Employee Upsell Message
Employee Upsell Message
This article will explain how the Employee Upsell Message in the front of house POS software works and can be used.
The purpose of the upsell message is to continuously remind and allow employees to engage in the process of upselling as they take a orders.
It can also be used as a helpful reminder for often forgotten items, or even used to push special deals / promotions.
Using Upsell Message
- With upsell message enabled, a box will pop up with the configured message only the first time 'print check' is selected.
If 'print check' on the order entry screen is selected again after the upsell message has already been displayed once for any given check, it will take you directly to the print check menu and not display the upsell message again for the entire life of that check.
- Enabling the upsell message applies to all checks, employees, all dining areas, etc. Currently there is no way to adjust this, it is either on or off.
- Order Entry will take you to whatever is selected for "default screen" in the upsell message setup - shown in the upcoming 'configuration' section.
- Print Check will take you to the print check screen.
Note that there is currently no tracking on any reports for specifically documenting what an employee selects on the upsell message screen.
Configuration
- In manager console, navigate to setup > system preferences > employee upsell message
- This will bring you to the Edit Upsell Message screen.
- Enable Message - this is the only toggle to turn the upsell message. If it is turned on it will come up on any closed check
- Default Screen - This is the screen that will display when "order input" is selected.
Usually, the screengroup selected here will be whatever screengroup contains the item(s) the upsell message is pertaining to.
For example, if the question is "did you ring in all drinks?" the default screen would be "beverages"
- UID - leave as 1
- Ctr - Centers the text in the upsell message window.
- Lrg - Enlarges the text in the upsell message window.
- Color - Color of the text that appears in the upsell message window
- Message - This is the text that will display in the upsell message window.
If the message is cut off in this display preview, it will likely be cut off in the upsell message window, regardless of text size. Keep messages concise or use multiple lines.
- Even If you input multiple messages, they will all display at once in the upsell message window.
- They will display line by line in the same order they appear in the edit upsell message window
You may need to select "reload now" from the manager menu on the FOH terminal in order to have changes update.
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