How To Configure Hospitality Products

Introduction

The purpose of this guide is to provide a foundational understanding of the options and capabilities available when configuring all the different types of Hospitality Products and Restaurant Courses in Enactor Estate Manager.

Enactor supports multiple hospitality product types including Hospitality Product, Hospitality Option Product, Hospitality Product Set Product (set menus), and Service Fee Product. These products are complemented by Product Lists, Option Sets, Product Preparation Types, and Restaurant Courses to provide a complete restaurant ordering workflow.

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Overview

This guide covers the configuration for the following:

1. Hospitality Product - Standard hospitality product creation and maintenance
2. Hospitality Product Set Product - Set menu configuration with courses and context pricing
3. Service Fee Product - Service charge fee products with fixed or percentage pricing
4. Product List - Collections of products referenced by ID and region
5. Option Sets - User-configurable data entry fields including:
   • Product Options
   • Product Preparation Options
   • Product Set Options
6. Product Preparation Types - Categorisation of products by preparation method
7. Product Preparation Type Mappings - Associating products with preparation types
8. Restaurant Course - Course sequencing and table status configuration
9. Broadcasting - Delivering configuration to the POS

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Prior Training / Experience

You should be familiar with the following:

• Estate Manager Configuration
• Data Broadcasting

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Hospitality Products

Enactor supports multiple hospitality product types such as Hospitality Product, Hospitality Option Product, and Hospitality Product Set Product. Hospitality products are configured through the Product Maintenance application on the Estate Manager.

Navigate to Product Maintenance using the Search or the path: Configuration > Merchandise > Products

The Product Maintenance page lists all configured products. Select Create a new Product to begin creating a new hospitality product.

To create a new Hospitality Product, select Create a new Product on the Product Maintenance page.

Select Hospitality Product from the Product Type drop-down.

note

No selection should be made for Template. The creation and use of Templates are covered in a separate how-to guide. This document covers how to manually configure the mandatory and common settings relating to hospitality product maintenance.

Enter a unique Product ID for this product that can be alphanumeric and contain a maximum of 20 characters.

Select Hospitality Product from the Product Type drop-down and enter a unique Product ID. Select Create to proceed.

Select Create.

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The Product ID cannot be changed once the Product has been created.

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Product Maintenance

Numerous tabs and sub-tabs are presented under product maintenance. This guide is focused on the core aspects that are required to create a Hospitality Product. The key tabs are General and Hospitality.

Product - General Tab

The General tab has all the basic information that captures the identity of the hospitality product.

The General tab captures the identity of the hospitality product. Enter the Product Description, select the Product Status, and configure image settings as required.

Product - General - General Sub-tab

Set the appropriate values on the General tab as follows:

Configuration	Description
Product Description	Enter a user-friendly, meaningful name for the Product that can be alphanumeric with a maximum of 30 characters. Select the locale in the second field from a dropdown list of all configured locales.
Product Long Description	Enter a long description of the Product if necessary, that can be alphanumeric with a maximum of 30 characters. Select the locale in the second field from a dropdown list of all configured locales.
Product Long Description URL	Enter a URL pointer to an externally defined, usually HTML-formatted, description of the Product.
Product Information URL	Enter a URL pointer to an externally defined, usually HTML-formatted, set of information of the Product.
Image (Preloaded)	Select the ID of an image from the drop-down list to choose the product display image. Images are managed through Image Maintenance.
Image URL	Add a URL that points to an externally stored image.
Product Status	Select an appropriate status of the product from a drop-down list: Live - the product is currently available; Discontinued - the product is unavailable; Suspended - the product is terminated.

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Product - Prices Tab

The Prices tab lists all configured prices for this product. Select Add to create a new product price entry.

Select Add, and you will be navigated to the Product Price Maintenance screen as shown below:

The Product Price Maintenance screen allows you to define pricing parameters. Set the Price Group or Location, select the Currency, and choose Retail Unit as the Price Type.

