How to track tip of waiters?

[endrju]

Hi,
since I know how to track tip amout of one waiter and since when we have more than one waiter working, I need to track tip of all the waiters.
In Brazil is autamaticly added 10% tip.
I want to know how much money do I have to pay them.

Ondra

[topsplodge]

Hi Ondra,  I came across this thread were the topic has been discussed which you may have already seen.

http://forum2.sambapos.org/index.php/topic,345.msg2143.html#msg2143

hope it helps

Tops

[emre]

Additionally.. You can track waiter by ticket by configuring a Ticket Tag for Waiter and Waiter Names as Sub tags. That will group all ticket amounts by waiter name on WPR.

For automatically adding %10 to all tickets you'll configure a service template and activate it in department settings. That will add another section to WPR for displaying total tip amount.

If you need more precise control you can create individual service templates for each waiter and instead of activating them in department settings you can map them to waiter tag with actions and rules. Servicing amount will added as soon as you select a waiter tag and you'll be able to see tip amounts by waiter on WPR.

I think http://doc.sambapos.org/doku.php/en/tips/how_to_track_and_change_tip_amount_while_creating_ticket tutorial will give the idea. Instead of creating tags for tip amout, you'll create tags for waiters.

[Hugove]

I really, really would like some help here. I have been struggling for days now to try to setup separate waiter tips on the WPR.

Can you please assist with more detailed advice? I have created the service templates but do I need actions and rules for all the waiter names and what should the event names be etc....? I have created a tag called waitron with sub tags which are the waiters names. can I use this or should I create a ticket tag for each waiter?

Hugo

"If you need more precise control you can create individual service templates for each waiter and instead of activating them in department settings you can map them to waiter tag with actions and rules. Servicing amount will added as soon as you select a waiter tag and you'll be able to see tip amounts by waiter on WPR."

[JohnS]

Hugo,

You need a Ticket Tag called waitron (which you have) with all of the waiters names as Sub-Tags. You only need 'Use on POS' ticked.

Create a Service Template for each waiter, for example

Template Name - John - Tips
Calculation - Fixed amount (set to what ever you want if you don't use fixed amount tips)
Rate/Amount - 2.50 <-- this amount is over ruled by the Action Amount below so can be 0


Create an Action for each waiter

Action Name - John - Tips
Action Type - Update Ticket Service Amount
Service Template - John - Tips
Amount - [Setting Value] <-- this amount is what gets used by the Service Template and is set in the Rule below


Create a Rule for each waiter

Rule Name - John - Tips
Event Name - Ticket Tag Selected
Tag Name = waitron
Tag Value = John <-- this is the name you set in the Ticket Tag Sub Tags
Select Action - John - Tips
Setting Value - 2.50 <-- The tip amount to add to the ticket


And that's it. When a waiter selects their name, a service charge is added to the ticket and recorded under sales in the WPR. See attached.


** Update - I made a small change to the Action & Rule so we can easily remove the service charges from a ticket.

[JohnS]

So you say "Why did you make that small change above?"
"Just remove the waiter and the service charge is removed"

Well, no. Once you add a service charge it stays on the ticket. So to remove it we need another Rule which will contain all of the Actions that add the waiters service charge, but we set the Setting Value to 0, and this removes the service charge.

To remove waiter service charge

Create a Rule - Remove Waiter Service Charge
Event Name - Ticket Tag Selected
Tag Name = waitron
Tag Value =  0
Select Actions - {All of the waiters tips actions, ie John - Tips)
Setting Value - 0 <-- set to zero for all actions

Now, save the Rule, and close the Rule List tab. Open the Rule List again and edit Remove Waiter Service Charge rule. Now the only change you need to make is to remove the 0 from Tag Value. Why, because we need tag value to be NULL and this is the only way to do that. Save the rule.
Logout and logon.

Now when you remove a waiter, the service charges are also removed.

[Hugove]

John,

Awesome, thanks for the very prompt reply. I will implement these changes and update the board on my findings.

Best

[Hugove]

John,

Still struggling, your help is appreciated!

Lets take a step back:

I have a Ticket tag called Gratuity with these settings:

Ticket tag name: Gratuity
Use on POS & free tagging checked
Tag type: Price
And some numbers as sub tags

Action called: Gratuity
Action type: Update ticket service amount
Service template: Gratuity
Amount [Gratuity Amount]

Rule called: Update Gratuity when tag selected
Event name: Ticket tag selected
Tag name = Gratuity
Action: Gratuity amount [Tag Value]

This allows me to display the gratuity button at the pos home screen and carries it through onto the bill. This is working well.

I followed your steps below considering what I have but the WPR does not show the waiter name or individual tip amount.

I am not sure if I should remove or add something, can you help?

Also the ticket tag waitron does not appear on the bill or any other tickets, I have guest count working but the names of the waitrons does not want to display, not sure if this is related to the above.

Thanks again

Hugo   

[JohnS]

Is the waitron button showing on the left of the POS screen?

[Hugove]

Yes, see attached:

[JohnS]

So what happens when you select a Waiter ? Does it set a Ticket Tag? Can you send a screen shot.

[Hugove]

yes, it appears on the bottom of the screen with guest count, see attached

[JohnS]

You are missing the Actions in http://forum2.sambapos.org/index.php/topic,485.msg7134.html#msg7134

When you select a Waiter, it should add a service charge.
In the Rule for each Waiter, make sure you have the EXACT name that you set in the waitron sub tags.

You should have a Service Template, Action & Rule for EACH Waiter.

[Hugove]

Hi,

I have chosen one waiter to try it on and did create the action see attached. There is something very small wrong here. I have checked that service template, action and rule exist and that the spelling is correct. have a quick look.

[Hugove]

Thanks to the Brilliant Johns we have managed to find a solution for this:

Create Ticket tag: Waitron
Sub tags: John, Hugo, etc (all the waitron names)
Check: use on POS

Create action: Tips
Action Type: Update ticket service amount
Service Template: [Service Template]
Amount: [Gratuity Amount]


Rule: John Tips
Event Name: Ticket tag selected
Tag name: = Gratuity
Ticket tag: ? waitron:John

Select actions: Tips
Service Template: [John Tips]
Gratuity Amount: [TagValue]