Conversational Ordering MD
Conversational Ordering MD
General Information
About This This document provides background information regarding the RES
Document Conversational Ordering Mode as well as steps to configure the featuer.
MIS Personnel
MD0003-131
November 12, 2007
Page 1 of 64
General Information
What the Reader Should Already Know
What the This document assumes that you have the following knowledge or
Reader Should expertise:
MD0003-131
November 12, 2007
Page 2 of 64
General Information
Declarations
Declarations Warranties
Although the best efforts are made to ensure that the information in this
document is complete and correct, MICROS Systems, Inc. makes no
warranty of any kind with regard to this material, including but not
limited to the implied warranties of marketability and fitness for a
particular purpose.
MICROS Systems, Inc. shall not be liable for errors contained herein or
for incidental or consequential damages in connection with the
furnishing, performance, or use of this document.
Trademarks
FrameMaker is a registered trademark of Adobe Corporation.
Microsoft, Microsoft Excel, Win32, Windows, Windows®95, Windows 2000 (Win2K), and Windows NT are
either registered trademarks or trademarks of Microsoft Corporation in the U.S. and/or other countries.
Visio is a registered trademark of Visio Corporation.
All other trademarks are the property of their respective owners.
MD0003-131
November 12, 2007
Page 3 of 64
Introduction to Conversational Ordering
Traditional Operations Functionality Versus Conversational Ordering Mode
COM offers a realistic model for the way that customers place an order.
For example, the customer orders a combo meal, and before they make
their drink and side item selection, they begin ordering another combo
meal.
With COM’s flexible ordering model, the operator can enter menu items
in any order they want without being prompted to complete the selections
for a particular menu item. In this way COM is able to diminish user
confusion while building confidence.
MD0003-131
November 12, 2007
Page 4 of 64
Introduction to Conversational Ordering
Traditional Operations Functionality Versus Conversational Ordering Mode
This model provides a fluid way for operators to take an order in most
table service environments where the server takes the order from the
customer, and then walks up to a workstation to enter the order into the
system. This model, however, is more challenging for a quick service
environment where the operator enters menu items as the customer
speaks their order. In this environment, pre-checking can be a less
efficient process.
With quick service, the order that the operator is prompted will probably
not represent the actual order that the customer speaks their order. When
this occurs the customer may be asked to repeat their order, slowing
down the site’s speed of service.
Smart keys that change based on the selections made by the operator,
or by the active revenue center. For example, a touchscreen key
located in the bottom-right hand corner may be different for the
Drive-thru and the Restaurant revenue centers. If this key is made
into a smart key, then the same build screen can be used in two
different revenue centers.
MD0003-131
November 12, 2007
Page 5 of 64
Introduction to Conversational Ordering
Traditional Operations Functionality Versus Conversational Ordering Mode
Toggle menu items and condiments on and off the check by selecting
the same key multiple times. If a customer changes their mind, the
operator can easily go back and change the order instead of voiding
that menu item. This feature greatly reduces the amount of voids
incurred by the operator.
Keys that allow the operator to easily navigate through the ordering
process. All depressed keys will appear in a different color than the
un-depressed keys (if configured to do so). If a customer asks the
operator to determine which condiments have been ordered, the
operator can just look at the depressed keys rather than at the check
detail.
MD0003-131
November 12, 2007
Page 6 of 64
Introduction to Conversational Ordering
Terminology
Feature Not all of the features outlined in this section are unique to the
Compatibility Conversation Ordering Module. The following can be incorporated in
traditional POS Operations. Since these items are not COM exclusive,
with Both
they are listed elsewhere in the ReadMe First. Please refer to the
Traditional POS appropriate sections for additional information on these features.
Operations and
New COM Smart Keys can be added to any touchscreen. For additional
functionality information refer to the Smart Keys section of the ReadMe First
beginning on page 29.
The Baby Blue, and Pastels themes that were created for
Conversational Ordering are also available in traditional POS
Operations.
For additional information see the New Themes Added section of the
ReadMe First beginning on page 232.
Ability to Link 8 SLU keys to a single menu item on the Sales | Menu
Items | General tab. Additional information about this feature is
available in the Link 8 Slu Keys to a Single Menu Item on the Sales |
Menu Items | General tab section beginning on page 158.
