Table of Contents

maxLevel	1
outline	true
exclude	A/P (Vendor) Reports
style	none
class	toc

Overview

The Split Ticket feature enables users to split an existing ticket in a variety of ways, and also allows members to combine tickets. In this manual, we will review all ways to split a ticket and will also demonstrate how to combine tickets.

Use Case(s)

3 members decide they want to split a ticket evenly.
2 members decide they want to split an appetizer.
A member decides to pay for another member’s meal.

Content

Table of Contents

maxLevel	4
minLevel	2
exclude	RDP Setup - Hosted Server

POS Order Screen - Split Ticket Feature

...

Image Removed

1) To perform a Ticket Split, first enter Items as usual. You can split before or after the items have been sent.

2) Then, click or touch Split Ticket to open the Split Ticket Screen.

Image Removed

Note: If you split the ticket before you hit Send, all Items will still print to the remote printer (kitchen, bar, etc.) on one prep ticket.

Split Ticket Screen Overview

On the Split Ticket Screen, the ticket on the far left will display the Item details (from the “Selected” ticket) such as modifiers, price, QTY, seat position, and course. It is from this area that you will be moving the items from one ticket to another.

The ticket with the black top/bottom border labeled “Selected” only shows the QTY and Item name. This helps make more room for multiple ticket display.

When more than one ticket is displayed, the ticket labeled “Selected” is the one that will have its items displayed in the far left area.

Important: You cannot do anything with the items from the “Selected” ticket other than view; all action is done from the far left area.

Image Removed

Split Ticket Options

Once the ticket is displayed in the split ticket screen, there are various ways a ticket may be split.

Split By Ticket

One of the simplest splits to perform is the Split by Ticket. A Split by Ticket is when you have more than one member on the table and each wants their own ticket.

1) Within the Split Ticket screen, click the Add Ticket button to create the additional ticket(s) you want for the table. (Before you can move Items you must add the ticket(s) first).

Image Removed

2) Once you have created your ticket(s), highlight the Item from the far left ticket display, then click/touch the ticket you would like the item(s) moved to.

Note: you can highlight more than one item at once.

Image Removed

3) Notice the first ticket is still the “Selected” ticket, and the far left display shows only the Items remaining on the “Selected’ ticket.

Image Removed

4) If you make a mistake and want to move an Item from one ticket to another ticket, first click the ticket that has the item to move; the far left now displays the new “Selected” ticket Items.

Image Removed

5) Once you have the appropriate ticket “Selected”, highlight the Item from the left ticket display, then click/touch the ticket to move the Item to.

Note: You can move multi items by highlighting more items before moving.

Image Removed

6) To change the member assigned to a ticket, click the ticket to make it the “Selected” ticket and select Change Member on the top left corner of the screen. Follow prompts to select new Member.

Image Removed

7) Select OK on the bottom right corner of the screen and your changes will be saved.

Image Removed

Split By Multiplier

Split by Multiplier provides the ability to split an Item or an entire ticket by a specified number.

Example 1 - Item: if you have 3 tickets on one table and they all want to split the bottle of Wine, you can split the Item by 3.

Example 2 - Ticket: if you have 3 members and they want to split the ticket evenly, you can split a single ticket by using the multiplier.

Split by Multiplier - By Item

1) Click Add Ticket and create the number of tickets needed for the split.

2) Touch/click the ticket that has the Item to split, to make it the “Selected” ticket. Highlight the Item you wish to split from the far left display. Click the < > arrows under Split by Multiplier to increase or decrease the multiplier. Select Split Item.

Image Removed

3) The Item will be split by the number you selected. In this example it was split by 3. Highlight one of the splits and touch the ticket to move the Item.

Image Removed

Notes:

The Split by Item changes the QTY to fractions to calculate the Item price to meet specified amount.
Once you click OK, the changes have been saved. Once the changes have been saved there is no way to merge the amounts and QTY back to original state. You will have to delete the ticket and start again.

Split by Multiplier - By Ticket

You do not need to Add Tickets; the system will create the number of tickets based on your multiplier.

