The following Function Descriptors can be configured in Idealpos (click on any Function Descriptor to quickly jump to the Function Descriptor and find out more):
The Paid Out Functions allow for the operator to remove funds from the cash drawer, and have all details accounted for.
The function can be named whatever the operator wishes, but it will perform the same way regardless.
Some examples of the Paid Out Function are Tips Out, Petty Cash, Delivery Charge and Paid Out.
The Received Account Functions allow the operator to received funds into the cash drawer and have all details accounted for.
They can also be used for more specific functions like Credit Notes and Gift Vouchers.
Some examples of the Received Account Function are Tips In, Paid In, Credit Notes and Gift Vouchers.
The No Sale Functions allow the cash drawer to be opened where cash can be exchanged, removed or added for various reasons.
User Permissions are also able to control which clerks can use each No Sale function.
Some examples of No Sale Functions are Change, Cash Drop, Wrong Amount Calculated.
These functions will all display on the financial report and enable managers to view what each clerk is using the functions for.
The Void Function allows for clerks to remove items from the sale screen before the sale has been finalised.
The Refund Function allows for clerks to return goods back into stock and return the customers money to them.
The %+ Item Function allows the clerk to add a surcharge as a percent amount to an item within the sale.
Changing the Description will change the details that are displayed on the POS Screen.
The %+ Subtotal Function allows the clerk to add a surcharge as a percent amount to a sale.
Changing the Description will change the details that are displayed on the POS Screen.
You have the option to Exclude % Amount if required.
The Amount function is used to change the price of an item before it is added to the sale.
The Acc/LB Payment function allows the clerk to receive payments on Accounts and Laybys for Customers.
The Acc/LB Credit function allows the clerk to perform credits on Accounts and Laybys for Customers.
The Acc/LB Adjustment function allows the clerk to perform adjustments on Accounts and Laybys for Customers.
The LB Cancellation function allows the clerk to cancel a Layby.
This function allows you to redeem points through loyalty.
The Tax Invoice function allows for a tax invoice to be printed by the clerk.
The Pending Sale function allows the clerk to be able to save a sale for later finalisation.
The Item Discount functions allow you to offer 4 different types of discounts for different reasons.
The ST Discount functions allow you to offer 4 different types of discounts for different reasons.
The Delivery Docket function allows the operator to print a docket which displays the Customer address.
The Hold Print function allows the clerk to hold multiple order numbers until the last person for that order number has finished their transaction.
This function allows you to change the name of the Gift Voucher function to be something more fitting.
This function allows you to change the name of the TIPS Amount that prints at the bottom of Bills.
It can also be used to enable and configure Suggested Gratuity Text and Rates which will be printed at the bottom of Bills.
Gratuity Text will be printed at the bottom of a Bill when a Bill is printed from Restaurant/Table Maps, Pending Sales or the Handheld app.
Print Suggestion on Bills - Toggle this option on or off to control whether or not the Gratuity Suggestions will be printed at the bottom of bills.
Suggestion Text - Enter the text that you want to have printed above the Gratuity Suggestion % Rates.
Suggestion % Rates - Enter the suggested rates that you want to have printed at the bottom of the bill. Multiple rates can be entered separated by a comma. E.g. 22,20,18,15
When Print Suggestion on Bills is enabled as per the Function Descriptor above, Bill prints will include the Suggested Gratuity for Table Total at the bottom of the Bill.
The Gratuity Rates include the following:
Percentage - The Gratuity Percentage
Amount - This is the Gratuity percentage expressed as a dollar value, calculated from the Sub Total of the Bill.
Total - This is the Total of the Bill, including the Gratuity Amount.
The below example of a Bill demonstrates the Gratuity Text function.
It is also possible to have the Gratuity Suggestions print at the bottom of the final Receipt in the Receipt Footer.
This may benefit venues in the United States that typically use post-transaction tipping, where tips are applied after the customer has left the premises.
A [GRATUITYSUGGESTION] tag can be entered into the Override Receipt Footer field within the Function Descriptor.
To configure this functionality, go to: Back Office > Setup > Tender Types > select a Tender that customers pay for sales using their Credit/Bank card (e.g. Credit, EFTPOS, etc.)
Then configure the Tender Type as-per the below screenshot:
The below example includes additional lines at the bottom of the receipt which allow the Customer to write the Tip amount, Total amount and their Signature.
These are optional and the text entered for TIP, Total, Sign or the underscores (_) can be adjusted or modified as required.
The "#" character before the text will trigger the text to be printed in bold type on the receipt footer.
Also note that additional receipts may be required dependent on whether the customer requires a copy and if they are placing a tip.
E.g. a receipt copy for the venue showing the tip amount for manually processing the post-transaction tip and another copy for the customer.
Receipts can be printed via the Receipt button on the POS screen using the "DUPLICATE RECEIPT" function
You can also modify the # Receipts field of the Function Descriptor to always print 2 receipts.
[GRATUITYSUGGESTION]
#TIP ____________
#TOTAL ____________
#SIGN ____________
This function allows you to change the Promotions text that is printed on a customer receipt.
This applies when promotions have been triggered and are printed on a receipt.
This function allows you to change the name of the Layby function that appears throughout the Idealpos application.
The default Layby descriptor used by Idealpos is Layby, however, some regions may refer to Laybys as Layaways.
Areas of Idealpos which use the Layby descriptor include Report Descriptions, Report content, POS Screen prompts, Yes/No Options and Help in Yes/No Options.
