Tips on Tips

Tips can be used in the POS on both mobile (iPad) and stationary terminals, registered and virtual terminals.  Tips are managed separately for each registered terminal, and as one setting for all virtual terminals.  For more information about terminals read this article.

In this article we will cover tips and be used in three different ways:

1. POS Order adjustment, after initial payment; like a restaurant.
2. The order review screen; like a coffee house terminal.
3. Push Pay path to purchase; in an unpaid order usually emailed to the customer to complete (more Push Pay info).
4. The Tip Line on a printed receipt; add a tip for the customer to sign for on a receipt.
5. On a Stripe S700 or S710 device (for Stripe payment processing only); like a hand held transaction at a restaurant or bar.

POS Order Adjustment -

This is most like what one might experience in a restaurant.

A tip can be added after an initial order is processed for payment via an order adjustment.

Terminal Set Up: Use Printer

Workflow:

1. Place a POS order as usual, present the printed receipt to the customer for a signature. It will include a the tip line (assuming the terminal setting are set accordingly).
2. Upon collecting the signed receipt with the tip return to the POS.
3. Go to Recent Orders, click on the Action drop down, and select Adjust Tip -

4. Enter the tip amount form the receipt, and click Continue. The tip will be added automatically.

The Order Review Screen -

This is most effective with an iPad or screen that can be turned to face the customer.

Terminal Set Up: Use Touchscreen

Workflow:

1. Once an order has been created in the POS, click the pencil icon next to the tip amount.

2. This will open an order review page that can be presented to the customer.

   

3. Upon clicking the Continue button, the customer is presented with the opportunity to add a tip. 

   Note: The suggested percentage is optional and managed from Terminal Manager for each registered terminal, and as one setting for all virtual terminals.

   

   4. Once the customer has entered the tip percentage or custom amount the screen updates with a thanks you message, and the direction "Please hand back to the cashier."

   5. The staff personnel then clicks the "X" in the top right corner to return to the POS screen and finalize the order.

Push Pay Path to Purchase -

For POS Terminals: Mobile and Stationary 

A touchless method to present an order to the customer for addition of a tip.

Terminal Setting: Any except Off

Workflow:

1. Assign the customer to the order either via the link from the calendar, or search in POS.

2. Once all the information has been confirmed: product, shipping if applicable, etc, click PUSH.

   

3. A menu will appear with options to print, email to the customer (confirming the email address), or show QR code on the screen - most often Show QR code will be chosen for POS terminals.

   

4. A QR code will appear on the screen for the customer to scan. Also, a print icon appears to print the QR code on the receipt.
5. Ask the customer to open the camera on their phone, then turn the screen to face the customer so they can scan the QR code.

6. The customer will be shown to the order in their fully secure account where they can add a tip (if that feature is turned on for the terminal), change or add a payment method (credit card), and add a note before clicking Complete Order.

   

   

   

   
   

   

   
   

Note: The suggested percentage is optional and managed from Terminal Manager for each registered terminal, and as one setting for all virtual terminals.

For POS Virtual Terminals

Perform the same order procedure as described for registered terminals above.  

1. The menu will appear with options to print, email to the customer (confirming the email address), or show QR code on the screen - most often Email a Magic Link... will be chosen for virtual terminals

   

2. The customer will receive an email to complete the order - 

   

3. Clicking the link will take them to the order in their account on the winery web site -

   

Note: The suggested percentage is optional and managed from Terminal Manager for each registered terminal, and as one setting for all virtual terminals.

The Tip Line on a Printed Receipt -

A tip is manually pre-entered before printing a receipt.

Terminal Setting: Use Printer

Workflow:

For Mobile (iPad) POS Terminals

1. Once an order has been created in the POS, click the hyperlinked $0.00 under the tip.

2. This will open a box in which the tip can be entered.

   

3. Enter the tip amount, or invite the customer to enter an amount if they would like, click continue and hand the devise back to you.
4. Upon clicking continue the screen will return to the POS view.
5. Process the order as usual.

For stationary POS Terminals

1. Once an order has been created in the POS, SAVE the order, click RECENT ORDERS.

   

   2. From the Action drop down menu select Print.

   

   3. Enter the tip amount.

   4. Return to the terminal, open the saved order, add the tip amount by clicking the hyperlinked $0.00 under the tip.

   

   

5. Enter the tip amount provided by the customer and process the order for payment.

Tip on the Stripe S700/S710 Screen

This option is only available if Stripe is being used for credit card payment processing.

NOTE: It is not a function on a non registered virtual POS terminal.

Terminal Setting: Use Stripe S700/S710 Device

Workflow:

1. Process an order as usual in the POS.
2. Click Place Order and the screen on the S700/S710 will display the tipping options.

3. Invite the customer to complete the transaction.

4. Upon entering a tip the screen will display the option or tap or insert a credit card, or edit the tip.

   

Tip Suggestions and Threshold Settings

• Tip suggestions may be presented in percentage or dollars, or both.
• Tip Threshold gives you flexibility to display different tip suggestions for small and large purchases.
  • For example, you may want to display percentage tips for smaller orders, but dollar amount tips for larger purchases so customers don't feel expected to leave a very large percentage based tip.
• When both Suggested Tip Percentages and Suggested Tip Dollars are entered, the threshold is compared to the tippable (subtotal of the order) amount of the order to determine which suggestions are displayed.

Example:

The percentages, 15%, 18%, and 20% will be presented if the subtotal of the order is less than $150.00.

The dollar amounts, $10.00, $25.00, and $30.00 will be presented if the subtotal of the order is $150.00 or more.