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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 ticketsOffice 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. Use Case(s)
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Content
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POS Order Screen - Split Ticket Feature
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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.
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.
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).
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.
3) Notice the first ticket is still the “Selected” ticket, and the far left display shows only the Items remaining on the “Selected’ ticket.
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.
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.
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.
7) Select OK on the bottom right corner of the screen and your changes will be saved.
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.
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.
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.
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.
2) Enter the dollar amount to split. Click OK when finished.
3) The system will create a ticket for the amount specified.
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.
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.
2) Select Seat under the Split section. The system will create a ticket for each different seat position.
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.
2) Select Course under the Split section. The system will create a ticket for each different course.
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.
2) Once the 2 tickets are on the same table, select Split Ticket.
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.
4) All Items will be moved to the paying member’s ticket and the ticket the Items were transferred from will be automatically deleted.
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Tax Code Items
Tax Code Items are where the user sets up the individual Tax and Service Charge rates.
Important: The system applies Tax and Service Charges on the Price of the item, not the subtotal.
Accessing Tax Code Items
To access Tax Code Items,
1) Navigate to System across the top toolbar and select Tax Code Items.
2) The Tax Code Items grid will launch.
3) 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 New button or double-clicking on an existing item.
Creating a New Tax Code Item
To create a new Tax Code Item,
1) Navigate to the Tax Code Items Grid and perform either of the following to launch the Tax Code Item setup screen:
a) Click the New icon on the toolbar.
b) Right-click anywhere on the Tax Code Items Grid and select New.
2) The Tax Code Item setup screen will launch.
Tax Setup
When setting up a tax, complete the following information as shown/listed below.
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.
Example:
- Sales Tax
- Liquor Tax 1.5%
Description - Enter an optional description for internal purposes.
Tax Type - Click the drop down arrow and select the Tax Type.
Continue populating the Default fields as needed.
Rules - Click the drop down arrow and select the rule that applies. Options include:
- Base - will tax the total of each taxable item not including Service Charge.
- Base + Service Charge - will tax the total of each taxable item including the Service.
- Charge - both item and service charge will be taxed.
- 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).
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 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 as shown/listed below.
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,
1) Navigate to System across the top toolbar and select System Settings.
2) 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,
1) Navigate to Membership across the top toolbar and select Groups.
2) Click the New icon on the toolbar.
3) 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.
4) Select Save & Close.
Rules
The last step is to create the rules for the Service Charge Override. To do so,
1) Navigate to the applicable Service Charge Tax Code Item and select the Service Charge Overrides tab.
2) Click Add New Rule and enter the appropriate information shown/listed below:
- 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.
- Area - Select the Area the override applies or select All Areas if the override should occur at all Areas in the club.
- 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).
- Ledger - Browse to the General Ledger and select the ledger account the tax will post to.
Save Rule Edit - Be sure to select Save Rule Edit.
3) Select Save & Close AFTER you have selected Save Rule Edit.
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.
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