1) Click the < > arrows under Split by Multiplier to increase or decrease the multiplier. Select Split Ticket.

Image Removed

Notes:

The Split by Ticket changes the QTY to fractions to calculate the Item price to meet specified amount.
Once you click OK the changes have been saved. Once the changes have been saved there is no way to merge the amounts and QTY back to original state. You will have to delete the ticket and start again.
Once you click OK, all subsequent items entered on a ticket will be added to the ticket as a full amount and QTY.

Split By Dollar

Split by Dollar can be used when one party wants to pay a specified amount; in this example one party will only pay $100 out of $206.97. It is advisable to wait until you are ready to close the ticket before performing this option, see notes for more information.

1) Select Dollar under the Split section.

Image Removed

2) Enter the dollar amount to split. Click OK when finished.

Image Removed

3) The system will create a ticket for the amount specified.

Image Removed

Notes:

The Split by Dollar changes the QTY to fractions to calculate the Item price to meet specified amount.
Once you click OK the changes have been saved. Once the changes have been saved there is no way to merge the amounts and QTY back to original state. You will have to delete the ticket and start again.
All subsequent Items entered on a ticket after the ticket has been Split by Dollar will be added to the ticket as a full amount and QTY.

Include Tax

The Include Tax feature is utilized to calculate tax into the the split.

Example - we have one Item on a ticket with a price of $8.00, including tax and service charge totals to $10.30. So let’s say two kids are splitting that Item. One of them only has $4.00, so I need his ticket to only charge him $4.00 tax included. I navigate to the Split Ticket screen, check the Include Tax box and click Dollar. I enter the amount of $4.00. Now I have two tickets – one for $4.89 and one for $3.11. When I click OK and the tickets are created, the original ticket is for $6.30 total and the new ticket is for $4.00.

Image Removed

Split By Seat

Split by Seat allows the user to split a ticket based on seating. This option can only be used if the user is using seat positioning.

1) Assign the seat position to each Item on the ordering screen and select Split Ticket.

Image Removed

2) Select Seat under the Split section. The system will create a ticket for each different seat position.

Image Removed

Split By Course

Split by Course allows the user to split a ticket by course. For instance, one member will be paying for the Appetizer and another member will be paying for the Entrees. Please note that this option can only be used if the user is using courses.

1) Assign the course to each Item on the ordering screen if it is not set by default. Select Split Ticket.

Image Removed

2) Select Course under the Split section. The system will create a ticket for each different course.

Image Removed

Combining Tickets

In the event a member decides to pay for another member sitting at a separate table, the Split Ticket feature can be used to combine the 2 tickets into 1. Please note that in order to combine the tickets, the two tickets will need to be moved to the same table.

1) Use the Change Table feature to move the ticket the member is paying for over to their Table.

Image Removed

2) Once the 2 tickets are on the same table, select Split Ticket.

Image Removed

3) Select the ticket that was moved to make it the “Selected” ticket. Highlight the Items from the far left ticket display then click/touch the ticket to move the Items to.

Image Removed

4) All Items will be moved to the paying member’s ticket and the ticket the Items were transferred from will be automatically deleted.

Image Removed

Best Practices

When ticket splitting is required, ensure to enter Items as normal, and then hit the Split Ticket button to launch the Ticket Splitting screen.

Ensure ticket to be split (or tickets with Item(s) to split) is marked as “Selected” in the Split Ticket screen, prior to attempting to move Items to another ticket.

When combining Tickets, ensure all tickets are at the same table prior to merging them by utilizing the Change Table feature in the main POS screen. Once all tickets are at the same table, utilize the Split Ticket feature to combine the tickets.

FAQs

Q: I need to move an Item back to its original ticket - how do I do that?

A: Ensure the new ticket created is marked as “Selected” in the Split Ticket screen. Then, highlight the Item from the left screen on the Split Ticket screen, and then click on the original ticket to return the item to it.

Q: When splitting a ticket by a fixed amount (ie - $10.00 on one ticket, and the remainder on another), how do I ensure the $10.00 ticket is the final amount due, inclusive of all tax, etc?

