Options are used by users to allow them to choose between different types of a product from the menu . For example a product like Milk may have different flavors (Whole milk, Skim milk, Low-fat milk ,Soy milk, Quinoa Milk, Oat milk) which the user can choose from when adding the product to the tab.

Options Set Up

Step 1
Sign into admin and choose your required tenant you would like to create options on. Select Products from the list of categories on the left side of your admin page , where it will display the list of sub-categories including “Active Menu”, “Menus” , “Headings”…etc.

Step 2
Select ” Menu Options” from the Products list of categories to view the menu options page.

Step 3

To create a options Group click the blue “Create Group” button which will display the “Create Option Group” page where the user will fill in the required group details which include:
Group Name
List Items Automatically
Min. qty selectable
Max. qty selectable
Available Self-Service
Available ToGo / Take-Away
Active

Step 4
After entering the details click save and a notification will be displayed to confirm that the group has been created.

Step 5
To add options to the group , click the blue “Add Option” button

Step 6

After clicking the button the user will be directed to the app portion page where they will need to add the portion details which include :

Description
Seq
Active

Step 7
After entering the option details and clicking save a notification will be displayed to confirm that the group has been created.

Step 8
The user should confirm to see if the option has been added to the group.

To assign products to the option group the users should click on the eye icon on the Option group to view the details of the group and click the “Add” Button on the “Products using this option”.

Step 9
After clicking the button the list of products is displayed and the user should select which products they would like to assign the options to.

After selection of products the user can also choose to select the checkbox to “Delete products already added but not in list above by ticking the check box” and then click the save button

A notification is then displayed to show that the products have been assigned as well as displaying the assigned products.

Please find attached video for reference:

ADDING OPTIONS TO A SINGLE PRODUCT

Since we now have the option group created a user can now assign options to an individual product from the product details.

Set Up

Step 1
Select Products from the list of categories on the left side of your admin page , where it will display the list of sub-categories including “Active Menu”, “Menus” , “Headings”…etc.

Select Products to view the list of products.

Download the PDF doc of this process here

Products are the items/services that are for sale in your business. These items are anything that is to be sold in your business and items you want to have reporting records of. In hospitality, you can create products that serve as an extra for meals; such as extra eggs with a particular breakfast.

Click on ‘Products’ on the left hand side of the TallOrder admin Dashboard and it will display a dropdown list of functions related to ‘Products’. Select ‘Products’ and then click ‘Create Product’.

Input the name of the product/item – ‘Button Name’ is the name that will display on the TallOrder POS. Display Name is the name that will appear in TallOrder Reporting. ‘Print Slip Name’ is the name that will appear on your slips. You can also add a product/service description under ‘Display Description’.

‘SKU’ serves as a product code that would be uniquely associated with a particular product – the search function on the POS will allow the user to search a product via SKU in Hospitality & Retail.

‘Barcode’ is a readable code that would be uniquely associated with a particular product – you can input the product/item barcode here. This will allow you to make use of a barcode scanner with TallOrder POS to scan items for sale. The search function in the TallOrder POS also allows you to search products via barcode.

‘Department’ contains reporting categories that allows you to assign a particular product to an already created department.

‘Modifier Only’ refers to marking an item, such as an Extra, to appear as an Add-On only.

Under the Finance Tab you can input the Selling Price in ‘Price’ and the Cost Price of the item in ‘Cost’.
‘Tax Group’ allows you to make the particular product Taxable or non-taxable.

‘On Special’ allows a price to be overridden with a promotional price – If your product initially sells for R25, you can mark it on special for R15.

‘SQ’ refers to Seasonal Quote, which will require the user to input the SQ price.

Within the Availability Tab, you can stipulate specific periods of time/days that a product will be available.

In the POS Tab, the user can assign the item to print to a designated printer (this is more applicable for hospitality for production slips) such as a Kitchen Printer or Bar Printer etc.

The ToGo Tab allows you to stipulate whether the respective item/product will be available for ToGo and whether it will be an ‘Auto-Accept’ item on ToGo or not.

Download the PDF doc of this process here

Departments serve as reporting categories for reporting purposes. When products are assigned to a specific department, the products will be organized in a Category Report, which will allow the user to see how specific departments are performing. E.g. Savanna can be assigned to the Ciders department; Castle Light can be assigned to the Beer department – this way you can see how Beers in general are performing in terms of revenue generated and how frequently it was purchased.

