Configuring Smart Keys

Use Smart Keys to create buttons whose functionality changes based upon specified criteria. Smart keys display, hide, and change point-of-sale (POS) behavior based on a set of conditions, a transaction’s status or items selected in the check detail. You can create smart keys in the Page Design module.

Note:

Smart keys are not supported on hand-held POS devices.

The following detail types can be configured as a smart key:

• Menu Items (Major Groups or Family Groups)

• Discounts

• Service Charges

• Tender Media

• Reference Information

• Extensibility Data

Follow these steps to implement optional smart keys:

1. Select the Enterprise, zone, property, or revenue center, click Configuration, and then click Page Design.
2. Select the page where you want to add the smart key button and from the Edit tab, click Button.
3. Enter information in the Page Design fields.

   Table 26-3 Page Design Edit Fields

   Field	Entry
   Style	Click the black arrow, and then select the style (characteristics) of the button.
   Legend	Enter the name of the button.
   Type	Select Function from the drop-down list.
   Sub Type	Click the black arrow, and then select Smart Key.
   Auto Active	Select this option to make the button automatically active. Note: This setting is not required for all available conditions, for example the Check Active condition.

4. Click the Edit Smart Keys button.
5. Click Add.
6. Enter information in the fields as described in the following table to configure a recently added condition named Check Active Condition. This allows the user to add a button which shows when a check is active.
   • If configured to be hidden when outside of a transaction, the smart key disappears when outside of a transaction.
   • If configured to perform different functions when inside of a transaction, the function is performed when inside of a transaction.

   Table 26-4 Smart Key - Check Active Condition

   Field	Entry
   Condition	Select Check Active from the drop-down list.
   Value	Enter 1, which means a check is active on the workstation. Enter -1, which means a check is not active on the workstation.
   Legend	Enter the name of the button (for example, Active Checks).
   Type	Select Function from the drop-down list.
   Sub Type	Click the black arrow, and then select Smart Key.

7. Click Close, and then click Save.

   Enter information in the fields as described in the following table for a recently added condition named Detail Selected Condition. This allows the user to add a button which is seen when an item in the check detail area is selected, and then follows any additionally set conditions.

   Note:

   There is a configuration limit of ten conditions (or steps) which can be added to a Detail Selected smart key button.
8. To configure this smart key, repeat steps 1–5 as shown above.
9. Enter information in the fields as described in the following table to configure a newly added condition named Detail Selected Condition.
   1. To configure a smart key which is not detail specific, use a value of 1 or -1 (1 means detail is selected, -1 means no detail is selected).
   2. To configure a smart key which is detail specific, the following is an example of the case sensitive values are supported:

   MenuItem: 1 or MenuItem: -1 (1 means a menu item detail is selected, -1 means no menu item detail is selected.)

   A Smart Key can be configured with the Major Group condition.

   • Major Group condition values include comma separated values and\or a range, for example 101, 107-109.

   A Smart Key can be configured with the Family Group condition.

   • Family Group condition values include comma separated values and\or a range, for example 117, 201-299.

   Table 26-5 Smart Key - Detail Selected Condition

   Field	Entry
   Condition	Select Detailed Selected from the drop-down list.
   Value	Enter 1 which means a detail item has been selected on the workstation. Enter -1 which means no detail item has been selected on the workstation.
   Legend	Enter the name of the button (for example, Selected Item).
   Type	Select Function from the drop-down list.
   Sub Type	Click the black arrow, and then select Smart Key.
   (Optional) For this condition, you can add up to a total of ten conditions (steps) by clicking the Add button again, and then select the additional conditions of your choice.	Select and assign conditions by clicking the Condition field’s drop-down list.

10. Click Close, and then click Save.