Manage Tables With Toast POS

In this Article:

• Table Service Screen 
• Video: Manage Tables on a Toast Go® 2
• Table Details Pane 
• Pan and Zoom
• Table Data and Table Data Legend
• Check Details View
• Server Assignment Screen
  • Assign Servers
• Move Orders to Another Table
• Table Order Screens       
• Additional Resources

Table Service Screen

Let's discuss the user interface for managing tables with Toast POS. The Table Service screens have options for dark and light modes. You can enable these settings by following the instructions in this Toast Central article, Set Up Your Toast POS Experience. 
 

Here is an image of the Table Service screen. Each POS feature is described below.

 

1. Service areas are in a navigation bar at the top of the screen, making it easier to see your service areas and switch between them.
2. Every active table shows a table’s guest count, server assignment, total order spend, and the time since the check was opened. This will give you insights to turn tables faster with table timers and know which tables to touch with live spend at a glance. You may need to zoom in to see all data on smaller tables.
3. This button shows or hides the Table Details pane—more on the Tables Details pane below.
4. The server assignment button is in the top right corner of the screen. 
5. The zoom button lets you manually zoom in or out of your Table Service screen. Alternatively, you can pinch the screen in or out instead of using this button.
6. On the action bar in the top right-hand of the screen, you'll see four main action buttons:
   1. The + New order button opens the Quick Order screen, which creates an order without a table, referred to as a tab.
   2.  The All checks button takes you to your list of Open, Paid, and Closed checks.
   3. The Lookup Checks button opens a new screen where you can look up checks by entering the check number or swiping a card, as shown in the image below.
      • Note: On 10" Toast Flex devices, the Lookup Check button is in the overflow menu.
   4. The Switch user button takes you to the main login screen.

Lookup Checks screen: 

Video: Manage Tables on a Toast Go® 2

 Video: Navigate the POS experience on your Toast Go®.
 

Table Details Pane

There's a table details pane on the left-hand side of the Table Service screens. The table details pane will present additional table information for active tables in a list view for easy comparison and a comprehensive overview of your dining area for greater context. Watch the video below or see the following description of the available features.

Video: Table data, pan, and zoom functionality. 
 

The table details pane will display high-level information about each active table without selecting a specific table. Only users with the appropriate permissions (learn more: ) will see other servers’ tables. Otherwise, they will just see their active tables. You'll see a Hide button on the table details pane (on terminals only) to easily show or hide the table details pane, as shown in the examples below. When the pane is hidden, you'll see the entire table layout. You can tap on a table and it will open up the order screen.
 

Table details pane open on the terminal:
 

Table details pane closed on the terminal:
 

To open the order screen when the Check Details are visible/unhidden, you can select the table, which will open the Check Details, and select Update to edit the tab.
 

For Toast Go® 2:

     

Selecting an item on the check details in the table details pane will open the order screen for ease of access to update a customer's check. Toast Go® 2 handhelds now have an All Checks button in the action bar of the table and order screens - it's the blue icon with the square and the $ in the middle of it (as shown above, the second icon from the top left). This will take you to your check terminal. If a table needs to be edited, items have been added to the order, or a server has been changed, simply select the table from the table details pane on the left to enter the check details view. Learn more about the Check Details view in the .
 

Here is what the overflow menu for Table Service mode on the Toast Go® 2 will look like:

Want to learn more about setting up your table colors and statuses? Check out this Toast Central article: .

Pan and Zoom

The pan and zoom functionality allows you to navigate your tables and see important data associated with each table. Each table will now display critical information about that table and its check (more on this in the). You can do this on both your terminal and Toast Go®.

Zooming out will enlarge the text so only the most important data shows and can be easily legible. Zooming back in will reveal more data for each table and shrink the text to fit it perfectly on the table itself. You can pinch the screen with your fingers to zoom in or out or tap the zoom button in the top left-hand corner of the screen to zoom in and out manually. You can also pan from left to right or up and down like a touchpad. 


