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en:tips:how_to_track_sales_in_individual_accounts [2011/10/26 16:34] Samba Admin created |
en:tips:how_to_track_sales_in_individual_accounts [2012/09/07 09:30] (current) |
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| - | ====== Tracking Orders in Individual Accounts ====== | + | ====== Tracking Orders in Individual Accounts with Ticket Tags ====== |
| 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. | 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 customer accounts for these companies. | + | First of all we'll create accounts for these companies. |
| - | {{:en:tips:customer.jpg?direct&200|}} | + | |
| + | {{:en:tips:customer2.jpg?direct&600|}} | ||
| + | |||
| + | 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 | ||
| + | |||
| + | {{:en:tips:ootags.jpg?direct&600|}} | ||
| + | |||
| + | I created "Online Order" Tag. | ||
| + | |||
| + | * Settle (1) means "as soon as I select a tag SambaPOS will automatically take me to the settle screen". I can leave it as "Refresh" for no automatic action. | ||
| + | * To understand easily this ticket is already tagged I changed button color (2). | ||
| + | * I matched accounts with sub tags so when I select a sub tag SambaPOS will automatically assign ticket to related account (3) | ||
| + | |||
| + | Now I'll open department settings and assign this ticket tag to a department. | ||
| + | |||
| + | {{:en:tips:ooresttag.jpg?direct&600|}} | ||
| + | |||
| + | As a result of this configuration I'll see "Online Order" button on commands column of tickets created from "Restaurant" Department. | ||
| + | |||
| + | {{:en:tips:ooticket.jpg?direct&600|}} | ||
| + | |||
| + | When I receive an online order I'll | ||
| + | |||
| + | * Create a ticket | ||
| + | * Click "Online Order" button | ||
| + | * Select Company Tag | ||
| + | * SambaPOS will take me to settle screen | ||
| + | * I'll select payment type as "Account Balance". So I'll be able to see totals under this account. | ||
| + | |||
| + | {{:en:tips:ootickettag1.jpg?direct&600|}} | ||
| + | |||
| + | ... and settle screen appears. | ||
| + | |||
| + | {{:en:tips:oosettle.jpg?direct&600|}} | ||
| + | |||
| + | As we can see at the upper corner of the screen this ticket assigned to seamless.com account. | ||
| + | |||
| + | {{:en:tips:oocustomeraccount.jpg?direct&600|}} | ||
| + | |||
| + | 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. | ||
| + | |||
| + | {{:en:tips:ooreport.jpg?direct&600|}} | ||
| + | |||
en/tips/how_to_track_sales_in_individual_accounts.1319632489.txt.gz · Last modified: 2012/09/07 09:30 (external edit)
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