Click on ‘Products’ on the left hand side of the TallOrder admin Dashboard and it will display a dropdown list of functions related to ‘Products’. Select ‘Departments’.

Download the PDF doc of this process here

Headings are functions that serve as a folder/category. In hospitality, a heading can be named “Mains” where you would then input a list of respective main dishes. In retail, a heading can serve the same purpose for a range of products such as “Washing Powder”.

Click on ‘Products’ on the left-hand side of the TallOrder admin Dashboard and it will display a dropdown list of functions related to ‘Products’. Click on ‘Headings’ and click on ‘Create Heading’.

Download the PDF doc of this process here

In order for the product items or menu items to be active, it needs to be added to the Active Menu Tree. By now, you will have completed adding all of your Products, Add-Ons, Options & Departments.

Click on ‘Products’ on the left hand side of the TallOrder admin Dashboard and it will display a dropdown list of functions related to ‘Products’. To begin designing the layout of your menu or product list, click on ‘Active Menu’ and then select ‘Headings’ on the right hand side of the dashboard:

Drag and drop all your Headings into the Menu Tree. You can add Sub-Headings in the respective Heading by dragging the Sub-Heading in the main Heading and indenting the Sub-Heading.

Once you have laid out all of your Headings and Sub-Headings, click ‘Save Changes’:

You can rearrange the Headings in an order you feel is best suited for your business and POS navigation.

After adding your Headings & Sub-Headings, refresh/reload your browser. This will allow you to make use of the Bulk assignment of the product items to the Headings.

Click on the ‘Headings’ tab again to display your list of created products – these products are not active in the Menu Tree.

Click on the ‘Add-to’ tab – this will drop down your respective Headings that you have inserted into the Active Menu Tree:

Select a Heading that you want to work with. From here you will tick the box of the respective product from the list below that you want to add to the Heading:

Once you have finished selecting the respective products, simply click the Blue ‘Add’ button and all the respective selected products will be added to the chosen Heading in the Active Menu Tree.

Keep repeating until complete with your active menu.

NOTE: You are able to work in the product list and Active Menu without it affecting the TallOrder POS until you push the changes to the TallOrder POS, and the TallOrder POS retrieves the info from the Cloud.

NOTE: When you have made the respective changes, and want to push the changes to the TallOrder POS, simply click on Publish Menu or select the Cloud Icon – The changes will then be pushed to the TallOrder POS but not yet be updated:

Download the PDF doc of this process here

Menu Add-Ons are products that can influence price & stock levels. Add-ons are also used for upselling a product. E.g. Champions Breakfast may have an Add-on of extra bacon at R20 – this will prompt the user to ask the client if they would like extra bacon with their Champions Breakfast. Menu Add-Ons can also be a Recommended product. E.g. a particular wine may be best paired with a certain meal. Therefore the type of wine would be the recommended product for that particular meal.

Menu Add-Ons can also be a list of products in a hold group that may not influence price – E.g. when ordering a burger, a client may request that they do not want tomato, lettuce, or onion. These hold items can be set up as Add-ons.

Complimentary Add-ons are products that are given as free with a particular set of products or meal, but still influences the stock levels.

To set up Menu Add-Ons, you would first need to create the Add-On as a product (as Add-Ons are products that influence price and stock levels). See Chapter 2 for how to create a Product.

If you want an Add-On to be a modifier only (does not appear as an individual product in TallOrder but rather within a product itself) – you would need to select “Modifier Only” when creating the product:

The next step is to create the respective Add-On group – Complimentary, Chargeable, Hold and Recommended Add-Ons will follow the same process.
Click on ‘Products’ on the left hand side of the TallOrder admin Dashboard and it will display a dropdown list of functions related to ‘Products’ Click ‘Menu Add-Ons’ and select the ‘Create Group’ button:

Firstly, name your respective group (E.g. Extras). Chargeable Add-On is the default Add-On. If the Add-On is a ‘Hold Group’ Add-On, then select ‘Hold Group’ etc.

