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How To Add/Edit Tip Allocation

Goal

  • To assign/update Tip Allocation
  • To split the Credit Card Tip Pool that is accumulated via your POS System  

Environment:

  • Push Web App

Process:

Add:

  1. Click the Company Name on the top right corner
  2. Click Company Setup
  3. Click Tip Settings from the Navigation bar on the left hand side
  4. Click the Sales Tip button
  5. Under Allocation Profit Center select a Profit Center
  6. Select Employee Positions under Distributing Position 1
  7. Input a percentage
  8. Click the Plus icon and repeat steps 6 to 8, until all Distributing Positions are added and grouped by percentage
  9. Click Submit to save

Edit:

  1. Click the Company Name on the top right corner
  2. Click Company Setup
  3. Click Tip Settings from the Navigation bar on the left hand side
  4. Scroll down to Sales Rules
  5. Click the Pencil icon along the Sales Rule to edit
  6. Scroll back up to modify the Sales Rule
  7. Click Submit to save

Additional Information

The percentage per Sales Rules must total up to 100%

Use Default Effective Start Date: 0001-01-01 and Effective End Date: 9999-01-01, sets a permanent Sales Rule. You can always add a short term one by adding another Sales Rule with a shorter date range.

Please note, only Super Administrators will be able to add/edit the Tip Allocation. 

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