A: When splitting a ticket to a fixed all-inclusive amount, ensure to check the Tax Included box, located on the Split Ticket screen when splitting the ticket.Can I give a rain check a fixed expiration date, like 12/31/2017, rather than having it expire in 365 days?

Downloadable Guide

Split Ticket - Guide

...

Overview

The Office System allows the user to create various combinations of Tax and Service Charges that can be applied at multiple levels. In this guide, we will learn how to set up Taxes, Service Charges, make Tax percentage changes, set up items to point to the correct Tax and Service Charges, apply Tax Code overrides, and review the variables impacting the Tax application.
Tax and Service Charge have two layers in the Office System. Tax Code Items are where the user sets up the individual Tax and Service Charge rates. Tax Codes are where the user sets up the combinations of Tax and Service Charge to apply to an item/area.

Required Permissions

System
System Settings
Items
Add/Edit/Delete Item Groups and Categories
Add/Edit/Delete Tax Code Items
Add/Edit/Delete Tax Codes

Accessing the Tool

Tax Code Items

Tax Code Items are where the user sets up the individual Tax and Service Charge rates.

To access Tax Code Items:

Navigate to System across the top toolbar and select Tax Code Items.
The Tax Code Items grid will launch.
The primary functions associated with managing Tax Code Items are embedded in the Tax Code Item setup screen, which can be accessed by clicking the Newbutton or double-clicking on an existing item.

Creating a New Tax Code Item

To create a new Tax Code Item,

Navigate to the Tax Code Items Grid and perform either of the following to launch the Tax Code Item setup screen:
- Click the New icon on the toolbar.
- Right-click anywhere on the Tax Code Items Grid and select New.
The Tax Code Item setup screen will launch.

Tax Setup

When setting up a tax, complete the following information:.

Name - Give the Tax Code Item a name. The name you give the Tax Code Item should be a distinctive description, especially if there is more than one percentage or rate.
Description - Enter an optional description for internal purposes.
Tax Type - Click the drop down arrow and select the Tax Type.

Complete the Defaults as needed:

Rules - Click the drop down arrow and select the rule that applies. Options include:
1. Base - will tax the total of each taxable item not including Service Charge.
2. Base + Service Charge - will tax the total of each taxable item including the Service Charge - both item and service charge will be taxed.
3. Service Charge - will only tax the service charge total and will exclude all items taxable and nontaxable.
Percentage - Enter the Tax Percentage (if this is not a percentage leave blank and go to Rate).
1. Rate - Enter the Rate if applicable (this is a flat dollar amount).
Minimum Sales Amount to Tax - Use if tax is not to apply to an item price less than a specified amount. Example: if the minimum sales amount to tax entered is $20.00, the system will not tax items less than $20.00 ($19.99 and less).
Maximum Sales Amount to Tax - Use if tax is not to apply to item price greater than a specified amount. Example: if the maximum sales amount to tax entered is $20.00, the system will not tax items over that amount ($20.01 and greater).
Ledger - Browse to the General Ledger and select the ledger account the tax will post to.
This Tax is Exemptible - If this tax can be exempted or waived, check the box. If the box is not checked, tax will be calculated even if the member, member group or item is flagged as Tax Exempt.
Only Apply Tax Rate to the amount beyond the minimum sales amount - This works in relation to Minimum Sales Amount to Tax. This box would be checked for states that only tax an item over a certain dollar amount. For example, a clothing item is taxed only if it exceeds $150. If a jacket is purchased for $200, sales tax would be applied on $50 ($200 - $150 = $50). In this example $150 should be the Minimum Sales Amount to Tax.

Service Charge Setup

When setting up a service charge, complete the following information:

Name - Give the Tax Code Item a name. The name you give the Tax Code Item should be given a distinct description, especially if there is more than one percentage or rate.
Description - Enter an optional description for internal purposes.
Tax Type - Click the down arrow and select Service Charge.
Percentage - Enter the Service Charge Percentage (if this is not a percentage leave blank and go to Rate).
Rate - Enter the Rate if applicable (this is a flat dollar amount).
Minimum Sales Amount to Tax - Does not apply to a Service Charge Tax Code Item.
Maximum Sales Amount to Tax - Does not apply to a Service Charge Tax Code Item.
Ledger - Browse to the General Ledger and select the ledger account the tax will post to.

