Office - Mobile POS - Split Ticket Manual

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Overview

The Split Ticket feature enables users to split an existing ticket in a variety of ways:

  1. Split by Creating New Ticket(s) and then selecting the items to be moved to each new ticket.
  2. Split Item
  3. Split by Quantity 
  4. Split by Seat 
  5. Split by Course 
  6. Split by Member
  7. Split by Amount 

After splitting a ticket, adjustments can me made if you decide you want to split the ticket in a different manner or need to make corrections. 

The Split Ticket feature also enables users to combine tickets. 

Example 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


Split Ticket Feature


The Split Ticket option is listed under the More actions section of ticket (the 3 continuous dots icon).

1) To perform a ticket split, first add items as usual to the ticket.  You can split before or after the items have been sent.

2) Click 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. 

3) The Split Ticket Screen will appear as follows:

Split Ticket Options

There are various ways to split a ticket: 

  1. Split by Creating New Tickets (and select the items items to be moved to each new ticket)
  2. Split Item
  3. Split by Quantity 
  4. Split by Seat 
  5. Split by Course 
  6. Split by Member
  7. Split by Amount 

Split By Creating New Tickets  

Use Case: There are 3 members at the same table. Only one ticket was created for the table and it is in Member 1's name. All items for the table have been added to the ticket. Upon settling, Member2 and Member3 request their own tickets for the items they ordered. 

1) Within the Split Ticket screen, click Create New Ticket to create the additional ticket(s) you want for the table. For this use case, click Create New Ticket 2 times to create 2 additional tickets. The Split Ticket Screen will now look as follows:   

2) Check the item(s) on the original ticket that should be moved to one of the new tickets. You can checkbox more than one item at a time. Click the Move Selected Item(s) button of the ticket to where the items should be moved. 

3) The items will be removed from the original ticket and added to the ticket selected. 

4) Repeat the same process to move item(s) to the third ticket.

5) Again, the items will be removed from the original ticket and added to the ticket selected.

 

6) If you make a mistake and need to move an item to a different ticket, follow the same process. Check the item(s) that need to be moved, then click Move Selected Items(s) button of the ticket to where the item(s) should be moved. 

 7To change the member assigned to a ticket, click the 3 dots at the top right of the ticket, then select Change Member.  Follow the prompts to select the member the ticket should be assigned to.

8) Once all items are on the correct tickets and the correct member has been assigned to each ticket, click Save & Close to save your changes. The newly created tickets will be added to the Open Ticket grid.


Split Item  

Split Item provides the ability to split an item across multiple tickets. 

Use Case: You have 3 tickets on 1 table and all 3 members want to split the bottle of wine. 

1) Within the Split Ticket screen, check the item(s) that need to be split across tickets. Then click Split Item

2) Enter the quantity you want to split the item(s) by. Click OK

3) The item(s) will be divided by the quantity entered and appear broken out on the original ticket as follows: 

4) Check the item(s) to be moved to a different ticket. Click Move Selected Item(s) on the ticket to where the item(s) should be moved. 

5) Repeat the process to move the other instance of the item(s) to the 3rd ticket. 

6) Once all items are on the correct tickets, click Save & Close to save your changes. 

Notes:

  • The Split Item changes the item QTY to fractions to calculate the item price to meet specified amount.

Split By Quantity 

Split by Quantity provides the ability to split an entire ticket by a specified number.

Use Case: You have 1 ticket for the table and 3 of the people at the table want to split the ticket evenly. 

1) Within the Split Ticket screen, check the ticket itself in the upper left hand corner, then select Split by Quantity

2) Enter the quantity you want to split the ticket by. Click OK

3) The system will create the number of tickets based on the quantity entered. Each item will be equally divided (as much as possible) by the quantity entered and placed on each ticket. 

4) Click Save & Close to save your changes. 

Notes:

  • The Split by Quantity changes the item QTY to fractions to calculate the item price to meet specified amount.
  • Once clicking Save & Close, the changes are saved. Once the changes are saved, there is no way to merge the amounts and QTY back to original state. 
  • Once clicking Save & Close, all subsequent items entered on a ticket will be added to the ticket as a full amount and QTY. 

Split By Seat 

Split by Seat allows the user to split a ticket based on seating. Note: This option can only be used when utilizing seat positioning.

Use Case: You have 1 ticket for the table and the ticket needs to be split by the 4 people at the table per what they ordered. You used seat positioning to place each person's order. 

1) Assign the seat position to each item when ordering. Select Split Ticket.

2) Within the Split Ticket screen, check the ticket itself in the upper left hand corner, then select Seat

3) The system will create a ticket for each different seat position.