 

Table Data and Table Data Legend

Let's use Table A8 below to break down each table component. Each table will display (in order of appearance):    

 

• Guest count showing how many guests are currently at each table (four guests)
• Table timer showing how long a check has been opened (two minutes)
• Table number and service area (table A8)
• Total table spend showing the total dollar amount of all checks for each table ($23.50 total)
• Server initials of the server assigned to that table (server with the initials CM)

If you'd like servers to only see this data for their own tables, disable the 1.8 View Other Employees’ Orders permission for the employee or job. This will also hide checks the server does not own from the All checks and Payment Terminal screens.

 Check Details View

The check details view will be open by default in Table Service mode. It can be closed and reopened when you tap the list button in the top right corner of your Table Service screen, as shown below.

The check details view will display important information about each table, like the menu items, the check subtotal and total, and the check number. In the check details view, you can select the table number to move the current order to another table or remove a check from a table. You can also select the server name to change the server assigned to the check (if you have the 1.17 Change Server permission) or select the guest count to change the current guest count.

You can close the details view by selecting the list button again.
 

Server Assignment Screen

The server assignment button (where users can assign servers to tables) is on the main Table Service screen in the top right-hand corner between the list button and the zoom button (as explained in ). Generally, an employee with the appropriate permissions will assign servers before the shift begins and the server starts its shift. 

Note: Permission 1.17 Change Server is required to assign or change table numbers or servers. This permission must be assigned along with either Table Service or Quick Order mode. Employees with this permission can proceed without asking for a manager's help. These permissions should be added to the job level so every server assigned to this job will have access to changing the table and server if necessary. 

Server assignment will still only affect the owner of Toast Mobile Order and Pay™ at the table orders started by guests. Assignments will not override the server that opens a check on a table (for example, if Bre is assigned to table #5 and Lauren starts an order on table #5, the order will be assigned to Lauren because she opened the check, even though Bre is assigned to table #5).

1. Select the server assignment button.
2. Assign servers to tables by selecting a server and then selecting tables. 
3. Once you select tables, the server’s initials in a colored badge will appear on the tables if there is space, and the tables will be outlined in the color corresponding to the server’s color swatch on their card.
4. As tables are assigned, a count of the server’s total tables separated by service area will appear on their card.
5. Select another server to start assigning tables for that server. You can also assign tables by selecting tables and then choosing a server from the server pane. 
   • Note: On a Toast Go®, a server must be chosen first.
6. In the overflow menu of the server pane, you can reset the tables of the selected server if one is selected or reset all server assignments.

 Move Orders to Another Table

When you press and hold a table, a quick-change table workflow will appear where you can quickly move an order to another table by tapping a new destination table. If there is an existing order on the destination table, you can merge the check(s) on the moved order with the existing order or keep the moved check(s) as a separate order. You can cancel by tapping the cancel button in the top right corner of the screen. You can navigate to another service area by tapping that service area in the navigation bar. Any employee with access to 1.16 Change Table and 1.17 Change Server can change table numbers or transfer a table to another server. These permissions should be added to the job level so every server assigned to this job will have access to changing the table and server if necessary.

Follow these steps or watch the video below to move orders to another table.
 

1. Select to change the table.
2. Select the check you wish to move and then select Move X Check.
3. Select the destination table.
4. Select Confirm or Cancel to complete the check transfer.

Note: Table details and server assignment buttons are disabled during this workflow. 

If you choose a destination table with checks on it, you'll be prompted to merge the moved check with the checks on the destination table or keep them under separate orders. 


 

Table Order Screens

As described in detail in the Toast Central article , the Change table, Tab name, Change server, Guest count, Service charge, Split check, and Print buttons are at the top of the check details view. See below.

Terminal:
 

Note: On your Toast Go handhelds, the Service Charge, Split, and Discount buttons will be found in the overflow menu (three vertical dots) rather than your check details view to allow for more space to view orders on the smaller screen. 

The dining option and schedule order buttons are on the check overflow menu.
 

Additional Resources

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