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Setting up the Sale Screen in the App

Questo articolo spiega come creare un'esperienza di vendita che funzioni per la tua attività, aggiungendo e disponendo i prodotti mostrati sullo Schermo di Vendita.

Why is it important to set up your sales screen?

Setting up your sales screen is important as it determines how your staff will take orders and the flow of sales. Prima di configurare il tuo schermo, determina quanti riquadri desideri visualizzare per dispositivo.

Tebi Tip: Go to Menu > Settings > Preferences > Sales grid and choose what size sales grid you want per device before setting up your sales screen.

Note: A sales screen will have to be set up once per device size. Da quel momento in poi copierà automaticamente lo schermo di vendita ai dispositivi della stessa dimensione.

After the creation it will show up on each device that has this size set up. If you're using different devices, e.g. tablet and mobile device (i.e. handheld/terminal), you will have to create the sales screen twice.

Enter and exit editing mode

  • In the Tebi App > click on Menu > got to Sales

  • To view and edit the sales grid, open a sale: by clicking the plus button or opening a table on your floor plan.

  • When the sales grid has not yet been made, simply long press on the grid to go into edit mode.

  • Long press the Views bar on top to enter edit mode and

  • Puoi anche premere a lungo su un riquadro nella griglia di vendita per entrare in modalità di modifica.

  • Per uscire dalla modalità di modifica, premi Fine modifica

Aggiungi, modifica e rimuovi Visualizzazioni

  • Enter editing mode by long pressing the sales grid on an empty tile or the Views bar on the top of the screen.

  • Rename the first View by clicking on it - this will be "Untitled" the first time you use it.

  • In the top of the screen, you can create tabs called Views.

    • Le visualizzazioni sono le pagine che mostrano i riquadri dei prodotti sullo Schermo di Vendita.

  • To add a new View, press ⊕︀ Add view, then type the name of the View and press Done

  • To rearrange the order of a View, long press the View tab, then drag and drop it left or right.

  • To change the name of a View, tap the View name

  • To remove a View, press the 'X' on the right of the View name

    • If you delete a View with existing products on the grid, this whole page will be deleted. It cannot be retrieved.

Aggiungi prodotti a una Visualizzazione

  • Enter editing mode by long pressing the sales grid on an empty tile or the Views bar on the top of the screen.

  • Tap a tile that shows a ⊕︀ sign and select Add a product, then select the product or bundle (you can recognize a bundle product by the icon of three squares stacked next to the bundle name).

  • Select a color, and optionally add a display name for your product, then press Done.

  • To reposition, long press the created tile and drag + drop the product to a new position

Aggiungi gruppi a una Visualizzazione

I prodotti possono anche essere raggruppati e mostrati come un elenco. Questo è utile per i prodotti che potrebbero non essere ordinati spesso e per espandere i prodotti disponibili sullo Schermo di Vendita. This is also a very helpful tool when creating sales grids on a handheld/mobile/terminal device for quicker access to multiple products.

Add tags to products to organize them into groups. You might create and add tags by the type of product (e.g., coffees, sodas, tap beers, etc.), by order frequency (e.g., fast movers) or by some other role that the products play (e.g., upselling).

Per aggiungere gruppi a una visualizzazione:

  • Enter editing mode by long pressing the sales grid on an empty tile or the Views bar on the top of the screen.

  • Tap an empty tile and select Add a new group

  • Select the tag(s) you want to filter by to create the group

    • Note: when selecting more than one tag, only the products that contain both tags will be included in the group.

  • Puoi inserire un nome visualizzato fino a otto caratteri o lasciare il nome visualizzato di default di quattro caratteri

  • Select a color for your product, then press Done

  • If you want to move it, long press the tile and drag + drop the group to a new position

Remove products, bundles or groups from a View

  • Enter editing mode by long pressing the sales grid on an empty tile or the Views bar on the top of the screen.

  • Tap the White 'X' on the right of the product, bundle or group tile you want to remove.

Tebi Tips for creating your sales grid

Some examples of how you might configure the sales grid for your Sale Screen:

  • Favorites first: Put your most sold products on the first View with more specific items on other less used Views

  • By menu: Create a View for breakfast, lunch, and dinner with items appearing in the same order as your menu. This will improve the speed of ordering.

  • By product type: Divide your products like wine, spirits, beers into their own View to quickly select the most sold in each type

  • Recommendations for numbers of tiles per device screen:

    • Tablet landscape: we recommend to use a 5x5 or 5x6 tile grid

    • Mobile device: we recommend either 3x4 or 3x5 - depending on the size of your device

    • Terminals: for Adyen terminals do not choose a sales grid size larger than a 3x5 as it will diminish the features available on the screen.

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