Focus Local: Creating a Package

Focus allows you to build a custom Package that strings together a series of Focus Commands. That Package can then be added, as a single button, to a Command Ribbon and/or an Item Canvas. This article will teach you the basics of creating a Package through Focus Local.

To learn how to add your Package(s) to a Command Ribbon or Item Canvas after it is configured, see Focus Local: Add/Remove Commands.

Required Job Rights (See Focus Local: Editing Job Rights or Focus Office: Editing Job Rights to see where to adjust Job Rights):

• Packages - Allows the user to configure Packages.

From an Order Entry Station

Step 1: Select the Wrench icon from the login screen

Step 2: Choose the Setup option

Step 3: Enter your access code (fingerprint or manager card option available)

Step 4:  Path to Order Entry > Packages

Note: From Focus's back of house solution, login and follow the steps from here forward.

Step 5:  Scroll to an unused Package slot

Step 6:  Name the Package (up to 32 characters) > Choose the desired Commands & Command Options

• Commands need to be arranged in a functional order
• You can add an image to be displayed on the Package button.
  • Browse to the desired image: C:\Focus\images or D:\Focus\images
  • Numbered OE images are good options
• There are some cases where leaving the available Command Option set to none is optimal for the Package you are creating. See example 2 below:

Example Package #1:

• Select All - Highlights & selects all items on a Check
• Fire - Triggers the items to send to the Kitchen (Remote Printers of Kitchen Video Systems)
• Clear - Clears the check from the screen
• Order Access Default - The user’s default Order Access Method is displayed. For example, a Server's default access method could be a table layout or a Check Dashboard
• The sendorder.bmp image has been selected to display on the button

Example Package #2:

• Paid Ins - Allows the employee access to the Paid Ins Window.
  • <None> - Since no specific Paid In has been selected, the user will be prompted to choose from all available Paid Ins.
  • Amount - Left open to be entered by the end user.
  • oe33.bmp image will appear on the Package button

Step 7:  Save & Close the Package setup window

Step 8:  Select the green icon pictured below, or path to File > Quit to return to the login screen

Note: Building a decent Package can take some trial & error and some familiarity with the Commands available. You want to make sure you have the Commands arrange in the most ideal order. See the Package Command Options below to start exploring the possibilities.

