanners Tab Use the Barcode Scanners tab to enable USB barcode scanners in Aloha Takeout, and to detect scanners not automatically part of the database upon installation.
Figure 55 Takeout Settings Maintenance, Order Scheduling Tab
Barcode Scanners Group Bar Use the option available in this group bar to make the barcode scanner feature active. Enable USB barcode scanners — Makes the barcode scanner feature active.
USB Scanner Detection Group Bar Use the options or controls in this group bar to detect new USB scanners. Device name: — Holds the name of a detected USB scanner. Hardware Id: — Holds the hardware identification string of a detected USB scanner.
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USB Scanner Devices Group Bar This group bar contains a section listing USB scanners added directly or by detection, in addition to the Symbol LS-2208 natively supported by Aloha Takeout. Device name column — Displays the name of a USB scanner device. Hardware Id column — Displays the hardware identification string of a USB scanner device.
Custom Settings Tab This tab contains settings that are controlled by the contents of .xml and .xaml files. This tab provides an easy way for you to change these settings without editing the files directly. You can also add new, or remove existing configuration lines. We strongly recommend you consult with your Radiant account representative, or other Radiant team member, before making changes of any kind on this tab. Device name — Holds the string that identifies the scanner device to Aloha Takeout. Type the string, if you have it, and are entering a new USB scanner. Hardware ID — Holds the string that provides the device hardware identification of the device to Aloha Takeout. Detect button — Causes the system to interrogate the attached device currently in use, for the purposes of deriving the hardware identification ID and the device name. Add button — Causes Aloha Takeout to add a new hardware record to the USB Scanner tab. Once added, you can type the device name and hardware ID strings, if you know them. Remove button — Causes Aloha Takeout to remove a selected USB scanner record from the system.
POS Access Levels Use POS Access Levels to give override control to groups of employees for moving orders around in the restaurant, or for transferring orders to or between drivers, in a delivery environment. For example, you can give permission to make more critical decisions to managers and supervisors, while allowing other
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employees the freedom to move orders around within the restaurant. Select Maintenance > Labor > POS Access Levels, and configure the options beneath the Aloha Takeout group bar to establish the desired controls.
Figure 56 POS Access Levels Maintenance, Access Level Tab
Access Level Tab Enable each of the following, as needed, for each listed job code: POS Access Level — Specifies an access level, as previously created and defined, to which you want to grant override capabilities. Select an access level from the drop-down list. Can Override Order Capacity — Enables employees with the specified access level to authorize additional orders for a specific time frame, on a given day, in excess of the standard number. Can Override Restricted Dispatch — Enables employees with the specified access level to temporarily authorize drivers to depart to out of sequence to make deliveries. This setting helps prevent drivers from preferentially selecting preferred routes, or customers known to be good tippers. Can Override “No Order Assignment Until After Bump” — Enables employees with the specified access level to assign an order to a driver before bumping the order to the delivery queue. This option is for use only with Aloha Kitchen. Can Override “Require eFrequency Member Id for new guests” — Enables employees with the specified access level to override the requirement to enter an eFrequency ID number when creating a new customer record. Authorize Deposit Refunds — Enables employees with the specified access level to refund a deposit previously accepted as partial payment for a future order. Page 92
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Authorize Deposit Surrender — Enables employees with the specified access level to authorize the surrender (forfeiture) of a deposit previously accepted as partial payment for a future order. Driver Management — Enables employees with the specified access level to perform driver management activities, such as closing or opening drivers. Approve Driver to Driver Transfers — Enables employees with the specified access level to transfer orders from one driver to another. Change Promise Time for Active Orders — Allows designated employees to change the promise time for orders already released and available in the Order Management screen. Allows the employee to move the order to another time or time segment.
Takeout System Parameters Use Aloha Takeout System Parameters to establish communication protocols for Aloha Takeout. Leave the default settings in place in this section for all options except for supplying the IP address of the Aloha BOH file server in the Service Host text box. If your BOH file server has more than one network adapter, remember to type the IP address of the adapter that has its LANA number set to zero (0).
Figure 57 Takeout System Parameters Maintenance
Select Aloha Takeout in the product panel, then select Maintenance > Takeout Configuration > System Parameters > System tab > Service group bar to access the Service Host text box.
System Tab All options available in Takeout System Parameters reside on the only tab currently available, the System tab.
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Terminal Group Bar Owner — Lists the next entity immediately above the store level, in a corporate hierarchy. Terminal Designation — Lists the applicable terminal for the currently displayed group of settings.
