Open a New Account (Record a Sale)
The following steps are performed:
Go to: POS F&B - Retail (Food & Beverages) → Point of Sale → POS Touch Screen
Select the POS you wish to operate and open an account.
Click on the Open button: When opening an account, a new window will appear where the following account information will be entered.
Field
| Description |
Account *
| The account name is operational but is a mandatory field if active. |
% of Service
| This
field when active is the % that will be applied to charge an account as
Room Service (percentage value activated in the creation of the POS
indicated for its configuration). |
Attended By
| User or waiter who is serving the table (This is a required field). |
Type
| Type of service for the table being served (Direct, Courtesy etc., this is per hotel). |
Customer
| Number of people being served at the table. |
Guests
| This
field does not influence the form of payment, it is to give more
personalized attention in case the person who is attending the table is
staying at the Hotel and to be able to call the table holder by his
first or last name. |
% Discount
| In
case of being authorized to give a discount in this part of the order
creation, each product that is automatically entered will be indicated
in the discount field. |
*Mandatory FieldsClick on the Save button to create the account.Table Selector (F&B Food & Beverage operations)
When the option of tables is enabled in the operation when opening an account, the system will ask you to select a table according to the area in which you are working (previously to its configuration) once selected the account will remain with the name of the selected table.
Remember that even with the Table selector, you can still insert a table manually. You must first select the area.
Once the account is opened - created
The account will appear in the open accounts screen.
Each time you have an account opened; new buttons will open for the operation:Field
| Description |
Account
| Button that allows you to re-enter account data (Modification of people at the table, guest name, etc.). |
Products
| Button to add or remove products to the order. |
Print
| Button to print the order for the payment of the bill. When printing a bill, two new functions will be activated: the Cancel button and the Pay button. |
Cancel
| You must have printed the account for it to appear. This button is for you to cancel the order created. |
Pay
| You must have printed the account for the order payment option to appear. |
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