Prerequisites 

To be able to use the Scan and Order feature, you need to ensure that the Hospitality for Quick Serve and Fine Dining Plugin is activated. This is required so that you are able to define tables for your cafe. 

Please Note: The plugin Hospitality for Quick Serve and Fine Dining is included in both - Community and Enterprise editions. This means that you will NOT be required to purchase and subscribe to this plugin. You can activate the plugin from the Plugins screen. Alternatively, you can activate the plugin when upgrading your existing Tagrain account from the admin section. Since the Plugin is already included in your edition, clicking the activate button will activate the plugin without you requiring to go through the subscription management page / process. 

Once you have decided upon the number of tables you wish to deploy in your Cafe or Restaurant, you will then need to decide the number of tables you like to enable for QR Ordering. 

Please Note: The number of QR Codes that you generate for your table(s) impacts your Scan and Order Plugin licensing. See: Subscription Management

Introduction

Scan and Order Plugin is a software module that seamlessly integrates with Tagrain POS and allows customers to use their mobile phones to scan a QR code kept at their table(s) to place an order. Scanning the QR code opens a mobile responsive landing page using which the customer can place a table order. 

Adding the Scan and Order feature in Tagrain is a multi step process.

Step 1: Activate the Scan and Order Plugin

Step 2: Define Tables

Step 3: Download and Print QR Codes to be placed on the tables

Step 4. Configure the mobile responsive landing page

Step 5. Accept table orders from the mobile responsive landing page

Step 1. Activate the Scan and Order Plugin

The Scan and Order Plugin can be activated from the Plugins screen. Alternatively, you can activate the plugin when upgrading your existing Tagrain account from the admin section. 

Navigate to Home > Plugins. Locate the Scan and Order Plugin and click the Activate button. Alternatively, you can activate the Scan and Order Plugin when upgrading your existing Tagrain account from the admin section. See: Subscription Management

Please Note: At this stage, while the Scan and Order Plugin is activated, you still need to configure the Scan and Order settings on the Application Settings page by navigating to Home > Setup > General Settings

Step 2. Define Tables

You must configure the number of tables you wish to deploy in your Cafe or Restaurant to be able to accept table orders. Tables are defined in the Store Master. 

The section below covers the steps required to define Tables in Tagrain Hospitality.

Step 1. Navigate to Home > Setup > Store Management to open the Store Master Screen wherein all your existing stores are listed. Click the Edit symbol next to your store under which you intend to modify the tables.

Step 2. Expand the Tables accordion to configure all the table related settings. For the purpose of this article we will only be focusing on the important and pertinent options in the table accordion. For a detailed explanation on the various fields under the Table accordion, please refer to the article: Table Management in Tagrain Hospitality 

Flip ON the Active switch to mark the corresponding table as Active. Orders can only be placed for Tables which are marked as “Active”. 

After you have marked the Table as Active, you need to define if the Table will be used as a Dine In Table or a Takeaway Table.

Flip ON the Takeaway switch to mark the corresponding table as a Takeaway Table. At Least one table should be marked as a Takeaway table wherein all the takeaway orders are routed for easy identification. This is more for order identification and convenience of the cashier to easily identify the order. 

Please Note - The application does not allow you to generate a QR code for a table that is marked as a Takeaway Table.

Step 3. Download and Print QR Codes

To be able to download and print QR Codes, you need to flip ON the QR Ordering switch first. This will generate a unique QR code for the corresponding Table. 

The QR Code would contain: 

• The Landing Page URL 

• The Table information (Number and Location)

• The Store outlet it is mapped to.

Click the download button under the Action column to download the QR Code. Once downloaded you can print and paste this QR Code on the Ordering Card and place it on the corresponding table.

The Scan and Order Plugin is licence based. This means the amount you pay depends on the number of QR Codes that you generate for your tables. You can only generate as many QR Codes for your tables as the number of QR Codes that you have licensed.

For a detailed description of the Table accordion please refer to the article: Table Management in Tagrain Hospitality

Step 4. Configure the mobile responsive landing page

All the settings pertaining to the Scan and Order landing page can be configured on the Scan and Order Settings page. 

When the Scan and Order Plugin is activated, an additional Scan and Order Button appears on the Application Settings page. (As shown in the image below)

Click the Scan and Order button to open the Scan and Order Settings page. These settings control the UI (appearance) of the mobile responsive website.  (As shown in the image below) 

The various fields on the Scan and Order Settings page are explained below:

Online Store

This field is a toggle switch. Flip this switch ON to enable the corresponding online store to receive orders online. 

Application Title 

This field is a text field. Specify the text you want your customer to see when he is using the Tabbed Browsing feature on his mobile browser i.e. when he hovers over the open tabs in his browser. (Tabbed Browsing) 

Brand Name

This field is a text field. This allows you to specify a name for your Brand. The name that you specify here would appear on the Landing Page.  

Capture Customer Details

This field is a toggle switch. If this switch is enabled, it will allow you to capture customer’s information like his Name, Email, and Phone. See: How to place an order using the QR Code feature?

In addition to this you can also control what specific customer information you would like to be displayed on the Customer Information Capture Pop Up Screen when placing the order. 

For Example, If you want to capture just the name and phone number, you can flip the corresponding switch ON.  

Once you have configured your Scan and Order Landing Page settings, you must click the Save button to save changes and exit the screen.

Please Note: The number of QR Codes that you generate for your table(s) will impact your licensing.

Step 5. Accept Table Orders

Once you have activated the Scan and Order Plugin and configured the relevant settings explained above, your customer just needs to scan the QR code placed on his table to place an order. 

Scanning the QR Code opens the mobile responsive landing page where he can select the food item(s) and place an order. (As shown in the screenshot below)

Click HERE for a detailed article on How to place a table order using the QR Code scan feature in Tagrain?