Prompt Designer

Overview: The Prompt Designer is the tool used to create Item Prompts. Item Prompts allow you to add additional modifiers to an inventory item. The prompts allow an item to be built through a series of prompts, “choices” or questions, “answers”.




Prompt Designer Introduction

The Prompt Designer is used for creating Item Prompts that can use to enhance the current functionality of CSM by allowing multiple choices within the context of one menu. Prompts are limited for use on Button Tabs. An example would be building custom sandwiches. When the button is selected on the register a group of prompts, or questions, and the available choices, or answers will be displayed when the item is purchased.

Note: When building Prompts if the choices and prices are the same they can be reused on multiple inventory items. For example, a “What kind of meat?” prompt could be used for sandwiches, pitas, or wraps.

Set ID –This is the ID assigned for the Prompt Set. Select from the dropdown list to view the ID of choice.

Description –This is the description of the Prompt Set. Select from the dropdown list to view the description of choice.

Category –The Category is used to group sets together. Select the category group to limit the view to from the dropdown list.

Export Set –Export the prompt set to an XML format for importing into another menu.


Import Set –Import a previously exported XML formatted prompt set.

Copy Set –Copies the selected prompt set allowing the ID and description to be updated, to create a new copy of the prompt.

New Set –Select this to create a new Item Prompt Set.

Edit – Select this to edit an existing Item Prompt Set.

Delete –Select this to delete an existing Item Prompt Set.

New Tab – This allows additional Tabs to be added to the Prompt Set.

Copy Tab – This allows additional Tabs to be added by copying an existing tab to the Prompt Set.

New Panel – Select this to create a new Panel within a Tab.

New Checkmark – Select this to add multiple option choice to the Panel. Once the Choice has been added, you can select it to move it to the desired location within the Panel.

New Dot Option – Select this to add single option choice to the Panel. Once the Choice has been added, you can select it to move it to the desired location within the Panel.

New Label – Select this to add a label to the Panel. Once the label has been added, you can select it to move it to the desired location within the Panel.

New Image – Add a picture to the panel Select Add Image to attach a picture from a file or take a picture with a Web Cam (requires Web Cam purchased separately).




Right Click on the tab features:

  

Tab Text – Enter a text so display for the Tab.

Text Color – Provides options to set the tab’s text color, or copy and paste the text color between buttons.

Background Color - Provides options to set the tab’s background color, or copy and paste the background color between buttons.

Font - Provides options to change the tab’s font, or copy and paste the font between buttons.

Copy All Properties – Copies all attributes of the tab - Text Color, Back Color and Font.

Paste All Properties – Pastes all previously copied attributes of the tab - Text Color, Back Color and Font.

Auto size Selection – Select this to size the Panel borders of the selected panel evenly around existing text in the panel.

Center Selection – Select this to center the Panel in the middle of the Tab.

Left Align Other Choices – Select this to align...

Enable Snap To (F2 key) – This is a tool used for aligning, positioning and resizing buttons.

Tab Invisible – Setting the tab to invisible allows for it to display only when a specific choice has been selected elsewhere in the prompt.

Tab Order – This is the order the tab will display during the prompting process from the register.

Add Existing Panel – Add a panel that already exists from another tab set.

DeleteTab – Select this to remove a Tab from the Prompt Set.




Right Click on the panel features:



Panel Name/Question – Enter in the Prompt Question in this field. For example: What Kind of Cookie?

Text Color – Provides options to set the panel’s text color, or copy and paste the text color between buttons.

Background Color - Provides options to set the panel’s background color, or copy and paste the background color between buttons.

Font - Provides options to change the panel’s font, or copy and paste the font between buttons.

Copy All Properties – Copies all attributes of the panel - Text Color, Back Color and Font.

Paste All Properties – Pastes all previously copied attributes of the panel - Text Color, Back Color and Font.

Auto size Selection – Select this to size the Panel borders evenly around existing text in the panel.

