POS - Applying Gratuity, Service Charge, Discounts, and Taxes

While you can access the sales functions individually by selecting "edit", these functions allow you to select multiple line items at a time to edit.

Gratuity

Service Charge

Discount

Tax Override

---

Gratuity

Gratuity is a voluntary "tip" that is left at the discretion of the guest. Gratuities can only be applied to Activities. 

 

To Add Gratuity

Step 1:

Select/Unselect the Activities you wish to apply Gratuity to

 

Step 2:

Select “Gratuity”

 

Step 3:

The Gratuity screen will list Activities selected, Net Price, and Gratuity amount

 

Step 4:

Select whether you wish to add a Percentage or Flat Dollar Amount Gratuity

 

Step 5:

Enter the % or $ amount the Guest wishes to leave their Providers based on the total for all services

 

Step 6a:

Select Distribute Equally to allot the amount evenly across all Providers – select “Preview” to refresh the Gratuity column

 

Step 6b:

Select “Pro-Rate” to distribute the amount based on the value of the Activities – select “Preview” to refresh the Gratuity column 

 

Step 6c:

Select “Manually” to manually enter each $ amount into the Gratuity column – select “Preview” to expose the Gratuity column, here you can enter each individual Gratuity per line-item

 

Step 7:

Review the Gratuity Amounts and select “Accept” – you added Gratuity!

 

Removing Gratuity

You can select “Remove Gratuity” to clear out all Gratuity amounts.

Service Charge

Service Charges are automatically calculated based on configuration. If you wish to edit/remove a Service Charge, you can do that here. If an Activity is NOT required to apply a Service Charge within its configuration, then the system will not allow you to apply a Service Charge. You can apply a Service Charge to an Activity or Liability (Gift Certificate).  

 

To Apply a Service Charge

Step 1:

Select/Unselect the Activities you wish to adjust a Service Charge for

 

Step 2:

Select "Service Charge"

 

Step 3:

The Service Charge screen will list Activities selected, Net Price, and Service Charge

 

Step 4:

Select whether you wish to add a Percentage or Flat Dollar Amount Service Charge

 

Step 5:

Enter the % or $ amount you wish to allocate as a Service Charge – this amount will apply to each line item

 

Step 6:

Select whether you wish to apply this to Activities Only, Liabilities Only, or Both Activities & Liabilities

 

Step 7:

Select “Preview” to review the Service Charge amounts 

 

Step 8:

Select “Accept” – you added a Service Charge!

 

Removing a Service Charge

You can select “Clear All” to remove all Service Charges.

Discount

You can add a Discount based on a % , flat $ amount, or a Master Discount. Master Discounts are pre-configured discount amounts that automatically populate for you. If an Activity is NOT required to allow Discounts within its configuration, then the system will not allow you to apply a Discount to that specific Activity.  

 

To Apply a Discount

Step 1:

Select/Unselect the Activities you wish to apply Gratuity to

 

Step 2:

Select “Discount”

 

Step 3:

The Discount screen will list Activities selected, Net Price, and Discount

 

Step 4:

Select a Discount Policy from the dropdown options - here is where you will find Master Discounts

 

Step 5:

Select whether you wish to add a percentage or flat dollar amount discount - if you selected a Master Discount, the system will choose % or $ for you, but you may choose a different type

 

Step 6:

Enter the % or $ amount you wish to discount – if you selected a Master Discount, the system will populate the configured amount, but you may enter a different amount

 

Step 7:

Select whether you wish to apply this discount to All Sales, Activities only, Retail only, or Liabilities only

 

Step 8:

Select “Preview” to refresh the Discount column 

 

Step 9:

Select “Apply” – you added a Discount!

 

Removing Discounts

You can select “Clear All” to remove all discounts.  

 

Tax Override

Taxes are automatically calculated based on configuration. If you wish to edit/remove a Tax, you can do that here. If an Activity is NOT required to apply taxes within its configuration, then the system will not allow you to apply a tax.

 

To Apply/Adjust a Tax

Step 1:

Select/Unselect the Activities you wish to apply/edit taxes for

 

Step 2:

Select “Tax Override”

 

Step 3:

The Tax screen will list Activities selected, Net Price, and associated taxes

 

Step 4:

Select whether you would like to add a percentage or flat dollar amount tax

 

Step 5:

Enter the % or $ amount – this amount will apply to each line item

 

Step 6:

Select whether you wish to apply this to Tax 1, Tax 2, or both

 

Step 7:

Select whether you wish to apply this discount to All Sales, Activities only, Retail only, or Liabilities only

 

Step 8:

Select “Preview” to refresh the Tax columns

 

Step 9:

Select “Accept” – you have adjusted taxes!

 

Optional

Enter a “Reason” for this adjustment.

You can select “Clear All” to remove all taxes.