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Color Code: Yellow
Assigned To: Brandon Moore
Created By: Brandon Moore
Created Date/Time: 3/28/2024 9:45 pm
Action Status: Blank (new)
Show On The Web: Yes - (public)
Priority: 0
Time Id: 10945
Template/Type: Brandon Time
Title/Caption: Meeting with Bryan
Start Date/Time: 3/25/2024 1:00 pm
End Date/Time: 3/25/2024 1:45 pm
Main Status: Active

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Meeting with Bryan. Going over needs for the resorts or tennis/golf club type businesses that deal with both scheduling and restaurants. Need for being able to keep track of guests at a table and meal courses (subgrouping of cart, quote, and invoice line items). Thinking about altering the description fields. That could be pretty easy. We already allow that, we would just have to create some easier tools to manipulate that field or value. We could also allow for line item sorting from within the cart. You can do it on an invoice (after the fact) but not in cart mode (line sorting or moving up or down inside the ticket).

We also spent some time talking about options for being able to split the check (split ticket or split check options for a dining bill - who pays for what with multiple people eating together). We need to take into consideration both server (waiters/waitresses) and backend kitchen needs. Bryan was basing some of his needs off of a version of Clover table service software (separate software offered by Clover - outside or external vendor).

Back to the tables in a dining room or bar stuff. We need a visual display option for showing the seats, tables, and restaurant style layouts. We could do it manually but it would be better if we had a dynamic tool that the users could use, manage, and fully control. You would need to know things like how many guests, per table, total occupants, what to call things, defaults, other settings, etc.

We kept switching gears. Back to the possible cart line item grouping option... This is basically a way of organizing or putting a pre-fix on the descriptions or flagging certain line items to be part of a group within the main cart or invoice. Towards the end, we switched to button layouts and building special pages (we may need to design a custom layout or customer homepage with settings).

As a note for myself, what the clients are really asking for is a multi-level carts, line items groupings, line items sorting, custom dynamic interfaces, and advanced scheduling options. Complex items, tracking, relationships, and deep time stuff. Interesting.