MS Dynamics POS 2.0 - Credit Card Reciept/Tips

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Hello,

We use our POS 2.0 for our Bar and we have Credit Card Processing through the software. We need to know how to be able to add tips to the final payment? We also need to know how to change the Printed Receipt that is generated when a Credit Card is used for payment. We need to be able to add a Tip line above the signature line?

Thanks for any help.

Jack

 

 

All Replies
  • Jack,

    There is no way to add pre-authorization (as defined by CC processors) by default.  However, given the flexibility of RMS, you can do the following:

    Create a non-inventory gratuity item

    1. On the Database menu, click Items, and then click New.
    2. In the Select the type of Item to create box, select Standard, and then click OK.
    3. Enter the appropriate item information on the tabs in the Item Properties window.
    Note Do not enter a price on the General tab or on the Pricing tab. Do not select a tax in the Item Tax box on the General tab unless you want the gratuity to be taxable.
    4. Click the Options tab, and then click to select the Must enter price at the POS check box.
    Note When you enable this option, the cashier is prompted to enter the gratuity amount when the cashier adds the gratuity item to the transaction screen.
    5. Click OK to create the new item.

    Configure the receipt format to include a gratuity line for work orders

    1. Exit Store Operations POS.
    2. Download the following file from the Microsoft Retail Management System Reports Library:
    3. Extract the compressed file, and then save the Receiptgratuityorder.xml file to the following folder:
    C:\Program Files\Microsoft Retail Management System\Store Operations\ReceiptTemplates
    4. In Store Operations Manager, point to Registers on the Database menu, and then click Receipt Formats.
    5. Select the receipt format that you use, and then click Properties.
    6. Click the lookup button next to the Work Order box. Find and then select the Receiptgratuityorder.xml file, and then click Open.
    7. When you are prompted to update the receipt format for all transaction types, use the appropriate method:
    8. Click OK when you receive the following message:
    All POS stations must be closed and reopened for the changes to take effect.
    9. Close the Receipt Formats window.

    Configure Store Operations so that a deposit is not required for work orders

    Here is how to do the transaction

    Print the first receipt

    1. In the Store Operations POS transaction screen, press CTRL+F2 to convert a standard transaction to a work order.
    2. Press F7, select a customer, and then click OK.
    Note You can use a miscellaneous customer or a walk-in customer if you do not keep customer information.
    3. Scan or manually enter the items in the Store Operations POS transaction screen.
    4. Press F12, and then click OK to print the first receipt.
    Note The cashier presents this receipt to the customer so that the customer can verify the order and then write a gratuity amount on the receipt.

    Add the gratuity item to the work order, and then finish the transaction

    1. Press F7, select the customer, and then click OK.
    2. Press F11, select Recall a work order, and then click OK.
    3. In the Work Orders window, select the work order number that you want to retrieve, and then click OK.
    4. Press F2, select the non-inventory gratuity item that you created, and then click OK.
    5. Enter the gratuity amount that the customer wrote on the first receipt, and then click OK.
    6. Optional If you assign gratuities to specific cashiers, you have to add an item comment that contains the name of the cashier.
    Note Press CTRL+F10 to add an item comment.
    7. Press F12, select Pick Up Entire Work Order, and then click OK.
    8. Enter the total tender amount in the appropriate tender box, and then click OK.

    For assistance: http://www.syssolutionsllc.com/

  • Thanks for the Reply. I have yet to be able to get the CC processing setup. I have been given information from my Merchant Processor to add in POS 2.0 CC section but have yet to get it to work.

    Is there any tutorial on the CC process?

    Thanks

    Jack

  • Fantastic step by step instruction.... BUT.This WORK AROUND does NOT work in real life. You can’t teach customers to behave differently than every other experience they have ever had because Microsoft refuses to implement the ability to properly process tips. Using this process you will LOOSE not only the tips but the ENTIRE transaction.Why is Microsoft so Adamant about NOT including the ability to process tips in RMS? Simply put, there is NO product that I am aware of the crosses the line between Restaurant/Bar/coffee/etc. and Merchandise. However there are large numbers of business that have this model and fight with this problem every day once they spent thousands implementing RMS or many other products.

    If you’re a business that sells merchandise, in addition to products where you expect to receive tips, RMS is not the product you should use. If someone has a truly integrated solution please let me know.

     

  • Sounds Like you need a Resturant POS instead of RMS which is a General Merchandise POS.  BY definition within the POS communities a retail or merchandise POS will not handle tips because the SIC code from the Processing companies for a retail location doesn;t allow for tips to be added.  So the reply from Microsoft is going to be this is by design. 

    You should look around for a good restaurant POS system.  These will be able to handle recipe inventory, Labor Scheduling, Loyalty programs, etc.  Our company sells both types and there are many differences in the business models that needs to be addressed.

    Take a look at http://www.buyerzone.com/retail/pos-systems/ar-restaurant-software/ for a few good tips.

    We sell two different restaurant POS packages that will also do scnaning and scales and most retail operates and still handle all the requirements for the resturant environment.  

    If you need help feel free to contact me.
    Ed Boyer

    Ed Boyer

    www.bmepos.com

    https://www.linkedin.com/in/edboyer1

    **** Please verify an answer, if it solves your problem.  This will help others.

  • How will a restaurant POS handle our 8000+ Merchandise products?

    Like I have been trying to say, there appears to be NO product on the market that crosses the Imaginary line of tip processing. We Need and Must have All the bells and whistles of a full fledged multi store multi lane product like RMS but ALSO MUST complete the simple task of processing Tips.