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POS Main Button Functionality
Top Row
Lookup Item - Allows you to look up an item that has not been set up on the POS screen layout.
Remove Item - User can delete an item from the order.
Delete Ticket - Will delete current ticket.
Change Qty - User can change the QTY on an item (including making quantity negative for a credit).
Discount Item - Gives users the ability to discount an item. Requires security rights.
Comp Item - Give users the ability to comp an item. Requires security rights.
Add Ticket - Gives the ability to open another ticket without exiting the POS before completing the first ticket. You can move back and forth to all open tickets from the POS screen.
Change Member - Used if the member to be billed needs to change for any reason.
Upcharge Item - Will prompt for an amount to override and increase the price of the item.
Quick Cash - One step process to close the ticket to Cash.
Quick Charge - One step process to close the ticket to Cash.
Close Ticket - Take users to a settlement screen with more closing options.
Bottom Row
Exit - Will exit the POS screen back to the main screen.
Change Price - Gives users the ability to reduce the price without using a discount.
Duplicate Ticket - Ability to create a duplicate ticket from another displayed ticket. This is useful if several members are to be charged the exact items.
Multi Off - Used in conjunction with Remove Item, Discount Item, and Comp Item; when (ON) users can select multiple Items.
Split Ticket - Used if more than one ticket is required on a transaction and to edit separate tickets.
Coupon Lookup - This button will turn Green to alert the server if the member has a promo coupon available to redeem.
Print Ticket - Prints Prints the pay receipt ticket for signature prior to closing the ticket.
Lookup Item
Allows you to look up an item that has not been set up on the POS screen layout.
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Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
Change Qty
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Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
Comp Item
Give users the ability to comp an item. Requires security rights.
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3) Select a Comp reason or key in a reason. Comp reasons are optional, if you do not get this prompt then you are not setup to track reasons. For more information on setting up Comp reasons, please refer to the Buttons section of our Retail Areas manual.
Note: If you have more than one item to delete follow the Multi-Select (On) instructions.
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Gives the ability to open another ticket without exiting the POS before completing the first ticket. You can move back and forth to all open tickets from the POS screen.
1) Click Add Ticket.
2) Search and select the member or select Guest if this is not a member.
3) If you have more than 1 ticket open you will see buttons labeled 1, 2, 3, etc. For each ticket, click on the button you wish to work with.
Notes:
User can see what member is assigned to a ticket by the information at the top left corner; which will show member number and name. Other information displayed is also specific to the member on the ticket.
- There is no limit to how many tickets you can have open.
Change Member
Used if the member to be billed needs to change for any reason.
1) Click on Change Member.
2) Search by name or member number, Highlight the member and click OK, or double click the member.
Upcharge Item
Will prompt for an amount to override and increase the price of the item.
1) Highlight the Item, click Upcharge Item.
2) Enter the amount to override the price.
Note: The amount entered must be greater than the item price. If you want to decrease the price use the Change Price or Discount option.
Quick Settlements
There are two settlement types available for closing the ticket with one step, Cash and Member Charge. These options do not give you the ability to add additional tip, get change amount, or split tender. For more closing capabilities select Close Ticket.
In the POS ordering screen, select Quick Cash or Quick Charge.
Notes:
Quick Cash will not give you the option to key in the amount of money for change back; it will close the ticket for the exact amount owing.
Quick Settlement is a one step process and will not give you any other options in closing the ticket like adding additional gratuity or split tender. For more closing capabilities select Close Ticket instead.
A Settlement Ticket is similar to the pay receipt except it includes the settlement details on the printed ticket.
- You have the option to hide the Quick Settlement Types from the POS by Area, or to suppress printing a settlement ticket by POS Terminal.
To hide the Quick Settlements Types from the POS by Area,
1) In CMA, please navigate to System across the top toolbar and choose Areas.
Best Practices
When setting up areas, ensure the settings in the system, align with the best possible operational flow of your respective Retail area. If settings are not necessary/used, ensure they are disabled to prevent staff from clicking unnecessary buttons.
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