Staff Accounts

[CafeCuppio]

Hi,

I was wondering, is there a way I could use the Customer accounts feature to setup my Staff Accounts. I give my staff a set amount on voucher basis every month to buy food. They also get the food/items at a set discount. Can I setup Samba to do all this automatically?

Thanks.

[emre]

There will be better support for this on V3 but with V2 you can create customer accounts for your personnel and mark them as "internal account". That will differ personnel accounts from customer accounts. Also when a customer account selected to a ticket you can automatically apply predefined ticket discount or change price list for personnel prices.

Where do they buy food from?

[CafeCuppio]

Food is bought internally, it is basically free meals on monthly value basis. But I will have a play around and see. Thanks

[CafeCuppio]

Hi All,

Back to this topic after a long time.

Just a couple of questions.

Firstly, do I use Triggers to do automatic discount on internal accounts?
Then, how do I cash off these transactions?
Lastly, will this show on the reports and be included in the daily totals?

Thanks
Gerrit

[JohnS]

Hey GK,

Its great to hear from you.

1. Triggers are for timed events like happy hour. You would use Rules & Actions to apply a discount when a staff account is selected.
2. You would settle to the staff account, then clear the account thru cash drawer.
3. All transactions will show on the reports because they are a sale.

V2 doesn't give you control on the spend, so staff could over spend.

V3 allows you to run credit accounts so the staff can only spend what is available. It has better control over discounts, but all sales are still recorded.
You can top up their accounts manually or by rules and actions, and you can manipulate the accounts to hide these transactions from the sales figures - but they still will show in the WPR & ISR reports.