Kiosk Setup Guide

Overview

This article describes how to set up and use the Genius for Restaurants Kiosk. Kiosk is used as a standalone terminal for customers to place their orders themselves.

Contents

• Configuring a Location to Use Kiosk
  • Assigning a Device for Kiosk Service
  • Assign Rooms a Carryout and/or Eat-in Service for Kiosk
  • Defining a Menu Schedule for Kiosk
  • Enabling Kiosk Service
  • Select a Payment Gateway for Kiosk
• Using the Kiosk App
  • Logging into Kiosk
  • Selecting a PAX Device for Kiosk
  • Selecting a Printer for Kiosk
  • Checking Out an Order in Kiosk

Configuring a Location to Use Kiosk

To configure a location to use the Kiosk app, you must perform the following minimal steps:

• Assign a device for Kiosk service.
• Assign rooms for Carryout and Eat-in orders.
• Define a menu schedule for the Kiosk.
• Enable Kiosk service for the location.
• Assign payment types for the Kiosk.
• Select a payment gateway that supports Kiosk.

The Apps Settings screen’s Kiosk tab includes additional configuration options for Kiosk.

Assigning a Device for Kiosk Service

To run a Kiosk in a location, you must assign a dedicated device to run the Kiosk app. The device should be a reliable tablet that can run the POS app consistently throughout the day. You can do this in the Apps Ordering screen.

1. In the Admin Console, access the location that you want to enable to use Kiosk.
2. In the Admin Console’s Main Menu, click Location Setup, then click App Ordering.
3. In the App Ordering screen, click the General tab.
4. In the General tab, in the Assigned Tablet list, select the device that will run the Kiosk app and receive Kiosk orders from customers.
   

   Sites setting up a PayApp (Verifone) device must select a NextGen terminal as its assigned tablet. Sites setting up a PAX device must select an iOS terminal as its assigned tablet.

Assign Rooms a Carryout and/or Eat-in Service for Kiosk

Another necessary step is enabling the Kiosk to create orders for Carryout service, Eat-in service, or both. For each service, you must select an appropriate room to process Kiosk orders. Kiosk cannot function unless you enable at least one of these services. You can enable the Carryout and Eat-in services in the Apps Settings screen’s General tab.

1. In the Apps Settings screen, click the General tab.
2. If you want the Kiosk to receive and process Carryout orders, select the Carryout check box.
   If you select this check box, the Kiosk app will display controls that enable customers to designate orders for Carryout service.
3. In the Carryout Room list, select an appropriate room to associate with Carryout orders.
   The POS will associate all Carryout orders and sales with this room.
4. If you want the Kiosk to receive and process Eat-in orders, select the Eat-in Enabled check box.
   If you select this check box, the Kiosk app will display controls to allow customers to designate orders for Eat-in service.
5. In the Eat-in Room list, select an appropriate room to associate with Eat-in orders.

The POS will associate all Eat-in orders and sales with this room.

Defining a Menu Schedule for Kiosk

Another necessary step is defining a menu schedule for the Kiosk, so that it will display an appropriate menu for customers. You can do this in the Apps Settings screen’s General tab.

In the App Ordering screen, on the General tab, scroll down to the Menu & Hours area. You can use the controls in the Menu & Hours area to designate the days of the week and times of each day when the items of specific menu groups are available for purchase in the Kiosk app.

If you click + New, the program will add one set of controls to the area. You can use these controls to set the availability time for one menu group. You can add multiple menu groups (with separate start and end times) to a single week, or you can add multiple weeks, each with different menu groups.

By selecting one or more of the day buttons, you can designate which days of the week the items in the menu groups are displayed in the Kiosk’s menu screens.

In the Menu Group list, select the menu group whose items you want to make available during the selected days of the week.

In the Upsell Group list, you can associate a menu group with an appropriate upsell group. When a customer orders an item in this menu group, the Kiosk app will apply the rules set in the upsell group.

In the Start Time and End Time boxes, you can set the time range within each day that the items in the main group are available in the Kiosk app. When servers order items in this menu group, the Kiosk app will only display controls for delivery service within the time range you set here. By setting a start time and end time, you set the time range during each selected day that the items in the menu groups are displayed in the Kiosk menu screen.

Enabling Kiosk Service

After assigning a device and defining a menu schedule for the Kiosk, you must enable the location to use Kiosk service. You must also enable at least one payment type for the Kiosk. You can set these in the App Settings screen’s Kiosk tab.

1. In the App Ordering screen, click the Kiosk tab.
2. In the Kiosk tab, select the Kiosk Enabled check box.
   
   When you select this check box, the program makes the other settings on the tab available and enables the location to run the Kiosk app to allow customers to place orders.
3. If you want the Kiosk to include the option to pay with a credit card, select the Allow Credit check.
4. If you want the Kiosk to include the option to pay with a gift card, select the Allow Gift check box.
5. If you want the Kiosk to include the option to pay for the order “in person,” select the Allow Pay in Person check box.

The app will print a slip, which the customer can then take to a cashier, who will accept payment directly from the customer.

Select a Payment Gateway for Kiosk

The last step to configuring a location to use Kiosk is to select a payment gateway to process card payments for Kiosk orders. You can do this in the Payment Gateway screen.

When using a payment device with Kiosk, here are the requirements and limitations:

Payment Device              POS Platform             Required POS Version

Verifone T650P & C         NextGen                      2.22 APK or later
(Pay App)                                                             (Pay App v2.18g recommended)

PAX A920/A35                  iOS                              9.71 or later

MSR                                  iOS                              9.71 or later

Mixed NextGen/iOS POS environments are not supported with Verifone T650P & C at this time.

