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en:tips:how_to_track_sales_in_individual_accounts [2011/10/26 17:18] Samba Admin |
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. | ||
| Line 16: | Line 16: | ||
| * 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. | * 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). | * 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) | + | * 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. | Now I'll open department settings and assign this ticket tag to a department. | ||
| - | {{:en:tips:ootags.jpg?direct&600|}} | + | {{:en:tips:ooresttag.jpg?direct&600|}} |
| - | So when I create a ticket on "Restaurant" department I'll see "Online Order" tag. | + | 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|}} | {{:en:tips:ooticket.jpg?direct&600|}} | ||
| Line 29: | Line 29: | ||
| * Create a ticket | * Create a ticket | ||
| - | * Click online order | + | * Click "Online Order" button |
| - | * Select company (I'll automatically taken to settle screen) | + | * 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. | * 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|}} | {{:en:tips:ootickettag1.jpg?direct&600|}} | ||
| - | As we configured ticket tags this command will Automatically take me to "Settle" Screen | + | ... and settle screen appears. |
| {{:en:tips:oosettle.jpg?direct&600|}} | {{:en:tips:oosettle.jpg?direct&600|}} | ||
| Line 43: | Line 44: | ||
| {{:en:tips:oocustomeraccount.jpg?direct&600|}} | {{:en:tips:oocustomeraccount.jpg?direct&600|}} | ||
| - | 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. | + | 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. |
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| + | 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.1319635100.txt.gz · Last modified: 2012/09/07 09:30 (external edit)
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