Active Menu Item. The menu item that is currently selected in POS
Operations. COM depends on active menu items to determine which
keys should appear and when. Therefore, once a check is started,
there is always an active menu item.
The active menu item will change when a new menu item is added or
when another item is selected from the guest check detail.
MD0003-131
November 12, 2007
Page 7 of 64
Introduction to Conversational Ordering
Architecture
Toggle Button. A key that when active, and pressed a second time,
will render the key inactive. Likewise, if the key is inactive, selecting
the key again will tender it active. For example, if the condiment
selection Tomatoes is available on a key, the user can add or remove
tomatoes from the active menu item by toggling the tomatoes key.
MD0003-131
November 12, 2007
Page 8 of 64
Introduction to Conversational Ordering
Build Screens
The build screen will show the active menu item’s condiments and side
items as depressed keys, along with its active condiments and side items.
Here the
depressed (active)
condiments display in
green.
Build Screens Build Screens enable the operator to place an order quickly and to modify
the order easily. The idea is to allow the operator to ring items in any way
they choose. The screen provides a constant frame of reference for the
operator, allowing them to keep track of their place in the order, and to
easily answer questions about the menu items (e.g., Does that Hamburger
come with onions?).
MD0003-131
November 12, 2007
Page 9 of 64
Introduction to Conversational Ordering
Build Screens
The Build Screen will automatically select the default choices for the
active menu item If the customer requests a menu item configuration
other than the default, then the operator can add these items by
depressing the appropriate key. All condiments can be toggled on or off
by re-selecting the key.
Non-default
Condiments can
be selected by the
operator but will
not contain
a mark in the
bottom-right
corner of the key.
Default Condiments
automatically
depressed.
Example
The Mike Rose Cafe sells their Grilled Chicken Sandwich with Lettuce,
Tomato and Mayo.
MD0003-131
November 12, 2007
Page 10 of 64
Introduction to Conversational Ordering
Build Screens
Depressed
keys give
a clear view
of currently
selected items.
Default items
are clearly
marked
Build Screen Build Screen templates were created to support Conversational Ordering
Features functionality. The graphic below illustrates where these features can be
found on a sample build screen.
MD0003-131
November 12, 2007
Page 11 of 64
Introduction to Conversational Ordering
Build Screens
Not all of the features listed below will appear on every build screen.
Refer to the Build Screen Templates section on page 14 for information
on the layout of each build screen.
MD0003-131
November 12, 2007
Page 12 of 64
Introduction to Conversational Ordering
Build Screens
The scroll buttons will appear if there are more SLU groups than can
display at once on the screen. Use these to page through all available
SLUs.
5. Combo Group Area. This area will display the combo groups
programmed for the active combo meal (e.g., Sandwich, Side, Drink).
The display is in the form of tabs. Clicking on a tab allows the
operator to make a selection from that combo group. The content on
each tab is automatically generated. Arrows will display if the
available combo groups cannot display on the screen.
MD0003-131
November 12, 2007
Page 13 of 64
Introduction to Conversational Ordering
Build Screens
8. Check Detail Area. This legacy area allows the user to see exactly
which items are rung on the check and their prices.
Build Screen Several new touchscreen templates have been added to support the build
Templates screen feature. This section describes the layout and the potential use for
each template type. Build screens are created and designed in POS
Configurator on the Devices | Touchscreen and Touchscreen Designer
forms.
MD0003-131
November 12, 2007
Page 14 of 64
Introduction to Conversational Ordering
Build Screens
Each section must be created separately and will correspond to the area
designated on the touchscreen templates listed below. The touchscreen
area of the build screen is the only configurable area of the build screen.
All other areas use automatically generated content.
MD0003-131
November 12, 2007
Page 15 of 64
Introduction to Conversational Ordering
Build Screens
850 Single Build 1. This template is used for building menu items,
such as a Hamburger.
851 Single Build 2. This template is used for building menu items,
such as Fries that can be ordered in different Menu Levels (small,
medium and large). This template includes Menu Level Area.
MD0003-131
November 12, 2007
Page 16 of 64
Introduction to Conversational Ordering
Build Screens
852 Single Build 3. This template is used for building menu items,
such as a drinks. This template includes a built-in SLU Item Area.
