Finish & Tender Configurations
The Finish button & Tender Screen in Thr!ve behaves differently based on several factors:
- Order type
- Is your station a register station (Config /General/Station Setup)
- Is server banking activated (Config / order types / Table)
- Does the order type allow for "Save of Open Tickets" (Config / order type)
- Does the order type allow to "Show in Server Details" (Config / Order Type)
- Does the station's drawer require assignment, if so is it assigned.
Dine In, To Go, Drive Thru, Eat In, Bar orders:
- Finish will always go to the tender screen
- Pay Later will appear if the order type allows for "Save of open tickets"
- Tender Types, Pay will appear if the station is a register station.
- If you are a non-register station, no Pay or tender types are available.
- If you pay later, ticket is saved as an open ticket.
- Paid orders are be saved as a closed ticket, tender increases register totals.
- Open tickets appear in server details as per "Show in server details" configuration.
Delivery Orders
Delivery orders are handled a bit differently as their tender is "Pre-arranged". This can be done on any station and results in an open, pre-arranged ticket.
- Instead of Pay / Pay Later, the green Submit button appears
- Tickets are saved as open
- The tender is not added to any register total
- Upon driver return, status changes to settled
- Upon driver close, status changes to closed and tender is added to a cash location
- If the ticket is already pre-arranged, FINISH goes to tender screen where you can change the tender type, or just hit SUBMIT to continue with same tender.
Deferred Delivery Orders
- Any credit card payment should remain as "deferred" when the order is placed.
- All tender types are available.
- Order status is deferred.
- Order actual date will update when the order becomes live. A new ticket # is issued at that time, and the credit card runs at that time.
- The credit credit card will run immediately.
- The order will report on the day the payment was received
- No new ticket # will be issued on the day the order becomes live.
Table Orders:
When server banking is on:
- If "allow close to register" is on, user is on a register station, Finish gives you the option to Pay or Pay Later.
- Not a register station - Finish = directly submits order, skipping the tender screen.
- If "allow close to register" is off, register or non register, Finish = directly submits order, skipping the tender screen.
When server banking is off:
- If "allow close to register" is on, user is on a register station, Finish gives option to Pay or Pay Later
- Not a register station - Finish = Tender screen, Pay Later is option
- If "allow close to register" is off*, register station - Finish = direct to submit, bypass tender screen
- Not a register station - Finish = direct to submit, bypass tender screen.
*This would be a nonsensical configuration as you could not close table orders in this situation.
"Settle" option from the orders screen
- Uses tender screen with Pay Later or Submit option
- Does not matter if it is a register or non-register station
- Order status as "Open / Settled"
- No cash location balances update for this ticket.
Pick Up Orders:
On a Register station: Pay or Pay later.- Pay closes the ticket and puts tender in the associated drawer.
- Pay later leaves ticket open.
On a non-register station:
- Finish goes to tender screen. Option to Submit or Pay Later
- Credit tenders are all that is available.
Submit will keep the order open, with a pre-arranged credit card, similar to delivery order.
No cash location balance should update at this time.
Recall this order on a register station, Finish, Submit to close the order to that drawer. Now the cash location balance will update.
Deferred pickups
- Finish goes to tender screen.
- If DSROD is off, only credit tender is available, and it goes into "deferred" state. Other tender types are not available.
- If DSROD is on, and you are on a register station, any tender is available and credit will run / cash balance will update
- If DSROD is on, and you are on a non-register station, pay later is only option
- Pay later is an option.
Voids:
- Voiding an open ticket can happen from any station
- Voiding a closed ticket should happen from a register station, as a refund needs to be given and should record out of this drawer.
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