Device profiles configure the Terminal display windows for the different physical devices at your venue, including those at Fulfillment Stations, Server Stations, and Runners’ Handhelds. This gives you control over what information each device has access to and allows staff to focus on their respective tasks.
Use Case Examples
- Fulfillment Stations: It’s fairly common for a single venue to have more than one Fulfillment Station and for those Stations to only display orders that they are responsible for executing. An establishment may have a Fulfillment Station in the kitchen that should only display food orders and a separate Fulfillment Station behind the service bar that should only display drink orders. Each of these Stations needs to have its own Device Profile to accomplish this.
- Server Stations / Runners’ Handhelds: Unlike kitchen or service bar stations, there would likely need to be a device at a Server Station or a Runner’s Handheld to display all items on an order, both food, and beverage. Additionally, the Device Profile for a Server’s Handheld would need to have the ability to create orders, whereas the kitchen would not need this capability.
Configuring a Device Profile
For each Device Profile, Bbot will be able to customize the following aspects for you:
1. Device Profile Name: How you would like to identify the device profile (example: “Kitchen KDS”)
2. Device Profile Description: A description of the device profile (example: “Configures the tablet to handle kitchen orders”)
3. Access Controls: Screen options that determine the degree of access and control the device profile will have. These display at the bottom of the terminal window, as shown below, highlighted in red
- Locations View: This screen displays Location Codes along with their respective orders. There are multiple options configurable for this screen if it is selected to display on the given device profile
- Hide Seated Groups: This will hide any reference to seated groups or the number of guests on the Terminal.
- Allow Create Order: This feature allows the user of the device to create orders directly in the Terminal via the Locations Screen
- Has Stripe Terminal: This is for users who have a card reader attached to their device
- Allow Manual CC Entry: This option is only visible to those with Locations and Create Order features. It will allow staff to enter a guest's credit card information to pay for orders created from the Terminal. To enable this feature, additional paperwork is required.
- Allow Tab Sync: This will allow the device profile to use existing tabs as payments and allow the creation of new tabs from the terminal.
- Stations View: This screen displays orders for each Fulfillment Station
- KDS View: This is one of the most useful screens, allowing you to view all orders without selecting different Locations or Stations. There are multiple options configurable for this screen if it is selected to display on the given device profile.
- KDS Edit Item Status: This allows you to edit the current status of orders in the KDS.
- Order Control: This screen allows the user to access orders and manipulate their respective statuses.
- Show Itemized Prices and Totals: This displays the list and prices of items on orders when clicking it on the KDS.
- Allow Partial Refunds: This allows for refunds to be completed for a portion of the subtotal on the order versus refunding the whole order.
- Group Related Tickets: This will combine tickets from multi-vendor orders into one or allow you to separate them into individual tickets.
- Menu Editor: This function is used to quickly disable/enable menu items
- Tip Report: Here you can see where tips have been made across different Stations and Locations
Permissions configuration supported in Terminal 3.1+
Each required action can have different user levels to allow changing the Device Profile or other actions in the terminal. Below are the minimum required users level offered.
- No Access Required: Action is always allowed
- Confirm Before Action: The user must click "OK" in an "Are you sure?" modal
- Any Staff: Any pin (staff and bartender are equivalent levels)
- Server: Only servers and above, but not bartenders
- Bartender: Only Bartenders and above, but not servers
- Manager: Same capabilities as Servers and Bartenders, but with a few additions. They are able to refund orders, move orders backward in the workflow process, log into the owner panel, and change payment methods in the owner panel.
- Owner: same as Manager with addition to change and add the Stripe account in the owner panel.
- Admin: Admins can now adjust the minimum user role required to take various actions in Terminal.
- Manage Credit Card Reader: This allows you to restrict who can connect or disconnect the Stripe card reader.
Custom KDS Ticket Colors
Custom KDS Ticket Colors allow you to change the color displayed for tickets in the KDS based on the fulfillment method associated with the order.
To select a new color, select the fulfillment method you would like to change from the dropdown and click the box to choose a new color for the fulfillment method you've selected. To delete the color you've selected and change the color back to the default for that fulfillment method, click the trash can icon.
Default Device Preferences
This setting allows you to configure which Terminal Settings are turned on by default for the KDS.
Additional Closed Statuses
Select the order status that will produce a chip sound on the KDS. The KDS will chirp when the order is waiting to be acknowledged by staff.
*Note: When the Terminal polls, it receives a list of orders which have been modified since it last polled. If any of those orders has an item whose status is set to have the Terminal chirp, the Terminal will chirp. At most, once per poll.
6. Stations: Determines which Stations will be accessible via the optional Stations screen
7. KDS Stations: Determines which KDS Stations will be accessible via the KDS screen
8. Menus: Which menus will this Device Profile be tied to (example: “Kitchen KDS” should only be tied to the 'Food' menu)
Managing Multiple Device Profiles
You can toggle between Device Profiles on any device that is logged into your account’s Terminal by going to your Settings and choosing the Device Profile option.
You will be prompted to enter your pin for security when switching Device Profiles. Once a manager's pin is entered, you will be able to choose from any of the Device Profiles tied to your account.
This is particularly useful if you are at a Station and need to quickly check the status of an order without physically relocating to do so or for a manager to monitor all of their stations from a single device.