Transactions
This page will provide you step by step instructions on how to process transactions, create/void/merge/split tabs, and issue refunds/receipts on the POS system.
Processing a transaction
*Important note: If the POS has not yet prompted you to open a cash drawer, head to the “cash management” SOP to follow instructions to start a cash drawer. This is important as it will dictate the closing cash amount.
Step 1: Once you are clocked in, select an item that you wish to sell.
Step 3: Some items will have more sub-options for you to select. Select the item and the quantity that you wish to sell. Important note: All items should have the sales tax pre-assigned to them. If they don’t, please contact our admin staff to update it.
Step 5: Select which form of payment the guest would like to use. “Contactless” will be for all debit and credit card transactions. “Manual Credit Card Entry” would be used if they don’t have a card with them or if they want to pay over the phone. “Manual Gift Card Entry” would be for a e-gift card that was gifted to them or purchased from us. Lastly, a “Card on File” would be for guests who have created a customer profile with us. If they would like to split the amount with two separate card, select “Split Amount”. Follow Step 7 for instructions on finalizing a split amount transaction.
Step 6: If the guest would like to use a gift card, enter the number of the gift card. It will be a e-gift card given by email. They can show you the card number from their email or a printed copy of the card from their email.
Step 7: If the guest would like to spilt the amount, the register will prompt you with two options: The first would be to enter in a specific amount that they would like to request. The second option would b to split the bill into equal amounts that the guest can specify.
Step 9: Once you have completed the transaction, ask the guest if they would like a email or text of their receipt. If they don’t want a receipt, select “No Thanks”
Step 2: Some items will have sub-options for you to select. Select the item that you wish to sell.
Step 4: Once you have selected all of the items that you wish to sell, select the “Charge” button to continue the transaction.
Step 6: If the guest would like to manually enter a card, as for their credit card number. Debit cards can work as long as it is a Debit Visa card.
Step 6: If they have a customer profile with their credit card on file, we can charge that card on file. Once you have selected “Card on File”, then enter the customer’s name, email or phone number. If they don’t have a customer profile, complete the transaction by using their physical card. Customer profile creation can be completed through the main register page (see step 7).
Step 8: If the guest no longer wants the items to purchase, you can exit out of the previous screens until you see the original register screen as show above. Select the drop down menu followed by the “Clear Items”. This will cancel the transaction.
Discounts
Step 1: Once you have selected the item you wish to sell, then select the discount tab.
Step 3: Once you have selected the appropriate discount, the register will automatically discount the price. Select “Charge” to complete the transaction.
Step 2: Select the appropriate discount option for the transaction. Important note: The only discounts that we have for guests are: Booking Deposit Subtraction, Military and First Responder, Heating/Air Conditioning Issues, or 30+ People discounts. The rest of the discounts are for team members.
For Booking Deposit Subtraction, enter the total amount they have already paid for. That is $10 per person. For example, if they have a 6 person party, it would be 6 x $10 = $60. You would enter $60 under the Booking Deposit Subtraction.
Step 4: Select which method of payment the guest would like to use.
Creating Tabs
Step 1: If a guest would like to start a tab (our POS calls them a “ticket”), select the items that wish to purchase. Once the items are populated on the register, then select “Save”.
Step 3: Enter the guest’s name and select “Save”.
Step 5: Select the guest ticket that you would like to open.
Step 2: If they already have a ticket started, you will be able to search for it by typing their name in the “Search Tickets” bar. If they don’t select “New Ticket”.
Step 4: Once you have saved the ticket, it will bring you back to the register home screen. If you need to access the guests tickets, select “Tickets”.
Step 6: Once you select the ticket you would like to open, you can continue to add more. If you do, make sure to select “Save” once you are done adding items to the ticket. If the guest is ready to settle the ticket, select “Charge” to complete the transactional process.
Voiding and assigning Tabs
Step 1: If you need to void or assign a guest’s ticket to another ticket, start by selecting “Tickets”. Assigning might be a common ask as guests might ask to cover other guest’s tabs.
Step 3: Select which option you would like to perform. Once you have selected the option you would to perform, select the appropriate ticket.
Step 2: Select “Edit” at the top right hand side.
Step 4: If you would like to assign the selected ticket, you can search for the other guest’s name that you would like to assign the ticket too.
Step 4: If you would like void the selected ticket, select the reason for the void then select “Void”.
Step 6: There is a second way to void a ticket. Open the ticket you would like to void from the home register screen.
Step 8: Select “Void Ticket”.
Step 5: The ticket has been voided.
Step 7: Once the ticket has been opened on the register, then select the drop down arrow beside the ticket name. A drop down menu should appear. Select “Edit Ticket”.
Step 9: Select the reason for the void then select “Void”.
Merging and Splitting Tabs
Step 1: If you have a guest who would like to two or more tickets or split their ticket with someone else, select “Tickets” from the register home display then select the guest’s ticket. Once the ticket is open on the register, select with option you would like to perform.
Step 3: If the guest would like to split their ticket with other people, select which item(s) you would like to split from their ticket.
Step 5: Once the new ticket has been created, then select “Edit Ticket” to rename the ticket.
Step 7: Once you have entered the name of the new ticket, you are now able to move items from each respective ticket.
Step 2: If the guest would like to merge their ticket with other guest’s tickets, select all of the appropriate tickets then select “Merge”.
Step 4: Once you have selected the item(s) to split, then select “Create New Ticket”.
Step 6: Enter the guest’s name that they are splitting the ticket with then select “Save”.
Step 8: Once you have the items in their desired ticket, select “Save all”.
Issuing a Refund
Step 1: If they guest decided they would like a refund, select the three parallel bars on the bottom left hand side of the register. This will open the home tab.
Step 3: Select the guest’s transaction and then select “Issue Refund”.
Step 4: The second would be selecting the “Amount” tab and then entering the amount you wish to refund.
Step 6: There are three options to issue the refund. Card, cash or gift card. Offer them two options: The first option would be issuing the refund the same method that they paid with. The second option would be offering a e-gift card. Once you have selected the method, select the reason for the refund then select “Refund”.
Step 2: Once the home tab is open, select “Transactions” to access previous transactions.
Step 4: You can then select the item to refund two ways. The first would be selecting the “Items” tab and select the item to refund.
Step 5: Select the item/amount you would like to refund then select “Next”.
Reprinting a Receipt
Step 1: If they guest decided they would like a copy of their receipt or if they would like an additional copy of their receipt, select the three parallel bars on the bottom left hand side of the register. This will open the home tab that will allow you to select “Transactions” to access previous transactions.
Step 3: Ask the guest how they would like to receive their receipt.
Step 2: Select the guest’s transaction and then select “New Receipt”.