MD0003-131
November 12, 2007
Page 17 of 64
Introduction to Conversational Ordering
Build Screens
861 Combo Build 2. Used for build combo meal side items (e.g., the
fries in the Hamburger Combo Meal).
MD0003-131
November 12, 2007
Page 18 of 64
Introduction to Conversational Ordering
Build Screens
MD0003-131
November 12, 2007
Page 19 of 64
Introduction to Conversational Ordering
Build Screens
MD0003-131
November 12, 2007
Page 20 of 64
Introduction to Conversational Ordering
Build Screens
874 SLU Build 2. Used to build SLU screens. This template includes
a quantity area and an active menu item information area.
MD0003-131
November 12, 2007
Page 21 of 64
Introduction to Conversational Ordering
Build Screens
882 HHT Single Build 3. This handheld screen template is used for
building a single menu item. This template also includes a built-in
SLU Item Area.
MD0003-131
November 12, 2007
Page 22 of 64
Introduction to Conversational Ordering
Build Screens
MD0003-131
November 12, 2007
Page 23 of 64
Introduction to Conversational Ordering
Build Screens
900 HHT Main Build. A generic template for a handheld device that
can be used for several functions (e.g., sign-in screen).
MD0003-131
November 12, 2007
Page 24 of 64
Introduction to Conversational Ordering
Build Screens
MD0003-131
November 12, 2007
Page 25 of 64
Introduction to Conversational Ordering
Build Screen Functionality
Build Screen Each Build Screen contains the following features that facilitates the
Functionality ordering process:
SLU Groups
Smart Keys
Enhanced Prefixes
Condiment Groups
Combo Meals
Sizes
MD0003-131
November 12, 2007
Page 26 of 64
Introduction to Conversational Ordering
SLU Groups
For example, the Mike Rose Cafe has decided to sell dessert during lunch
and dinner. The Cafe has programmed the Lunch/Dinner SLU Group
onto multiple touchscreens. The Mike Rose Cafe must update their
dessert menu and created the new SLU. Rather than add the dessert SLU
or new menu item keys on every touchscreen, they only need to add one
new SLU group key linked to the dessert SLU Group on the SLU Groups
form.
MD0003-131
November 12, 2007
Page 27 of 64
Introduction to Conversational Ordering
SLU Groups
SLU Groups also allow the user to determine what the active SLU is at
all times. When a SLU is active, it will stay depressed until another
selection is made. That way the operator will always know their place in
the transaction.
Automatically
generated SLUs
appear
MD0003-131
November 12, 2007
Page 28 of 64
Introduction to Conversational Ordering
Smart Keys
In the example above, selecting the Desserts SLU key yields a complete
list of available Desserts in the SLU Area of the touchscreen. When
configuring a touchscreen with a SLU Group key, make sure that part of
screen is free to display the Menu Item keys associated with that group.
All of the defined SLU groups will appear on the touchscreen within the
designated SLU group key. If because of space limitations, not all of the
SLU keys can appear on the screen, then the operator may use the paging
buttons to scroll through all of the available SLU keys. The paging
buttons will appear automatically unless the SLU group area is too small
to display a single SLU button and the paging buttons.
Smart Keys Smart keys will allow the user to program a space on the touchscreen to
perform a different function based on either revenue center, order type,
serving period, workstation, or employee class.
A major advantage to the smart key feature is that they allow a site to
minimize the number of touchscreens in use. In the past the user had to
configure additional touchscreens to accommodate slight touchscreen
differences based on factors such as revenue center, or order type.
Now, with the smart key feature, the key will adapt to account for these
changes. The appropriate smart key will activate based on the selected
criteria.
Smart keys are highly customizable. A user can program the size,
position and appearance of these keys.
Smart keys are programmed on the Devices | Smart Keys form and are
added to the touchscreen in Touchscreen Designer.