Service Charge Override

This is used when certain Members or Areas have different Service Charge rules than the normal setup. There are a few different ways in the system to have automatic Service Charges applied at different rates depending on the club rules. Contact Clubessential Support to help you decide the best setup for your club policy.

Before creating the Service Charge Override, the user must first apply the Service Charge Group Type in System Settings and create a Service Charge Member Group to set up the override; as described below.

System Settings

The first step is to apply the Service Charge Group Type in System Settings. To do so,

Navigate to System across the top toolbar and select System Settings.
Navigate to the Membership tab and select Service Charge in the Service Charge Group Type section.

Set Up Service Charge Member Group

The next step is to set up the Service Charge Member Group. All Members who should receive the Service Charge Override should be selected in this Member Group.

To set up the Service Charge Member Group,

Navigate to Membership across the top toolbar and select Groups.
Click the New icon on the toolbar.
The Member Group setup screen will launch. Enter all relevant information shown/listed below:
- Name - Give the Member Group a name.
- Description - Enter an optional description for internal purposes.
- Group Type - Select Service Charge as the Group Type.
- Members - Select all Members who should be included in the group.
Select Save & Close.

Rules

The last step is to create the rules for the Service Charge Override. To do so,

Navigate to the applicable Service Charge Tax Code Item and select the Service Charge Overrides tab.
Click Add New Rule and enter the appropriate information shown/listed below:
1. Member Group - Select the Service Charge Member Group. Please note that only Member Groups with a Service Charge Group Type will be displayed in the lookup.
2. Area - Select the Area the override applies or select All Areas if the override should occur at all Areas in the club.
3. Percentage - Enter the Service Charge Percentage (if this is not a percentage leave blank and go to Rate).
4. Rate - Enter the Rate if applicable (this is a flat dollar amount).
5. Ledger - Browse to the General Ledger and select the ledger account the tax will post to.
6. Save Rule Edit - Be sure to select Save Rule Edit.
Select Save & Close AFTER you have selected Save Rule Edit.

Note: Do not use more than one override with conflicting rules for members who may be in multiple groups, this will cause the POS to ignore the overrides and just use the default Service Charge. Example: Club has a standard Service Charge rate of 18%. John Smith is in member group A which has a Service Charge Override to charge 20% to the Dining Room area. John Smith is also a member of group B which has a Service Charge Override of 25% to the Dining Room area. Because John Smith is part of two overrides for the same area, the system will ignore the overrides and assign the default Service Charge rate to the transaction for that item.

Tax Codes

As previously mentioned, Tax Codes are where the user sets up the combinations of Tax and Service Charge to apply to an item/area.

Accessing Tax Codes

To access Tax Codes:

Navigate to System across the top toolbar and select Tax Codes.
The Tax Codes grid will launch.
The primary functions associated with managing Tax Codes are embedded in the Tax Code setup screen, which can be accessed by clicking the Newbutton or double-clicking on an existing code.

Creating a New Tax Code

To create a new Tax Code,

Navigate to the Tax Codes Grid and perform either of the following to launch the Tax Code setup screen:
- Click the New icon on the toolbar.
- Right-click anywhere on the Tax Codes Grid and select New.
The Tax Code Item setup screen will launch.
Please enter all appropriate information:
- Name - Give the Tax Code a name. The name you give the Tax Code should be given a distinctive description, especially if there is more than one percentage or rate.
- Description - Enter an optional description for internal purposes.
- Taxes - Select the applicable combination of Tax Code Items using the Lookup. Again, Tax Codes are what you select to apply Tax and Service Charges to items. Be sure to select the correct combination.

Applying Tax Codes and Overrides

Tax Codes are applied at the Item Group level, but can be overridden at the Item Category level if applicable.

