Overview
Depending on the retailer’s desired workflow, there are several ways to track and reconcile debit tips via the Dejavoo terminal and iPOS portal.
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General Setup (All Workflows)
Regardless of workflow in order to start processing debit and collecting tips, the retailer will need to:
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Contact processor to enable tips
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Setup terminal and connect to internet / wifi (see debit provider for hardware specific instructions)
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Configure terminal in Treez
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Enable integrated debit in config page > payment types
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Input terminal register id and auth key in desired terminal location
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Navigate to config page > hardware > select desired location > from dropdown input register id and auth key
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Register id & auth key can be found in processor portal or in device configurations
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Navigate to Reports > Sales > PAYMENT
Click the date selection box and select your beginning and ending days. Once the desired time period has been selected, click somewhere else on the screen and the report will update with data for your desired time period.
Click PAYMENT LOG
Navigate left and right on the screen by clicking on the left and right arrows. See “Cashier” for the name of the Budtender who made the sale, and “Processor Tips” for the Tip amount. This table will also display items such as Payment Type, Ticket Closed Date, Customer Name, Customer Type, Customer Group, and more.
The PAYMENT LOG can be exported to CSV by clicking on the three vertical dots in the top right-hand corner of the page. When exporting the Cashier will be located in Column S and the tip amount will be located in Column R
Treez will pass the Employee Number to 2Accept’s FPOmni portal for help reconciling in the merchant portal. By default, this number will either be blank or a random number. To change this in User Management, navigate to Organization Settings at the bottom left of Treez.
Organization Settings -> User Management -> Edit Info
Reconciliation: Processor Portal
- Navigate to 2accept iPOS portal > batch report
- Select batch time period
- Batches sorted by most recent descending
- You have the ability to apply date filters if searching for older records
- Select desired batch record
- Details provided on summary report printout
- TPN also located on device
- Batch can be identified by last four of device TPN and batch date/time
Batch Record: iPOS / 2Accept
In addition to the same data points on the summary report needed to reconcile with Treez, the batch record also includes:
- Transaction details
- Ability to export batch record to excel or pdf for payroll / payout purposes
- Ability to generate a tip report (for specified batch)
Pooled Tips
Lastly, if opting to pool tips, you only need to ensure that tips are enabled at the processor level (outlined in general setup). So long as tips are enabled, you can defer to either the batch report or transaction report to determine tip amounts per your desired processing period. A simple calculation to determine tip sum (transaction report) divided by the total employees working during the specified time frame will give you the individual amount owed per employee.
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