Creating Restaurant Floors

Creating Restaurant Floors

Restaurant floors help you organize your restaurant space into manageable sections. This guide will walk you through creating floors in EquiBillBook, which is essential for managing tables and bookings effectively.

What are Restaurant Floors?

Restaurant floors are organizational units that help you:

• Group tables by physical location (Ground Floor, First Floor, Outdoor, etc.)
• Manage bookings across different areas of your restaurant
• Organize tables for better visibility and management
• Generate floor-wise reports and analytics
• Assign staff to specific floors

Accessing Floor Management

To create restaurant floors:

1. Navigate to Restaurant from the main menu
2. Click on Floors or Restaurant Floors
3. You'll see the list of existing floors (if any)
4. Click Create New Floor or Add Floor button

Creating a New Floor

Follow these steps to create a floor:

1. Click the Create New Floor button
2. Enter the Floor Name (e.g., "Ground Floor", "First Floor", "Outdoor Seating", "VIP Section")
3. Enter a Floor Code (optional, for quick reference, e.g., "GF", "FF", "OUT")
4. Add a Description (optional, to describe the floor's characteristics)
5. Set the Capacity (optional, total number of seats or tables the floor can accommodate)
6. Set the Status:
   • Active: Floor is available for use
   • Inactive: Floor is temporarily disabled
7. Click Save or Create Floor

Floor Details

When creating a floor, consider these details:

• Floor Name: Use clear, descriptive names (e.g., "Ground Floor - Main Dining", "First Floor - Private Rooms")
• Floor Code: Short codes help with quick identification and reporting
• Description: Add notes about floor features, ambiance, or special characteristics
• Capacity: Helps with planning and ensures you don't overbook

Floor Status

Understanding floor status:

• Active: Floor is operational and can accept bookings
• Inactive: Floor is temporarily unavailable (e.g., under renovation, closed for maintenance)
• Inactive floors won't appear in booking options but existing data is preserved

Best Practices for Floor Naming

Use consistent naming conventions:

• Use clear, descriptive names that staff and customers can understand
• Consider using numbers or codes for multi-floor restaurants (Floor 1, Floor 2, etc.)
• For single-floor restaurants, you might use area names (Main Dining, Bar Area, Outdoor)
• Avoid special characters that might cause issues in reports or exports

Common Floor Examples

Examples of floor setups:

• Single Floor Restaurant: "Main Dining Area"
• Multi-Floor Restaurant: "Ground Floor", "First Floor", "Second Floor"
• Restaurant with Sections: "Indoor Dining", "Outdoor Seating", "Private Rooms"
• Large Restaurant: "Main Hall", "VIP Section", "Bar Area", "Outdoor Patio"

Editing Floors

To modify an existing floor:

1. Go to Restaurant → Floors
2. Find the floor you want to edit
3. Click on the floor name or the Edit button
4. Modify the details as needed
5. Click Save to apply changes

Deleting Floors

To delete a floor:

1. Go to the Floors list
2. Find the floor you want to delete
3. Click Delete or the delete icon
4. Confirm the deletion
5. Note: You can only delete floors that have no tables assigned. Move or delete tables first if needed.

Viewing Floor Information

After creating floors, you can:

• View all floors in the Floors list
• See floor details including number of tables
• View floor status (Active/Inactive)
• Access floor-specific reports

Best Practices

• Create floors before creating tables
• Use descriptive names that clearly identify each floor
• Set appropriate capacity limits for better booking management
• Keep floor information updated as your restaurant layout changes
• Use inactive status for floors under maintenance rather than deleting them
• Plan your floor structure before creating multiple floors

Next Steps

After creating restaurant floors:

• Create Tables and assign them to floors
• Set up Table Types if needed
• Configure floor-specific settings if applicable
• Test booking functionality with the new floors
• Train staff on floor organization