Package Command Options

• Menu Item - Select a Menu Item for the Package.
  • • Quantity - If a Quantity has been configured for the Menu Item then it may be selected to be part of the Package.
    • Price Level - If a Price Level has been configured for the Menu Item then it may be selected to be part of the Package.
• Discount - Select a Discount for the Package.
  • • Do Not Display Messages - If this option is on then the message “The discount was not applied. No eligible items.” is not displayed when the check has no items eligible to Discount. Example 1: The entire check should be Discounted with separate Discounts for food and liquor. In this situation a Package can be created that contains a food Discount and a Liquor Discount. If the check only has food items, the check will be Discounted when the Package is selected without warning messages displayed. Example 2: In this example a Package may be created with the Combo Discount followed by the Subtotal Command. This Combo Discount requires a cheeseburger, fries and drink to be ordered before applying the Discount. When the Package is selected the Discount is applied to the check if it has the eligible items. If the check does not have the eligible items, no warning message will be displayed and the Discount is not applied.
    • Price Level Restriction - If this option is on the Discount may only be applied to the selected Price Level.
    • Apply to All Seats - Turn this option on to apply the Discount to all seats. For example when 5 guests order and request separate checks, a Discount will be applied to each individual seat when this option is on.
• Order Type - The Order Type will be applied to the check.
• Payment - The Payment if applied to the check.
• Modifier - The Menu Item used to modify the selected item. The “Modifier” Command must be preceded by the “Modify” command and followed by the “Modify Complete” Command in the Package. For Example, if a Cheeseburger is to be modified with bacon, the Package should read “Command > Modify”, “Modifier > Bacon” and then “Command > Modify Complete”. The modifier (Bacon) must be present on one of the Cheeseburger’s Modifier Canvases for the Package to work correctly. The Modifier Commands Sub, Extra and No may be applied to the specified Modifier.
  • • Sub - The modifier will be charged the Sub Price and preceded with the Sub Modifier Command Name.
    • Extra - The modifier will be charged the Extra Price and preceded with the Extra Modifier Command Name.
    • No - The modifier will be charged the No Price and preceded with the No Modifier Command Name.
• Modifier Command - You can select if the modifier options Sub, Extra and No.
• Account - Allows the employee access to the Customer Account Window.
• Advance - Allows the employee to place a cash Advance on a check.
• Capture - Allows the user to capture a credit card without authorizing that card.
• Cash Tray
  • • Open - Allows the employee to Open a Cash Tray.
    • Close - Allows the employee to Close the Cash Tray.
    • Assign - Allows the employee to Assign employees to the Cash Tray.
    • Declare Bank - Allows the employee to declare a starting bank.
    • Declare Cash - Allows the employee to enter the ending cash amount.
    • Inventory Counts - Allows the employee to enter the Inventory Counts for the Cash Tray.
• Check  - Allows the user to access the Check Window. 
  • • Check Filter - A Check Filter may be specified so only checks that meet the filter criteria appear. For example, a Check Filter may be set to display only “Transferred”, “Discounted” or “Voided” checks.
• Clear - Clears the check from the screen (useful in counter or quick service environments). 
• Combine Seats - Combines multiple seats on a check.
• Customer - Allows the employee access to the Customer Search Window.
• Daily Inventory - Allows access to enter the Daily Inventory counts.
• Delay Print - Allows an employee to delay the order from printing to the remote printer.
• Delete - Allows the employee to delete Menu Items that have not been saved or sent.
• Deposits - Allows access to the Deposits Window.
• Edit Tips - Provides access to the Edit Tip function to add (or change) a tip of a pre-authorized credit card Payment. An employee may be required to enter tips on all authorized credit card payments before Clock Out. 
• Finalize - Allows the employee to close a check that has been preauthorized or captured.
• Fire - Allows an employee to send a Menu Item that has been on Hold.
• Gift Card Activation - Allows the user to activate a gift card with a pre-configured amount. If an amount is pre-configured then the user cannot modify the amount.
• Gift Card Balance - Allows the user to verify the balance remaining on a gift card.
• Gift Card Increment - Allows the user to increment the balance of a gift card with a pre-configured amount. If an amount is pre-configured then the user cannot modify the amount.
• Gratuity - Allows the employee to optionally select, remove or change a Gratuity based on the subtotal value of the check.  The Job Right 'Gratuity - Select' is required. 
  • • Gratuity - Allows the user to select a Gratuity to be applied to the check. The user will be prompted if a Gratuity is not selected.
    • All Seats - Allows the user to apply or remove a Gratuity to/from all seats.
• Hold - Allows the employee to place an item that has not been sent on Hold.  The guest check cannot be closed while an item is on Hold. The Job Right 'Check Items - Hold'  is required.
• Item Edit 
  • • Out of Stock - Allows the user to place Menu Items Out of Stock. The Job Right 'Menu - Mark Items Out of Stock' is required to perform the selected function.
    • Prices - Allows the user to change the price of a Menu Item. The Job Right 'Menu - Change Item Price' is required to perform the selected function.
    • Nutrition - Allows the user to view the Nutrition information of the Menu Item.
    • Recipe - Allows the user to view the Recipe information of the Menu Item.
    • Training - Allows the user to view the Training video of the Menu Item.
    • Count - Allows the user to adjust the Count of the Menu Item. The Job Right 'Menu - Change Item Count' is required to perform the selected function.
• Item Information - If a Menu Item is selected then the “Recipe, Nutrition, or Training” attribute is shown for this item.  If a Menu Item is not selected then a Menu Item must be selected within 5 seconds.
• Location - Allows the employee to select an alternative Location. The selected Location remains in effect until the employee logs out.
• Login User - Allows the user to Login another employee without having to logout first. The Logout User Command is then used to logout the currently logged in employee and login the employee who initiated the login again. This Command is primarily used in bars to allow a bartender to ring orders for cocktail servers. 
  • • Location - Allows the user to login only employees with the selected Location. The user may login in any employee if a Location is not selected.
