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--- en:tips:how_to_track_and_change_tip_amount_while_creating_ticket [2011/10/30 04:01]
Samba Admin
+++ en:tips:how_to_track_and_change_tip_amount_while_creating_ticket [2012/09/07 09:30] (current)
@@ Line 1: / Line 1: @@
-====== How to Track and Change Tip Amount while Creating Ticket ======
+====== How to Track and Change Tip Amount ======
+<WRAP center round tip 60%>
+To be able to use this feature you should upgrade SambaPOS to 2.64 release if you are using an older release.
+</WRAP>
 With [[en:guide:servicessetup|Service Templates]] it is possible to charge for servicing at a fixed rate amount. These servicing amounts calculated from ticket amount and cannot be changed. This forces customer to pay for servicing but in most restaurants customers are free to give tip or not. This tutorial shows how this feature can be added to SambaPOS.
-Normally there is no pre-implemented feature for tips in SambaPOS but it can be done by using automation features of SambaPOS. Here we'll demonstrate using ticket tags with rules and actions.
+Normally there is no pre-implemented feature for tips in SambaPOS but it can be done by using automation features of SambaPOS. Here we'll demonstrate using ticket tags with rules and actions features.
 First of all we'll create a ticket tag. This will add a Tip button in ticket display.
@@ Line 8: / Line 14: @@
 {{:en:tips:tipc:1tiptickettag.jpg?direct&600|}}
-While creating ticket tag I enable *Free Tagging* to be able to enter custom amounts. I unchecked *Save Free Tags* because I don't want every value I entered saved into Sub Tags. I changed Tag Type to *Price* so users will be able to enter only decimal values. Finally I created some sub tags. I'll use these tags as "Most Used Values". Additionally I changed button color.
+While creating ticket tag I enabled **Free Tagging** to be able to enter custom amounts. I unchecked **Save Free Tags** because I don't want every value I entered saved into Sub Tags. I changed Tag Type to **Price** so users will be able to enter only decimal values. Finally I created some sub tags. I'll use these tags as "Most Used Values". Additionally I changed button color.
 {{:en:tips:tipc:2tiptickettagdept.jpg?direct&600|}}
-I'll assing this tag to a department. This setting will display "Tip" button on tickets I created on "Restaurant" department.
+As shown here I assigned this tag setup to a department. This setting will display "Tip" button on tickets I created on "Restaurant" department.
+Now I'll create a Service Template for including Tip amounts in Tickets.
 {{:en:tips:tipc:3tipservice.jpg?direct&600|}}
-I'll create a Service Template for including Tip amounts in Tickets. Normally after creating Service Templates I'll assign them to a department and every tickets created from this department will calculate this. But this time I won't do it because I'll add and change servicing amounts differently. Since Tip amount varies I'll leave "Rate and Amount" value zero.
+Normally after creating a Service Template I'll assign it to a department and every tickets created from this department will calculate this amount. But this time I won't do it because I'll add and change servicing amounts differently. Since Tip amount varies I'll leave "Rate and Amount" value zero.
-Now I have a ticket tag and servicing template. Now I'll tell SambaPOS "When I select Ticket Tag, change Servicing Amount". First of all I'll create an action that will change servicing amount.
+Now I have a ticket tag and a servicing template. Now I'll tell SambaPOS "When I select Ticket Tag, change Servicing Amount". First of all I'll create an action that will change servicing amount.
 {{:en:tips:tipc:4tipaction.jpg?direct&600|}}
-I named Action as "Update Tip Amount" and set the Action Type as *Update Ticket Service Amount*. Now I'll setup parameters to tell action which Service Template should added to ticket. I selected "Tip" service template. The important part is the "Amount" value. If I enter 0.50 here when this action executes it will update Service Amount to 50 cents. But I don't want a fixed value. I want to copy value from tag value. So I'll enter a variable name inside brackets. I named variable as "Tip Amount".
+I named Action as "Update Tip Amount" and set the Action Type as **Update Ticket Service Amount**. Now I'll setup parameters to tell action which Service Template should added to ticket. I selected "Tip" service template. The important part is the "Amount" value. If I enter 0.50 here when this action executes it will update Service Amount to 50 cents. But I don't want a fixed value. I want to copy value from tag value. So I'll enter a variable name inside brackets. I named variable as "Tip Amount".
 Now I'll create a rule and this rule will tell sambaPOS when it should execute this action.
@@ Line 28: / Line 36: @@
 {{:en:tips:tipc:5tiprule.jpg?direct&600|}}
-When this Rule will Execute? It will execute after I select a ticket tag because I selected *Event Name* as "Ticket Tag Selected".
+When this Rule will Execute? It will execute after I select a ticket tag because I selected **Event Name** as "Ticket Tag Selected".
-When I select an event SambaPOS will display supported Conditions. I only want to execute this rule if Ticket Tag is "Tip" so I selected *Tag Name* as "Tip"
+When I select an event SambaPOS will display supported Conditions. I only want to execute this rule if Ticket Tag is "Tip" so I selected **Tag Name** as "Tip"
 Now I'll click "Select Actions" link to select which actions will execute when a tip amount is selected. I'll select "Update Tip Amount" action that I created on previous step. I can select multiple actions here if needed.
@@ Line 40: / Line 48: @@
 {{:en:tips:tipc:6tipbutton.jpg?direct&600|}}
-This is the newly added Tip Button. I'll click this to update Tip value.
+This is the newly added Tip Button. I'll click this button to update Tip value.
 {{:en:tips:tipc:7tipbuttonvalues.jpg?direct&600|}}
-When I click it SambaPOS displays me Most used values I entered and a editing box on top to enter custom values. This editing box is visible because I enabled "Free Tagging" and I can only enter decimal values because I selected Tag Type as Price Tags. I entered 2.75 here and clicked "Add" button.
+When I click it SambaPOS displays me Most used values I entered and a editing box on top to enter custom values. This editing box is visible because I enabled "Free Tagging" and I can only enter decimal values because I selected Tag Type as Price Tags. I entered **2.75** there and clicked **Add And Save** button.
 {{:en:tips:tipc:8tipassiged.jpg?direct&600|}}
-Now tip button turned green to indicate a value enterd. As we can see "Services Total" appeared over Ticket Amount.
+As we configured tip button turned green to indicate a value enterd. As we can see "Services Total" appeared over Ticket Amount.
+Additionally a yellow bar appeared below ticket and it displays tip amount. Let me explain why it is neccessary. In some restaurants tip is not the only amount we need to track seperately. Sometimes customers pays Parking Fees, Taxi Fares or other types of spendings all from their credit cards to restaurant. We can create additional buttons for including these spendings and that yellow bar will display us the details. **Services Total** amount will always display the summary.
-Additionally a yellow bar appeared below ticket and it displays tip amount. Let me explain why it is neccessary. In some restaurants tip is not the only amount we need to track seperately. Sometimes customers pays Parking Fees, Taxi Fares or other types of spendings all from their credit cards to restaurant. We can create additional buttons for including these spendings and that yellow bar will display us the details. *Services Total* amount will always display the summary.
+<wrap center round tip>
+To be able to list detailed servicing amounts in printed bills, use **{SERVICE DETAILS}** template value.
+</wrap>
 Now lets see what how it displayed in Work Period Report.
@@ Line 64: / Line 76: @@
 {{:en:tips:tipc:10tipreset.jpg?direct&600|}}
-Feel free to join our forums and ask your questions. Bye!
+Feel free to join our [[http://forum2.sambapos.com|forums]] and ask your questions if you have any.

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