Tender Procedures
This section describes the Ordering application tender procedures.
Tender Screen Overview
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1 | System Navigation | Open the System Navigation menu to access:
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2 | Employee Name | The name of the employee assigned to the drawer on this terminal. |
3 | Product Menus | Product menu list. Select a menu to view the available products. |
4 | Pay Type Buttons | The pay type buttons are displayed next to the numeric keypad. Select the pay type for the order.
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5 | Numeric Keypad | Use the numeric keypad to enter the amount of the pay type. The amount is displayed in the field above the keypad. Select X to clear the field, if necessary. |
6 | Order Total | The Total field displays the total amount due on the current order. This total includes the tax and any applied discounts. As items are added or removed from the order, the order total is adjusted. To view a summary of the order total, select Summary. The field expands to display:
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7 | Options | Open the Options menu to access a list of order options. |
8 | Tray Number | The Tray field identifies the tray number currently visible on the order item listbox. |
9 | Order Item Listbox | Items added to the current order. Each line on the listbox specifies:
Item modifiers are indented and listed below the order item to which they apply. Select an item from the order item listbox to perform an action on the item, such as changing its quantity or applying a modifier. |
10 | Order Destination | Identifies the order destination for the order. Examples of order destinations include:
Select the down arrow next to this field to change the order destination. |
11 | Order Number | The order number assigned to the current order. |
Apply Payment
Below the order item listbox on the Order Entry screen, select Total to tender the order and apply payment.
System configuration determines if you select the payment type or enter the currency amount first. Both methods are described below:
Select Payment Type First
From the payment type list, select the payment type.
Select More to view the additional payment types, if applicable.
Use the numeric keypad to enter the currency amount for the payment type.
Specify Currency Amount First
Use the numeric keypad to enter the currency amount for the payment type.
From the payment type list, select the payment type.
Specify Pay Type Amount
Method | Description |
|---|---|
Exact Change | The currency amount matches the order total. Select the pay type to tender the order. The keypad on the Tender screen is automatically populated with the balance due. |
Manual Entry | Use the numeric keypad to type the currency amount for the pay type. The balance due displayed on the keypad is replaced with the specified currency amount. |
Quick Tender Keys | If available, select a "quick tender" key to quickly apply a specific currency amount to the balance due. For example, if a $10 bill is provided, select the $10 "quick tender" key to apply $10 cash to the balance due. |
Change Due
When you tender an order with the Cash pay type, the cash drawer opens enabling you to take out the change due to the guest.
Give the customer the specified Change Back.
Close the physical cash drawer.
From the Change Due screen, select Close.
One-Touch Tender
One-Touch Tender enables you to quickly tender an order with Cash with a single tap.
Below the order item listbox, select the applicable button:
Amount due rounded up to the nearest dollar
Amount due rounded to the nearest $5 increment
Amount due rounded to the nearest $10 increment
Amount due rounded to the nearest $20 or $50 increment
Capture Check Information
When applying a Check payment type, capture the following from the Add Check Details popup:
Check Number
Routing Number
Account Number
Apply Gift Certificate
When a gift certificate is used to pay for an order, a prompt is displayed to capture the serial number of the gift certificate. The serial number is tracked for reporting purposes.
To capture a gift certificate serial number:
From the pay type list, select Gift Certificate.
In the Serial Number field, type the serial number.
Select Apply.
Split Payment
Use the quick split payment buttons on the Tender screen to split the order total between multiple pay types.
System configuration determines if you select the payment type or enter the currency amount first. Both methods are described below:
Select Pay Type First
To the left of the pay type list, select the 1/2 icon.
From the pay type list, select the first pay type.
Use the numeric keypad to enter the currency amount for the first pay type.
From the pay type list, select the second pay type.
Use the numeric keypad to enter the currency amount for the second pay type.
Enter Currency Amount First
To the left of the pay type list, select the 1/2 icon.
Use the numeric keypad to enter the currency amount for the first pay type.
From the pay type list, select the first pay type.
Use the numeric keypad to enter the currency amount for the second pay type.
From the pay type list, select the second pay type.
Note
To revert to single payment, select the 1 icon.
Remove Pay Type
To remove one or more pay types from an order:
From the Summary section of the listbox footer, select the pay type(s).
Below the pay type list, select the applicable action:
Single pay type: Select Remove Selected Payment.
Multiple pay types: Select Remove Payments by Type.
Tax Exempt Orders
To exempt an order from tax:
From the Tender screen, select Tax Exempt.