Center Selection – Select this to center the Panel in the middle of the Tab.

Left Align Other Choices – Select this to align the Choices in the same column as this Choice.

Panel Visible/Invisible – Select this to set the Panel as Visible or Invisible on the Register screen. Invisible panels can be set to display when a specific choice has been selected elsewhere in the prompt

Set Panel Required– Select this to force the user to choose an option from the panel.

Bring Panel To Front – Select this to move the Panel to the top when more than one panel is stacked on top of each other.

Send Panel To Back – Select this to move the Panel to the bottom when more than one panel is stacked on top of each other.

Uncheck Choices – Select this to uncheck all Choices within the Panel.

Panel Order – This is..

Enable Snap To (F2 key) – This is a tool used for aligning, positioning and resizing buttons.

Delete Panel – Select this to remove a panel from the Prompt Set.




Right Click on the Check Marks, Dot Options, Labels and Images features:

  

Change Inventory Item – Select this to attach an existing Inventory item as a Choice for inventory tracking purposes and to attach an additional price to the item.

Quick Change All Inventory – Select this to attach an existing Inventory item as a Choice for inventory tracking purposes and to attach an additional price to the item.

Text Color – Provides options to set the item’s text color, or copy and paste the text color between buttons.

Background Color - Provides options to set the item’s background color, or copy and paste the background color between buttons.

Font - Provides options to change the item’s font, or copy and paste the font between buttons.

Copy All Properties – Copies all attributes of the item - Text Color, Back Color and Font.

Paste All Properties – Pastes all previously copied attributes to the item - Text Color, Back Color and Font.

Set Image – Select an image to display on an image object.

Display a Tab or Panel for this choice? – Select an invisible tab or panel to display when that choice is selected. This is to choose which type to display.

Select Tab or Panel – Select the actual tab or panel to display.

Enable Snap To (F2 key) – This is a tool used for aligning, positioning and resizing buttons.

Delete Choice/Label/Image – Select this to remove an item from the Prompt Set.



Prompt Designer Instructions


Sizing and Moving Controls

When moving the mouse over a control orange handles will appear.  These handles are used to drag and size the control.

• Left click on the control when the handles are visible to select the control.  
  
• When the cursor changes to four directional arrows, left click and hold to drag the control to a new positions.
  
• When the cursor changes to two directional arrows, left click and hold to drag the size of the control to a new size
  

• After the control has been selected the position can also be fine tuned by holding down the CTRL key and using the arrows on the keyboard to move in the direction of the selected arrow.

Creating a New Prompt Set

• Select New Set.
  

• Enter a unique Prompt Set ID. For example: COOKIE
  
• Enter the Description for the Prompt Set. For example: Cookie Choices
  

Use the instructions below for adding tabs, panels, prompts and choices to add as much detail to the prompt set as desired.

• Select Save.
  

Editing a Prompt Set

• Select Edit.
  

Use the instructions below for adding tabs, panels, prompts and choices to add or change as much detail to the prompt set as desired.

• Select Save.
  

Deleting a Prompt Set

• Select Delete.
  
• Select Yes when prompted to confirm deleting the prompt.
  
• Select Save.
  

Adding a Tab to a Prompt Set

• Create a new Item Prompt Set; or choose an existing set and select the Edit button.
  

• Select the arrow in the upper left corner to reveal the Tab button.  Select the Tab button and a new tab will be added.
  
• Right-click on any empty area of the tab background and enter the Tab Title for the new tab. This can be in the form of a question if setting up one tab per question, such as “What kind of meat?”. It could also be as simple as the description of the types of things that are select able on the page, such as “condiments”.
  

Removing a Tab from a Prompt Set

• Choose an existing set and select the Edit button.
  
• Select the Tab to delete.
  
• Right-click and select Delete Tab.
  

Setting up Prompt Categories

Use the category feature to group like prompt sets together. This will allow for faster sorting when looking for a specific prompt. For example all of the items related to the breakfast menu might have a category of “breakfast”.

