We need capability to add Tips to sales for service business

Dirk,
I have the same problem, we are a restaurant, For cash it was easy, I created an inventory item called "Tips for Waitress" and scanned it every time. Created a new CATEGORY so the dollars in TIPS would be visible at Z-Out. So the tip came up as a line item. I could account for it that way on a check purchase.
Credit cards were the bewar though. So what we've done is to have the customer get the bill, they give us thier card, then we run it through the hard-copy paper imprinter. We give the customer the paper copy to sign and add tip thru. When they leave we have the exact copy of the card numbers, so then we recall the quote, and enter the final dollar value (with tip included) into the credit card location. Then manually enter the credit card number. It then goes thru and apprves or denies the card. We have to do the ASAP since, if the card is declined, we have to go catch the customer. So we always get a phone number as well. The waitress then takes her tip, but this puts the till out short. So at the ensd of the day I have to look at the TIPS category to see the dollars set out as tips (till short CASH).
So that's how we've worked aropund it for now. Customers seem to have no problem with it.
.............Carl Easton ( snipped-for-privacy@christeacottage.com)
"Dirk" wrote:

http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?midg9dedc6-a41c-4876-b8c0-7cc0e53bf6ae&dg=microsoft.public.pos
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Another way could be to use a tender type called Tips (I haven't tested this, but in theory is should work.) When a person gives a tip, enter the tip amount as a negative under the Tips tender type, and then remove that amount of cash from the drawer. This way you drawer will balance at the end of the night.
--
Jason Hunt
Advanced Computer Systems
  Click to see the full signature.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Creative solution, and entering a negative number would keep the till correct, but it would subtract the dollar value of the tip from the amount to be charged onto the credit card. A positive number is required in order to INCREASE the dollar being charged to the submitted card. The negative number would subtract from it. What I need is a way to enter the TIPS as an automatic PAYOUT line item, which I can't figure out yet.
"Jason Hunt" wrote:

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
I believe it should work. If your total due is $10.00, and you put -$2.00 under tips, the total due becomes $12.00.
The potential issue is that you must disable the "prevent over tendering" option for all of the tender types.
--
Jason Hunt
Advanced Computer Systems
  Click to see the full signature.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Jason,
Interesting. That would mean that the negative ('minus') sign is ignored by the POS for totaling the credit card charge (as it should have been $10 + (-$2))=$8. But it could happen . I'll try it, that would solve the problem, but it seems to be a bit of fuzzy math there.
I don't have a ny problem with disabling the over0tending option, we can live with that.
"Jason Hunt" wrote:

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Hi,
We have released a rms integrated restaurant module with tips,table/room designing features.This could solve a few of the issues raised here.If you need more information please contact www.rmsstore.com,
Thanks
"Carl E" wrote:

