How to Effectively Create Screen Groups in the onePOS Management Console

How to Effectively Create Screen Groups in the onePOS Management Console

Overview 

When entering menu items into Management Console, you'll put them into what we call Screen Groups. These include primary categories like Appetizers, Salads, and Entrees, as well as secondary categories like Entrée Side, Salad Add On, and Food Mod. 

For online ordering, replicate the in-store screen groups, but include the “EXT_” in front of the name. For example, if you have a "Salads" screen group in-store, create a corresponding "EXT_Salads" for external use. 


Technical Jargon


  • Management Console: onePOS’ back-of-house console where managers or elevated users can adjust menu items, run reports, add employees, etc. 


  • Screen Groups: Categories within the onePOS system that contain menu items, helping manage and display items on the POS screen. These groups include primary and secondary categories.


  • Primary Screen Groups: Main categories such as Appetizers, Salads, and Entrees. 


  • Secondary Screen Groups: Subcategories such as Entrée Side, Salad Add On, and Food Mod. 


  • External Screen Groups (e.g., EXT_Salads): Screen groups created specifically for online ordering platforms, corresponding to their in-store counterparts. 


  • Modifier: Options or additions that modify the primary menu items, such as adding extra toppings or sides. 


Scenario 

You are setting up the menu for "Sunny Cafe," focusing on organizing the salad items. The goal is to create a screen group for salads in the Management Console, along with any modifier screen groups and ensure it is available for both in-store and online ordering. 


Step-by-Step Setup 

  1. 1. Identify the Screen Groups Needed: 

    1. Review the printed menu to determine the categories needed. Look out for any salad modifications or options that the restaurant offers. For this example, we assume that Sunny Cafe allows Salad Add-Ons and a Dressing Choice. 


    1. Screen groups to be created: 

  • Salads (Primary) 

  • Salad Add Ons (Secondary) 

  • Dressing Choice (Secondary) 

  • EXT_Salads (Online) 

 

2. Adding Primary “Salads” Screen Group: 

  • Go to Merchandise > Screen Groups. 



    • Check if the screen group already exists. If not, select “Add”. 



    • Enter the required information: 

    • Name: Enter the name of your new screen group (e.g., Salads). 


    • Sort: Applies sorting to various items and screen groups within the system: 

    • 10 – Primary Categories 

    • 11 – Secondary Categories 

    • 1010 – Primary Online Categories 

    • 1011 – Secondary Online Categories 

    • Col/Row: Enter the appropriate number of columns and rows per page (limit is 7 columns and 9 rows). 



3. Customize the Screen Group 
  1. Default Price Level: Set a specific price level or structure for this screen group. 
  2. Auto Sort: Sort items within the screen group in alphabetical order. 
  3. Is Modifier Screen: Categorize the screen group as containing all modifiers. Leave unchecked for primary categories like Salads. 
  4. Is Sides Screen: Categorize the screen group as containing all sides. Leave unchecked for primary categories like Salads. 
  5. Is Manager Only: Allow only managers to access this screen group. 
  6. Restrict Lookup: Prevent users from looking up items in this screen group. 
  7. Tab Out Pre-Pends: Add a section within this screen group to show pre-pend items like “Add”, “No”, “Extra”, etc. 
  8. Pop-Up Screen: Items within the screen group will appear on a pop-up screen. 
  9. Single Screen: Keep everything on a single page even after filling the 7x9 column row limit. 
  10. Combine On Screen: Condense merchandise items on the screen instead of displaying one item per line. 
  11. Combine On Chit: Condense merchandise items on the chit instead of displaying one item per line. 
  12. Equal Charges: Apply equal charges to items in the screen group. 
  13. Verify On Add to Cart: Require verification when adding items to the cart (for external order sources). 
  14. Get Customer Name: Collect customer names for items within the screen group. 
  15. Get Open Text: Allow open text for items in the screen group. 
  16. In-Active: Disable the screen group. 
  17. External Settings: If creating a screen group for external ordering sources, enter the screen group name and description. 

  1. 4. Repeat Steps 2 and 3 for other Screen Groups: 

  1. Salad Add Ons: 

  • Name: Salad Add Ons 

  • Sort: 11 

  • Check “Is Modifier Screen” 

  • Press “OK” 



  • Dressing Choice: 

  • Name: Dressing Choice 

  • Sort: 11 

  • Check “Is Modifier Screen” 

  • Press “OK” 



  • EXT_Salads: 

  • Name: EXT_Salads 

  • Sort: 1010 

  • Check “Get Customer Name” (for online ordering) 

  • Enter External Name and Description 

  • Press “OK” 



  2. 5. Verify and Test: 


  • Ensure each Screen Group is correctly set up in the Management Console. 


  • Test both in-store and online ordering systems to verify that your new screen groups appear correctly categorized and accessible. 

Conclusion 

By following these steps, "Sunny Cafe" can efficiently manage their salad menu items through the Management Console, ensuring a seamless experience for both in-store and online customers. 


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