Self-Service (2023) Transition Guide

Benefits

• Updated User Interface
• Faster load times
• Ability to assign more than one customer to the order
• Ability to assign a table to the order
• Ability to assign dining location
• Ability to assign a requested time to the order
• Departments, menus, and items display images
• Consistency with customer portal

Restrictions

• Admin functions not built out
• Can't switch between TS and SS on the same device
• Server Chits don't work
• Receipts always print
• Prompt for order notes doesn't work (although this seems to always be the case to overcome a shortcoming in current self-service that is handled by the new version)
• Service charges

Migration Steps

• Update the device(s) to be used to have the ‘Self-Service (2023)’ role in device management.
• Create/update mode(s) with the mode type of ‘Self-Service (2023)’.
• Note: Self-Service (2023) utilizes the Self Ordering Settings section. The following will now pull from the mode instead of the department.
• Ask Customer for Special Requests
• Show Item Price
• Show Item Menu Text
• Size of Menu Item Buttons (No longer applicable)
• Low Item Countdown Behavior
• No Item Countdown Behavior
• Confirm the set-up of ‘Allow Customer Based On’ in the Self-Ordering section. If only one customer is allowed per order, confirm that the setting is set to ‘Never Allow’.
• Set ‘Display as option for seat assignment (Self-Service)’ to ‘Yes’ on the Customer Types tab for any Customer Types that users can assign to the order as an unnamed customer. This would primarily be a Guest customer type.
• Create 1 to N Availability records on the Self-Ordering tab under the Community button. This allows the community to offer ASAP and/or specific timeslots. This works the same as customer portal.
• ‘Self-Ordering submissions can be made by the following Customer Types’ on an Availability will be used instead of ‘Department Customer Types’ on the Departments page.
• Check if the community is utilizing any default items or notes that could be replaced by implementing location and/or tables as an option in self-service. For example, a community may have a dine-in or dine-out default item where the user uses a choice list to say if the order is for dine-in or dine-out. This could be replaced by utilizing mode level settings.
• Check if the community is utilizing any default items or notes that could be replaced by implementing timeslots as an option in self-service. For example, a community may have a requested time default item where the user uses a choice list to say what time they want the order to be ready. This could be replaced by utilizing availability records.