Secondly, you will have to add the respective Add-Ons (products) to the Add-On Group:

Select the respective product from the drop down list by clicking on ‘Select a Product’:

Lastly, you will need to assign the entire Add-On group and the respective Add-Ons to the respective products or menu items – To assign the group, simply click on the “eye” icon:

Next, click the “Add” button and it drops down your product list – from here you will be able to tick the boxes for the respective products you want to assign the Option Group to:

Download the PDF doc of this process here

You can enable Bulk Settings to apply to a number of products at once. This means that you do not have to gone into every product to apply new settings.
To access Bulk Settings:

• Click on the “Products” tab on the left of TallOrder Admin. Then select the “Bulk Settings” tab.
• Once in this window you can select the settings that you would like to apply to a larger number of Products.

• You can also change the button colour of various products so that products under the same Header can be displayed with the same colour.
• You can customise these colours to match your own menu.
• To change the Button colours of Product select the “Button Colour” box on the left. You can choice which colours you would like to apply to specific headings. i.e. All Cold Drinks will appear Blue on the POS.

• You can also select which products those bulk settings will apply to.
• Once you have selected the Bulk Settings which you would like to apply scroll down to the Products.
• Once you have selected the products to which the settings will apply click on the “Apply Settings” button on the right or at the bottom of the page.

Download the PDF doc of this process here

When you want to update your product list by adding new products, headings and simply editing existing products, you can use the export function – you can Export the Menu Layout (as in the Menu Layout in the TallOrder POS) or Alphabetical list of the products:

Once the export is complete, edit the products in the exported template, save the template and re-import the template. In this case, you will select ‘Update Menu’ in the ‘Menu Type’ field.

Download the PDF doc of this process here

If you wish to clone a menu from another one of your tenants you can do so by click on the “Products” drop-down tab on the left-hand side of Admin and then click on “Menu”. Once in “Menu” click on the “Clone External Menu” button on the left.

You will be re-directed to another window in which you can select which tenant and which menu from that tenant you would like to clone.

Click “Clone” and it will clone the menu and close the window.

TallOrder has an intelligent Import Wizard that is accompanied by our template that can be used to add your products or menu items. The entire menu design can be compiled in the template and the relevant details for the products can be inserted.

You will find the Import Wizard within the ‘Products’ Tab. You will be able to download an XLSX Sample or CSV Version:

Downloading the XLSX Sample:
When downloading the initial template, you will be presented with info in the first line that serves as a guideline when adding your products to the template:

Once you have inserted all of your respective products, you can save the XLSX file to your PC and then simply upload or drop the XLSX file into the Uploader as seen below:

Once you have uploaded your file for import you will be presented with some easy steps to follow – this is dependent on whether you are importing a new menu or updating an existing menu.

Once you have selected your preferred fields, simply click ‘Save Settings’ in the bottom right hand corner and you will be taken to the next window to confirm your respective fields – Once confirmed, simply click on ‘Start Import’.

The import will process and provide a notification if the import was successful or if it has failed.

Overriding Prices is a feature now fully supported in TallOrder PO Ver 7.6.29 and later. It is generally used to price Portions specifically per product in cases when the standard Percentage Based Portion pricing does not work due to price points desired.

Overriding prices can be set up per item for either Portions or Options, but not both. It is generally used for Portions as portions impact inventory. Options do not have inventory impact, but could have labour or the like impact in service businesses.

Why do we offer Options and Portions? The goal is to help reduce Item clutter. With portions used one can have one item such as a bottle of wine and 2 portions. When Portions are not used, the merchant would require managing 3 items instead.

TallOrder Portions allows the merchant to set up a set of portions and then assign such portion set to the applicable set of products. E.g. for Wine Portions one may have portions such as Glass and Carafe, in addition to the full bottle, or for Spirits one may have Single, Double and Triple tots as portions in addition to a full bottle.

In TallOrder such Portions each have a % of full unit to be used and a % of price to be used. One can also set up the % of AddOns to be used as well as the % of AddOn prices. For most AddOns the % to be used and price is generally 100%. The exception may be for instance when dealing Pizza portions when one wants to use say 50% of the addons as inventory but charge 60% of the full pizza price.

The example of Wine Portions where the unit is a 750ml bottle:

This means that a glass of wine will require 20% of the 750ml bottle of wine from an inventory perspective and be priced automatically at 25% of the full bottle price. If one has planned for these percentage in advance, it can simplify price management, but often one’s portion prices may require adjustment.

