SAP Customer Checkout: Setting Up Table Service For Hospitality

Customer
SAP Customer Checkout

Setting Up Table Service for Hospitality
SAP for Sports and Entertainment, SAP
August, 2019
INTERNAL | SAP Partners

Disclaimer
The information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission of SAP.
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This presentation, or any related document and SAP's strategy and possible future developments, products and or platforms directions and
functionality are all subject to change and may be changed by SAP at any time for any reason without notice. The information in this
presentation is not a commitment, promise or legal obligation to deliver any material, code or functionality. This presentation is provided
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particular purpose, or non-infringement. This presentation is for informational purposes and may not be incorporated into a contract. SAP
assumes no responsibility for errors or omissions in this presentation, except if such damages were caused by SAP’s intentional or gross
negligence.
All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from
expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates,
and they should not be relied upon in making purchasing decisions.
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 2

Internal | SAP Partners
Customer Checkout Training: Table Service
The following session is designed to give you an overview of the new UI mode – Table
Service - which is available from SAP Customer Checkout 2.0 Feature Pack 08. This
presentation shows only how to use Table Service with SAP Customer Checkout manager
as backend system. When you end this training you should know:
➢ Overview and facts of Table Service

➢ How to start?
➢ How to maintain master data in SAP Customer Checkout manager?
➢ Which initial configuration settings have to be done in SAP Customer Checkout?
➢ What assignments to the POS system are needed in SAP Customer Checkout manager?
➢ How to maintain and check relevant integration settings in SAP Customer Checkout?
➢ How to synchronize master data in SAP Customer Checkout?
➢ How to use Table Service?
➢ How to check and verify the posted bill in SAP Customer Checkout manager?

Overview and facts of Table Service
Table Service
Overview and Facts
In SAP Customer Checkout, there is another user interface
available for hospitality supporting table management: Table
Service
The Table Service in SAP Customer Checkout is specially

designed for any restaurant type including bars, cafes, bistros,
fast food chains, or fine dining restaurants. It will help you to run
your business more efficiently and optimize order processes.
SAP CUSTOMER CHECKOUT FOR HOSPITALITY:

▪ Table view
▪ Combine and move tables
▪ Transfer tables to other waiters
▪ Tableside ordering with mobile devices
▪ Split and combine bills
▪ Support of expenses
▪ Orders are sent to bar and kitchen to start preparation
▪ Reduce order-taking errors
© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ EXTERNAL 5

How to start?
How to Start?
Interaction between SAP Customer Checkout and SAP Customer Checkout
manager
SAP Customer Checkout
SAP Customer
Checkout manager
▪ Table management
▪ Tableside ordering with mobile
Maintenance of Master Data, Monitoring and Reporting devices
▪ Split and combine bills
▪ Orders are sent to bar and kitchen
to start preparation
Users & Roles Articles Price Lists Quick Selections Receipts ▪ Day-end closing
▪ Reporting
Back Office Restaurant, Café, Bistro

How to Start?
What you need to know before
Before you start to set up SAP Customer Checkout in the Hospitality area, you need to know the following:
✓ Make sure you have the SAP Customer Checkout manager installed before you set up Table Service
✓ SAP Customer Checkout manager has to be maintained accordingly with master data: Price lists, Articles, Users, and PoS
configurations tiles are relevant
✓ Limited functionalities in Table Service UI: not all POS functionalities that are working in Retail mode are supported in Table
Service
✓ Make sure SAP Customer Checkout is running in online mode, and has connection to the SAP Customer Checkout manager

How to Start?
Steps for Setting Up Table Service
In order to set up Table Service in SAP Customer Checkout with the SAP Customer Checkout manager as backend system, the
following steps are relevant in SAP Customer Checkout and SAP Customer Checkout manager:
A Maintain master data in SAP Customer Checkout manager
B Initial configuration settings in SAP Customer Checkout
C Assignments needed for the POS system in SAP Customer Checkout manager
D Maintain and check relevant integration settings in SAP Customer Checkout
E Synchronize master data in SAP Customer Checkout
F Use Table Service in SAP Customer Checkout
G Check and verify the posted bill in SAP Customer Checkout manager

