Tin Caps – Appetize Release Notes

CONTENTS
New:
1. ROUNDINGS
1.1 General
1.2 Settings
1.3 Rounding – calculations
1.4 Activate changes
2. Streamline
2.1 General information
2.2 Configuration steps
2.3 Streamline payment flow
2.4 Refunds
2.5 Balance Check

New: [ps2id id=’new1′ target=”/]

1. ROUNDINGS [ps2id id=’round1′ target=”/]

1.1 GENERAL [ps2id id=’general1′ target=”/]
-> New way for rounding total sales for cash transactions ONLY (no matter whether there were split or not).
-> Rounding is applied to the sales total only. (Total includes tax and fees) – NOT to individual item prices
-> Note! Rounding can be applied to split payments but ONLY when the chosen payment types = cash. Rounding will not work for mixed split payments, i.e., cash & credit, cash & loaded value. When split payment has been selected, the last cash payment is being rounded and customer sees the change on the last split screen rounded (depending on Connect rounding settings)

-> Depending on rounding settings (Connect > Venue settings), Activate will add or subtract a value to a total, so that is correctly rounded
-> Transactions can be configured to be rounded down, Up or Up/Down
-> To set cash transactions rounding, go to Connect > Settings -> Venue and choose:
Rounding Type (up/down/up or down) and Rounding Precision (denomination to which total is rounded)

1.2 SETTINGS [ps2id id=’set1′ target=”/]
PRECONDITIONS:
a) Connect > Settings > Venue > General – Rounding enabled (to do it, you need to choose any rounding type)

b) Rounding Type – choose one (up/ down/ up or down)
– by default “None” = not active

Rounding type dropdown selection

* Round up/down = the system will round up or down to the nearest amount (selected in “Rounding Precision”).

c) Rounding Precision – choose one option

Rounding precision dropdown selection

d) Don’t forget to SAVE your changes at the bottom of the Venue settings. Otherwise, changes will be lost.

1.3 ROUNDING – HOW TO COUNT IT [ps2id id=’sh1′ target=”/]
See the below tables to find out more on how rounding is counted.
Rounded total = the final value that’ll be displayed on Activate for rounded cash transactions.

1.4 ACTIVATE CHANGES [ps2id id=’chan1′ target=”/]

-> if rounding enabled, cash & credit button will be displayed in a form of separate buttons in Activate tender’s view

-> The displayed Total when Cash payment is selected should be rounded

Sample setting 1:

And what is going on on Activate:
Item: Avocado, price $1

When rounded up to nearest quarter, the final price = $1.25

Sample setting 2:
Item: Avocado, price $1

When rounded down to nearest quarter, the final price = $1.00

Sample setting 3:

When rounded up or down to nearest quarter, the final price = $1.25

Note! Additionally, the “All Orders” view shows information on the exact amount that has been rounded.

2. Streamline [ps2id id=’tincap1′ target=”/]

2.1 GENERAL INFORMATION [ps2id id=’gentip’ target=”/]
-> Streamline is a loaded value payment type that includes ticket balance to be spent within certain expiration time
-> It works in a form of a purchased ticket (gift card) that is scanned from 1d barcode / entered manually / swiped
-> Example usage: the customer purchases a ticket for the game that comes with $10 of loaded value which can be spent on any items
-> Streamline payment method is supported on Activate iOS in POS modes (regular, splits, easy split) and in REST mode

2.2 CONFIG STEPS – CONNECT / Database [ps2id id=’constepsdab’ target=”/]
-> enable Streamline on Employee Role> Payments = YES

-> you can also customize the name of your TinCaps button

-> Database: correct settings of Payment type (Loaded Value) and Payment ID for the Venue. For more tech info reach out respective developers

2.3 How it looks in the app – Streamline payment flow [ps2id id=’23d’ target=”/]
POS FLOW – regular transaction

1. Add some items to the cart
2. Choose Tin Caps payment type

3. Next – you will be asked to enter the amount to be paid.
4. After that – provide the card number. This can be done in 3 ways: swipe / enter manually ticket number / scan 1d barcode (barcode scanner must be attached).

5. Choose tip (if applicable).

A sample 1d Tin Caps barcode

6. Finally, tap the green “Complete order” button to finalize your order.

7. Activate will check the balance and if there’re sufficient funds, the item with updated payment type will be displayed in the cart.
If transaction is successul, you will see “Thanks” screen.

Note! For Tin Caps transactions, Signature confirmation screen is not supported.

2.4 REFUNDS [ps2id id=’ref24′ target=”/]

For Streamline Loaded Value, refunds are supported and their flow is like for regular orders.

1. Open Activate’s Left Menu and choose “All Orders” view
2. Choose the order that is to be refunded from “Completed”

3. Tap the quick refund button and confirm.
4. Result: order goes to the “Refunded” tab.

And, of course, Connect would reflect the status of your order.

If order has not been refunded yet, Connect would allow to Refund the order / item manually.

