Table Management Documentation

Complete guide to setting up and managing table service operations for dine-in restaurants using Flip POS.

Overview

The Table Management system is designed for full-service restaurants that need comprehensive table service capabilities. Perfect for:

Key features include visual table layouts, server assignments, order tracking, kitchen integration, and advanced reporting for table turnover and server performance.

Activating a Table

To begin serving guests at a table, you'll need to activate it first.

  1. Open the Table Service POS App within Shopify POS
  2. Click the table you want to activate, or seat
  3. Enter the server name in the "Assigned Server" text input field
  4. Enter the number of guests in the "Number of Guests" text input field
  5. Click "Activate Table"

Add Item to an Order

Once the table is activated, you will have a Check available on the table that you can add items to.

  1. Click the table you want to add items to in the Table Service screen.
  2. Click the "+" icon to the right of "Check #".
  3. Menu categories and items will appear. Once you navigate to the item you want to add click it.
  4. Simple items, with no modifiers or options will automatically add to the order when you click them (blue buttons).
  5. Items with modifiers or variants will bring you to the "Add Item - Check #" screen where you will select options and modifiers.
  6. Click add to order once you have finalized your selections.
  7. Toast notification will appear at the bottom of the screen, notifying you that the item has been added to the order.
  8. When you navigate back to the Table # screen, you will see the items you added with "pending" status.

Send to Kitchen

Once you have added your items to a Check on a Table, Send pending orders to the kitchen for preparation. Make sure to have a kitchen display and/or Printer setup.

  1. When viewing a Table's details screen (from Table Service screen, click the Table you want to service), click the "Send" icon, which will appear to the right of the "+" icon.
  2. This will send all "pending" items to the kitchen on a single order / ticket.
  3. The items will appear in the kitchen display and if a printer is configured, the pending items will all appear on that kitchen ticket.

Send to POS Cart

When you are ready for your customer to pay for their table's check, Transfer completed orders to the Shopify POS cart for payment processing.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Each check within that table will have its own "send" icon.
  3. To the right of the Check name, click the "send" icon.
  4. This will take all items (along with their modifiers and customizations) and populate the Shopify POS cart with those items and their pricing.
  5. The Table Service app will close automatically.
  6. Finish your transaction in Shopify POS.

Add New Check to Table

Create separate checks for different guests at the same table.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Click the "Actions >" link in the top right of the Table # screen.
  3. Click "New Check"
  4. New Check screen will appear where it will display the new checks name. You may change the name of the check if you choose.
  5. Click "Create Check"
  6. You will be brought back to the Table # screen, where you can now manage separate checks on the table.

Add Order Note

Add notes to the entire order for special instructions or information.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Click the "Actions >" link in the top right of the Table # screen.
  3. Under the "Add Order Note" section, you will have a text field labeled "Order Note" where you can click to enter a note for the order.
  4. This will appear on the Table # screen and on printed tickets and the Kitchen Display

Clear Service

Reset a table to its initial state, removing all orders and assignments.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Click the "Actions >" link in the top right of the Table # screen.
  3. Click "Clear Service"
  4. A dialog will appear notifying you that this will cancel all orders, clear the server, and reset the guest count on the table.
  5. Click "Clear Service" in the dialog

Duplicate an Order Item

Quickly duplicate an existing item with all its modifiers and options.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Click the "…" icon next to the item you'd like to duplicate
  3. Click "Duplicate Item" button
  4. The item, and all its options and modifiers will be duplicated on the order. It will automatically have a "pending" status.

Remove an Item from an Order

Remove items from an order when needed.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Click the "…" icon next to the item you'd like to remove.
  3. Click "Remove Item" button
  4. A toast notification will appear confirming the item has been removed.

Create a note for a specific order item

Add special notes to individual items for allergies or special requests.

  1. Navigate to the table you'd like to service (Table Service screen, click Table #).
  2. Click the "…" icon next to the item you'd like to add a note to.
  3. Click in the "Add Note" text field and enter your note.
  4. Click Save Note
  5. The note will appear on the order, in the kitchen display, and on any tickets printed.

Switch to a new Service Area

Navigate between different service areas in your restaurant.

  1. When you open the Table Service app in the top center of the screen, all the Service Areas you've configured in the Flip POS settings, will appear.
  2. If there are more than one Service Areas, you may click an unselected Service Area, designated in gray, with gray text.
  3. The new Service Area will show the tables that have configured specifically for that Service Area.

Go to Table

Quickly navigate to a specific table by entering its number.

  1. Select the Service Area of the table you'd like to view
  2. Click in the "Go to Table" text field
  3. Type in the number of the table
  4. Click the "Go" text in the right side of the Go to Table text field.
  5. The table details will open

See Table Layout Image

View uploaded table layout images for reference during service. You may upload a table layout image that can be associated to each service area. This can be used for staff to view table layout while servicing their tables.

  2. Open the Table Service app
  3. Next to the "Go to Table" text field, you will see a "information" or "i" with a circle around it icon. The icon will only show if a Table Layout image has been set on the Service Area configuration.
  4. Click the "i" icon
  5. The Table Layout image will appear in a new screen.