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
We use the POS software at a beauty salon and need a better solution for entering tips on credit card purchases.
Today, we add a TIPS item to the total sale and we ask the customer how much before we print the total receipt. I would prefer to have the customer enter their tip amount when they sign the credit card slip, and then UPDATE the transaction total and re-run the card approval.
Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload
Jeff,
No way that is possible. We have a tea room and are in the same boat. RMS is a retail based system, and was never designed to hold the credit card info for processing later, as all restaurants do. A REAL shortcoming. I have tried for three years to get Microsoft to get us a solution, along with LOTS of other shops. There is, as I recall, an after-market firm that does provide something along those lines. But it costs money, and is an add-in separate product. Their web site is something like www.rmsstore.com or some such thing.
What I have done to address this is to revert back to paper slips. I run the credit card thru the old fashioned paper credit slips. The Customer fills in the tip amount and totals it up. I now have the imprint of the credit card number and expiration date. After we collect the signed copies, we pull the QUOTE back up from storage, and then add a line item TIP FOR CARL or TIP FOR HELP dollar amount. This TIP FOR CARL is a standard item in the database. In a category called TIPS. So lets say the bill was $20, and the Customer adds $5 tip. So I scan the TIP FOR CARL barcode for that item, I've checked the box so there is a pop-up window requesting a dollar amount for that TIP FOR CARL, so I enter $5.00. The credit card now totals $25, I manually enter the card number and expiration, and we get approval. So all is well, except that the waiter doesn't yet have his tip money. If you merely pull the $5 out of the till, you will be $5.00 off at the end of the day in the Z-report. So You again scan the barcode for TIP FOR CARL. Up pops the popup window requesting the dollar amount. This time you enter $5.00 followed by the "-" negative sign. This says 'negative $5". Now hit tender, but enter nothing else, and you get $5 CHANGE out of the till and it balances for the night.
Has worked perfectly well for us. An upside it that it allows us to manually keep track of all credit card tips for employees.
Downsides: 1) credit card sales can cost more when manually entered and not scanned (depends on processing firm). 2) You have to get manual imprinter and credit card slips. 3) Customers view you as antiquated, but what choice do we have....at least this works. 4) sometimes Customers get distracted and forget to add in a tip, bad bad.
Hope this helps. There is another workaround as well. Here it is from the Microssoft website:
How to process a transaction that includes a gratuity in Microsoft Retail Management System Store Operations View products that this article applies to.
--------------------------------------------------------------------------------
Confidential Article
(The information in this article is provided to you in accordance with your Confidentiality Agreement)
--------------------------------------------------------------------------------
Partner Only Article Article ID : 919889 Last Review : N/A Revision : 1.1
On This Page
SUMMARY
INTRODUCTION
MORE INFORMATION How to set up the gratuity workaround Create a non-inventory gratuity item Configure the receipt format to include a gratuity line for work orders Configure Store Operations so that a deposit is not required for work orders How to process a transaction by using the gratuity workaround Print the first receipt Add the gratuity item to the work order, and then finish the transaction
APPLIES TO
HOTFIX DOWNLOAD
SUMMARY
This article describes a workaround that you can use to process a transaction that includes a gratuity in Microsoft Retail Management System Store Operations. First, the article describes how to set up the gratuity workaround. Then, the article describes how to process a transaction by using the gratuity workaround.
Back to the top
INTRODUCTION
Microsoft Retail Management System Store Operations does not include a feature that is designed to process a transaction that includes a gratuity. However, this article describes a workaround that you can use to process a transaction that includes a gratuity. You process the transaction in Store Operations by using a work order.
Back to the top
MORE INFORMATION
Consider the following restaurant scenario:
1. A customer receives a receipt for the items that the customer ordered. 2. If the customer wants to pay by using a credit card, the cashier obtains a pre-authorization for the credit card and then gives the customer a new receipt that includes a line for the gratuity. 3. The customer adds a gratuity. 4. The cashier finishes the transaction by completing a post-authorization that includes the gratuity.
Store Operations does not let you perform the pre-authorization or the post-authorization when you process credit card transactions.
Back to the top
How to set up the gratuity workaround
Create a non-inventory gratuity item
1. On the Database menu, click Items, and then click New. 2. In the Select the type of Item to create box, select Standard, and then click OK. 3. Enter the appropriate item information on the tabs in the Item Properties window.
Note Do not enter a price on the General tab or on the Pricing tab. Do not select a tax in the Item Tax box on the General tab unless you want the gratuity to be taxable. 4. Click the Options tab, and then click to select the Must enter price at the POS check box.
Note When you enable this option, the cashier is prompted to enter the gratuity amount when the cashier adds the gratuity item to the transaction screen. 5. Click OK to create the new item.
Configure the receipt format to include a gratuity line for work orders
1. Exit Store Operations POS. 2. Download the following file from the Microsoft Retail Management System Reports Library:
https://mbs.microsoft.com/downloads/customer/receiptgratuityorder.zip 3. Extract the compressed file, and then save the Receiptgratuityorder.xml file to the following folder:
C:\Program Files\Microsoft Retail Management System\Store Operations\ReceiptTemplates 4. In Store Operations Manager, point to Registers on the Database menu, and then click Receipt Formats. 5. Select the receipt format that you use, and then click Properties. 6. Click the lookup button next to the Work Order box. Find and then select the Receiptgratuityorder.xml file, and then click Open. 7. When you are prompted to update the receipt format for all transaction types, use the appropriate method:
• Click Yes if you want receipts for all transaction types to include a gratuity line. • Click No if you want receipts for only work orders to include a gratuity line.
8. Click OK when you receive the following message:
All POS stations must be closed and reopened for the changes to take effect. 9. Close the Receipt Formats window.
Configure Store Operations so that a deposit is not required for work orders
1. In Store Operations Manager, click Configuration on the File menu, and then click the Ordering tab. 2. In the Work Order area, type 0 in the Deposit box. 3. Click OK to save the changes.
Back to the top
How to process a transaction by using the gratuity workaround
Print the first receipt
1. In the Store Operations POS transaction screen, press CTRL+F2 to convert a standard transaction to a work order. 2. Press F7, select a customer, and then click OK.
Note You can use a miscellaneous customer or a walk-in customer if you do not keep customer information. 3. Scan or manually enter the items in the Store Operations POS transaction screen. 4. Press F12, and then click OK to print the first receipt.
Note The cashier presents this receipt to the customer so that the customer can verify the order and then write a gratuity amount on the receipt.
Add the gratuity item to the work order, and then finish the transaction
1. Press F7, select the customer, and then click OK. 2. Press F11, select Recall a work order, and then click OK. 3. In the Work Orders window, select the work order number that you want to retrieve, and then click OK. 4. Press F2, select the non-inventory gratuity item that you created, and then click OK. 5. Enter the gratuity amount that the customer wrote on the first receipt, and then click OK. 6. Optional If you assign gratuities to specific cashiers, you have to add an item comment that contains the name of the cashier.
Note Press CTRL+F10 to add an item comment. 7. Press F12, select Pick Up Entire Work Order, and then click OK. 8. Enter the total tender amount in the appropriate tender box, and then click OK.
Hope one of these two helps.
..................Carl E
"Jeff A." wrote:

Add pictures here
<% if( /^image/.test(type) ){ %>
<% } %>
<%-name%>
Add image file
Upload

BeanSmart.com is a site by and for consumers of financial services and advice. We are not affiliated with any of the banks, financial services or software manufacturers discussed here. All logos and trade names are the property of their respective owners.

Tax and financial advice you come across on this site is freely given by your peers and professionals on their own time and out of the kindness of their hearts. We can guarantee neither accuracy of such advice nor its applicability for your situation. Simply put, you are fully responsible for the results of using information from this site in real life situations.