How to maintain master data in SAP
Customer Checkout manager?
SAP Customer Checkout manager A
Price lists Tile – Maintaining Price lists
Start with the creation of price lists in SAP Customer Checkout manager, and do the following steps:
(1) Select the Price lists tile in SAP Customer Checkout manager.
(2) Choose “Add” to create a new price list.
(3) Enter all relevant data and complete the mandatory fields marked with *.
(4) Save your edits.
Point of Sales Management → Price lists: 3
2 4
POS configuration Tile – Maintaining Tax Codes
After you have maintained the price lists, you can now continue maintaining the settings for tax codes, article groups, currencies,
and quick selections.
(1) Select the POS configuration tile in SAP Customer Checkout manager
(2) Choose the “Tax rates” sub-tile to get the detailed view, and “Add” to create a new tax rate.
(3) Enter all relevant data for the tax rate, and click “Save” to save your edits.
Point of Sales Management → POS configuration:

POS configuration Tile – Maintaining Article Groups
Before you create articles in SAP Customer Checkout manager, you need to create article groups which enable you to group
together certain articles to form subgroups. As it is necessary to assign articles to article groups, you need to maintain article groups.
(1) In the POS configuration tile, choose the “Article groups” sub-tile to get the detailed view.
(2) Choose “Add” to create a new article group.
(3) Enter an ID number and a name for this article group, and click “Save” to save your edits.

(Optional) POS configuration Tile – Maintaining Currency
SAP Customer Checkout manager delivers the following currencies by default: EUR, CHF, DKK, GBP, PLN, SEK
If you want to use (or need to add) a different currency (for example, USD), you can create new currencies in the SAP Customer
Checkout manager.
(1) In the POS configuration tile, choose the “Currencies” sub-tile to get the detailed view.
(2) Choose “Add” to create a new currency.
(3) Enter the Currency code, and click “Save” to save your edits.
2
Articles Tile – Maintaining Articles
After you have maintained price lists, you can now maintain the articles to be used in SAP Customer Checkout.
Follow the below steps to create articles in SAP Customer Checkout manager:
(1) Select the Articles tile in SAP Customer Checkout manager.

(2) Choose “Add” to create a new article.
(3) Enter all relevant data for the article (ID, description, etc.), and select an article type, and article group. You also have to assign a
tax rate, and price list.
(4) Click “Save” to save your edits.
Point of Sales Management → Articles:

3
2 4
Articles Tile – Maintaining Output Locations for Articles (1/2)
After you have created the articles, you can assign the output locations for each article, or for article groups.
Output locations specify which document printer is used to print a specific article and/ or article group. You can maintain to
print a document only on one location, e.g. you want to print separate receipts in the kitchen and at the bar.
Follow the below steps to maintain output locations for articles in SAP Customer Checkout manager:
(1) Select the Articles tile in SAP Customer Checkout manager.

(2) Search the article for which you want to maintain an output location, and in the Output locations tab click “Assign”.
Point of Sales Management → Articles:

Articles Tile – Maintaining Output Locations for Articles (2/2)
(3) Assign the respective output location to the article, and save your edits.
(4) The output location is now assigned to the article.
3
4

POS configuration Tile – Maintaining Quick Selections (1/2)
When using Table Service, you need to configure the quick selections section for the SALES screen.
After you have created price lists, and articles, you can now start creating the quick selection configuration to be used for Table
Service.
Follow the below steps to create the quick selection configuration in SAP Customer Checkout manager:
(1) In the POS configuration tile, choose the “Quick selections” sub-tile.
(2) Choose “Add” to create a new quick selection configuration.
2
POS configuration Tile – Maintaining Quick Selections (2/2)
(3) Enter all relevant data for the root structure of the quick selection configuration, and save your edits.
(4) To add further sub-items in the newly created quick selection configuration, choose “Add”.
(5) Create the quick selection buttons as needed (Example: center and bottom section). Furthermore, you can assign articles (sales
items) to quick selection buttons.
Note!
For further information on creating quick selections, please read the official SAP Customer Checkout manager Guide, or the EKT presentation for Central
Quick Selection Management.

Users Tile – Maintaining Users and Roles (1/2)
You can now create for each of your serving staff a user with the respective role (and permissions) in the SAP Customer Checkout
manager.
Follow the below steps to create a user in SAP Customer Checkout manager:
(1) In the Users tile, choose the “Quick selections” sub-tile.

(2) Choose “Create” to create a new user.
Point of Sales Management → Users:
2
Users Tile – Maintaining Users and Roles (2/2)
(3) Enter all relevant data for the user, choose a role for the user, and save your edits.
(4) After the user is created, you can optionally edit the permissions assigned to this user if necessary. Choose “Permissions”, and
“Edit”.
(5) Once you have edited the permissions, choose “Save”.
(6) You can create further users for your serving staff.

