We make mistakes. Anyone that has worked in food and beverage has seen it happen. A customer orders ‘X’ and gets ‘Y’ right? The customer points it out and you refund or re-make the order. I thought it would be fun to talk about the best ways to track that in SP-1. There are a couple methods to handle this but the best is with discounts and the tracking system for them.
Here are three different ways to handle this in our system
1) Re-making the order. The best way to handle this involves two steps. The first is to re-print the original order so you can start re-making it. With a simple order you may skip this but it if it a large order or complex then this makes sense. Next, re-enter the order on a new ticket and then use a 100% ticket discount (we suggest you create a customer one called “mismade order”). This works best because inventory is tracked as well. If there was only one item on the ticket, then you can use a 100% line item discount to accomplish that. Please note. . . This is not a refund , just a way to track the re-make.
2) Refunding the money. This can be done by using a retail refund . Once you have this setup your employee can simply select that item and then enter the total amount of the refund. This refund can be named (“mismade order”) as well. Finally, the employee can place a comment on the ticket explaining the situation or pointing to the ticket that the original order is on.
3) Discount on the original ticket. You can also open the original ticket and then apply the 100% discount. When you complete the ticket, SP-1 will tell you the amount to refund!
Is this POS QuickBooks compatible?
Yes it is Cynthia!
How do I set up the mismade order discount so we can track it?
Heather, you would set this up in the Master Files under Discounts.
Select Add, Then type a name for the discount. Set this to a Percent discount. In the price / table field enter your price table for 100.00. If you don’t have a price table for that you can create it (see below).
In the bottom part of the screen, enter your menu groups that this will apply to. When you are in the menu group field, you can click on the MENU GROUP/SPECIALTY header and it will show you a list to pick from.
Enter all your menu groups
Don’t forget to enter a security level if you need to.
Save & you are done.
This will do a 100% ticket discount when used.
A couple other thoughts on this…
You could also create a line item discount by creating the same type of discount but selecting the Line Item button as well. Then the discount would only discount the item directly above it instead of the entire ticket.
Creating a price table for a 100% discount:
Master Files
Price Tables
Add
Enter a table id (100) and a description (100% price table).
Set the start time on Sunday to 0000 and the end time to 2359.
Enter 100.00 in the Price field.
Save this table.
As always, don’t hesitate to call us with any questions!