Service Group Bar Scheme — Defines the type of networking used by the selected terminal. Select ‘net.tcp’ for TCP/IP networking, or ‘http’ for Web-based communication. (The initial product release does not support the latter.) Service Host — Holds the IP address of the computer running the Windows service, ‘Radiant TakeOut.’ The Aloha BOH file server broadcasts the service on this IP address. Terminals detect the service through other networking methods like UDP. Required Configuration: The IP address of the Aloha BOH file server is required. If the Aloha BOH file server has more than one NIC installed, use the IP address of the NIC with its LANA number set to zero (0). Service Port — Specifies the starting TCP port across which Aloha Takeout actively communicates. Port number 8020 is the default. If a terminal takes over as master, it adds 1000 to these port values. Server Broadcast Interval — Specifies the time interval, in milliseconds, between server and master discovery broadcast messages. Discovery Port — Specifies the UDP port across which Aloha Takeout broadcasts its availability to the other Aloha Takeout nodes on the local network. All Aloha Takeout clients ‘listen’ on this port to automatically determine the Aloha Takeout server or master to which they should connect. Server Live Interval — Specifies the time interval, in seconds, clients (terminals) should wait without receiving a server broadcast before assuming it is no longer functioning. This value should be at least twice the Server Broadcast Interval, when compared in equal units, e.g. seconds. Master Capable — Identifies the selected terminal as being capable of assuming the role of master terminal if the Aloha Takeout server becomes unavailable, and the system goes into redundancy. If this option is disabled for all terminals, none of them will function as master if the file server becomes unavailable. Recommended Configuration: Enabled. Start POS Interface — Function not yet active in Aloha Takeout. Recommended Configuration: Disabled. Master Recovery Seconds — Defines the amount of time, in seconds, Aloha Takeout terminals will wait to reconnect to the file server if they were previously connected to a terminal functioning as master. This value gives the master terminal extra time to synchronize with the server, when it becomes available again, before the other terminals disconnect from the master and connect to the server. Recommended Configuration: Disabled, i.e. zero (0). As previously stated, we recommend changing only the System Host option, unless specifically instructed to do so by a Radiant team member.
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Appendix B: Aloha Takeout Configuration Checklist This checklist is designed to help you to track local efforts at installing Aloha Takeout in a site, or a corporate test laboratory. Use the main document to obtain information about how to accomplish steps listed in this checklist. One way you can use this checklist is to print just these pages, and physically mark through items on the list as you complete them. This process will help you to perform steps in the correct order, as well as ensure that you do not forget to perform each step, as required.
Installing Software Prerequisites and Aloha Takeout
Install Microsoft® .NET 3.5 SP1 on the BOH file server and all terminals.
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Install Microsoft SQL Express 2005 SP2
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Install Microsoft SQL Server Management Studio Express SP2 (optional, but recom- page 6 mended). Install Aloha Takeout on the Aloha BOH file server. If you are upgrading, remember page 6 to save a copy of the current Aloha Takeout\Data directory, if you anticipate a need for it.
Configuring the Aloha System You must configure the Aloha POS system first, before attempting to configure Aloha Takeout. Complete the following, to prepare Aloha for use with Aloha Takeout.
Enable ‘Uses Aloha Takeout’ in Maintenance > Business > Global Administration Products Installed group bar (must log in as global user). Enable Aloha Connect, also known as the COM Interface, in Maintenance > Configuration Center > Store > Store Settings > System subtab. Enable ‘Use Aloha Delivery,’ in Maintenance > Configuration Center > Store > Store Settings > Delivery subtab. Add or reconfigure order modes, as required, to support new or modified ways of accepting orders in Aloha Takeout. Exercise care to assign a separate, unique order mode for each type of order you support at your site. Add or modify order entry queues, as necessary, to organize your orders into queues that reflect functionality in Aloha Takeout. Create one Radiant interface terminal for each physical terminal on which you will accept Aloha takeout or delivery orders. For each Radiant interface terminal, make the associated physical terminal the interface host. Create one interface job code for each terminal on which you will accept takeout or delivery orders using Aloha Takeout, and configure as noted. Create new or configure existing job codes, such as delivery driver, order taker, or dispatcher, to work with Aloha Takeout. Create or configure petty cash accounts to support driver bank and driver drop functions, for dispensing cash to drivers, and for collecting it from them after they complete deliveries.
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Create or configure a unique void reason to use for future orders, and an order cancel reason to use for other orders related to Aloha Takeout. Create Front-of-House (FOH) buttons as required, to support order creation, and transport between Aloha Takeout and the Aloha FOH screens. For Quick Service, create buttons on an appropriate ‘button function’ panel. For Table Service, create buttons on a button function panel through the Screen Designer feature, and provide access to these buttons from existing panels, or by enabling the panel as the ‘home screen’ for the interface employee. Create a ‘Deposit’ tender to use for accepting deposits for future day orders, if applicable in your site. Create two open items, ‘Order Deposit’ and ‘Order Surrender,’ to support accepting deposits for future day orders, if applicable in your site. Refresh data before operation begins. Synchronizes database modifications between the file server and all Aloha POS terminals.