Which initial configuration settings have
to be done in SAP Customer Checkout?
SAP Customer Checkout B
Initial Configuration Settings
1
Once you have maintained all relevant master data in the SAP Customer Checkout 2 EV25
3
manager, you can download the SAP Customer Checkout zip file as usual and start with the
installation process. 3
(1) Start your SAP Customer Checkout application, to open the Initial configuration page.
4
(2) Enter a POS system ID for your point of sale application.
(3) Select the SAP Customer Checkout manager as your backend system you want to connect
to.
(4) Enter now all relevant webservice endpoint information (Host, Path, Port, User name, and
Password) of your SAP Customer Checkout manager system.
(5) Select the UI Mode to be used: Table Service.
5 Table Service
(6) Enter the Admin password for SAP Customer Checkout, a Keyword, and a Database
password.
(7) Click “OK” to start your SAP Customer Checkout.
6
7
What assignments to the POS system
need to be done in SAP Customer
Checkout manager?
SAP Customer Checkout manager C
(Optional) Organizational structure Tile - Verifying POS system Entry
Once you have connected your POS system with SAP Customer Checkout manager, an entry (with detailed information to
this POS system) is created in the Organizational structure tile.
(1) Select the Organizational structure tile in SAP Customer Checkout manager.
(2) Select the POS system (verifying the correct POS system ID), and click “More information”.
(3) See all details of the POS system.
Point of Sales Management →

Organizational structure:
2 3
1

Users Tile – Assigning Users to POS system
To use the users (that were configured in section A) in your POS systems, you need to assign the respective users to the
POS system.
(1) Select the Users tile in SAP Customer Checkout manager.

(2) Choose the user to be assigned to the POS system, and select the Org. unit assignments sub-tab. Choose “Assign”.
(3) Enter the “POS system ID” (or “POS group”), and save your edits.
SAP Customer Checkout manager →

Users:
2
1
3

Price lists Tile – Assigning Price list to POS system
In order to use the articles (created in SAP Customer Checkout manager) in your POS system, you also have to assign a
price list to the POS system.
(1) Select the Price lists tile in SAP Customer Checkout manager.
(2) Choose the price list to be assigned to the POS system, and click “Assign”.
(3) Enter the “POS system ID” (or “POS group”), and save your edits.
Point of Sales Management → Price lists:
1
3
Note!
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ As an alternative you can also assign the price list to a user and/ or role. 27
POS configuration Tile – Assigning Quick selection configuration to POS system
To use the quick selections (that were configured in section A) in your POS system, you need to assign the respective quick
selection configuration to the POS system.
(1) Select the POS configuration tile in SAP Customer Checkout manager.
(2) Choose the quick selection configuration to be assigned to the POS system, and click “Display”.
(3) In the Org. unit tab click “Assign”, enter the “POS system ID” (or “POS group”), and save your edits.
1 2
Note!
© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ As an alternative you can also assign the quick selection configuration to a user and/ or role. 28
(Optional) POS configuration Tile – Enabling to Show Payment with Card Option
In case you want to allow payment with card in the POS system, you need to set the correct setting in the respective quick
selections configuration.
(1) Select the POS configuration tile in SAP Customer Checkout manager.
(2) Choose the quick selection configuration you have assigned your POS system to, and click “Display”.
(3) In the Extended Javascript section, add the following entry: "showCardPaymentButton": true
(4) Save your edits.
1 3
2
4
How to maintain and check relevant
integration settings in SAP Customer
Checkout?
SAP Customer Checkout D
Maintaining and Checking Integration Settings
After assigning the respective price lists, and quick selections to your POS system, you can start SAP Customer Checkout
and maintain the integration settings with SAP Customer Checkout manager.
(1) Login (with any user who has the permission to see the Configuration Settings) in SAP Customer Checkout.
(2) Go to the Configuration screen, and select the Integration tab.
(3) Navigate to the SAP Customer Checkout manager sub-tab, and maintain the settings accordingly.
If needed, you can activate further central

settings for your SAP Customer Checkout
1 application
2 ✓ Central update management

✓ Central user management
✓ Central quickselection
management
✓ Central monitoring
✓ Central time recording
✓ Central coupon management
✓ Central receipt management
is automatically enabled when
using SAP Customer
Checkout manager

Maintaining the Printer as Output Location (1/2)
In order to print the articles in the correct location, you also need to set the printer as the output location in SAP Customer
Checkout.
(1) Go to the Hardware tab in your Configuration, navigate to the Print Templates sub-tab, and choose “Edit”.
(2) Choose “Edit”, and select the print template “OrderPrintTemplateJPOS”.
▪ For every additional output location, you need to configure an additional print template based on OrderPrintJobBuilder.
(3) Enter all relevant data for the print template, select a printer that you want to set as the output location, and activate the print
template.
1
3
2
Maintaining the Printer as Output Location (2/2)
(4) In the Options section, choose “New option” to add the output location for the respective printer.
(5) Choose the “Output location”, and select the required output location as option value. Save your edits.
4 5

