California Payroll

Introduction

In the current system, there is an option to define a single overtime and the same will be calculated during the payroll process, and its going to be further enhanced to have an Overtime Slab for the employees. Therefore the payroll will be generated based on these overtime slabs. In general practice, the payroll will be calculated on days the basis or on the week basis

California State Govt Rule

The California payroll need to follow the below rule while calculating the Overtime for their employees.
Rule 1: As per California state rules, if an employee OT hours falls for both day and weekly, then the highest rate should be calculated.

Requirements:

1. To set the overtime slab for a different time range.
   
2. A new report to generate the payroll process with different OT Range
   

Dependency
The below screens will have the functionality enhancement.

1. Settings -> Store -> Overtime Settings.
   
2. Settings -> Sore -> Settings.
   
3. User Management -> User.
   
4. Reports -> Payroll/Role-Based Payroll
   

Calculation
Let's assume the employee pay per hour is $11. The Overtime slab for Daily will be defined in the Settings as below.

Pay for Regular working hrs: 40*11=440
OT-1: 25*16.5= 412.50
OT-2: 6*22= 132

Note:

For monthly employees, the Total OT Hours alone will be displayed and it won't show any OT split-ups. Users who are all not using the OT slab, No need to refer to this new  OT Based payroll. This report is only for OT slab users.  

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Cash Reward Service Charges

Introduction

This document describes the enhancement in Sale Recap report and Cashier Out report.

Changes in the Linga Admin

Stores

1. A new field Percentage for Cash Reward Service Charge will be displayed when the option “Show Cash Reward” is enabled in the Stores screen. [Dashboard >> Select any account name >> Click on the ‘Stores’]
   
2. While enabling the "Percentage for Cash Reward Service", the system should auto-update.
   
3. In the current system, the Page gets auto-updated for each and  every action, a manual update option should be enabled for "Percentage for Cash Reward Service".
   
4. So the system should save/update the cash reward Percentage only after selecting the Update button.

Changes in the Back Office

Sales Recap

1. A new column “Deposit” will be displayed in the “Credit Card” section of the Sales Recap report. [Reports >> Sale >> Sale Recap]
   
2. Deposit = (Amt+Tip) - ((Amt+Tip) *Percentage for Cash Reward Service)
   

Bottle Deposit

Introduction

In the current system, the tax is defined in Percentage and it can be applied either to Item, Check or on Item Tax or On Check Tax.

Requirement

An option to define the TAX in value and Percentage

Input for development Team:

1. In phase 1, the enhancement will be developed only for the TAX created from Tax Screen.
2. In phase 2, the enhancement will be developed for creating the tax from Menu item and category and in import/Export.
   

Impacts on:

1. New Tax
2. Quantity Based Tax
3. Tax Report
4. Sales Recap Report
   

Changes in Back office

Tax Definition.

Page Navigation: Product/Item

1. A drop-down button needs to be added in TAX window to select whether the TAX needs to be defined in Percentage or in Amount.
2. By default, the type needs to be Percentage.
3. If the Type is selected as a Percentage in the drop-down then the Percentage column needs to be displayed.
4. If the Type is selected as Amount in the drop-down then the Amount column need to be displayed.
5. If the type is selected as Amount, then “Apply to” column will be as “item” by default and will restrict the user to edit it.
6. If the Type is selected as Amount, then the system will not allow selecting “Default Tax”, “Quantity Based Tax” and “Inclusive Tax” option
7. The tax in Amount can be defined in a maximum of 2 decimals.
   

Validation:

Once the tax type is defined as Amount then the system will not allow the user to change the type to percentage and vice versa.

Screen Layout

Tax Type Percentage

 

Qty Based Tax(Existing Process)

 

Tax Type : Value

 

TAX definition for “TAX PER SERVICE TYPE”

1. While creating the TAX with TAX PER SERVICE TYPE, the acknowledge message need to be changed as “Would you like to set the Percentage/Value for all the service”
2. The value will be allowed to define in 2decimal.s
   

Changes in Report.

In the Sales Recap for the Tax which is defined in Value the % column will be as ‘–‘.

In the TAX Report for the Tax which is defined in Value, the Tax Percentage column will be as ‘–‘.

Changes in iPad.

While making the sales in iPad for the items to which value tax is mapped in bo, the system should apply the tax value like tax percentage.

Note:

1. While creating the tax from Category, Modifier and item there won't be an option to select the tax type, so by default, the tax type will be as Percentage while Quering it in TAX screen.
2. In import-export, the tax type won't be shown in the 1st phase development.
3. The TAX can be defined in Value only while creating from the TAX screen.
   

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Quick Bar Navigation 

Introduction

This document describes the enhancement of the Quick bar navigation on the iPad.

Changes in the iPad

1. When the user logs in, the user will be navigated to the Bar Tab of ‘Check Stats’ screen, if the iPad Initial Screen is Bar Service and Quick Bar is disabled. 
1. Note:
2. The option ‘iPad Initial Screen’ is available in the User screen on the Back Office. [User Management >> Users >> Add or Edit User]
3. The option ‘Quick Bar’ is available on the POS Settings screen. [Operations >> POS Settings]
   

1. When the user logs in, the user will be navigated to the Order Screen, if the iPad Initial Screen is Bar Service and Quick Bar is enabled. 
1. Note: 
2. The Bar Tab service will be selected by default in the Order Screen.
2. When the user clicks on the Bar Tab custom button, the user will be navigated to the Bar Tab of ‘Check Stats’ screen if the Quick Bar is disabled in the POS Settings screen.
   