MD0003-131
November 12, 2007
Page 29 of 64
Introduction to Conversational Ordering
Smart Keys
For example, the Mike Rose Cafe sells their Mike’s Special Sandwich
with Prosciutto ham, olive loaf, and Pepperoni. Customer A ordered the
sandwich with Pepperoni. The server is uncertain about the ingredients of
Mike’s Special Sandwich and puts in the order as follows:
The Add condiment prefix makes no sense in this case because this menu
item comes with Pepperoni already. In this situation, the kitchen could
become confused and would need to confirm the ingredients, slowing
down the site’s speed of service.
Enhanced prefixes is aware of the active menu item, and is aware of its
default condiments. COM does not register nonsensical prefix
configurations. For example, the prefix Add will never appear in front of
a default condiment.
Prefixes may also be used to override the menu item’s price level. For
example, ordering Double Cheese on a Hamburger could override the
price of a single slice of cheese.
MD0003-131
November 12, 2007
Page 30 of 64
Introduction to Conversational Ordering
Smart Keys
Add can be selected in two ways. The legacy way involves manually
pressing the Add key, and then making a non-default condiment
selection. The second method will insert the Add prefix automatically
when a non-default condiment choice is made.
Selecting the No prefix while any other prefix is selected for a non-
default condiment will null that prefix and remove that condiment
from the check.
Plain. Indicates that all condiments are removed from the menu item.
Selecting the Plain key and then adding condiments (even default
condiments) will cause the check to record these items as being added
to the check.
Cheeseburger
Plain
+ Ketchup
Once selected, the menu item will remain in a plain state until the key
is unselected. Toggling the Plain key to off is the same as selecting
the Everything prefix.
MD0003-131
November 12, 2007
Page 31 of 64
Introduction to Conversational Ordering
Smart Keys
Everything. Resets the menu item to its original ordered state with
no non-default condiments selected, and all of the default condiments
selected.
Any of the above mentioned prefixes can be given the name of your
choice, however, they will be governed by the behavior described above.
MD0003-131
November 12, 2007
Page 32 of 64
Introduction to Conversational Ordering
Smart Keys
Printing The order used to print prefixes is configurable. Prefixes can either print
Prefixes together (e.g., all Add modifier together), or in the order that the
condiments are added to the check.
Use Condiment’s Print Group. When enabled, the prefix will print
according to the print group associated with the condiment that it
modifies. This option is enabled by default.
When using KDS in DOM Mode, all KDS priorities must be set to the No
Sort option (Devices | Order Devices | DOM | Priorities) in order to
support the COM feature.
MD0003-131
November 12, 2007
Page 33 of 64
Introduction to Conversational Ordering
Smart Keys
Condiments Although condiments themselves have not been enhanced, the way that
POS Operations handles condiments has changed with COM.
In the past, if the operator entered a menu item that required a condiment
entry, then they would be prompted by POS Operations to make a
condiment selection. With Build Screens, condiments are no longer part
of required groups, and the operator will no longer be prompted for an
entry.
Default condiments will always appear with a mark in the bottom right-
hand corner of the key. The appearance of this mark will vary by theme.
The mark will appear, even if the default condiment is unselected. The
operator can use this mark to identify the default condiment(s).
MD0003-131
November 12, 2007
Page 34 of 64
Introduction to Conversational Ordering
Smart Keys
To enable the ellipses function, the user must enable the Roll up
Condiments option on the Devices | Touchscreens | Conversational
Ordering tab. This option must be enabled for all applicable
touchscreens.
Default condiments are not used with Fixed Price Meals or the Ordering
Module.
MD0003-131
November 12, 2007
Page 35 of 64
Introduction to Conversational Ordering
Smart Keys
MD0003-131
November 12, 2007
Page 36 of 64
Introduction to Conversational Ordering
Smart Keys
Example 1
The Mike Rose Cafe makes the following Burgers with all additional
toppings selling for an additional $0.50.:
Included
Burger Price
Condiments
Hamburger Lettuce, Tomato, $2.99
Onion
Cheeseburger Choice of Cheese, $3.50
Lettuce, Tomato,
Onion
Bacon Cheeseburger Bacon, Choice of $3.99
Cheese, Lettuce,
Tomato, Onion
Barbecue Burger Barbecue Sauce, $3.99
Choice of Cheese,
Lettuce, Tomato,
Onion
MD0003-131
November 12, 2007
Page 37 of 64
Introduction to Conversational Ordering
Smart Keys
In the scenario described above, the menu item change involves a one-to-
one mapping of menu items to condiment. Substitution mapping also
allows for combinations of condiments to produce several possible
mappings from a single menu item. For example, a Hamburger can
become a Barbecue Burger with the addition of Cheese and Barbecue
sauce.
