> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/dineplan/pos/table/faqs.md).
# FAQ's
## 1. How do I access the Table Screen in DinePlan POS?
To open the Table Screen and view your restaurant's dining layout:
1. Log in to **"DinePlan"**.
2. Select **"POS"** from the main menu.
3. Select **"Table"**.
4. Select the required dining area tab, such as **"Indoor"** or **"Outdoor"**.
**Result:** The Table Screen opens, displaying all configured tables under the chosen dining area.
## 2. What do the different table colors mean on the Table Screen?
Table status is displayed using three distinct colors:
* **Yellow (Occupied):** Indicates that the table has an active transaction in progress.
* **Brown (Bill Print Taken):** Indicates that the bill/check has already been printed for the table.
* **White (Available / Transaction Completed):** Indicates that the table is available for a new seating or that the previous transaction has been completed.
## 3. How do I search for and link an existing member to a transaction?
To associate a registered member's profile with a table transaction:
1. On the Table Screen, select the **"Members"** section.
2. Locate the **Search** field.
3. Enter the member's details into the search field to find the record.
4. Select the required member from the list.
5. Select **"Select Members"**.
**Result:** The selected member is successfully associated with the active transaction.
## 4. How do I create a new member profile from the Table Screen?
If a dining guest is not already registered in the system:
1. Open the **"Members"** section on the Table Screen.
2. Select **"New Members"**.
3. On the **New Members** screen, enter the member's **"Code"**.
4. Enter the member's **"Name"**.
5. Enter the **"Address"**, where applicable.
6. Review all entered information for accuracy.
7. Select **"Save"**.
**Result:** The new member record is created in the system.
## 5. Should I choose "Select Member" or "Create Account" after saving a new member?
When saving a new member on the **New Members** screen, choose based on your immediate task:
* **Select Member:** Use **"Select Member"** when the newly created member needs to be directly associated with the current active transaction.
* **Create Account:** Use **"Create Account"** when an account needs to be created for the member so that the member becomes available in the general **Members** list for future use.
* **Close:** Select **"Close"** if you wish to exit the **New Members** screen.
## 6. How do I edit or update an existing member's information?
To update details for a previously registered member:
1. Open the **"Members"** section on the Table Screen.
2. Search for and select the required member from the list.
3. Select **"Edit Members"**.
4. Modify the member's details as required.
5. Review the updated details and save the changes.
## 7. How do I view financial account details for a selected member or customer?
To check balance and account information linked to a guest:
1. Navigate to the **"Members"** or **"Customers"** tab on the Table Screen.
2. Search for and select the specific member or customer record.
3. Look at the **"Account Details"** section on the screen.
**Result:** The **Account Details** section displays the account information associated with the selected member or customer, where applicable.
## 8. How do I search for and associate an existing customer with a transaction?
To attach customer information to an order:
1. Open the **"Customers"** section on the Table Screen.
2. Use the **Search** field to locate the required customer.
3. Select the customer from the matching results list.
4. Select **"Select Customers"**.
**Result:** The selected customer is associated with the transaction.
## 9. How do I register a new customer on the Table Screen?
When a customer is not found in the existing records:
1. Open the **"Customers"** section.
2. Select **"New Customers"**.
3. Enter the customer's **"Phone"** number.
4. Enter the **"TaxId"**, where applicable.
5. Enter the customer's **"Name"**.
6. Enter the **"CompanyName"**, where applicable.
7. Enter the customer's **"Address"**.
8. Enter the customer's **"Email"** address, where applicable.
9. Review the entered information and select **"Save"**.
## 10. What is the difference between "Select Customer" and "Create Account" when creating a customer?
On the **New Customer** screen, selecting an option depends on whether you are taking an order immediately:
* **Select Customer:** Directly selects the newly created customer and links them to the current active transaction.
* **Create Account:** Creates an account for the customer; once created, the customer becomes available in the general **Customers** list.
* **Close:** Closes the **New Customer** screen.
## 11. How do I edit or modify an existing customer's contact details?
To update customer profile details in the system:
1. Open the **"Customers"** section on the Table Screen.
2. Locate and select the customer record using the **Search** bar.
3. Select **"Edit Customers"**.
4. Update the contact details (such as **Phone**, **Name**, **Address**, or **Email**).
5. Review the information and save the changes.
## 12. How do I switch between different dining sections like Indoor and Outdoor tables?
If your outlet operates multiple dining areas:
1. Open the **Table Screen** via **"POS"** → **"Table"**.
2. Click or tap the **"Indoor"** button/tab to display indoor tables.
3. Click or tap the **"Outdoor"** button/tab to display outdoor tables.
**Note:** The table arrangement and total number of tables displayed depend on the specific configuration of the outlet.
## 13. What should I do if a table is displayed in Brown on the Table Screen?
A **Brown** table color indicates that **Bill Print Taken** status is active, meaning a bill/check has already been printed for that table.\
Before taking new actions:
1. Check the table status on screen.
2. Verify with floor staff whether the guests at the table are preparing to settle payment or have completed their meal.
3. Once payment is finalized and the transaction is completed, the table status color will turn to **White** (Available / Transaction Completed).
## 14. Why am I unable to find a specific table number on the Table Screen?
If a table number appears to be missing from your screen layout:
1. Verify that you have selected the correct dining area tab, such as **"Indoor"** or **"Outdoor"**.
2. Note that table arrangements and table counts are customized based on the outlet's configuration.
3. Ensure you are logged into the correct POS terminal and department setup for your outlet.
---
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