0Checkout

The Checkout Process completes a transaction for an Order or Held Order, and allows you to begin serving your next customer. You can reach the Checkout Process in one of two ways. When compiling an order in the Current Orders Tab, once you have finished selecting items for an Order and tap the Checkout Button at the bottom of the Receipt Viewer, you will begin the Checkout Process. You can also start the Checkout Process by selecting the Checkout Button under the Receipt Viewer of a Held Order, which can be found under the Open Orders Tab on the All Orders Screen.

Order Information Screen

Once you press the Checkout Button at the bottom of the Receipt Viewer, if you have enabled the option to require the entry of Order Information, the Order Information Screen will appear. If you need to edit any of the Order Information values, for example changing the Order Type from Dine In to Carry Out, you can do so on this screen. Once you have finished making these changes and are ready to continue to payment, press the Checkout Button in the top right corner of the Order Information Screen. You will then be taken to the Payment Method Screen. Alternatively, at the bottom of this Receipt Summary, you’ll have the option to Cancel the entire Order, or Go Back to the Register Tab and the original Order Summary.

Payment Method Screen

The Payment Method Screen will display the total amount due at the top of the screen, with the available methods of payment - Check, Cash, Credit, Debit, EBT, Gift Certificate - in the panels below. On the right side of the Payment Method Screen is the Receipt Summary, detailing the subtotal, applied Discounts, the tax total, and the total due. You can select the Back button on the top left of the screen to return to the

Split Balance Button

The Split Balance Button allows you to split the Order by the total amount due. Selecting the Split Balance Button will take you to a screen where you can choose how many ways you would like to split the Order. You will then complete the Checkout Process for each split. To learn more about splitting an Order, click here.

Credit Card Button

The Credit Card Button on the Payment Method Screen allows an employee to process a transaction using a credit card. Employees can enter the credit card information manually by selecting the Manual Button, or utilize a configured terminal to process the transaction by selecting the Terminal Button and swiping the credit card.

If the customer would like to pay an amount less than the total using their credit card – for example, in a split tender situation, a customer may elect to pay for a portion of their Order by credit card, and the remainder of their Order with cash or Gift Card – simply tap the Backspace Button on the number pad, and then enter the amount the customer wants to charge on the credit card using the numbers on the number pad. Then proceed with Checkout.

If no action is taken on the terminal for a significant amount of time, the terminal may timeout without processing the transaction. The point-of-sale will allow you to Repeat Request, and re-send the transaction information to the terminal.

Cash Button

The Cash Button on the Payment Method Screen allows an employee to select from three options: the Exact Button and two preconfigured cash option buttons. Select the Exact Button if a customer provides the exact total amount in cash. The two preconfigured cash buttons provide suggested amounts based on the total due for each transaction. For example, if the total due is $6.50, these two buttons may be $7 and $10. Either can be selected based on the amount of cash the customer wishes to use for the transaction. If the customer gives the employee an amount different than the exact total or the two preconfigured options, the employee may manually enter the amount of cash received using the number pad in the center of the screen. The amount entered will appear above the number pad as it is typed in.

Once a cash amount has been entered or selected, the Customer Change Pop-Up will appear indicating the cash tendered, any outstanding balance of the Order, and the change due to the customer, if any. Selecting the Finish Button will cause the app to display the Receipt Screen.

Debit Card Button

The Debit Card Button on the Payment Method Screen allows an employee to process a transaction using a debit card. Employees can utilize a configured terminal to process the transaction by selecting the Terminal Button and swiping the debit card.

If the customer would like to pay an amount less than the total using their debit card – for example, in a split tender situation, a customer may elect to pay for a portion of their Order by credit card, and the remainder of their Order with cash – simply tap the Backspace Button on the number pad, and then enter the amount they want on the debit card using the numbers on the number pad. Then proceed with Checkout.

If no action is taken on the terminal for a significant amount of time, the terminal may timeout without processing the transaction. The point-of-sale will allow you to Repeat Request, and re-send the transaction information to the terminal.

Check Button

The Check Button on the Payment Method Screen allows for Items to be paid for using a check. The employee can tap inside the Check Text Box and type in the check number or any other relevant information about the check. Similar to the Credit and Debit Card options, the customer may choose to pay only a portion of the Order using a check, in which case the employee would use the number pad to enter the amount being paid for with a check.

Gift Certificate Button

The Gift Certificate Button on the Payment Method Screen allows for Items to be paid for using a Gift Certificate. The employee may tap inside the Gift Certificate Note Text Box and type in any relevant information about the Gift Certificate that was used. Similar to the Credit and Debit Card options, the customer may choose to pay only a portion of the Order using a Gift Certificate, in which case the employee would use the number pad to enter the amount being paid for with a Gift Certificate.

More Button

The More button will be enabled if both the “Allow staff to split the balance of an order during checkout” Business Option and the "Allow Forced Authorizations" Permission are both active. The button will appear on the Tenders screen in the upper right hand corner. It will replace the Split button when both permissions are enabled.

Once the More button is selected, a pop-up modal will appear with two options to choose from. The first option is the Authorize button which will prompt a user to manually enter a Voice Authorization Code for the card that is being used for that specific tender. The second option is the Split Balance button. This will allow a user to evenly split the balance of an order by 2 or more.

Alternatively, a user can select the Cancel button at the bottom of the pop-up modal to exit the pop-up and return to the Tenders screen.

Receipt Screen

Each of the payment methods conclude with a Receipt Screen, allowing you to Email a Receipt to a customer, Print a Receipt on a printer, or select the All Done Button, in which case the point-of-sale will not direct a printer to produce a receipt. Click here for assistance configuring and troubleshooting printers.

After completion of the Receipt Screen, Vital Select will return you to the Current Orders Tab and briefly display an “Order Complete!” message.

Note

It is important to remember that once you’ve arrived at the Payment Method Screen, your only options are to: complete the transaction through Cash, Credit, Debit, Gift Certificate, Check, or Go Back to the Current Orders Tab. If you would like to Hold an Order, or remove/add items, select the Back Button in the top left corner of the screen and proceed accordingly on the Current Order Tab.

Interrupted Order During Checkout

After an order is tendered during the Checkout process, if the order gets interrupted or the app crashes before the order is completed, when a user logs back into the app a prompt will appear with three options to choose from:

• Cancel Order
  • The order will be canceled and the associated tenders will be voided.
• Quarantine Order
  • The order will be moved to the Quarantine in the Completed Orders section so that the order can be dealt with at a later time. To learn more about the Quarantine click here.
• Resume Checkout
  • The user will be brought back to the previous state where the transaction left off and the Checkout process can be continued. To learn more about the Checkout process click here.

Retrieve Last

During a Credit or Debit transaction, after the Card button is selected and user has swiped, dipped, or manually entered the Card, sometimes the terminal can experience a timeout or lose connection for various reasons. If the Vital Select POS does not receive a response before the terminal times out the Payment Terminal pop-up will appear stating there was an error with the terminal connection. Selecting the Retrieve Last button on the pop-up will produce the details of the last transaction that was processed from the terminal in the current batch. If you select the cancel button, you will rerun to the checkout screen.

Once you receive the details of the last transaction captured by the terminal, you will then have to manually validate that transaction. After validating the transaction details, if the transaction appears to be correct select the Use This button. The Use This button will resume the checkout process as normal. If the transaction details are incorrect after validation then select the Start New button. The Start New button will start a new transaction for the current order. If you choose to take no action, select the Cancel button to return to the checkout screen.

Note:

Once the Retrieve Last or Transaction Details screens are dismissed it is final. You can not return to either screen for the current transaction.