Item Group

Navigate to Items on the left user menu and select Manage Item Groups.
The Item Groups Grid will launch. Double click on the applicable Item Group to launch the Item Group setup screen.
Navigate to the Tax Code field and select the proper Tax Code.
Area Overrides- If different Areas have different Tax Codes, be sure to highlight the applicable Area from the left pane labeled Area Overrides and choose the correct Tax Code.

Item Category

As previously mentioned, if a certain Item Category should have a different Tax Code than its Item Group, the Item Group settings can be overridden.

To override the Item Group Settings,

Navigate to Items on the left user menu and select Manage Item Categories.
The Item Categories Grid will launch. Double click the applicable Item Category to launch the Item Category setup screen.
Check Override Item Group Settings.
Navigate to the Overrides Tab and select the applicable Tax Code. If the Overrides tab is not active be sure to check Override Item Group Settings.
Area Overrides- If different Areas have different Tax Codes, be sure to highlight the applicable Area from the left pane and choose the correct Tax Code.

Note: Only Areas selected on the Areas tab within the Item Category will show as an override option on the Overrides tab.

Change Tax Code Item Percentage/Rate

To change the Tax percentage of a particular Tax Code Item,

Navigate to the Tax Code Items Grid and double click the appropriate Tax Code Item.
Change the Percentage or Rate appropriately.

Important:

All items pointing to the Tax Code Item will immediately be affected by the change. Do not change the tax percentage or rate until the new rate goes into effect.
If the Tax Rate or Tax Code is changed in the middle of the day, all items that have previously been rung up and added to a ticket will have the old rate. The only way to get the new tax rate is to delete the ticket and re-enter the sale.
Sales and credits will be calculated at the new rate from the time you change the rate.
The systems applies taxes and service charge on an item level not a subtotal level.

Reporting

If at any time a user would like a list of items and their respective Tax Codes, please follow the below instructions.

Navigate to the Interactive Reports module on the left user menu, expand Item, and select Item G/L Posting Summary.
If the user would like a list of ALL items and their Tax Codes, leave the Item field set to None. To see just one item, select the applicable item within the Item field. Set the Type to Tax Code and select View Report.

The Report will display the item, the Tax Code, Configuration Level, and Configuration Path.

Configuration Level - The level, either Item Group or Item Category that is defining the Item’s Tax Code.
Configuration Path - The location of the Item Group/Category that is assigning the Tax to the Item.

Note: If an item displays more than once, this means the item has varying taxes applied depending on the Area in which it is sold.

Best Practices
Plan for legislative or upcoming Club changes to Taxes and/or Service charges to ensure implementation is proper.
Periodically review the Item G/L Posting Summary to ensure tax applications are proper.
FAQs
Q: When I change a tax rate, how soon is it applied?
A: The tax rate changes immediately upon saving the change. If performed in middle of the day, tickets created prior to the change will contain the old tax rate.
Q: When looking to establish a Sales Tax override for an Item Category (to make it different than its Item Group default), I am unable to locate the Overrides tab, where is it?
A: If the Overrides tab is not active within the Items Category, be sure the Override Item Group Settings option is checked within the Category.

Image Added

Page Comparison

Versions Compared

Old Version 1

New Version Current

Key

Overview

Content

POS Order Screen - Split Ticket Feature

Split Ticket Screen Overview

Split Ticket Options

Split By Ticket

Split By Multiplier

Split by Multiplier - By Item

Split by Multiplier - By Ticket

Split By Dollar

Include Tax

Split By Seat

Split By Course

Combining Tickets

Best Practices

FAQs

Downloadable Guide

Table of Contents

Overview

Required Permissions

Accessing the Tool

Tax Code Items

Creating a New Tax Code Item

Tax Setup

Service Charge Setup

Service Charge Override

System Settings

Set Up Service Charge Member Group

Rules

Tax Codes

Accessing Tax Codes

Creating a New Tax Code

Applying Tax Codes and Overrides

Item Group

Item Category

Change Tax Code Item Percentage/Rate

Reporting

Best Practices

FAQs