Service Charges
Objectives
Set up service charges for a community.
Prerequisites
Access to back office application with project manager
settings
Instructions
Overview
Service charges allow a community to designate an automatic
charge on checks, based on a certain percentage of the check’s total. The most
common example of this would be an automatic percentage tip on a check,
typically in salon or catering department. These service charges can be
automatic, or they can be prompted for when the user goes to close the check.
Set-Up
All steps below take place in the back office.
- Create
an item to be generated as the service charge on the Item Management tab.
Be mindful of item type and tax rules when setting up this item. The price
on the item can be set to zero for all customer types.
- Create
a service charge on the Service Charges tab, located under the Setup
button. Specify a name for the service charge, the automatic percentage to
be generated, and the item you created previously.
- Service
Charge Applicable Table - Configure Customer Type - Item Type
combinations that the service charge is applicable for.
- Associate
the service charge with the appropriate modes on the Modes tab. These are
located under the Mode Service Charges sub table. For each service charge,
specify if the service charge should be prompted or created automatically.
You may also specify a message for the dialog that will appear with the
user is prompted.
- For
each service charge in the Mode Service Charges sub table, specify the
dining location where the service charge should be applied. If the service
charge should be applied in all three locations (Dine In, Dine Out 1, and
Dine Out 2), set the dining location to "All".