2.5 BALANCE CHECK [ps2id id=’bcheck12′ target=”/]

Since Streamline is Loaded Value payment, checking card balance is validated every time payment is made. Additionally, there are a few places where ticket can be checked manually.

a) Settings Gear – Main View

-> enter ticket number manually / scan or swipe window appears

-> see the result

b) Split Mode (regular “Split”).
-> Choose “Streamline” Loaded Value for one split payment and check balance
-> Note! Checking balance on Split Mode is possible only by entering ticket number manually

c) Check Orders
-> Add some items to the cart and open Check Order.
-> When finished, tap “Closeout Check” and choose Streamline payment button
-> At this point, it is also possible to check ticket balance
-> Note! Checking balance on Check Orders is possible only by entering ticket number manually

Contents (click to jump to the section)
New:
1. Streamline
1.1 General Information
1.2 Config Steps – Connect / database
1.3 Payment Flow – Activate
1.4 Refunds
1.5 Balance Check
2. Wizard Item
3. Fixed

New:

Streamline [ps2id id=’dac-9d’ target=’’/]
1.1 General Information [ps2id id=’wkc-1′ target=”/]
-Streamline is a loaded value payment type that includes ticket balance to be spent within certain expiration time - It works in a form of a purchased ticket (gift card) that is scanned from 1d barcode / entered manually /
– Example usage: the customer purchases a ticket for the game that comes with $10 of loaded value which can be spent
– Streamline payment method is supported on Activate Android in POS regular mode, REST mode, Easy Split and regular splits

1.2 CONFIG STEPS – CONNECT / Database [ps2id id=’w-999′ target=”/]
– enable Streamline on Employee Role = YES

– you can also customize the name of your TinCaps button

– Database: correct settings of Payment type (Loaded Value) and Payment ID for the Venue. For more tech info reach out respective developers.

1.3 PAYMENT FLOW – ACTIVATE [ps2id id=’990322′ target=”/]

POS FLOW – regular transaction
1. Add some items to the cart
2. Choose Streamline payment type

3. Next – you will be asked to enter the amount to be paid.
4. Choose tip (if applicable).
5. After that – provide the card number. This can be done in 2 ways: enter manually ticket number / scan 1d barcode (barcode scanner must be attached).

A sample 1d STREAMLINE barcode:

6. Finally, tap the green “Complete order” button to finalize your order.

7. Activate will check the balance and if there’re sufficient funds, the item with updated payment type will be displayed in the cart.
If transaction is successul, you will see “Thanks” screen.
Note! For STREAMLINE transactions, Signature confirmation screen is not supported.

1.4 REFUNDS [ps2id id=’oo-11′ target=”/]

For Streamline Loaded Value, refunds are supported and their flow is like for regular orders.

1. Open Activate’s Left Menu and choose “All Orders” view
2. Choose the order that is to be refunded from “Completed”

3. Tap the quick refund button and confirm.
4. Result: order is refunded and goes to the “Refunded” tab.

And, of course, Connect would reflect the status of your order.

If order has not been refunded yet, Connect would allow to Refund the order / item manually.

1.5 BALANCE CHECK [ps2id id=’kk-102′ target=”/]

Since Streamline is Loaded Value payment, checking card balance is validated every time payment is made. Additionally, there are a few places where ticket can be checked manually.
a) Settings Gear
– if there is more than one payment type active for the Venue (i.e. TinCaps and Givex) – Select Payment Method window appears.

– next, type in / scan your ticket number and see the result

b) Split Mode (regular “Split”).
– Choose “STREAMLINE” for one split payment and check balance.
– Note! Checking balance on Split Mode is possible only by entering ticket number manually

c) Check Orders
– Add some items to the cart and open Check Order. When tapping “Closeout Check” and choosing STREAMLINE payment, balance check is also possible.
– Note! Checking balance on Check Orders is possible only by entering ticket number manually
Wizard Item [ps2id id=’wiz-223′ target=”/]
Wizard item is a type of item, where modifiers & other special treats are presented in a form of graphic steps.Example:
Hamburger item has wizard enabled.
1. User adds hamburger to the cart.
2. Once the item is tapped, a wizard window with additional items, sauces, beverages etc opens.
3. Next, user needs to go through all wizard steps one by one (it’s not always obligatory to buy the items, but user needs to see all of the steps).IMPORTANT! Wizard item will be ready to use on Activate only when it has some modifiers assigned.To do it, go to Connect > Items > Modifiers > Create. Next, when modifier is created, you need to right click the modifier so that additional options open > Assigned Items tab. In Assigned Items – click “Add Item” button and choose the item that you want to update. You can also add a modifier first, then go to Items > Modifiers tab and right click “Add Modifier”.Wizard Item Configuration (Connect)
1. Go to Connect > Items > Create or use the existing item
2. When item is created / opened, go to Wizard tab
3. First, click “YES” in Wizard Settings/Has Wizard?

4. Next, you need to add wizard steps. Step = individual screen, where certain modifiers are presented.

5. Fill in the required fields, enable/disable some options using YES/NO toggle buttons, and finally – assign modifiers. The chosen modifiers will be displayed on one wizard step.

6. Confirm with “Save Step” button. The new step entry will be visible in Item > Wizard > Wizard Steps, and it can always be edited or deleted.
7. Repeat the steps 4-6 to add a new step.
Note!
You can add as many wizard steps as you want.
There is no modifiers limit when it comes to adding them to certain steps.Example:
I’ve got 3 wizard steps created and assigned to “Cheeseburger” item: 1.Sauce, 2.Cheese, 3.ExtrasSTEPS:
1. Tap “Cheeseburger” item
2. Wizard steps will show up before adding this item to the cart

Then, I got to step 2 and 3.
3. When you went through the steps, your item goes to the cart with updated price.
Note! You cannot tap the item from the cart view and edit added modifiers. You can only delete the item and start adding modifiers from the beginning.