• Set the Category by selecting it from the dropdown list when creating the item, or while editing the item.
  
• Use Maintenance | Prompt Category to add, edit and remove available category names.
  

Adding a New Panel to a Prompt Set

• Create a new Item Prompt Set; or choose an existing set and select the Edit button.
  
• Left-click and hold New Panel to drag it to a location on the Tab
  
• Right-click the Panel to customize it.
  

• Enter the Panel Caption / Question. For example: What Kind of Bread?
  
• Select Set Panel Required to force a selection to be made at the time of purchase (optional).
  
• Left-click and hold to drag the Panel to a different position.
  

Adding an Existing Panel to a Prompt Set

• Create a new Item Prompt Set; or choose an existing set and select the Edit button.
  
• Right-click on the Tab and select Add Existing Panel.
  

• Select Existing Prompt Panel from the list and then choose Select.
  
• Left-click and hold to drag the Panel to a different position.
  

Adding a New Choice to a Panel

• Create a new Item Prompt Set; or choose an existing set and select the Edit button.
  

• Left-click and hold on the New Check Mark or New Dot Option to drag the choice option into the Panel. Repeat to add as many choices as needed. 
  

Note: If only one choice (option) is allowed for the prompt (question) then select New Dot Option. If multiple choices are allowed then use New Check Mark. New Label is used to add text to the panel to give instructions or additional details to help the staff understand the prompt. New Image is used to add a picture or image to a panel.

• Right-click on the choice and select Change Inventory Item to search and attach an existing Inventory item to the choice.
  

• Set desired Back Color, Text Color, or Font (optional).
  
• Left-click and hold to drag the Choice to a different position.
  

Changing the order Choices display

This allows you to determine the order the choices will appear within the item description and on the order ticket.

• Create a new Item Prompt Set; or choose an existing set and select the Edit button.
  
• Right-click on the Panel to change.
  
• Enter the number the panel should be placed in the Panel Order field. NOTE: Number 1 will be the first Panel in the order. 
  
• Repeat with the other panels on the Tab. 
  
• Select Save. 
  

Changing the order of Prompt Tabs

Tab Order allows you to set the order the Tabs will appear in. For example, perhaps you would like your two tabs Sandwich and Sides to appear Sides and Sandwich.

• Create a new Item Prompt Set; or choose an existing set and select the Edit button.
  
• Right-click on the Tab to change.
  
• Enter the order number you would like the Tab to appear in the Tab Order field.
  
• Select Save.
  

Item Prompt Scenario

Here is an example of what item prompts for building a basic sandwich will look like when purchasing the item from the register.

• In the example below selecting the Custom Sandwich button loads the Item Prompts that have been attached to the inventory item.
  

• As the customer describes what they would like on the roast beef sandwich the cashier selects the choices. The type of bread has been assigned a Dot Option and has been set to require a bread choice is made. The Veggies are not required so a Check Mark has been used. Once the bread is selected the Next button will move to the Sides tab.
  

• The cashier can then select the one side item that is included with the sandwich. These "Dill Pickle" Choice has been set to not require a choice has been made so the customer can skip the item and just get the sandwich and side.  A treat is included so the customer can have their choice. 
  

Inventory | Introduction 

Inventory | Instructions  

Inventory | Modifiers 

Inventory | Flavors 

Inventory | Printers 

Inventory | Recipe List 

Inventory | Item Prompts 

Inventory | Reconcile Physical Inventory 

Inventory | Purchase Orders 

Inventory | Inventory Adjustment 

Inventory | Inventory Waste 

Inventory | Global Price Updates 

Maintenance | Introduction

Maintenance | Basic Links

Maintenance | Coupon Manager

Maintenance | Discounts

Maintenance | Promotions 

Maintenance | Tax Codes and Groups

Maintenance | Upsell

Maintenance | Combo Meals