While in a bar transaction, restaurant staff can perform voids, use various operations on the check, and apply taxes and service charges to the check.
Void a check
You can use the Void Check function to void all detail lines on a check for previous rounds.
- Pick up a check. Click Transaction Functions and Void Check.
Select the reason for the void from the list. The check detail area appears blank.
Void an item
Perform one of the following to void a menu item:
1. Using gestures, select the menu item to void in the check detail area, and then swipe right or left on the item description. An Item Voided message appears briefly.
2. or select the menu item to void in the check detail area, click Transaction Functions or and then click Void Item.
Return Item
A return may be required for various reasons, such as when the wrong item was ordered, the guest changed their mind, an item is cold rather than hot, an order is spilled or is out of stock. You can use the Return Item function to return a highlighted menu item.
This function takes the check into a Return mode, but only allows the return of one item; the Transaction Return function allows multiple returns until the Return mode is deselected.
1. Pick up a check or begin a new check. Click Transaction Functions.
2. Click Return Item. A Return mode banner appears above the check detail.
3. The next menu item added to the check after this point is considered a return. The returned menu item shows a negative quantity in the check detail area. When you select an item, the Return mode is switched off.
Select from the default reason from the list for the return.
Transaction Return
The Transaction Return function takes the check into a Return mode, like the Return Item function. However, Transaction Return allows multiple returns until the Return mode is deselected. Return Item only allows the return of one item.
1. Pick up a check or begin a new check.
2. Click Transaction Functions and then Transaction Return. A Return mode banner appears above the check detail.
3. Select from the default reason from the list for the return.
All menu items added to the check after this point are considered returns and show as a negative quantity on the check. If you click Transaction Return again, the Return mode stops.
Cancel a transaction
You can use the Cancel Transaction function to cancel a check if it has not been sent (service totaled). It only cancels new menu items on a sent check. The check is left open.
- The Cancel Transaction button is on the Transaction Function menu. Click Cancel Transaction to cancel the transaction, and then click Yes to confirm.
Transfer or add a check
You can use the Add/Transfer Check function to transfer one check to another check. When transferring checks, both checks must have the same Order Type or Order Channel assigned.
1. Pick up a check or begin a new check. This will be the final destination check.
2. Click Transaction Functions and then click Add/Transfer Check.
3. To view regular checks, click Regular Checks. To view future checks, click Future Checks.
4. Select the transferring check from the list. The check detail area shows the combined checks. The Home page shows only one check, which is the final destination check.
Split a check
In Bar operations you can use the Split Check function after sending a check to separate the check by menu item so that customers can pay for the items they consumed. The splits are not equal. You can transfer portions of a guest check detail to a new check, which is then assigned its own check number. The new check can be modified independently from the original check.
1. Click Transaction Functions.
2. Click Split Check.
3. Select one or more menu items.
4. Click the check to move the item or items to.
5. To add more checks, click Add Check.
6. To share a menu item click Share Item.
7. To deselect multiple menu items, click Clear Selection.
8. To remove the last menu item split, click Remove Last Split.
Change a check name
As long as the check is open its name can be changed.
1. Sign into the Workstation using your employee ID.
2. Begin a new check or pick up an existing check. Then select Transaction Functions found on the right-hand side of the screen.
3. Select change check name to continue.
4. Enter the new check name on the keypad then select OK to proceed.
Now if you go back to the homepage, you will see the new check name represented in the check detail area.
Reprint Credit Voucher
You can use this function to reprint a credit card voucher that needs to be signed by the customer.
To print a credit card voucher, click Transaction Functions, and then click Reprint Credit Voucher.
Reorder items
You can use the Reorder Items function to sell menu items on the check again. This saves time if a guest asks for the same item again (for example, customers want to order another appetizer of the same kind that they had before or perhaps reorder another round of drinks).
1. Sign into the Workstation using your employee ID.
2. Click Transaction Functions.
3. Click Reorder Items.
4. In the Select Items to Reorder dialog, select the menu items to be ordered again, and then click Reorder. Once you select an item it will be highlighted in blue, and a checkmark will be on the right-hand side. When you have selected all the items necessary select reorder to continue.
5. Navigate back to the transaction page and send the check to send them to the kitchen for production.
Use Tax Exempt Key
You can use the Tax Exempt function to change the highlighted menu item on the check to be free from tax.
1. Click Transaction Functions and then Tax Exempt. The check detail area shows the updated Tax Total.
2. Select the option again to reapply the tax. You may be required to enter a description of the tax.
Use Tax Exempt All Key
You can use the Tax Exempt All function to change all menu items on the check to be free from tax.
1. Click Transaction Functions and then Tax Exempt All. The check detail area shows no Tax Total.
2. Select the option again to reapply the tax. You may be required to enter a description of the tax.
Continue to explore the POS system by learning what operation can a server perform in a table service-type restaurant.
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The restaurant POS system is coming soon to US restaurants.
