POS: Phone / Web Orders - Cashier Report for Driver

POS: Phone / Web Orders - Cashier Report for Driver



Back Office

Navigation: Log into BO, select a Store, then navigate to Settings > Application > Delivery


  1. If the toggle is enabled (set as YES), the Sale will be assigned to the Driver and will only include Sales from Delivery Orders. Those Order Sales for that Driver will also apply to the Cashier Out report.

  2. If disabled, the Sale will not be accounted for the Driver.

Example: the report will include the Driver Jack who delivered, and not Peter. If the toggle is disabled, the cashier Peter is the Check Owner and not the Driver Jack.


Cashier Out Report

  1. If the toggle is disabled: Peter is the Cashier and made a Sale without a Driver assigned, then the Cashier Out report shows Peter is assigned to the Check.


  2. If the toggle is enabled: Peter is the Cashier and made a Sale with Driver Jack assigned, then the Cashier Out report shows Jack assigned to the Check.

If a Sale is made with Jack initially assigned as the Driver, but its later reassigned to Mateo as the Driver: the Cashier Out report in BO will generate the Check under Mateo.


POS
If the toggle has been enabled:

  1. The Cashier has logged in POS and assigns a Driver for an Online/Phone Order sale.
    1. Example: Stewart is the Cashier and Jack is the Driver


  2. After assigning the Driver: when the Check is delivered, it will be moved to the Complete tab. The corresponding Check will be attached to the Driver in the Cashier Out report (Jack will be the owner).


  3. After departure, the Check is moved to the Out tab.


  4. Check number 11-004 is selected from the Out tab, then Arrival is selected, and Payment is completed, which moves the Check to the Complete tab.

  5. After it is moved then Close Day is performed in POS: in the Cashier report it shows that the Check is assigned to Driver John.​

Close Day 



  1. ​Once the Check is moved to the Complete tab: after closing the day, the name of the Driver is assigned to the Check will be reflected in the Cashier Out report.

  2. When the Sale is closed from the POS: if any Sale is assigned to the Driver, the Check Owner will be the driver’s Employee ID is based on the Cashier Report for Driver toggle.

  3. If the toggle is disabled, the application will support the Check Owner option based as-usual.

  4. If the Check is created by a Cashier and the Driver is assigned (New and Out tabs), then the Cashier can’t perform a Close Day and the ‘Close Active Checks…’  pop-up message appears.


  5. If the Check is created by a Cashier and the Driver is assigned (New and Out tabs) then another user can perform a Close Day.

  6. If the Check is created by a Cashier and the Driver is assigned and Check is completed and moved to the Complete tab, then a close day can be performed, and the Check will appear under the Driver’s name.
​


Scenarios

  1. If the Check is created by a Cashier and a Driver is assigned in the New tab, and a close day is performed with the Check being marked as cash by an Admin, then in the BO Cashier report the Check will appear under the Driver’s Name.

  2. If the Check is created by a Cashier but a Driver is not assigned in the New tab, and a close day is performed with the Check marked as cash by an Admin, then in the BO Cashier report the Check will appear under the Cashier’s Name.

  3. If the Check is created by a Cashier and a Driver is assigned in the New tab, and a close day is performed with the Check marked as void by an Admin, then in the BO Cashier report, the Check will appear under the Driver’s Name.

  4. If the Check is created by a Cashier but a Driver is not assigned in the New tab, and a close day is performed   with the Check marked as void by an Admin, then in the BO Cashier report the Check will appear under the Cashier’s Name.

  5. If the Check is created by a Cashier and a Driver is assigned in the Out tab, and a close day is performed with the Check marked as cash by an Admin, then in the BO Cashier report the Check will appear under the Driver’s Name.

  6. If the Check is created by a Cashier and a Driver is assigned in the Out tab, and a close day is performed with the Check marked as void by an Admin, then in the BO Cashier report the Check will appear under the Driver’s Name.

  7. The same flow will apply to the auto close day process.




Notes

  1. When the Cashier Out Report For Driver toggle is enabled – the dropdown for the Check Owner will not apply (under Application Settings).

  2. It only applies to Store, Call Center, Web Order Service, and Mobile Order.

  3. If the toggle is enabled, changes will be reflected in the Cashier Report but not the Driver Report.

  4. In all reports the relevant values will be under the Driver.

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