How to print KOTs for an incomplete or held invoice in HDPOS smart?

Transcription

1 How to print KOTs for an incomplete or held invoice in HDPOS smart? HDPOS smart Tutorials Hotels and Quick Service Restaurants employ printing kitchen order tokens to serve the customers. In restaurants, a KOT would need to be printed as and when the customer places an order or updates it, although the invoice will be created later. HDPOS Smart allows you to print KOTs on incomplete invoice too. The procedure to setup the KOTs and use them is as given below: STEP 1): Setup the KOT 1. Run HDPOS Smart. 2. Click on Setup button. Hyper Drive Information Technologies Private Limited Page 1

2 3. Select the business location for which you want to setup the KOT and click on Edit Business Location button in the tool bar. 4. Click on Additional Receipt Printers tab in Additional Receipt Settings section of the Edit Business Location screen that opens. Hyper Drive Information Technologies Private Limited Page 2

3 5. Select Add Printer option from Additional Receipts Printer Manager screen. Hyper Drive Information Technologies Private Limited Page 3

4 6. In Add New Printer window that appears, enter the required details, Setting Name: Enter the KOT printer setting name. Create As Order Token: Check the check box in order to document the KOT details. Once this option is checked you will get options on along which document you want record token details. In the above example I have chosen to record KOT, whenever I create sales invoice in HDPOS smart. You can choose as per your requirement. For Items In Collection: Select the item collection by down arrow key (Counter Name) for which these settings should be applied. Additional Prefix For Token: Enter the additional prefix for kitchen order token in order differentiate KOT from other counters. Additional Receipt Print Format: Select the KOT print format by clicking on 3 dotted button. Additional Receipt Printer: Select the printer where KOT need to be printed. Hyper Drive Information Technologies Private Limited Page 4

5 Number of Additional Receipts To Print: Enter the number of additional receipts to print. Print On Save: Check this check box if you want to print KOT on saving sales invoice. Additional Receipt Format: Select the SMS format to notify the customer/admin on KOT creation. Send SMS To Customer: Select this check box if you send notification to customer. Print With Invoice/Print With Estimate/Print With Advance Booking: This check boxes will be checked automatically when you select create order token with invoice, create with estimate, create with advance booking respectively. You can uncheck these check boxes if you just want to create KOT document. 7. Click on Create. 8. Now cancel the Additional Receipts Printer Manager window and click on Update button in Edit Business Location screen. Hyper Drive Information Technologies Private Limited Page 5

6 STEP 2): Printing the tokens Once the KOT settings are done, you can start printing the KOTs. The steps to print KOTs for incomplete invoices are given below: 1. Select items for which the KOT is to be printed in the main invoice screen. Note: Make sure to add the icon Print Invoice as Token button to main screen tool bar. 2. Print KOT: The KOT can be printed either using the main invoice screen tool strip button, or from sales invoice manager. i. Click on Print Invoice as Token button from the main invoice screen to print a token instantly. Hyper Drive Information Technologies Private Limited Page 6

7 ii. Now you can see your KOT Printed in respective counters with item details as shown below. Hyper Drive Information Technologies Private Limited Page 7

8 iii. Additionally, you can print KOT while picking a held invoice. a) Click on Hold Invoice. b) Click on Pick Held Invoice when you intend to print the KOT for the invoice. Hyper Drive Information Technologies Private Limited Page 8

9 c) The checkbox Force Reload Invoice is checked by default. Uncheck this checkbox. Hyper Drive Information Technologies Private Limited Page 9

10 Note: You can pick the held invoice and make changes in the quantities of the items, or add items to the invoice. When the KOT is printed again for the invoice, token for only the updated quantities is printed as shown below. 3. Continue with creating the invoice. Hyper Drive Information Technologies Private Limited Page 10