Set the appropriate values on the Product Price Maintenance as follows:

Configuration	Description
Product ID	Product ID of the product that you wish to set the price of will appear here if accessed through the Prices tab in Product Maintenance. Or add the relevant product ID.
Location	Select the appropriate location from the dropdown list. Do not select if a Price Group is already set.
Price Group	Select the appropriate price group from the dropdown list. Set to UK (All Regions) under RESTAURANT (All Regions). Do not select if a Location is already set.
Currency	Select Pound Sterling from the dropdown list (or whichever is applicable).
Start Date	Defines the date from when the product price is applied. Defaults to the date of creation of the Product price entry.
End Date	Defines the end date of the product price application (if necessary). Defaults to indefinite.
Price Type	Select Retail Unit from the dropdown list.

note

Location and Price Group cannot be set at the same time. You must choose either one of the options to proceed.

Select Create.

You will be presented with the following options to complete creating the new product price:

Enter a positive numeric value for the product price and select Save to confirm.

Enter a positive numeric value for the product price and select Save. You will be taken back to the product maintenance Prices tab where the configured product price will be visible with the options to edit or delete.

The configured product price is now visible on the Prices tab with options to edit or delete the entry.

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Product - Hospitality Tab

The Hospitality tab associates the product with a preparation type and default course. Select the appropriate Product Preparation Type and Default Course from the drop-down lists.

Set the appropriate values on the Hospitality tab as follows:

Configuration	Description
Product Preparation Type	Select a Product Preparation Type from the drop-down. This is used to associate the product with a pre-determined preparation type (whether the product should be served as a starter, main, or dessert, etc.). Configuring Product Preparation Types is described later in this document.
Default Course	Select a course from the drop-down list to associate this product with. The product by default will be served as a part of the selected course unless altered by the server. Configuring Restaurant Courses is described later in this document.
Is Side Dish?	Select the checkbox to indicate that the product is served as a side dish.

This completes the Hospitality Product configuration.

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Hospitality Products Set Products (Set Menu)

A Hospitality Product Set Product can be created if a restaurant wishes to offer a Set Menu. This allows regular hospitality products to be assigned to a set menu with a zero price on individual items that are served. The price of the set menu is defined against the Hospitality Product Set Product.

This can be configured using Product List Option Sets with the ability to define any number of Product List Option Sets. Context pricing is enabled for set menu functionality - in instances when products with surcharges are included in set menus, the price of the product is ignored but the surcharge will be defined as a context price against the item and will be added to the price of the set menu. It is also possible to define a single product to have different context prices against different set menu options.

The following guide uses a Set Menu with three courses as the use case.

Create three Product List Option Sets named STARTERS, MAINS, DESSERTS as described earlier in this document.

Three Product List Option Sets have been created for the set menu courses: STARTERS, MAINS, and DESSERTS.

To create a new Hospitality Product Set Product, on the Product Maintenance page select Create a new Product.

Select Create a new Product on the Product Maintenance page to begin creating the set menu product.

Select Hospitality Product Set Product from the Product Type drop-down.

Enter a unique Product ID that can be alphanumeric and contain a maximum of 20 characters.

Select Hospitality Product Set Product from the Product Type drop-down and enter a unique Product ID. Select Create to proceed.

Select Create.

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The Product ID cannot be changed once the Product has been created.

To complete creating the Set Menu, enter the appropriate values on the Product Maintenance as follows:

Product - General - General Sub Tab

Enter a user-friendly, meaningful name for the Set Menu that can be alphanumeric with a maximum of 30 characters.

Select the locale in the second field from a dropdown list of all configured locales.

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Product - Selling Options - Option Sets Sub Tab

Select the desired Option Set for this Set Menu from the drop-down list containing all available Product Set Options (in this case STARTERS, MAINS, DESSERTS). Select Add to associate it.

Select the desired Option Set for this Set Menu from the drop-down list that contains all available Product Set Options (in this case STARTERS, MAINS, DESSERTS).

Select Add.

Product - Selling Options - Context Pricing

To add a context price (surcharge) to a specific product, select the Add button against each product to navigate to Product Price Maintenance where the surcharge can be defined.

To add a context price to a specific product, select the Add button against each product and you will be navigated to the Product Price Maintenance where you can add the surcharge applicable on the selected product. The context price will be set against the Hospitality Product Set Product ID and will be added to the total cost of the Set Menu (as a surcharge / context price) if the product is ordered.

Product - Prices Tab (Set Menu)

Select the Add button and you will be navigated to the Product Price Maintenance.