1. When the user clicks on the Bar Tab custom button, the user will be navigated to the Order Screen, if the Quick Bar is enabled on the POS Settings screen.
   

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Profile Selection 

Introduction

In the current system, there is an option to add a new customer from POS (iPad), but there is no option to select the Gender for that customer. A new Field to capture the Gender need to be added.

Gender type can be as follows:

1. Male
2. Female
3. Others
   

Process

1. The customers can be created both in POS and Backoffice
2. The customers created in POS will be synchronized with the back office, so the customer created from store A can be pulled in Store B too.
3. While creating the customer in POS, the system will validate with the unique key like Customer Contact number and the Email ID. If the contact number or email id already exists in the Back office or POS system will show an error as “Record Already Exists”.
4. While creating the customer in POS(iPad) the Gender field will be mandatory and should not allow the user to save without selecting the Gender. The created customer will be synchronized to the back office along with the Gender
   

Changes in POS.

1. A new field “Gender” needs to be added in the Customer Creation menu.
2. The Gender will be of 3type as follows,
1. Male
2. Female
3. Others
   
   
3. Gender will be the mandatory field, without selecting the gender, the system should not allow the user to save the customer.
4. Dropdown will be provided to select the gender.
   

Screen Layout

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World Pay Integration

Introduction

Configuration in Admin Section  

1. Enable the option MPPG in the Other Details section. [Account >> Stores >> Select the store for which the respective payment needs to be enabled.]
   

1. Provide the Merchant Details and select the Payment Gateway as World pay
   

1. Finally, click on the Save option.
   

 Configuration in the back office   

1. In the Payment Methods section, click on the  button.
2. Choose the payment type as MPPG and provide the payment name as World Pay.
3. Click on the  button in the Payment Methods section. 
4. Click on the Update button on the Settings screen.
   

1. For submitting the payments in the batch, an option Batch Submit Device will be displayed in the Settings screen.
2. The option Batch Submit Device list all the available nodes of the store. You will be able to select any one of the nodes who can submit the batch from the iPad. Others will not be able to submit the batch from the iPad.
   
3. 
   
4. Finally, click on the Publish option to reflect the changes in the POS.
   

 Managing the payment in iPad 

1. Tap on the Hardware Settings in the Operations screen.
2. Make a pair with the World Pay device by
3. Press the World Pay device.
4. Blue color light will be displayed on the device.
5. Then the device name will be displayed in the Select a Bluetooth card reader section.
6. On selecting the respective device in POS, a prompt will be displayed.
7. Provide the PIN in the prompt and tap Pair.
   

1. Create a sale.
2. Tap on the Payment option and choose the World Payment name to perform payment through the device.
3. For Swipe transactions, swipe the card in World Pay device to perform the transaction.
4. For Chip Card transactions, insert the card in World Pay device and click on the Process EMV in the Digital Card Screen to perform the transaction.
   

1. When no value is chosen in the Batch submit device in the back office and when you tried to submit the World pay batch, a message will be displayed saying 'Please set the default batch submit device in Back Office store settings' 
2. When the value is chosen in the Batch submit device in the back office and when you tried to submit the World pay batch from different nodes, a message will be displayed saying 'World Pay default batch device has been set to - <node>! Try batch device from specified device'.
3. When the value is chosen in the Batch submit device in the back office and when you tried to submit the World pay batch from the same node, you can submit the batch without any intervention.
   

1. If a check is not voided within 30 minutes of the sale, then you cannot perform a Void transaction. The check can only be refunded. 
2. World pay does not support refund without receipt
3. In Worldpay, you can refund the payment for Authorized transactions only after it is captured.
4. World pay does not support zero auth
5. World pay does not allow to refund the same amount twice consecutively for the same check.
6. World pay does not support Extended Pre-auth
   

Item Service Charge

Introduction

Service Charge is an additional charge used by the restaurants in INDIAN market, it’s a sole discretion of the restaurant to charge for the service provided. Usually it’s a Percentage.

This document describes the functionality of ‘Item Service Charge’.

Changes in the Back Office

Item Service Charge

1. A new navigation Item Service Charge will be displayed in the Products/Items. [Products/Items >> Item Service Charge]
2. The screen displays a grid table having the columns:
1. Name
2. Percentage
3. Tax
4. Controls
   

1. To edit an Item Service Charge, click on the  icon.
2. To delete an Item Service Charge, click on the  icon.
3. To add a new Item Service Charge, click on the  icon.
4. When the user clicks on the  icon, the pop-up displays as
   

1. The pop-up has the following details:
1. Name
2. Percentage
3. Taxes
4. It displays all the Item tax(es) available in the store.
2. The user can select multiple taxes.
3. Finally, the user clicks on the Save button.
4. On clicking the ‘Save’ button, the newly added service charge will be displayed in the grid table.
5. On clicking the ‘Cancel’ button, the changes will be discarded, and the pop-up will be closed.

Categories

1. A new option Item Service Charge will be displayed in the Categories screen.
2. It displays all the Service Charges.
3. The user can select any one of the service charges.
4. To remove the service charge, select None.
   

Changes in the POS

Order Summary

When the user selects the menu item(s) for which the service charge has been configured, the Item Service Charge will be displayed in the Order Summary section. 

Note:

Service Charge to be applied on the check before Tax 

Tax to be charged on service Charge