(Optional) Maintaining Tax Codes
In case you have added further tax codes in SAP Customer Checkout manager, and you want to use those tax codes in the
POS system, you need to maintain these tax codes manually.
(1) Go to the Accounting tab in your Configuration, and navigate to the Tax Rates sub-tab.
(2) Click “Edit” to maintain the tax code that you have created in SAP Customer Checkout manager, and enter the Tax rate type
code and further data. Make sure to enter the same data that you have created in SAP Customer Checkout manager. Save your
edits.
(3) Set the tax code to “Active” in order to be able to use it in SAP Customer Checkout, and save your edits.
2
(Optional) Maintaining Credit Cards
In case you want to allow payment with cards in SAP Customer Checkout, you need to maintain these credit cards
manually.
(1) Go to the Accounting tab in your Configuration, and navigate to the Credit Card Types sub-tab.
(2) Click “Edit” to maintain the credit card types, and enter all relevant data. Save your edits.
2
How to synchronize master data in SAP
Customer Checkout?
SAP Customer Checkout E
Synchronizing Master Data
Your POS system has currently no articles or users available. You need to perform an article and user synchronization in
order to fetch all articles and users created in SAP Customer Checkout manager.
(1) Go to the Synchronization tab in your Configuration, and in the Article section, choose “Schedule Synchronization”.
(2) Perform a “Complete Synchronization”, and confirm with OK.
(3) Perform another synchronization for Users in the User section.
(4) To check if your articles have been successfully synchronized from SAP Customer Checkout manager, select the Search icon.
(5) Navigate to the Articles Tab, and verify if all created articles from SAP Customer Checkout manager are shown.
3
1 4
2
3

SAP Customer Checkout E
Synchronizing Quick Selection Configuration
All articles from SAP Customer Checkout manager are now synchronized to your POS system.
In order to see the quick selection configuration in the SALES screen, you also need to synchronize the quick selections.
Quick selections are synchronized via log out and log back into the POS system.
(1) Make sure “Enable central quickselection management” is switched on in your Integration settings.
(2) Log out from the POS system, to synchronize the quick selections.
(3) When you log back into the POS system, the quick selections are shown in the SALES screen.
2
1 3

How to use Table Service?
Table Service F
Process Overview
• Customers • Items are • Serving Staff • Orders • Items are • Customers • Bill is paid
come into the added into orders items receipts are served to the want to pay (Receipt is
restaurant the order sent to the customers closed)
• Bill is created respective • Serving staff
• Serving Staff (Receipt is location (bar/ selects the • Table is
creates new posted) kitchen) to payment closed
table in SAP start options
Customer preparation
Checkout

Table Service F
Available Screens
2
When using Table Service, the following screens are relevant:
(1) TABLES: This screen enables you to create

a new table, move tables, search for tables,
or see all tables.
(2) SALES: This screen enables you to order

items, pay, and split the bill, or perform
further sales transactions.

Table Service F
Table View
In Table Service, the following ways to display tables are possible:
All tables My tables Search table

The waiters or waitresses can search for a
Displays all active tables, where receipts are Only displays tables with bills assigned to table. Displays the table and all bills
assigned to. Closed tables (where bills are logged-on waiters or waitresses. assigned to this table.
paid) are not displayed.

Table Service F
Creating a New Table
To create a new table, do the following:

(1) Select the New table (or Fast table) icon.
(2) Enter the table name/ number.
(3) You can now add sales items to the bill.
1 2

Table Service F
Ordering Sales Items
After you have created a table, you can add the sales items to the bill, and order the items. The “Order” option enables you to
separate the purchase of the sales items and the payment process. Each customer/ guest gets a sales document. Any number of
orders can be assigned to this sales document.
(1) Select the quick selection buttons with the respective articles/ sales items, and click “Order”.
▪ A receipt is printed at the defined output locations, to trigger e.g. the preparation of meals and drinks.
(2) The sales items are ordered, and you get back to the table view.

Table Service F
Paying a Bill
The following payment methods are available for paying a bill: cash, card, and voucher.
(1) Choose Pay (or Exact amount if the customer has the exact amount), select a payment method, and confirm.
(2) Select Back to get back to the table view.
(3) In the table view, you can see that the bill is paid.
3
1
2

Table Service F
Splitting a Bill
The “Split/ Merge” option enables you to split the bill or combine several tables or sales positions (e.g. when customers want to pay
separately, or combine a table from a larger group or people).
(1) Choose Split/ Merge.
(2) A new split-screen view opens, and on the left you can see all sales items of the receipt. Use the arrows to select the sales items
that you want to move to the separate bill.
(3) Click Done. The bill is now splitted, and can be paid separately.

