Split Tenders

The POS system has been designed to be simple and intuitive, allowing your tasting room staff to place orders quickly. An order can be split to pay the balance with multiple tender types, such as credit cards and cash combinations.

Splitting A POS Order

1. Get your Order ready for checkout (i.e., add customer, items, shipping, etc.) and press the green Charge button.

2. Click Split next to the order total on the payment screen.

3. Enter the total you want to split in the Amount To Tender field.

• (i.e., $5 from the $25.64)

4. Next, choose the Payment Option to pay for this split portion of the Order.

• (i.e., select Pay With Cash to pay $5 in cash)

5. The Total Due for the Order will update after each Split you make.

6. You can continue to split the Order if necessary. Once you are ready to place the final Payment for the Order, select the button for your final Payment or swipe the card a credit card and carry the Order through the checkout process.

7. On the final Success screen, you can print the individual transaction receipts using the Print Tender Receipts button. You can also print one full receipt of the entire Order using the Print Receipt button.

Remove Tender From Order

When adding various tenders to an order, you have the option to Void (credit card) or Remove (cash, gift card, etc.) tenders so that the customer can use a different form of payment or allow you to return to the main POS screen to add or remove items from the Order.

POS Split Tender Refunds

1. From the POS menu, go to Order Manager.

2. Click on the Order you want to refund from the list of orders. The Payment Information section will list each Payment tendered, so you will know that the Order has split tenders.

3. From the menu on the left of the screen, select Refund/Return.

4. The refund order will automatically populate all the order items, shipping, tip, and tax values for the Order so you can place a full refund.

5. *If you are placing a partial refund, use the blue Refund/Return buttons to alter the price of the wines/products to set them to the price per bottle you wish to return.

6. When you are ready to proceed with the Refund, click the green Refund button.

7. You will then arrive at the payment area for the Refund. The Refund Amount will list the total value that must be returned to the customer. Each tender must be added until the total value for the Refund Amount reaches $0.00.

8. Click the blue Refund button next to a tender to adjust the value you want to return. The default value will be the Amount paid initially using the tender.

• i.e., If a Visa card were used to pay for $52.53 on the original Order, the default value returned to the card would be $52.53. Only adjust this Amount if you are placing a partial refund.

9. Click Apply to save the refund amount for the tender.

10. Repeat steps 8 and 9 until all payments have been refunded, tenders have been added, and the Refund Amount reaches $0.00.

11. Once the Refund Amount has reached $0.00, the Process Refund button will become active. Review your refund/return one final time. To ensure it is correct, click Process Refund.

Splitting An Admin Panel Order

1. Go to Store > Orders in the admin panel and click Add Order.

2. Proceed through the order tabs, adding the billing contact, selecting a shipping address or pick up, adding items, and establishing a shipping method if the Order is being shipped until you reach the Payment Tab.

3. On Payment ta,b, you will be given the Order Total for the Order and the Amount Du,e, which remains to be tendered.

4. Before splitting the Payment select the payment method you wish to use from the Payment By dropdown.

• i.e. CreditCard, OnAccount, Cash, Check, GiftCard, etc.

5. To split the Payment, adjust the value in the Amount Tendered field to match the dollar amount you want to charge for that payment tender. Next, click the Add Additional Tender option that will appear.

• i.e., if your Order Total was $100 and you want to split the Payment in half, you would begin by changing the Amount Tendered to $50.00 and clicking Add Additional Tender.

6. Once the first split tender has been added successfully, it will appear above the payment method, and the Amount Due and Amount Tendered will update to the remaining value of the Order. You can continue splitting the Payment onto other payment methods by repeating steps 4 and 5 until the Amount Due for the Order reaches $0.00, meaning that the entire order amount has been added to each tender.

7. Click Next.

8. On the Review screen, ensure all the order details, items, and tenders are correct. Finish placing the Order by clicking Process Order.

Admin Panel Split Tender Refunds

2. From the Actions menu in the upper right of the Order, select Refund Order.

3. The order window will refresh to display the original Order summary in the left column and the refund options in the right column. To edit an item, you wish to refund, click on the green pencil icon next to the product you wish to refund or return.

4. From the refund Type menu, select either Refund to refund money/funds only or Return to refund the money/funds as well as return the inventory for the item. If you place a partial refund, adjust the value and the number of items being refunded or replaced using the Quantity and Amount fields.

5. Once you have added all the items, shipping value, and tip value that you wish to return, give the Refund a quick look over, then click Next.

6. On the Refund Payment ta, you must enter the value that will be returned for each Payment. Click Refund This Tender, enter the dollar amount you wish to return to that tender, and click Save. By default, the total amount initially charged to that tender will populate; you only need to alter this value if you place a partial refund.

7. Repeat step 6 until the Amount Due for your Refund has reached $0.00. Click Next.

8. On the final Review tab, review your Refund to ensure everything you want to refund has been added correctly, then click Process Refund.

Split Tender Reporting

Which Reports Changed?

Previously sales reports such as Sales By Date, Sales Detail (X), and other default Vin65 sales reports contained a summary of the payment information, either encrypted credit card data for orders paid for using a credit card or simply Cash or Check for other payment methods. These reports have been updated to remove columns related to the Payment for the Order. The following columns have been removed:

• Gift Card, Points, Balance, Payment Type, Card Type, Card Number, Expiry Month, Expiry Year, Name on Card.

What's New For Tender Reporting?

There are three direct reports for reviewing and reconciling split tender transactions. Two reports are upgraded versions of previous reports (Sales By Tender Type & Payment Report), and one is an entirely new report (Sales By Tender Detail). The three recent reports are:

Split Tender FAQs