Tipping
Tipping will allow the customer add a tip for a sales associate during the payment process.
The tips collected are reported on the Tipping by SA report and Daily Financial Report and are included in ticket balance calculations. . You can configure a Holdback %. Use this if you plan to keep a % of tips collected to cover costs such as credit card processing costs. The Tips by Sales Associate report will show the gross tip, and the net tip with Holdback % deducted.
How tipping works
Enable tipping collection/tracking in System Setup. When enabled Tips may be collected with each tender type used for Customer payments on tickets.
If you are a Credit Card Process retailer using a vendor like Gravity Payments/ChargeItPro, they must be contacted to activate tip collection within the credit card terminals. When activated the terminal will display a prompt for the tip amount (NOTE: Tipping prompts are not available on Castle MP200 terminals). Any tip the customer enters is added to the charged amount. Tips are also prompted for with the use of SnapPay and will be added to ticket as all other tender types.
With Cash, Checks, or credit card payments without Gravity Payments/ChargeItPro: If not using the optional integrated credit card processing system, and if the Cash, Checks or a credit card tender type is selected, then EverywhereBridal will prompt for the tip amount on-screen prior to entering the payment amount. The clerk will need to ask the customer for the tip amount to apply, if any. Any tip amount entered will be taken from the total payment entered.
After the tip is taken, the tip is shown on the Receipt, in the payment section.
When a tip is collected, to save data entry time, the system will automatically assign it to the first Sales Associate on the ticket. This is the sales associate for the first sale or rental that is not cancelled on the ticket. So, if a ticket has 3 sales on it, and the first sale was cancelled, then the tip will be assigned to the sales associate on the second sale. Tip information as well as assigned associates may be edited by a Manager security level or higher from the Ticket -> Tip menu hyperlink function.
Getting started with tipping
If you are using Gravity/ChargeItPro with PAX terminals, please reach out to Gravity Payments/ChargeItPro and have them turn on tipping for the PAX terminals where you would like to prompt for tips. Tipping prompts are not available on Castle MP200 terminals from Gravity Payments/ChargeItPro.
To enable tipping go to:
Administration -> Setup -> System Setup Check the "Enable tipping?" option. Optionally enter a Holdback %. This can be used if the shop wishes to hold back a % of tips taken, for any reason. The Holdback % will be computed and printed on the Tips by Sales Associate report. On the Tips by Sales Associate report, the gross tip is shown, and the holdback % is computed from it and shown, followed by the net tip.
Reporting on tips
The Tips by Sales Associate report lists all the tips collected. They are broken down by Sales Associate. If a Holdback % is set up in System Setup, then the gross tip, holdback %, and net tip is shown for each tip.
The report will list all the tips collected during the selected date range. It will break them down and total by SA. If a Holdback % is set up, then it will be calculated on credit card type tips and shown on the report.
Tips are shown on the Daily Report in their own section.
Tip Editing
Display the ticket on which the tip exists you wish to edit. Click the TIP menu option which will display a list of all tip payments. Click the Edit button on the tip line they requires an edit. This displays a payment edit form appears where all aspects of the payment and tip may be modified. To delete a Tip, change it's amount to 0 (zero).
To add only a tip to a ticket, simply make a Payment on the ticket. The payment amount can equal the amount of tip the Customers wishes to give to the store's User/Consultant for exceptional service. Of course a tip may be added to any ticket payment as well.
Tip Edit form