When prompted, type the tax exempt ID.
Select Apply.
When prompted, select the reason for tax exemption (if applicable).
Return to Order Entry
If necessary, you can return to Order Entry from the Tender screen:
Select an order item to open its modifier menu.
From the System Navigation menu, select Order Entry.
From the menu list at the top, select a product menu.
House Account
To tender an order to a House Account:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Functions column, select House Account.
From the House Account screen, select the House Account for the order.
Re-Tender Order
If corrections to an applied pay type are needed, re-tender the order. If applicable, add/update customer loyalty information to ensure the customer receives credit for their visit and redeems any earned rewards.
To re-tender an order:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Order History.
Select the order to re-tender.
From the lower-right, select Options.
From the Options menu, select Re-Tender.
Note
Re-Tender option may not be available.
Reprint Receipt
To reprint a receipt:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Order History.
From the order list, select the order to reprint.
From the right pane, select Re-Print Receipt.
When prompted for confirmation, select OK.
No Sale
A No Sale opens the cash drawer without processing a Sale.
The following is recorded about each No Sale:
User ID
Manager ID (if applicable)
Amount of time drawer remains open
Terminal number
Drawer number
To perform a No Sale:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Functions.
From the Drawers column, select No Sale. The drawer opens enabling you to take the necessary action.
Close the drawer.
Tip Procedures
Note
POS payment types requires specific configuration to accept tips. For more information, see Payment Type.
This section describes POS procedures related to tips.
Add Tip to Active Order
To add a tip to an active order:
From the lower-left, select Options.
From the Options menu, select Add Gratuity.
When prompted, select Yes to continue.
Note
If you split an order after you add a tip, the tip percent is calculated and applied to each new order.
Add Tip to Saved Order
To add a tip to a Saved order:
From the Open Orders screen, select the order.
From the lower-right of the order detail menu, select Add Tip.
Use the on-screen keypad to type the tip amount.
Below the on-screen keypad, select Add Tips to Payment.
For split-payment orders, see Add Tip to Split-Payment Order.
From the lower-right of the Add Tips window, select Save Changes and Close.
Add Tip to Split-Payment Order
To add tip to a split-payment order:
From the Open Orders screen, select the order.
From the lower-right of the order detail menu, select Add Tip.
From the left of the Add Tips window, select the order payment.
Use the on-screen keypad to type the tip amount.
Below the on-screen keypad, select Add Tips to Payment.
From the lower-right of the Add Tips window, select Save Changes and Close.
Update Tip Amount
To adjust the tip amount applied to a Closed order:
From the upper-left, select the hamburger icon
.From the System Navigation menu, select Order History.
From the Order History screen, select the order.
From the lower-right, select Options.
From the Options menu, select Update Tip.
From the list of tips, select the tip.
Use the popup keypad to type the new tip amount.
Select Save.
Important
You cannot adjust tips after the credit card batch is settled.
Customer-Facing Tip Screen
When particular pay types are used during the tender process, the customer-facing tip screen opens to display the following:
Suggested tip options (including "No Tip").
Signature capture, which enables the customer to sign their name with their finger, authorizing their tip and payment.
The customer-facing screen displays tip amount suggestions for the customer to select. The tip suggestions are determined by the order total and the order destination.
"No tip" and "Custom" options are provided enabling the customer to leave no tip or to specify a custom tip amount.
When the customer-facing tip screen appears, turn the terminal monitor to face the customer, allowing them to add a tip and sign their name.
Open Tip Screen
To open the customer-facing tip screen manually:
From the lower-left, select Options.
Select Tip.
Donations
This section describes the Donations feature of Genius POS.
Add Donation to Order
To add a donation to an order:
From the lower-left of the screen, select Options.
From the Options menu, select Add Donations.
From the Donation popup, select the recipient of the donation.
Select a donation amount option:
Round Total - Round up the order total to the nearest whole amount.
Specified Amount - A predefined amount.
Custom Amount - Open a numeric keypad to specify a custom amount.
The donation amount is displayed beneath the Subtotal in the Order Summary.
Note
Depending on configuration, the POS may prompt for a donation when you select Total to tender an order.
Change Donation Amount
To change the amount of a donation:
From the order item listbox, select the donation.
From the Actions menu, select Change Price.
From the Donation Amount popup, type the donation amount.
Select Update Donation.
Delete Donation
To delete a donation from an order:
From the order item listbox, select the donation.
From the Actions menu, select Delete Donation.