Eg if the bottle of ABC wine sold for R125, the price for a glass at 25% would work out to R31.25 and the merchant would rather offer it at R29.00 to help drive sales. The Carafe would work out to R50.00 at 40% of R125, but the merchant knows it will look better at R49.00.

Now the Merchant can assign Wine Portions to the ABC wine and then select to edit Overriding Prices. At this point the merchant can set the price for each portion exactly as required and then this will be the price used when processing ABC wine portions on TallOrder POS.

1. HOW TO ENABLE PROMOTIOINS ON ADMIN
– On the TallOrder Admin Dashboard, click on “Promotions” on the left-hand side of the Dashboard. You will be redirected to the Promotions tab.
– On the right you will find a “Add Promotion” button.

– This will open an “Add Promotion window” in which you can create a header for your promotion and customise your promotion.
– In this window you can decide which type of discount you would like to apply as well as the amount of discount you would like to apply.
– You can also decide on the parameters of when you can apply the promotion. Ie. After how many products ordered or total amount spent on products.

– You can also customise the day and time of when the promotion will available for, as well as the days of the week that the promotion applies to.

– You can also adjust to which “Customer Type” the promotion apply to and create a new “Customer Type” if you need to.

– You can also apply the promotion to take-aways only
– You can also apply the promotion to all products.
– Or allocate the promotion according to a specific department. i.e Lunch products. Or by promotional tag that you can set to match specific products.
– Once you have applied the relevant modifiers you can click “Save”.

Bulk

Step 1:

Once you have logged in on the backend you will see a button on the left called “Products”. (Marked in Red) After clicking on “Products” a drop-down menu will appear where you need to click on “Export Products”. (Marked in green)

Step 2:

Click on “Download XLSX” (Marked in Red) and choose where you would like to save the document.

Step 3:

You can now change the required prices on the document as per you needs. After you have changed the prices (Under the price column), you can then save the document and close it. Then navigate back to the backend and click on “Import Wizard” (Marked in Red). After clicking on Import Wizard, you will see there is an area on the right where you need to clink to upload the edited document. (Marked in Green)

Step 4:

Click on “Import Type” and select “Products only”. (Marked in Red)

Step 5:

Make sure that the ID field is selected (Marked in Red) then scroll down and click “Validate Import”.

Step 6:

To complete this whole process, click on “Confirm and Start Importing”.

Step 7:

Remember to Publish from the backend and to Update Menu and Settings on the Point of Sale device. If the Point-of-Sale device updates automatically then it is not necessary to do it manually.

Individual

Step 1:

Once you have logged in on the backend you will see a button on the left called “Products”. (Marked in Red) After clicking on “Products” a drop-down menu will appear where you need to click on “Products”. (Marked in green)

Step 2:

You can then search for your product that you want to Edit by typing it in the box marked in Red. Once you have found your desired product you need to click in the Blue pen marked in Green.

Step 3:

Now that you have entered the Product details/setting you can scroll down up until reaching the area where you need to edit the Product price. (Marked in Red)

After you have edited the price you can scroll down and click “Save”.

Step 4:

Remember to Publish from the backend and to Update Menu and Settings on the Point-of-Sale device. If the Point-of-Sale device updates automatically then it is not necessary to do it manually.

Bulk

Step 1:

Once you have logged in on the backend you will see a button on the left called “Products”. (Marked in Red) After clicking on “Products” a drop-down menu will appear where you need to click on “Export Products”. (Marked in green)

Step 2:

Click on “Download XLSX” (Marked in Red) and choose where you would like to save the document.

Step 3:

You can now change the required costs on the document as per your needs. After you have changed the costs (under the cost & last cost column), you can then save the document and close it. Then navigate back to the backend and click on “Import Wizard” (Marked in Red). After clicking on Import Wizard, you will see there is an area on the right where you need to clink to upload the edited document. (Marked in Green)

Step 4:

Click on “Import Type” and select “Products only”. (Marked in Red)

Step 5:

Make sure that the ID field is selected (Marked in Red) then scroll down and click “Validate Import”.

Step 6:

To complete this whole process, click on “Confirm and Start Importing”.

Step 7:

Remember to Publish from the backend and to Update Menu and Settings on the Point of Sale device. If the Point-of-Sale device updates automatically then it is not necessary to do it manually.

