Creating Xpedite Tablets in Canopy Classic

This article will instruct you on how to set up Xpedite Tablets so that you can set up your iPad(s) to receive orders. 

Note: The Revenue Center and Menu where the tablet will be used must be created before following these instructions. Otherwise, the Xpedite App will give an error saying "This Location Has No Tablet" if this step is skipped.

1. Navigate to your Ecosystem and Organization in Canopy Classic. You can also access Canopy Classic by visiting your instance-menu.ordernext.com in Canopy 2.0. Then select the dropdown under your Venue Name by the upper left-hand corner and select Canopy Classic.
   
   
2. Once in Classic, navigate to F&B → Xpedite Devices.

• From here select the ‘(+) Add Tablet’ button on the top right side of the page
  • Start by naming your Tablet and selecting the Location(RVC/Menu) that this tablet will pertain to.

3. Select ‘Add New Tablet’ to create the configuration.

• The new tablet will be added to the list of existing tablets. To begin configuring the tablet select it.
  • When a tablet is selected a details box will appear to the right.

4. In this box, change Print Control Tablet to TRUE. 

• When this is checked the iPad/Xpedite App for this location will control the print requests to the device’s assigned printers. In most cases, this should always be set to TRUE.

5. Select View Details to open up the tablet configuration. 

• Here we will see our Print Control Tablet, Print Alert, Kitchen Display Tablet, Order States, and Printers. Here’s what they all mean,
  
  
  • Print Control Tablet: This is another location where you can toggle your tablet to be a print controller or not.
    
    
  • Print Alert: When this is enabled the iPad/Xpedite App will initiate a chime sound when an order is received.
    
    
  • Kitchen Display Tablet: When enabled the iPad/Xpedite App will only operate as a KDS and Print Control Tablet must be set to FALSE.
    
    
  • Order States: When checked off will allow the order to populate in the first category and be moved into the following order state categories. See explanations below,
    
    
    • Placed: When selected, the order will populate here first when received. These also act as notifiers for the customer, so in the Placed order state the order is only received and not yet started.
      
      
      • Note: This order state does not need to be selected for orders to be received. If it’s selected, then that means the employee managing the orders on the iPad/Xpedite App will need to “Bump” orders to the next Order State. This notifies the customer via text/email that their order is now being prepared.
        
        
    • Being Prepared: Depending on how you have chosen to set up your order states, you may have this checked off as your First Order State and have ‘Placed’ unchecked. If orders go into this state first or are “Bumped” to this state, the guest will then receive a text/email indicating their order has been started.
      
      
    • Ready: This order state should be checked off so that your orders can be “Bumped” into the Ready State. When moved the guest will receive a text/email stating their order is ready for pickup.
      
      
    • Closed: This order state should also be checked off so that you can “Bump” your orders into Closed. Xpedite orders are created in a processing state and do not automatically close on their own. So the employee managing the iPad/Xpedite App should be closing orders so that they move from an Authorized State to a Completed Payment State.
      
      
  • Printers: Here you can assign a printer directly to a Tablet if no production lines and routing groups are required for items. By assigning a printer in this configuration then all items in an order will be printed on the Chits with no separation or routing.
    
    
    • Note: If you would like to setup Production Lines and Routing Groups for Xpedite then please follow this guide. 
      
      
    • Add Printer: In the search field search the name or keywords that match your desired printer. Then select Add Printer to the right of the device line.
      
      
    • Once a printer is added it will be listed under the device name field. Here you can set the amount of copies you want to print for each order and turn Autoprint On.
      
      
      • If Autoprinting is turned off then Chits will have to be manually printed by the employee managing the tablet each time.
        
        
  • When any changes are made make sure to select SAVE at the top right of the page. If you have further questions or need assistance please contact venuesupport@shift4.com.

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• 📞 Phone: 877.559.4225
• 📧 Email: venuesupport@shift4.com

Our support team is available to help with any questions or issues you may have.

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