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Configuring Aloha Takeout After configuring the Aloha system, you are ready to configure Aloha Takeout itself, as outlined below by tab. General Configuration Topics
Verify site information is correct. Site information is part of the store information, in Configuration Center. Establish customer defaults. These options help you to speed up the order entry process. Enable house accounts. Contact your Radiant team member for help with this feature. Configure order modes, queues, and associated options. These options establish order flow, and funds accountability, between the store, drivers, and customers. Add driver job codes to Aloha Takeout. Adding driver job codes make drivers available in the Driver Management screen. Specify menu category reminder items. Adding these categories help store and driver personnel ensure that all items ordered or earned accompany orders during the process of transferring to customers, by takeout or delivery. Specify override permissions. Override permissions, assigned to key personnel, help to smooth operations by bypassing normally observed ‘stop points’ in the process. Add tenders to Aloha Takeout. Defines tenders acceptable for payment of takeout or delivery orders. Configure site-supportive options. Defines the way minor, but important aspects of order and personnel flow in the store work. Establish a site security key for payment card transactions. Establishes a secure method of verifying that requests for authorization and settlement are authentic. Define order capacities. Configure these options to help you avoid loss of food quality caused by standing, waiting for personnel to transfer orders to the customer.
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Provide IP address of the Aloha BOH file server to Aloha Takeout. Establishes communication between terminals and the file server, through Aloha Connect. Define print output for Aloha Takeout. Determines where and how many of the printed items appear in the store. Enable and configure deposits for future orders. Establishes the ability to accept deposits as advance, partial payment for future orders. Install Aloha Takeout on the Aloha POS terminals. Makes it possible for designated terminals to use Aloha Takeout to place orders using this application. Refresh data before operation begins. Synchronizes database modifications between the file server and all Aloha POS terminals.
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Index
A About Aloha Takeout 5 access levels override permissions 46 active orders, change promise time 93 Aloha Connect 10, 19, 58 activity intercept 19
B barcode printing 66 barcode scanners adding and configuring 66 USB 66
C change promise time, active orders 47, 93 COM Interface 19 Configuration Checklist 95 configuration, Aloha POS 17 add FOH buttons QS 33 add FOH buttons TS 34 Aloha Connect 19 COM interface 19 configure job codes 27 create interface employees 30 create interface terminals 26 create order entry queues 25 create order modes 24 create petty cash accounts 32 create void reason 32 enable Aloha Takeout 18 set TS order entry queue 23 configuration, Aloha Takeout 39 Aloha tenders 47 convert orders to dine-in 41,
74
customer defaults 40 customer purge 42, 74 driver job codes 44 grocery reminders 44 house accounts 41 item capacity tracking 57 order capacity tracking 57
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order modes 42 override permissions 45 print output 59 queues 42 sequence numbers 49 site information 39 support options 48 system values 58 convert orders to dine-in 41 Curbside, enabling 49 Custom Activity Interface command line parameters 36 examples 38 Quick Service 33 Table Service 34 customer purge 42, 74 enable customer purge 74 max days inactivity 75
I
D
mapping, enabling 49
Deposits accepting personal checks 65 configure deposits 63 create menu items 62 create specific tender 62 Deposits feature 62 DFB data, importing 14
O
E expiration, driver license 12 expiration, insurance 12
F field descriptions, POS Access Levels Access Level tab 92 field descriptions, Takeout settings Custom Settings tab 91 Customer Information tab 72 Deposits tab 75 Job Codes tab 77 Options tab 80 Order Scheduling tab 86 Printing tab 78 Takeout tab 70 Tenders tab 76
importing DFB data 14 installation, Aloha Takeout BOH file server 13 interface employees creating 30
J job codes adding in Takeout 44 creating, modifying 27
L Labels enable printing 43
M
objectives, configuration 11 order entry queues creating 25 for Table Service 23 order modes creating 24 selecting 43
P pager prompt, enabling 40 paging feature, enabling 50 petty cash accounts creating 32 selecting 42 Printing 59 chits 60 label examples 60 labels 59
Q queues, creating 25 queues, specifying 42
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R refresh data 68
S sequence numbers, order 49 software prerequisites 6
T Takeout system parameters System tab 93 tenders adding to tenders list 47 create deposit tender 62
V virtual relationships 9 void reasons creating 32 selecting future orders 53 selecting order cancellation 50
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