Set the appropriate values (total price for the Set Menu) on the Product Price Maintenance as done previously.

This completes the Hospitality Product Set Product (Set Menu) configuration.

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Service Fee Products

This option is used to define products with a service charge applicable. This will usually be a Fee Product with a percentage configured as the product price.

To create a new Service Fee Product, on the Product Maintenance page select Create a new Product.

Select Fee Product from the Product Type drop-down.

Enter a unique Product ID that can be alphanumeric and contain a maximum of 20 characters.

Select Fee Product from the Product Type drop-down and enter a unique Product ID. Select Create to proceed.

Select Create.

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The Product ID cannot be changed once the Product has been created.

Product - General - General Sub Tab (Service Fee)

Enter a user-friendly, meaningful name for the Service Fee Product that can be alphanumeric with a maximum of 30 characters.

Select the locale in the second field from a dropdown list of all configured locales.

Product - Prices Tab (Service Fee)

A fee product can either be configured with a fixed price or with a percentage.

The Prices tab for the fee product is initially empty. Select Add to create a new price entry.

Select the Add button and you will be navigated to the Product Price Maintenance.

Set the appropriate values as done previously.

Select Fee from the Price Type dropdown list to configure the service charge pricing.

Select Fee from the Price Type dropdown list.

Select Create.

Set a fixed price in the Price field or a percentage in the Price Rate field for the Service Fee Product. Select Save to confirm.

Set a fixed price in the Price field or a percentage in the Price Rate for the Service Fee Product.

Select Save and you will be taken back to the Product Maintenance Prices tab where the Fee product price will be shown.

The configured fee product price is now visible on the Prices tab.

This completes the Service Fee Product configuration.

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Product List

A Product List is a collection of products referenced by an ID and a specific Region. Each product ID in the collection (list) is also associated with predefined Product Attributes (also referred to as option sets). Hospitality makes use of product lists for option set configuration, which is discussed later in this document.

Product Lists are configured through the Product List Maintenance application on the Estate Manager.

Navigate to Product List Maintenance using the Search or the path: Configuration > Merchandise > Product Lists

The Product List Maintenance page lists all configured product lists. Select Create a new Product List to begin.

To create a new Product List, select Create a new Product List on the Product List Maintenance page.

Enter a unique Product List ID. The ID can be alphanumeric and contain a maximum of 50 characters.

Select the Group type Region from the Group Type drop-down.

Select a region that is applicable for the restaurant from the Group drop-down (can opt to select All Regions).

Enter a unique Product List ID, select Region as the Group Type, and choose the appropriate region from the Group drop-down. Select Create to proceed.

Select Create.

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The Product List ID cannot be changed once the Product List has been created.

You will be presented with the following options to complete creating the new product list:

Product List Maintenance - General Tab

Enter the product list Name and select the appropriate Locale from the drop-down list. The name will be displayed in screens and other configuration options.

Set the appropriate values on the General tab as follows:

Configuration	Description
Name	Enter your product list name in this field which can be alphanumeric and contain a maximum of 40 characters. This name will be displayed in screens and other configuration options. The name is locale dependent - select the appropriate Locale from the drop-down list.

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Product List Maintenance - Items Tab

The Items tab allows you to specify any number of products you wish the product list to contain.

To add a new product, enter the Product ID in the input field and select Add. Alternatively, select the search icon to browse and select products.

To add a new product, enter the Product ID in the space and select Add.

Or select the search icon and you will be navigated to a product search screen as shown below:

Select the checkboxes of the products you wish to add to the Product List and select Apply Selection to confirm.

Select the checkboxes of products that you wish to add to the Product List and select Apply Selection.

All products added to the list will be displayed under the specific product list:

All products added to the list are displayed with their Button Position, Product ID, Product Description, and Button Image URL. Use the directional arrow buttons to reorder items.

Field	Example Value	Description
Button Position	1, 2, 3	A read-only value indicating the position of the button on the POS.
Product ID	00004455	A read-only value indicating the product ID(s) of products added to the list.
Product Description	Onion Rings	Alphanumeric; maximum 40 characters description to be displayed on POS button. The original values obtained from product configuration can be edited as required. Select the Locale from the dropdown list as required.
Button Image URL	image://PRODUCT/hildonstill33.png	A read-only value indicating the URL that identifies the image to be displayed on POS button.

tip

You can edit the order of the Product List items using directional arrow buttons. Select the edit icon to navigate directly to Product Maintenance, which will enable you to edit product details.