• Logout User - Allows the user to logout the employee previously logged in with the Login User Command.
• Loyalty - Allows the employee access to the Customer Loyalty Window.
• Modify - Allows the employee to add optional modifiers to a Menu Item.
• Modify Complete - This command completes the modifying process. It is used in conjunction with Modifier and Modify commands to allow modifiers to be ordered from the Order Entry Screen. For Example, if a Cheeseburger is to be modified with bacon, the Package should read “Command > Modify”, “Modifier > Bacon” and then “Command > Modify Complete”. The modifier (Bacon) must be present on one of the Cheeseburger’s Modifier Canvases for the Package to work correctly.
• Modify Next - The Modifier Window moves forward as if the user pressed the “Next” button on the Modifier Window.
• Name - Allows the employee to enter/edit the Name or ID associated with an open guest check. The Job Right 'Name - Enter' is required.
• New Seat - Allows the employee to add another seat to the check.
• Open - Allows the employee to Open the cash drawer. The Job Right 'Cashier - Open Drawer' is required.
• Order Access – Default Method - The user’s default Order Access Method is displayed.
• Paid Ins - Allows the employee access to the Paid Ins Window.
• Paid Outs - Allows the employee access to the Paid Outs Window.
• Payment Adjust - Allows the employee to adjust a credit card amount.
• Payment Reapply - Allows the user to re-authorize a credit card after it has been voided.
• Payment - Select Last - Unselects all items on the check and selects the last Payment that is not voided. To reopen a check the user can create a package that has the following Commands, “Payment - Select Last” followed by “Void”.
• Position - Current - Allows the employee to select the current position if position seating is used.
• Position - Edit - Allows the employee to select the current position if position seating is used.
• Position – Next - Allows the employee to advance the position if position seating is used.
• Position Split - Allows the employee to convert the positions to split checks if position seating is used.
• Position Split All - All positions are split into separate seats.
• Pour - The Pour Command shows the Bar Vision "Pour" information.
• Preauth - Allows the employee to preauthorize checks and or tabs by verifying credit card funds.
• Previous Check - Allows the user to access the previous check. If a check has not been accessed since the user logged in then the message “No previous check.” is displayed.
• Print - Allows the employee to optionally print or reprint a guest check. If more than one seat on the check is present, the user will be prompted to print the current, selected, or all seats.
• Printer Assignment - Allows the user to select the Location of the remote check for the current order.
• Quantity - Allows the employee to enter the number of Menu Items they wish to order.
• Quit - Returns the employee to Focus Order Entry.
• Repeat - Allows the employee to repeat any Menu Items highlighted together with any associated modifiers. Can be used in conjunction with the ‘Repeat Round’ option in Menu Item Setup.
• Reprint CC Voucher - Allows the user to reprint the credit card voucher for the check.
• Reroute Printer - Allows the user to reroute remote checks to another remote printer. If the Source and Destination printer are not selected, the use is prompted to select a printer from the Reroute Printer Window.
• Return to Canvas - Allows the user to return to the initial Canvas after ordering an item. For example, if the customer wants to order a vodka not on the Fast Bar Canvas, rather than selecting the Vodka Canvas, order the vodka and then select the Fast Bar Canvas, a Package can be created to switch to the Vodka Canvas and then automatically returns to the Fast Bar Canvas after the user orders a vodka. The Package would be setup as follows: Command > Return to Canvas, Canvas > Vodka.
• Revenue Center - Allows the user to set the desired Revenue Center of the current check.
• Review - Allows the employee to review the check on the full screen.
• Select All - Selects all items on the check.
• Share - Allows the employee to split the check by the number of splits selected.
• Split - Allows the employee to create multiple seats on a check and move Menu Items between those seats. Also allows the employee to Split a Menu Item and to move the item portions from one seat to another. The Job Right 'Checks - Split' is required.
• Stop Timer - Allows the employee to stop the timer on an item that has the Timed Rate option set in Menu Items > Options > Time Rated.
• Subtotal - Allows the items on a check to be saved and sent. If the Job Right 'Checks - Clear After Subtotal'  is “ON” the check is subsequently removed from the screen.
• Tab - Allows the employee to associate a Name or ID with an open guest check.
• Tab List - Allows the employee access to the Tab List Window.
• Table - Allows the user access to the Table Selection Window.
• Tax Exempt - Allows the employee to cancel or restore the taxability of items on a guest check.
• Transfer All - Allows the user to transfer all open checks to another user.
• Transfer Combine - Allows the user to combine checks.
• Transfer Combine/No Seats - Allows the user to combine checks and then combines the seats.
• Transfer Employee - Allows the user to transfer a check to the selected employee. If an employee is not selected then the user is prompted to select an employee.
• Verify Age - Prompts the user to scan the customer’s ID Card to determine if the Age Verification Requirements have been met. Note: A Menu Item named “Age Verify” must be placed in the Package before the Verify Age Command.
• Verify Age Display - Displays the date (mm/dd/yyyy) according the the Age specified. This Package is designed to be displayed on a Canvas and allows the user to compare a customer’s birth date with the legal date to purchase certain Menu Items. For example, if the Package was setup for the age of 21 and the current date is 6/19/2008, the date displayed on the Canvas would be 06/19/1987. This means you would have to be born no later than 06/19/1987 in order to purchase an item that requires you to be 21 years of age (i.e., alcohol).
  • • Age - The Age used to calculate the date displayed on the Canvas.
• Verify Age Manual - Prompts the user to manually input the the customer’s birth date to determine if the Age Verification Requirements have been met. Note: A Menu Item named “Age Verify” must be placed in the Package before the Verify Age Manual Command. 
• Void - Allows an employee to Void an item on a saved check or to Void a Payment on a check. A reason code for the Void must be selected.  The Job Right 'Check Items - Void' is required. Void Reasons are setup in Order Entry > Voids.
• Canvas - The Canvas to be used in the Package. Note: A Package containing Canvas Type Commands can be used in place of the Canvas Ribbon.

For any questions/issues regarding creating a Package through Focus Local, please contact our support staff at [e-mail].