All POS devices must be NextGen/Android and all Kiosk tablets must be iOS tablets for the configuration to work.

Configure the Payment Gateway for a Pay App Device

1. In the Main Menu, click Location Setup, then click Payment Gateway.
2. In the Payment Gateway screen, click the In-Store Settings tab.
3. In the EMV Solution list, select Pay App.
   
   When you select Pay App, the program hides the Gateway list, since a location cannot use Pay App with a Monetary or BridgePay gateway. Also, when you select Pay App, the program automatically enables the Portico Direct feature.
4. In the Transaction Method list, select Sale/Adjust.
5. Click the Heartland In-Store Settings tab.
   
6. Enter the following necessary device settings:
   Site ID
   License ID
   Device ID
   Username
   Password
7. If you want to allow servers to enter credit card numbers manually, select the Allow Manual Entry for Credit Cards check box.
   If you enable this feature, the POS (in the Payment screen) will display the Card button with ellipses (...). If you press and hold the Card button, the app will open a panel prompting you to enter the credit card’s number, expiration date, CVV, and ZIP/Postal code.
8. To save your settings, click Save.

After enabling the location to use the Portico Direct feature, the location will also be able to process tips, voids, and refund transaction with the Heartland Pay App.

Configure the Payment Gateway for a PAX Device

1. In the Admin Console’s Main Menu, click Locations, then select an appropriate location.
2. In the Main Menu, click Location Setup, then click Payment Gateway.
3. In the Gateway list, select None.
4. In the In-Store Settings area, in the EMV Solution list, select PAX.
5. Select the Portico Direct check box.
   
6. Click Save.

Using the Kiosk App

Logging into Kiosk

1. On the device, run the Heartland Kiosk app.
2. In the Enter Login Code box, enter a valid Device Login Code.
   
   For detailed procedures describing how to acquire a new Device Login Code, review the "Device Login Procedures" section of the "Multi-Factor Authentication User Guide".
   The app will display the Dealer Warning! message, prompting you to log in as either Permanent or Support.
   
3. If you are logging into a demo account or a live account, tap Permanent.
   or If you are logging in to perform temporary troubleshooting tasks, tap Support.
   Choosing Permanent will use a license on the account. If you are just troubleshooting, using the Support option will not use a license. The Support Mode license will last for one hour.
4. In the next screen, select the appropriate location, then tap Next.
   
   The app will then display the Order & Pay Here! panel. If you configured the POS to display images for a slideshow, it will begin displaying those images.
   
5. Tap the screen to begin.
   If the device is attached to an MSR reader, the app displays a message asking if you would like the Kiosk to access the microphone.
6. To access the microphone, tap Ok.
7. If you are attaching an MSR reader to the Kiosk, tap Connect to enable the MSR reader.
   After connecting the MSR reader, verify that its sound volume is clearly audible.
8. At the Please select an order type prompt, tap either Carryout or Eat In.
   
9. If prompted for a telephone number, enter your phone number.
   or Tap Skip to bypass this step.
   

If the location uses the Order History feature, the Kiosk will offer the option of selecting one of your previous orders after you enter your phone number.

Once the phone number is entered or skipped, the Kiosk displays the main ordering screen.

Selecting a Payment Device for Kiosk

This section describes how to configure Kiosk to use a payment device.

1. In the Kiosk’s main ordering screen, tap the Heartland Restaurant logo (top left).
   The app displays information about itself and the status of the MSR device, as either Connected or Disconnected.
   
2. Tap Staff Access.
   The app then displays a PIN keypad.
   
3. Enter a valid Manager PIN in the keypad, then tap Go.
   The app displays the Staff Access screen.
   
4. In the Staff Access screen, tap the Payment Terminals tab.
   The app displays the Payment Terminals screen, which lists all payment terminals that are set up for the account.
5. In the Payment Terminals screen, select the payment terminal that you want to use with the Kiosk.

Selecting a Printer for Kiosk

This section describes how to configure Kiosk to use a printer.

1. In the Kiosk’s main ordering screen, tap the Heartland Restaurant logo (top left).
2. Tap Staff Access.
   The app displays a PIN keypad.
3. Enter a valid Manager PIN in the keypad, then tap Go.
   The app displays the Staff Access screen.
   
4. In the Staff Access screen, tap the Printers tab.
   The app displays the Printers screen.
5. Select the printer that you would like to enable for Kiosk orders.

Checking Out an Order in Kiosk

1. Open a ticket and order one or more menu items.
2. Tap Checkout.
   The Kiosk displays the Complete Your Order screen. Depending on how you have configured the Kiosk, the screen will either prompt the customer to either enter a name or to choose a Locator Number. Locator Numbers are used in locations that issue number tents to customers to identify their orders.
3. In the Enter Your Name box, enter your name.
   or In the Please Choose a Locator Number list, select your locator number.
4. In the Add Tip area, tap Yes to add a tip to the order’s total, or No to skip the tip.
   
5. In the Choose a Payment, area, select an appropriate payment method:
   Credit: Allows the customer to pay with a credit card, either by swiping the card on a connected payment device.
   Gift: Allows the customer to pay with a valid gift card.
   Pay Cashier: Allows the customer to pay the cashier in person by printing a receipt for the customer to take to the cashier. This option only displays if you enable the Pay in Person option in the Admin Console and configure Kiosk to use a printer.
   QR Code: Allows the customer to pay with a valid eGift card by scanning the card’s QR code.
   
   After processing the transaction, the app prompts you to select a format for receiving the receipt.
   
6. Tap the desired format for the receipt:
   Tap SMS to receive the receipt as a text message to your phone.
   Tap Email to receive the receipt as an email.
   or Tap No Receipt to not receive a copy of the receipt.