This completes the Product List configuration.

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Option Sets

Option Sets are used to create user-configurable data entry fields. The purpose and function of the option set is defined by the Option Set Type. In a restaurant, Product Options, Product Preparation Options, and Product Set Options are examples of Option Set Types that can be used.

A single or multiple option sets can be added to a hospitality product. Once all desired Option Sets have been configured against the product, these will be displayed in the POS application as options to be selected when a product is sold.

Navigate to Attribute / Option Set Maintenance using the Search or the path: Configuration > Merchandise > Attribute / Option Sets

The Attribute / Option Set Maintenance page lists all configured option sets. Select Create a new Option Set to begin.

To create a new Option Set, select Create a new Option Set on the Attribute / Option Set Maintenance page.

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Create New Attribute / Option Set - Product Options

Enter a unique Option Set ID. The ID can be alphanumeric and contain a maximum of 40 characters.

Select Product Options from the Type dropdown list.

Select the appropriate Region from the drop-down list.

Enter a unique Option Set ID, select Product Options from the Type dropdown, and choose the appropriate Region. Select Create to proceed.

Select Create.

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The Option Set ID cannot be changed once the Option Set has been created.

You will be presented with the following options to complete creating the new option set:

Enter an alphanumeric character value for the Name. Select Add, then select Add Product List from the list displayed against the Add button.

Enter an alphanumeric character value for the Name.

Select Add.

Select Add Product List from the list displayed against the Add button.

Edit Product List Option - General Tab

Set the ID, Name, and Description for the Product List Option. Select the pre-defined Product List from the dropdown and tick Mandatory if at least one option must be selected on the POS.

Set the appropriate values on the General tab as follows:

Configuration	Description
ID	Enter an alphanumeric value for the Product List Option ID. This will be displayed in screens and other configuration options.
Name	Enter an alphanumeric value. This will be displayed in screens and other configuration options.
Description	Enter an optional description for Product List Option. This will be displayed in screens and other configuration options.
Product List	Select the pre-defined Product List referenced by this option set from the dropdown list.
Mandatory	Select the checkbox to define that at least one option from the Product List must be selected when presented to a user on the POS application.

tip

To edit the chosen product list, select the arrow button which will navigate you to Product List Maintenance.

Select Save when completed.

The completed Product Options option set with the saved product list option is displayed.

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Create New Attribute / Option Set - Product Preparation Options

A Product Preparation Options option set is a text list of preparation options that can be applied to a product.

Enter a unique Option Set ID. The ID can be alphanumeric and contain a maximum of 40 characters.

Select Product Preparation Options from the Type dropdown list.

Select the appropriate Region from the drop-down list.

Enter a unique Option Set ID, select Product Preparation Options from the Type dropdown, and choose the appropriate Region. Select Create to proceed.

Select Create.

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The Option Set ID cannot be changed once the Option Set has been created.

You will be presented with the following options to complete creating the new option set:

Enter an alphanumeric character value for the Name. Select Add, then select Add Preparation Choice Option from the list displayed against the Add button.

Enter an alphanumeric character value for the Name.

Select Add.

Select Add Preparation Choice Option from the list displayed against the Add button.

Edit Choice Option - General Tab

Set the ID, Name, and Description for the Choice Option. Tick Mandatory if at least one option must be selected, and tick Allow Multi-Select to permit multiple selections on the POS.

Set the appropriate values on the General tab as follows:

Configuration	Description
ID	Enter an alphanumeric value for the Product List Option ID. This will be displayed in screens and other configuration options.
Name	Enter an alphanumeric value. This will be displayed in screens and other configuration options.
Description	Enter an optional description for Product List Option. This will be displayed in screens and other configuration options.
Mandatory	Select the checkbox to define that at least one option from the Product List must be selected when presented to a user on the POS application.
Allow Multi-Select	Select the checkbox to allow multiple selection of the displayed options in the POS application.

Edit Choice Option - Values Tab

The Values tab allows you to define the preparation options entries as string values.

