diff --git a/content/applications/sales/point_of_sale/restaurant/tips.rst b/content/applications/sales/point_of_sale/restaurant/tips.rst index c34088f13..649f4dd19 100644 --- a/content/applications/sales/point_of_sale/restaurant/tips.rst +++ b/content/applications/sales/point_of_sale/restaurant/tips.rst @@ -1,31 +1,97 @@ -=================================== -Integrate a tip option into payment -=================================== +==== +Tips +==== -As it is customary to tip in many countries all over the world, it is -important to have the option in your PoS interface. +Tipping is customary in multiple countries. Point of Sale allows tipping in :doc:`shops +<../overview/getting_started>`, :doc:`bars <../restaurant>`, or :doc:`restaurants <../restaurant>`. -Configure Tipping -================= +.. _configuration: -To activate the *Tips* feature, go to :menuselection:`Point of Sale ---> Configuration --> Point of sale` and select your PoS. +Configuration +============= -Under the Bills & Receipts category, you will find *Tips*. Select it -and create a *Tip Product* such as *Tips* in this case. +To allow tipping in your POS, activate the :guilabel:`Tips` feature in :menuselection:`Point of Sale +--> Configuration --> Settings`. At the top of the page, select the POS in which you wish to allow +**tipping**, scroll down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once +enabled, add a :guilabel:`Tip Product` in the corresponding field, and save. The designated product +will be used as a reference on customers' receipts. -.. image:: tips/tips01.png - :align: center +.. image:: tips/tips-setup.png + :align: center + :alt: enable tips in a POS -Add Tips to the bill -==================== +.. _tip-product: -Once on the payment interface, you now have a new *Tip* button +Tip products +------------ -.. image:: tips/tips02.png - :align: center +**Tip products** can be created on the spot. To do so, enter a product's name in the :ref:`Tip +Product ` field and click :guilabel:`Create` or press **enter**. The product is +automatically configured to be used as a tip at the payment screen. -Add the tip your customer wants to leave and process to the payment. +However, if you wish to be able to select the tip product in a POS session, you must activate the +**Available in POS** setting. To do so, click :guilabel:`Create and edit...` to open the product +configuration form. Then, go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` +checkbox, and click :guilabel:`Save & Close`. -.. image:: tips/tips03.png - :align: center +.. note:: + - When you create a product to use as a tip, leave the **product type** as :guilabel:`Consumable` + to avoid unnecessary inventory movements. + - You can only select one tip product per POS, but you can choose a different one for each. + +Tip using an Adyen terminal +--------------------------- + +If you use an :doc:`Adyen <../payment/adyen>` payment terminal and wish to enable **tips** +using the terminal, check :guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip +settings `. + +Tip after payment +----------------- + +If you use a POS system in a bar or a restaurant, you can enable :guilabel:`Add tip after payment +(North America specific)`. Doing so generates a bill to print and complete manually by the customer +and the waiter. That bill indicates the tip value the customer chooses to give after the payment. + +.. important:: + To use this feature, the selected payment method must have a bank journal attributed. + +Add tips +======== + +To add tips to an order, :doc:`access the payment screen <../overview/getting_started>` and click +:guilabel:`♥ Tip`. Then, enter the tipping amount, click :guilabel:`Confirm` to validate, and +process the payment. + +.. image:: tips/add-tip.png + :align: center + :alt: tip popup window + +Alternatively, you can select the :ref:`tip product ` on the POS interface to add it to +the cart. When selected, the product is automatically set as a tip, and its default value equals its +**Sales Price**. + +Tip using an Adyen terminal +--------------------------- + +During checkout, select **Adyen** as the payment terminal, and send the payment request to the +device by clicking :guilabel:`Send`. The customers are asked to enter the desired tipping amount on +the terminal's screen before proceeding to the payment. + +Tip after payment +----------------- + +At checkout, select a card payment method and click :guilabel:`Close Tab`. Doing so generates a bill +to complete by the customer. + +.. image:: tips/tipping-bill.png + :align: center + :alt: tipping bill after payment to complete by customers + +On the following screen, click the percentage (:guilabel:`15%`, :guilabel:`20%`, :guilabel:`25%`), +:guilabel:`No Tip`, or enter the tipping amount the customer chose to give. 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