Configuring Areas: General Tab in NX Restaurant Portal

The General tab in the Areas configuration section allows operators to define the core behavior, interface, and workflow settings for different service areas within a venue. An Area might represent a physical space (like Bar or Patio) or an operational flow (like Takeout or Delivery).

Areas help determine how employees interact with orders and guests at a station and can be influenced by both the POS device and the job the employee is clocked in under.

Overview of General Tab Settings

Name* (Required)

Defines the name of the area. This name is visible in the POS app and reports, helping identify where the order originated.

Example: Dine In, Takeout, or Bar

Order Close Action

Defines what happens in the POS after an employee closes an order:

• Return to order access – Navigates back to the order access screen (e.g., floor plan or check list).
• Display current order – Keeps the closed order visible.
• Log out user – Logs the employee out after closing the order (useful for shared terminals).

Order Send Action

Defines what happens in the POS after an employee presses the Send button:

• Return to order access – Navigates back to the order access screen (e.g., floor plan or check list).
• Display current order – Keeps the closed order visible.
• Log out user – Logs the employee out after closing the order (useful for shared terminals).

Order View

Default Order View* (Required)

Sets the default layout that employees see when accessing orders in this area. Options include:

• None – No default view.
• Check list – A list view of checks.
• Floor plan – A visual layout of tables.
• Table list – A simplified list of available tables.
• Customer list – A list of saved customers.
• Tab list – A grid layout of orders commonly used by bartenders.
• Quick ring – The employee is taken directly into the ordering menu.
• Drive thru - A multiple full order view that allows you to perform dive thru functions and fulfillment.
• Web orders - A multiple full order view to see online or DSP orders and mark them as fulfilled. 

💡 This can be overridden by an employee’s job if a different area or workflow is configured there.

Floor Plans

Specifies which floor plans are available when working in this area.

Floor plans do not have to be used by default but can be accessed via the utility menu. Use arrow controls to move floor plans between Available and Selected lists. Use the up/down arrows to sort the order of selected floor plans.

Guest Count Controls

Default Guest Count

Sets the number of guests pre-filled when starting an order.

This can be overridden by a table’s default guest count or manually changed by the employee.

Increment Method

Determines how guest count is calculated. Options include:

• User input – The employee is prompted to enter the number.
• Menu item increment – The guest count is incremented by the menu items rang. 

Prompt Guest Count

When enabled, prompts the employee to enter or confirm guest count when an order is started.

Order Workflow

These settings define the prompts and tools presented to employees when starting or interacting with orders in this area.

Prompt Name

Prompts the employee to enter a name when starting a new order.

Prompt Table

Requires employees to select a table before creating an order. Useful in table service workflows and should be turned on even when using a floor plan.

Prompt Customer

Prompts employees to attach a customer to the order at creation time. Often used in loyalty or CRM-integrated workflows.

Coursing Options

Coursing allows you to group items for firing or timing in the POS. Courses are configured in Configuration > Menus > Courses and menu items can be set to have a course by default or prompt for one. In the kitchen or prep area courses can be displayed as either a header grouping like coursed items or as a modifier.

• Enable Coursing - Turn on coursing for the area. 
• Course Auto-Fire - Enables courses to be auto-fired based on the settings specified in Configuration > Menus > Courses for the defined courses used.
• Available Courses - Select the course options allowed for the area.

Learn More > Enabling Coursing for an Area and Printing

Position Options

Positions allow employees to mark items rang for a specific person at the table making item delivery more bill splitting more efficient. Position numbers are automatically generated from the guest count for the order. 

• Enable Positions - Turn on positions for the area. 
• Enable Sharing - When on, multiple position numbers can be selected for a menu item.
• Enable Whole Table Position - When on, a position for the whole table is added. The name of this position can be customized using the Whole Table Position Label.

Learn More > Enabling and Configuring Positions

Saving Changes

After making any updates, select Save in the lower right corner to apply the changes. Use Cancel to discard edits and return to the job list.

If you encounter any issues or have further questions, please contact your NX Support Partner for assistance.