Enter an alphanumeric value in the Value field and a display label in the Label field. Select Add to include the choice option in the list.

To add a new choice option, enter an alphanumeric value in the Value field.

Enter an alphanumeric value in the Label field. This is the field that will be displayed on the POS application.

Select the Add button.

All choice options added will be listed on this screen.

tip

You can edit the order of the option items using directional arrow buttons.

Select Save when completed.

The completed Product Preparation Options option set with the saved choice options is displayed.

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Create New Attribute / Option Set - Product Set Options

Product Set Options are essentially Product List Options but are intended to only be selected by Hospitality Product Set Products (detailed previously in this document).

Enter a unique Option Set ID. The ID can be alphanumeric and contain a maximum of 40 characters.

Select Product Set Options from the Type dropdown list.

Select the appropriate Region from the drop-down list.

Enter a unique Option Set ID, select Product Set Options from the Type dropdown, and choose the appropriate Region. Select Create to proceed.

Select Create.

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The Option Set ID cannot be changed once the Option Set has been created.

You will be presented with the following options to complete creating the new option set:

Enter an alphanumeric character value for the Name. Select Add, then select Add Product List from the list displayed against the Add button.

Enter an alphanumeric character value for the Name.

Select Add.

Select Add Product List from the list displayed against the Add button.

Edit Product List Option - General Tab (Product Set Options)

Set the ID, Name, and Description for the Product List Option. Select the pre-defined Product List from the dropdown and tick Mandatory if at least one option must be selected on the POS.

Set the appropriate values on the General tab as follows:

Configuration	Description
ID	Enter an alphanumeric value for the Product List Option ID. This will be displayed in screens and other configuration options.
Name	Enter an alphanumeric value. This will be displayed in screens and other configuration options.
Description	Enter an optional description for Product List Option. This will be displayed in screens and other configuration options.
Product List	Select the pre-defined Product List referenced by this option set from the dropdown list.
Mandatory	Select the checkbox to define that at least one option from the Product List must be selected when presented to a user on the POS application.

tip

To edit the chosen product list, select the arrow button which will navigate you to Product List Maintenance.

Select Save when completed.

The completed Product Set Options option set with the saved product list option is displayed.

This completes the Option Sets configuration.

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Product Preparation Types

Product Preparation Types are a means of categorising restaurant products by defining the type of preparation required for the product when ordered and submitted to a kitchen.

Creating a Product Preparation Type

Navigate to Product Preparation Type Maintenance using the Search or the path: Configuration > Hospitality > Product Preparation Types

The Product Preparation Type Maintenance page lists all configured preparation types. Select Create a New Product Preparation Type to begin.

To create a new product preparation type, select Create a New Product Preparation Type on the Product Preparation Type Maintenance page.

Enter a unique Product Preparation Type ID that can be alphanumeric and contain a maximum of 20 characters.

Enter a unique Product Preparation Type ID and select Create to proceed.

Select Create.

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The Product Preparation Type ID cannot be changed once it has been created.

You will be presented with the following option to complete creating the Product Preparation Type:

Enter a Name for the Product Preparation Type. This mandatory field can contain up to a maximum of 30 alphanumeric characters.

Enter a Product Preparation Type Name. This mandatory field can contain up to a maximum of 30 alphanumeric characters.

This completes the Product Preparation Type configuration.

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Product Preparation Type Mappings

Product Preparation Type Mappings are used to associate products with a preparation type (for example, 'Chocolate Brownies' to Desserts, 'Gin and Tonic' to Drinks, etc.).

This can be done when configuring new products in Product Maintenance or through the Product Preparation Type Mappings Maintenance application.

Creating a Product Preparation Type Mapping

Navigate to Product Preparation Type Mapping Maintenance using the Search or the path: Configuration > Hospitality > Product Preparation Type Mappings

The Product Preparation Type Mapping Maintenance page lists all configured mappings. Select Create a New Product Preparation Type Mapping to begin.

To create a new product preparation type mapping, select Create a New Product Preparation Type Mapping on the Product Preparation Type Mapping Maintenance page.

Enter the product ID you wish to create a mapping for.

Enter the Product ID of the product you wish to map to a preparation type and select Create to proceed.

Select Create.