Notes If the original menu item contains condiments not allowed on the
substituted menu item, then those condiments will be ignored. For
example, suppose that the original menu item is a Hot Sauce
Burger. The burger is substituted for a Cheeseburger that does not
allow Hot Sauce as a condiment. In this situation, the
Cheeseburger will be automatically rung without Hot Sauce.
Keep in mind that menu item substitution will change the original
menu item’s condiment status if it was ordered plain. When menu
item substitution occurs, the plain item is replaced with the default
condiments for the substituted menu item.
For example, suppose that both a Hamburger and a Cheeseburger
come with Tomatoes, Lettuce, and Onions. A customer orders a
plain Hamburger with American Cheese. When the system
automatically converts the Hamburger to a Cheeseburger, the
Tomatoes, Lettuce and Onion default condiments are included.
MD0003-131
November 12, 2007
Page 38 of 64
Introduction to Conversational Ordering
Smart Keys
Example 2
Not all condiments change the nature of the original menu item. For
example, the menu at the Mike Rose Cafe offers a Hamburger and a
Bacon Cheeseburger, but not a Hamburger with Bacon. If the Hamburger
Menu Item was selected, but only the bacon condiment was added, then
the menu item would appear as follows on the guest check:
Hamburger $2.99
+ Add Bacon $0.50
SWAP Keys A SWAP key is used by the operator to replace the active menu item with
a different menu item. There are two types of SWAP keys:
SLU Swap. With this key, the active menu item is replaced with a
different menu item from the same SLU group. Unlike with
automatic substitution, this operation must be performed manually.
MD0003-131
November 12, 2007
Page 39 of 64
Introduction to Conversational Ordering
Smart Keys
The operator can make a selection from the displayed SLU group, or
they can select [Close] to dismiss the displayed SLU and return to the
menu item. If a new menu item is selected, then all of the condiments
selected for the previously active menu item will be transferred onto
the new menu item. However, if the previous item was ordered as
Plain, then the new menu item SLU will be ordered with its default
condiments.
Menu Item Swap. With this key, the active menu item is replaced
with any other menu item. This SWAP is not limited by SLU Group
and can include any available menu item.
MD0003-131
November 12, 2007
Page 40 of 64
Introduction to Conversational Ordering
Smart Keys
Combo Meals Traditionally, when a combo meal is rung, the operator will enter the
items in the following order:
2. The system will prompt the operator to select a parent menu item, if
appropriate (e.g., the Sandwich selection for the Sandwich Combo
Meal).
This scenario poses the same issues regarding speed of service and
operator efficiency. The operator cannot enter items in the order that the
customer speaks them, and going back to change a combo meal can
require several keystrokes.
MD0003-131
November 12, 2007
Page 41 of 64
Introduction to Conversational Ordering
Smart Keys
If a side item is changed during the order, the KDS system will be
updated to reflect the change. Printed items will not be reprinted after a
change occurs.
This functionality can also be linked to a tender. Enable the Check for
Placeholder option on the Sales | Tender/Media | Tender tab to scan for
placeholders when the tender is selected.
Sizes COM utilizes Menu Level functionality to facilitate the way that the
operator can select and change a menu item’s size.
MD0003-131
November 12, 2007
Page 42 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
This model treats the relationship between menu item and size in a
similar fashion as that of combo meal to combo meal side item. Menu
Item Groups are a collection of linked items that can be substituted for
one another when they appear on the build screen. For example, a small
Coke can be substituted for a small Sprite.
Menu Items that are not available in certain sizes can be omitted from
that Menu Item Group. When the user selects that menu item, the
unavailable size will not appear as a choice.
Example
The operator rings a small coke from the SLU screen. The Coke build
screen appears with the small coke selected in the detail area.
At this point the operator can substitute the Coke for any other menu item
displayed in the Menu Item SLU Group.
Configuring the Configuring this feature requires setup on several different forms.