4) Change the member assigned to each ticket as necessary by clicking the 3 dots at the top right of the ticket, then selecting Change Member.  Follow the prompts to select the member.

5) Click Save & Close to save your changes. 

Split By Course  

Split by Course allows the user to split a ticket by course. Note: This option can only be used when utilizing courses.

Use Case: One member is paying for the Appetizers and another member is paying for the Entrees. 

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

2) Within the Split Ticket screen, check the ticket itself in the upper left hand corner, then select Course

3) The system will create a ticket for each different course. 

4) Change the member assigned to each ticket as necessary by clicking the 3 dots at the top right of the ticket, then selecting Change Member.  Follow the prompts to select the member.

5) Click Save & Close to save your changes. 

Split By Member  

Split by Member allows the user to split a ticket by member when the "Prompt for Member on Seat in POS" option is turned on for the Area in CMA. Note: This option can only be used when utilizing the Prompt for Member on Seat in POS. 

Use Case: Three members are dining at the same table. The "Prompt for Member on Seat in POS" is turned on. The server selects the member assigned to each seat as items are added to the ticket. Upon settling, each member requests their own ticket. 

1) Assign a member to each seat on the ordering screen when adding items to the ticket for that seat. Note: The "Prompt for Member on Seat in POS" option must be turned on for the Area in CMA in order to assign a member to a seat.  When turned on, the system will automatically prompt you to assign a member to each seat on the ticket.  When you are ready to create the ticket for the table, select Split Ticket. 

2) Within the Split Ticket screen, check the ticket itself in the upper left hand corner, then select Member. 

3) The system will create a ticket for each different member. 

4) Click Save & Close to save your changes. 

Split By Amount

Split by Amount allows the user to split a ticket by a specified amount a person wants to pay. 

Use Case: One person wants to pay exactly $100 of the $189.50 bill. Note: It is advisable to wait until you are ready to close the ticket before performing this option. See the Include Tax notes below for more information on how this option works.

1) Within the Split Ticket screen, check the ticket itself in the upper left hand corner, then select Amount

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

3) The system will create a ticket for the amount specified (or as close as possible to the amount specified given calculations and rounding).

 

Notes:

  • The Split by Amount changes the item QTY to fractions to calculate the item price to meet specified amount.
  • Once you click OK the changes are saved. Once the changes are saved, there is no way to merge the amounts and QTY back to original state. 
  • All subsequent items entered on a ticket after the ticket has been Split by Amount will be added to the ticket as a full amount and QTY. 


Include Tax

The Include Tax feature is utilized to include the calculated tax and service charge into the the split.

  • If you choose to include tax, then the Subtotal of the new ticket will be the split amount minus the tax and service charge that will be calculated when settling (Spit Amount - (Tax + Service Charge)) = Subtotal. This is done so that the Total amount paid comes as close as possible to the split amount entered (without exceeding it).
  • If you choose to not include tax, then the Subtotal of the new ticket will be the split amount itself (or as close as possible to the split amount given calculations and rounding). Upon settling, tax and service change will be added to the Subtotal.  

Example 1: We have one item on a ticket with a price of $128.00 (bottle of wine). If we split this item by an amount of $50.00 and check the Include Tax checkbox, then the Subtotal before settling will appear as follows: 

When settling, tax and service charges will be added to the Subtotal bringing the Total to the split amount entered (or as close as possible to the split amount entered).

Example 2: We have one item on a ticket with a price of $128.00 (bottle of wine). If we split this item by the amount of $50.00 without checking the Include Tax checkbox, then the Subtotal before settling will appear as follows: 

When settling, tax and service charge will be added to the Subtotal.  

 

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 two tickets into one.  Please note that in order to combine the tickets, the tickets need to be on the same table. Therefore, the non-paying member's ticket needs to be moved to the paying member's table. 

1) Use the Change Table feature to move the non-paying member's ticket to the paying member's table.

 

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

 

3) The Split Ticket Screen will appear as follows:

4) Check the item(s) that should be moved from non-paying member's ticket to the paying member's ticket. Then click Move Selected Item(s)

5) All items will be moved to the paying member’s ticket.  The ticket the items were transferred from will automatically be deleted.


Best Practices

When ticket splitting is required, ensure to add the items as normal and then after all items are added, select Split Ticket.

When combining tickets, ensure all tickets are at the same table prior to merging them by using the Split Ticket option.  

FAQs

Q: I split my ticket the wrong way but have not yet clicked 'Save & Close', can I start over? 

A: Yes, by clicking the back arrow (top left-hand corner of the Split Ticket screen), your Split Ticket actions will be cancelled and you will be returned to the original ticket. Start fresh by reselecting the Split Ticket option. 

 

Downloadable Guide

Split Ticket - Guide