You will be presented with the following option to complete creating the Product Preparation Type Mapping:

Select the appropriate Product Preparation Type from the dropdown list to associate the product with a preparation category.

Select the appropriate Product Preparation Type Mapping from the dropdown list.

tip

You can view, edit, copy, or delete Product Preparation Type Mappings associated with any product through the Product Preparation Type Mapping Maintenance application.

This completes the Product Preparation Type Mapping configuration.

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Restaurant Course

New courses can be created for Restaurant Locations and Areas that have already been configured. Restaurant Courses are configured with a sequence number to define the order courses are served in.

Navigate to Restaurant Courses Maintenance using the Search or the path: Operations > Restaurant > Restaurant Courses

The Restaurant Course Maintenance page lists all configured courses. Select Create Restaurant Course to begin.

To create a new Restaurant Course, select Create Restaurant Course on the Restaurant Course Maintenance page.

Select the relevant location by choosing the Restaurant ID from the dropdown list.

Select the relevant restaurant area by choosing the Area ID from the dropdown list.

Enter a unique Course ID. The ID can be alphanumeric and contain a maximum of 20 characters.

Select the Restaurant ID and Area ID from the dropdown lists, enter a unique Course ID, and select Create to proceed.

Select Create.

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The Course ID cannot be changed once a Restaurant Course has been created.

You will be presented with the following options to complete creating the new restaurant course:

Restaurant Course - General Tab

Configure the course Sequence number and Name. Set the table status transition options and order validation checkboxes as required.

Set the appropriate values on the General tab as follows:

Configuration	Description
Sequence	Add a numeric value to define the sequence of courses the table will go through.
Name	Enter an alphanumeric value that can contain a maximum of 20 characters. This name will be displayed in screens and other configuration options.
On order move to next status	Select the checkbox to indicate that the table status should move to the next table status in its sequence when an order is submitted.
On order move to status	Select from the dropdown list to define the table status to change to. This works in conjunction with On order move to next status and the table status definition Allow Sequence Number Override setting.
On away move to next status	Select the checkbox to indicate that the table status should move to the next table status in its sequence when an away message is submitted on the POS application.
On away move to status	Select from the dropdown list to define the table status to change to. This works in conjunction with On away move to next status and the table status definition Allow Sequence Number Override setting.
Force Order per cover	Select the checkbox to prompt the POS Application that for the given course, all covers (diners) should have an order. This can be fulfilled with course fillers (No Course Orders).
Warn On Over Order	Select the checkbox to warn the POS Application operator if more items of this course have been ordered than the available diners on the table.

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Restaurant Course - Product Preparation Types Tab

Select Output Course items to print ordered items to the kitchen. Select Output Away Messages to print away messages. Choose a Product Preparation Type from the dropdown and select Add to include it in the collection.

Select the Output Course items checkbox to indicate to the POS Application to print ordered items to the kitchen.

Select the Output Away Messages checkbox to indicate to the POS Application to print away messages to the kitchen.

To add to the collection of Product Preparation Types, choose a preferred type from the dropdown list and select the Add button.

This completes the Restaurant Course configuration.

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Broadcasting

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To deliver the configuration changes to the POS, broadcast the following entities.

• Product
• Product Attribute
• Product List
• Product Group
• Product Preparation Type
• Product Preparation Type Mapping
• Product Price
• Option Set
• Restaurant Course

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POS Functionality

After the operator selects a table, the POS will prompt to select the number of diners on the table. Once the number of diners is entered, the table order screen will be displayed with two separate menus.

The POS displays the available courses for the table. Select a Restaurant Course to proceed with ordering.

Function	Outcome
Restaurant Course	Shows the available courses for this table. Select to proceed.

After selecting a product added in a Product List / Option Set, the operator is prompted for the following selection:

The POS displays the options enabled for the selected product. Select a Chargeable option to proceed.

Function	Outcome
Chargeable	Shows the options enabled for this product. Select to proceed.

After selecting a product added in a Product List / Option Set with a product type set to Product Preparation Options, the operator is prompted for the following selection:

The POS displays the preparation options for the selected product. Select the Served with Extra option to view and choose from the available preparation choices.

Function	Outcome
Served with Extra	Shows the salad options enabled under extra wanted for this product. Select to proceed.

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