This document will demonstrate tracking orders in Individual Accounts. For example we have contracts with online food ordering companies and we want to track our sales under their accounts.
First of all we'll create accounts for these companies.
I created two accounts. One for grubhub.com and one more for seamless.com. I'll mark these accounts as “Internal Accounts” because these are not regular customer accounts.
To automatically match tickets to these accounts we'll use Ticket Tags
I created “Online Order” Tag.
Now I'll open department settings and assign this ticket tag to a department.
As a result of this configuration I'll see “Online Order” button on commands column of tickets created from “Restaurant” Department.
When I receive an online order I'll
… and settle screen appears.
As we can see at the upper corner of the screen this ticket assigned to seamless.com account.
This is what we'll see on customer account screen. When we receive payments from seamless.com we can record it here and we can track balance from account related reports.
As a bonus SambaPOS will add a nice summary report to Work Period Report.