POS Guide: PosiTouch

How to Set Up an "Offline Labeled" Discount for an Open $ Amount

1. Log into PosiTouch Back Office:
   • Use your credentials to log into the PosiTouch Back Office system.
2. Navigate to Discounts Setup:
   • Go to the Setup menu.
   • Select Discounts from the dropdown list.
3. Create a New Discount:
   • Click on the New button to create a new discount.
   • Enter a name for the discount, e.g., "Offline Discount."
4. Set Discount Parameters:
   • Type: Choose Open Dollar to allow entry of any dollar amount.
   • Label: Enter "Offline" to label the discount appropriately.
   • Amount: Leave this field blank or set to 0, as it will be entered manually during transactions.
5. Assign Access and Security:
   • Specify which employee roles are authorized to apply this discount.
   • Set up any security or manager approval requirements if needed.
6. Save the Discount:
   • Click Save or Apply to save the new discount settings.

How to Pull Data for the "Offline" Discount

1. Log into PosiTouch Back Office:
   • Use your credentials to log into the PosiTouch Back Office system.
2. Navigate to Reports:
   • Go to the Reports menu.
   • Select Discount Reports from the dropdown list.
3. Select Date Range and Filters:
   • Choose the date range for which you want to pull the data.
   • Use the filter options to specify the "Offline Discount."
4. Generate the Report:
   • Click on Generate Report or Run Report .
   • The system will pull all transactions where the "Offline Discount" was applied.
5. Export or Print the Report:
   • You can export the report to Excel, PDF, or other formats if needed.
   • Print the report for physical records or further analysis.

How to Set Up Gratuity

1. Log into PosiTouch Back Office:
   • Use your credentials to log into the PosiTouch Back Office system.
2. Navigate to Gratuity Setup:
   • Go to the Setup menu.
   • Select Gratuity from the dropdown list.
3. Create a New Gratuity Rule:
   • Click on the New button to create a new gratuity rule.
   • Enter a name for the gratuity, e.g., "Automatic Gratuity."
4. Set Gratuity Parameters:
   • Percentage: Enter the percentage of the gratuity, e.g., 18%.
   • Conditions: Specify any conditions for applying the gratuity, such as a minimum party size (e.g., for parties of 6 or more).
   • Apply To: Indicate whether the gratuity should apply to the entire bill, specific items, or specific revenue centers.
5. Assign to Employee Roles:
   • Specify which employee roles are authorized to apply and manage this gratuity.
   • Set up any security or manager approval requirements if needed.
6. Save the Gratuity Rule:
   • Click Save or Apply to save the new gratuity settings.