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Restaurant and Tips Mode
If you own a
retail establishment and you also have a coffee shop, sandwich
shop or other type of food service, the Rocket Point of Sale
Restaurant and Tips mode is for
you. This is built into the standard Rocket Point of Sale and
allows you to do Dining as well as use the Point of Sale
Retail features in your store. This feature is perfect for Book Stores,
Golf Clubs, small restaurants, bars and other like businesses.
Options
Happy Hour
– As a default the CASH customer purchase level is set to
A. If you enter two different times into the Happy Hour fields,
during the time span entered, the CASH customer will be charged
B pricing. Use the 24 hour clock (military time). 5:00 PM would
be entered 17:00. To turn this feature off, set both times to
the same time. This option only works with the Pro-Invoice
screen.
Restaurant and Tips Mode
Using Mercury Payment systems and the
Pro-Invoice screen, you can use this Point of Sale in many
restaurants and Fine Dining establishments. This will allow you
pre-approve credit cards and then later add the server’s
Tip to the bill. Go
to access this
feature.
Within the Mercury Credit Card setup
screen, make sure to check the field
Turn On Restaurant / Tips Mode
as shown above.
Within the Salesperson screen, select the
Pro-Invoice screen as the
default sales screen. Go to to
access this feature.
You may also want to set the invoice screen
to immediately cause a new clerk to sign in before each sale. Go
to to set this feature.
Clerk Sign On Screen
The above screen will allow a new clerk to
sign into the invoicing screen between sales.
For speed and accuracy, you can create a
barcode for each clerk with their
User Code and password built into it. This can then be
stuck on to a plastic ID card. The user code should be four
characters and the password of the proper length. By making the
user code four characters (even if the last character needs to
be a blank character), it will cause the scanned barcode to jump
into the password field. When the barcode is scanned (use a
wedge type scanner) the clerk is immediately put into the sales
screen.
In Restaurant / Tips mode you can only
sell to the pre-defined Default customer account. This does NOT mean other stations
cannot be setup to sell to different customers. The Default
customer account tracks each table and the state each table is
currently in.
Once an Invoice / Ticket is started, the
below screen will open and ask for what table is being served.
Enter in the table number and then click
Table. The Pro-Invoice
screen will now open, see below.
The Bar button is different to the
Table button in that the Bar button will do table
000 as a default. By using
the Bar button; it is assumed that
you will be processing the credit card immediately after
entering the order into the Pro-Invoice screen.
The Table
button allows you to do an order and keep adding to it at
different times until the customer is ready to pay their bill.
See second picture below.
Table Number Screen
If using the Table button, you will
now be prompted with the option of Save or Process.
Save will send the order to the Kitchen printer and start a
ticket for you. By saving a ticket, if you enter the same table
number again in the above screen, the ticket will reopen so you
can add more items to the ticket. Notice also that the Table
number is shown on the bottom of the Pro-Invoice screen. Items
on the ticket will print once in the kitchen. Even if you pull a
ticket up to add items, the Point of Sale is smart enough to
know not to send the same items to the kitchen again.
In the above screen, the
BS button works like the
Back Space button on your keyboard. The
Clear button will clear or
blank the table number field in case a wrong entry is made.
From Pro-Invoice Screen
Once the ticket is saved, you will be taken
back to the Table Number screen. You can now enter a new table
or any existing table with an open ticket. If a table has been
closed and a credit card has been pre-approved but not
finalized, entering the same table number will bring up the
credit card finalization screen.
Note: Even though one button is flagged as
Bar, if you have bar customers running a tab, give their
chair a table number and treat them just like a table until they
are ready to settle their tab.
If the Process button is pressed at
the Pro-Invoice screen, the below Tendering screen will open.
This screen allows you to Pre-Approve credit cards so that you
may enter your tip after presenting the bill to the customer.
Restaurant / Tips Tendering Screen
Once you click on the
CC Pre-App button, the below
screen opens up. Scan your credit card as normally.
You may want to set the Point of Sale to
default to Credit Card when entering the Restaurant /Tips tender
screen. This is done by going to . This
default can be overridden by clicking on any of the other
tendering buttons.
Once the card is approved, the Point of
Sale will return to the Tendering screen so you may print out
the receipt for the customer. You will notice the approval
number returned by Mercury Processing appears on the credit card
button now.
If an error or disapproved card was
presented, a message would have been show to you in a pop-up
window. If this is the case, click the
Return to Sales Screen
button and save the ticket until you can get further monies from
your customer.
Once you have tendered a credit card you
will be sent back to the Table Number Screen as shown
below. Notice it now has a button called
Finalize Last Ticket. This
will allow you to add your Tip and close out the ticket with
Mercury Processing. If the ticket is not closed out, the money
will NOT show up in your
bank account. Selecting any button other than the
Finalize Last Ticket button will
make the Finalize Last Ticket
button disappear. To finalize the credit card, re-enter the same
table number to bring up the finalization screen. You will NOT
be able to enter items to the same table until the previous
credit card associated with it is finalized.
The below screen opens when the
My Opens or
All Opens button is selected
from the above screen. This allows the waiter to quickly select
which table or customer is adding to their tab.
My Opens will only show
those tables currently being work on by the waiter signed on.
The OPENS
and POST buttons below will
filter so only the appropriate lines are shown.
By clicking the
Finalize Last Ticket, the
below screen will open up. This new screen shows the information
about the credit card processing that is relevant to this sale.
Enter your tip amount. Your tip amount and
the Ticket amount cannot exceed the Pre-Approved amount. If it
exceeds the Pre-Approved amount a red warning will appear and
the final Process button will disappear until you have corrected
the problem.
All tips show in the appropriate various
reports throughout the Point of Sale. There is also a report for
listing any invoice that had a problem finalizing a credit card.
There is also a report for any credit card that may have been
missed and needs to be finalized.
To exit the Pro-Invoice screen, click the
Bar button above and then click
the Cancel and Exit this Screen
button found on the Pro-Invoice screen.
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