Tips Operation

 

Touch > Tips (#18) POS Key

 

Description

 

This feature is used to record Tips and add them to a sale. The Tips POS Key can be configured in a number of ways. For more information ...

 

To Be Considered

 

  1. If required, restricting access to this POS Key can be managed by Clerk Security.
  2. Tips can be reported in the Z Report by ensuring that the Tips report type appears in the assigned list of the Report Settings screen.

 

Pre-Requisites

 

  1. Ensure the Function Tips POS Key is added to the appropriate Layout using the Keyboard Designer.

 

Operation

 

  1. To add a Tip to a sale

 

  1. At the SwiftPOS Touch terminal, sell multiple Products.
  2. Select the Tips POS Key.
  3. Enter the amount of the Tip received using the numeric keypad.
  4. If the Prompt for Clerk setting below is selected, then the Clerk search screen will be displayed. Select a Clerk/Staff Member.
  5. A Tip line will be added to the sales grid.


  1. Finalise the sale.


Tips POS Key Settings

 

 

This screen is accessed from here.

 

  • No Clerk - Select to ensure Tips are not recorded against a Clerk/Staff Member, but instead will be, by default, recorded against the Administrator.
  • Prompt for Clerk - Select to display a list of Clerks/Staff that you can select from, to assign the Tip to.
  • Use Logged in Clerk - Select to use the current Clerk/Staff Member currently logged in, to record the Tip against.
  • Set Button to Clerk Number - Select to set to a default Clerk/Staff Member. This might be used in a situation where all Tips are pooled and then split at the end of the night.
  • Don't Decrement Cash in Drawer - Select for when Tips are received in Cash and placed in a Tip jar. That is, they are NOT part of non Cash payment (for example, EFTPOS or Credit Card) and therefore do not require Cash to be withdrawn from the Cash Drawer and placed in a Tip jar. The Cash Drawer will NOT be opened. If left unselected, then Tips received as part of non Cash payment (for example, EFTPOS or Credit Card), the Cash Drawer will be opened to facilitate the removal of the amount tipped in Cash from the Cash Drawer. When selected/unselected the amount held in Tips will be reported as depicted below in the Fixed Totals section of the Z Report.

 

With option Unselected

With option Selected

 

  • Tip Amount Confirmation - Select to ensure Members/Customers will be prompted to confirm a Tip amount regardless of whether a Tip is tendered or not.

 

Sample of Z Report showing Tips

 

 

Related Topics

 

  1. Clerks/Staff
  2. POS Configurations
  3. POS Operations
  4. Reports - Tip Summary Report

 

Published 13 Nov 2024