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.

• 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 related account (3)

Now I'll open department settings and assign this ticket tag to a department.

So when I create a ticket on “Restaurant” department I'll see “Online Order” tag.

When I receive an online order I'll

• Create a ticket
• Click online order
• Select company (I'll automatically taken to settle screen)
• I'll select payment type as “Account Balance”. So I'll be able to see totals under this account.

Will Automatically take me to “Settle” Screen

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. When we receive payments from seamless.com we can record it from this screen and we can track balance from account related reports.