Conversation Although there are multiple ways to configure this feature, MICROS
recommends that programming occur in the order indicated below. Only
Ordering the options required to configure this feature are included. Additional
Module options may be configured as desired.
MD0003-131
November 12, 2007
Page 43 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
SLUs
Turning on The Conversational Ordering Mode can be enable by revenue center. For
Conversational example, at a single site the Restaurant revenue center can have COM
Ordering Mode enabled, while the Bar revenue center does not.
To enable the Conversational Ordering Mode go to the Revenue Centers |
RVC Transactions | General tab and enable the Conversational
Ordering Mode option for the appropriate revenue center.
MD0003-131
November 12, 2007
Page 44 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Once the list is complete, you can begin creating build screens. Build
screen creation is accomplished in the same way as the creation of a
regular touchscreen. Follow these steps to create a build screen. These
steps should be repeated for every build screen noted in your list:
MD0003-131
November 12, 2007
Page 45 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
MD0003-131
November 12, 2007
Page 46 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
MD0003-131
November 12, 2007
Page 47 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Font. Use the drop-down to select the font that will appear on the
touchscreen key associated with this build screen area.
MD0003-131
November 12, 2007
Page 48 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Designing Now that you have created all of the build screens, you can begin
Build Screens designing the content for each. Prior to beginning this step, identify the
requirements for each build screen. For example, determine which SLU
Groups (if any) will be included on your Menu Item Build Screen.
The user will configure build screens by touchscreen area, and will not be
able to view the completely designed build screen until starting POS
Operations. MICROS recommends that you keep a copy of the build
screen templates for reference while designing the layout of each screen.
MD0003-131
November 12, 2007
Page 49 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Enter a value
corresponding to the
touchscreen value you
would like to configure.
Values begin with 0.
New Build This section describes the newly created keys that may be added to the
Screen touchscreen area of a build screen. These keys are optional., however,
they are very useful when using Conversational Ordering.
Function Keys
Most legacy touchscreen functionality may be configured into a COM
build screen. The exception is the change condiment feature which does
not work because the user is unable to select a single condiment in the
check detail with Conversational Ordering. The Insert Condiment
function is also not compatible with build screens.
MD0003-131
November 12, 2007
Page 50 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
SLU Group Areas. The user can configure part of the touchscreen
area to contain an SLU Group. The SLU Group Area will generate
content automatically depending on the programmed SLUs. Add the
appropriate SLU group areas to the build screen, however, the linking
will be configured later.
MD0003-131
November 12, 2007
Page 51 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Smart Keys. Smart keys will allow the user to program a space on
the touchscreen to perform a different function based on either
revenue center, order type, serving period, workstation, or employee
class.
From the Smart Key drop-down select how the smart key
definition that will be used to determine the touchscreen key’s
functionality. This cannot be selected until after smart keys have
been defined on the Smart Key form.
SLU Swap Key. Selecting a SLU Swap Key will display the SLU
Group associated with the active menu item, allowing the user to
make an alternate selection. The operator can then make a selection
or hit [Close] to return to the build screen.
MD0003-131
November 12, 2007
Page 52 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Enter a friendly descriptor for this key in the Legend field (e.g.,
Swap).
Menu Item Swap Key. Selecting a Menu Item Swap Key will put the
system into Swap mode. The user can then swap the active menu item
with another other item (regardless of SLU Group association).
Selecting a non-valid menu item will take the system out of swap
mode. For example, selecting a condiment will take the system out of
swap mode.
Enter a friendly descriptor for this key in the Legend field (e.g.,
MI Swap).
Placeholder Scan. Selecting this key will scan the check for any
outstanding placeholders that have not been fulfilled. The user can
then go back to the placeholder and make a selection.
Since the available condiments will vary based on the active menu item,
COM will populate the touchscreen automatically with the condiments
associated that menu item. Once configured, condiments will
automatically appear in the Condiment Area of the build screen template.
MD0003-131
November 12, 2007
Page 53 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
2. Select the Blue Plus Sign toolbar icon to add a new record. Use the
Name column to assign a friendly descriptor to this condiment set
(e.g., Burger Toppings). Save all changes.
3. Go to the condiment linking table and select the Blue Plus Sign to add
a new condiment to this condiment set.