Table Service F
Assigning Course to Sales Items (1/2)
You can select a course for each sales item during the ordering process in Table Service. For example, you can assign the main dish
to be served as course 1, and the dessert to be served as course 2. You can only select a course for sales items that have not yet
been ordered.
(1) Add the articles/ sales items to the receipt, and the select the respective sales item that you want to assign to a course.
(2) Click “Select course”, and select the course you want to assign to the sales item.
(3) The assigned course is shown in the sales item list.
1
2
3

Table Service F
Assigning Course to Sales Items (2/2)
(4) If needed, you can assign further courses to further articles/ sales items in the receipt.
(5) All assigned courses are shown in the sales item list. Click “Order” to order the sales items.

Table Service F
Taking over Tables from other Users
It is possible that users take over tables which are assigned to other waiters or waitresses.
(1) In the TABLES screen, in the “All tables” section, select the table you want to take over.
(2) Confirm to “Take over table”.
(3) The table is now assigned to your user, and you can add sales items to the bill.
1
2 3

Table Service F
Moving a Table/ Combining Bills (1/2)
You can move a table to another table or combining bills.

(1) Click Move tables.
(2) Choose the table you want to move, and click Continue.
1 2

Table Service F
Moving a Table/ Combining Bills (2/2)
(3) Enter the table name to which you want to move the table.
(4) The table is now moved to the respective table, and you can see the bill amount in the table view.

Table Service
Adding Expenses to a Bill
SAP Customer Checkout supports using expenses in Table Service.

Expense = An expense is an amount of money that is payed out to the customer, and customer pays this money back during paymen t process (once receipt is closed).
As a prerequisite to use expenses in the sales process, you need to configure the article ID of the expense in the Configuration
screen, and to maintain the quick selection button for the expense in SAP Customer Checkout manager.
(1) Create a table, and add the expense to the receipt.
(2) You can enter the expense amount, and a description for the expense. Click Done, to confirm.
1 2

How to check and verify posted bills in
SAP Customer Checkout manager?
SAP Customer Checkout manager G
Receipts Tile - Checking and Verifying Posted Bills
To verify the bill (receipt) has been posted successfully, you can check the bill details in SAP Customer Checkout manager.
Once an order has been performed in the POS system, a receipt is created in SAP Customer Checkout manager. As long as the bill
is not paid, you can order further items to the bill. When the bill is paid, the status of the receipt is changed to “Posted”.
(1) Select the Receipts tile in SAP Customer Checkout manager.
(2) Verify if the bill was successfully posted from the POS system.
Point of Sales Management → Receipts:

Thank you.
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Customer

SAP Customer Checkout

INTERNAL | SAP Partners

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 2

➢ Overview and facts of Table Service

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 3

The Table Service in SAP Customer Checkout is specially

SAP CUSTOMER CHECKOUT FOR HOSPITALITY:

© 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ EXTERNAL 5

Back Office Restaurant, Café, Bistro

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 8

A Maintain master data in SAP Customer Checkout manager

B Initial configuration settings in SAP Customer Checkout

D Maintain and check relevant integration settings in SAP Customer Checkout

E Synchronize master data in SAP Customer Checkout

F Use Table Service in SAP Customer Checkout

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 9

Point of Sales Management → Price lists: 3

Point of Sales Management → POS configuration:

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 12

Point of Sales Management → POS configuration:

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 13

(1) Select the Articles tile in SAP Customer Checkout manager.

Point of Sales Management → Articles:

(1) Select the Articles tile in SAP Customer Checkout manager.

Point of Sales Management → Articles:

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 16

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 17

Point of Sales Management → POS configuration:

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 19

(1) In the Users tile, choose the “Quick selections” sub-tile.

Point of Sales Management → Users:

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 21

Point of Sales Management →

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 25

(1) Select the Users tile in SAP Customer Checkout manager.

SAP Customer Checkout manager →

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 26

If needed, you can activate further central

2 ✓ Central update management

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 31

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 33

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 37

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 38

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 40

(1) TABLES: This screen enables you to create

(2) SALES: This screen enables you to order

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 41

In Table Service, the following ways to display tables are possible:

All tables My tables Search table

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 42

To create a new table, do the following:

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 43

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 44

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 45

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 46

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 47

© 2019 SAP SE or an SAP affiliate company. All rights reserved. ǀ 48