Individual

Step 1:

Once you have logged in on the backend you will see a button on the left called “Products”. (Marked in Red) After clicking on “Products” a drop-down menu will appear where you need to click on “Products”. (Marked in green)

Step 2:

You can then search for your product that you want to edit by typing it in the box marked in green. Once you have found your desired product you then need to click in the blue pen marked in red and edit your cost.

After you have edited the cost you can click on the green “tick”.

Step 3:

Remember to Publish from the backend and to Update Menu and Settings on the Point-of-Sale device. If the Point-of-Sale device updates automatically then it is not necessary to do it manually.

Download the PDF doc of this process here

How to create a tag and use them on the point of sale

Step 1:

Once you have logged into the TallOrder Admin Dashboard backend, on the left-hand side of the screen you can navigate to the “Products” option and then select the “Tag” option in the drop down list that appears.

Step 2:

You can click on tags; this will navigate you towards the Tag list. On this page you can click on the “Create Tag” button in the top right-hand corner.

Step 3:

Once you clicked on the Create Tag button you will be redirected to the Tag creator window. Here you can give your Tag a name and select what kind of tag you want to be. The most common tags attributes are either a filter or a promotional tag. A filter attribute is the most used one as you link this tag to an item to filter through all your products. For example: Breakfast Add-ons tag, and then you have all your extras that you can select under that tag.

Step 4:

Once you have created the tag, now you must link that tag to your items that will be using this tag. To do this, you will go to “Bulk settings” as seen in the screenshot below. And you will look for the setting “Tags” as marked below.

Step 5:

You will select the tag you want to use, and then you have to select the product that you want this tag to be applied to and then click on Apply settings.

Step 6:

Once you are on the Point of sale you will see at the bottom of your screen is the tag name you created. You can click on this tag and then see all the items that are assigned to the tag.

Once you have logged into the TallOrder Admin dashboard, scroll down to the Products option and then click on the Media Gallery option in the drop-down menu.

From this screen please click on the Create Media option in the right hand corner.

So on this screen you can choose a name for media file. You can then create a tag for it and crop it accordingly. Please create a name for the media file and then proceed to click on option that says “Choose File”
Once you have chosen the desirable image please click on the “Create” button.

From the Admin dashboard, go to the Products option on the left-hand menu and select the product you want to add the image to. Click on the Icon to view the product.

From this screen please click on the option named Photo in the top list.

Once you are on the next screen you can choose a Main Image for the product or a Promotional Image.

On next screen there will be a little pop up where you can choose the image you want for the product.

Your chosen has image will be shown like below.

Once this has been please remember to press the publish button.
When the publish has completed please proceed to your ToGo Website where the image will be showing.

After you have created departments, headings and products you can navigate to Active Menu to adjust and modify where you would like your products to appear on the Point of Sale.

Creating a department:
Click on “Products” (marked in red) and then click on “Departments” (marked in green).

Creating a Heading:
Click on “Products” (marked in red) and then click on “Headings” (marked in green).

Once the Department, Heading and Product are created, you then need to navigate to “Active Menu” (marked in greed).

You then need to drag the items from the right to the left by using the “click and hold” method. If you want to drag the headings from the right, you then need to click on the button called “Headings ▼”. (On the right).

You then need to click on the button called “Publish Menu” (marked in red). Check the date to see that it is the same date and time as when you last published the menu. This needs to be done after you have made changes. (If you’ve made changes and you don’t see it on the Point of Sale then make sure that you have published).

After the Publish from the backend, you then need to access the Point of Sale (frontend). Click on the 3 short white lines and then click on Settings (marked in red).

Then click on “Update Menu and Settings”. After the update, make sure that the date on the right-hand side is the same as the date on the backend. Both marked in red.

Download the PDF doc of this process here

There are various ways of changing the colour of you Heading & Product buttons.

1. When creating a Heading
2. Under Headings
3. On the Active Menu

1. When creating a Heading
Marked in red is where you can select your button colour.

2. Under Headings
Once you have clicked on Headings (marked in red), you can click on the pencil marked in green.

3. On the Active Menu
Once you have clicked on Active Menu (marked in red), you can then click on the pencil marked in orange to change the Heading button colour or to change the product colour, you can click on the eye marked in green.