5. Repeat steps 2-4 for each linked condiment associated with this
Condiment Set.
MD0003-131
November 12, 2007
Page 54 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
MD0003-131
November 12, 2007
Page 55 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
This section begins after all of the applicable condiment sets are defined.
MD0003-131
November 12, 2007
Page 56 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Repeat this step for all parent menu items that can be substituted with
another item.
MD0003-131
November 12, 2007
Page 57 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
4. Use the Substitute Menu Item drop-down to identify the menu item
that will be substituted when the specified condiment as part of the
selected condiment set is not ordered.
Configure Smart keys are dynamic areas on a build screen that change based on
Smart Keys predefined criteria. This criteria is defined on the Devices | Smart Keys
form.
1. Select the Blue Plus Sign toolbar icon to add a new Smart Key
record. Use the Name column to assign a unique descriptor for this
record. This is the record that will appear in the Smart Keys drop-
down in Touchscreen Designer.
MD0003-131
November 12, 2007
Page 58 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
2. Use the Rule Type drop-down to select the type of smart key this will
apply to this smart key group. This is the rule that will determine the
active status (e.g., when the appropriate key will be active). Select
from the following options:
Revenue Center
Order Type
Serving Period
Workstation
Employee Class
MD0003-131
November 12, 2007
Page 59 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
3. Use the Operator fields to determine when the smart key group will
be active. Select one of the following options:
Equal. Indicates that the smart key is active when the smart key
group type identified below is selected.
Not Equal. Indicates that the smart key is not active when the
smart key group type below is selected.
4. Select the Blue Plus Sign to add a new smart key record associated
with this smart key group. Use the Name column to identify a unique
descriptor associated with this record (e.g., Store Order).
Type. Use the drop-down box to select the smart key group type
of item associated with the selected smart key. The name of this
field will change to match that of the selected Rule Type. For
example, if the Revenue Center Rule Type is selected, this field
will be populated with the names of all Revenue Centers.
Legend. Enter the name that will display on the smart key.
Next. Use the drop-down to select the next touchscreen that will
display when this smart key is selected.
Function. Select the actual function that this smart key will
perform. This field will change depending on the Category
selected.
MD0003-131
November 12, 2007
Page 60 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Icon Pos. If desired, select the position where the icon should
display on the smart key. Use the Icon box to select the
appropriate icon.
Color. Identify the color used to display the legend and the smart
key. For example, selecting black on green indicates that the
legend is black and the smart key is green.
If desired select the Bitmap that will display on the smart key.
The user can also determine if the bitmap will be stretched to fit
the size of the key, and/or if the bitmap is transparent.
If desired, select the media file that will play when this key is
selected. Enable the Full Screen option is the media file should
expand to the size of the full screen when playing.
7. Repeat steps 4-6 for all smart keys associated with this smart key
group.
SLUs Linking Menu Item SLUs will determine which menu items appear when
the appropriate SLU key is selected. Remember that with build screens,
individual menu items are not configured on the touchscreen, their
associated SLU keys are.
MD0003-131
November 12, 2007
Page 61 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Go to the Menu Items | Definition | General form and link the menu items
to the appropriate Menu Item SLUs. The user can now configure up to 8
Menu Item SLUs per menu item.
Menu Item SLUs are created and defined on the Sales | Descriptors |
Menu Item SLU tab.
MD0003-131
November 12, 2007
Page 62 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
Creating Combo meals can either be configured to ring with defaults (as with
Combo Meal regular menu items), or they can be configured to use placeholders. For
additional information on placeholder functionality see the Combo Meals
Placeholders
section on page 41.
(Optional)
Follow these steps to configure combo meal placeholders:
5. Go to the Sales | Menu Items tab and add a placeholder menu item
(e.g., Placeholder Beverage).
MD0003-131
November 12, 2007
Page 63 of 64
Introduction to Conversational Ordering
Configuring the Conversation Ordering Module
6. Go to the Sales | Combo Meals | Combo Groups tab and select the
combo group that will contain a placeholder. Select a placeholder
menu item and enable the Default when no order type declared.
8. Repeat step 6 and 7 for all combo groups that will contain a
placeholder.
MD0003-131
November 12, 2007
Page 64 of 64