Hospitality user guide

Transcription

1 Hospitality user guide V1.1

2 Table of contents ABOUT THIS GUIDE 4 Overview 4 Logging in 5 Start of day 6 ORDERS 6 Orders 6 Taking a new order 7 Take-out orders for delivery or collection 8 Adding extra information about an item 9 Searching for a menu item 9 Deleting items from an order 10 Updating a saved order 10 Abandoning an order 10 Table-based ordering 11 Updating a saved table-based order 12 Moving and merging table orders 13 PAYMENTS 13 Splitting the bill 15 Service charges and gratuities 16 Reprinting receipts 16 REFUNDS 17 Reversing a transaction 17 Voiding a transaction 18 No sale 18 Payment out 18 LOYALTY SCHEMES 19 Registering customers for your loyalty scheme 19 Using loyalty cards 20 2

3 DEPOSITS 20 Creating a deposit 20 Paying towards a deposit 21 Using a deposit to pay a bill 21 Closing a deposit 21 ACCOUNTS 22 Creating a customer account 22 Adding items to an existing account 22 Paying an account 22 WASTAGE 23 Recording wastage 23 END OF DAY 23 End of day 23 Printing the end-of-day report 24 Information in the end-of-day report 25 By Category 25 Refunds by Category 25 By Department 25 Refunds by Department 25 Tax Split 25 Tax Breakdown 25 Tax Refunded Breakdown 25 Others 25 Sales 26 Adjustments 26 Tender Breakdown 27 TRAINING MODE Training mode 28 3

4 About this guide This guide explains how to use izettle Pro for Hospitality. This version of the guide provides step-by-step instructions on how staff use the app to process orders and payments. It also describes the procedures to follow at the start and end of each day to ensure that amounts in the till are correctly recorded for comparison with amounts recorded in the back office accounts. The guide includes the following main topics: Overview of izettle Pro for Hospitality. Logging in. Start of day procedures. Taking orders. Accepting payment for orders. Procedures for paying money out of the till, such as refunds. Optional features such as loyalty schemes and deposits. End of day procedures. Training mode. Overview izettle Pro for Hospitality (referred to throughout the rest of this guide as izettle Pro) is an ipad and cloud-based electronic point of sale (EPOS) solution for small and medium-sized businesses. It is easy to set up and intuitive to use. Some features of izettle Pro can also run offline, so your business can continue trading even if you are not connected to the internet (note that this does not apply to card payments). izettle Pro records all sales transactions and product activity in the cloud. It also includes a back office web portal that shows information at a glance. The back office portal provides reporting features that give an insight into the business, enabling you to make informed decisions about future planning and strategy. Typically, izettle Pro is used by coffee shops, food trucks, restaurants and bars, but it is customisable and can be easily tailored to the needs of a specific business. 4

5 The screenshot below shows a typical izettle Pro setup: The right-hand side of the screen displays the menu items available for ordering. The buttons at the bottom are the menu categories; when you tap one of these, the items in that category are displayed in the upper part of the screen. On the left are the items selected for a particular order, with buttons for the main functions you can carry out, such as saving the order or paying. A wider range of functions is displayed if you tap Functions. Logging in To start using izettle Pro: 1. Launch the izettle Pro app on your ipad. 2. Enter your four-digit PIN. 3. Tap LogIn. 5

6 This gives you access to all the parts of the app that you need to use to do your job. Buttons for functions that are not available to you appear dimmed in the app. Depending on how your system has been set up, you may have to enter your PIN each time you complete a transaction. This makes it easier for several members of staff to use the same ipad securely. All your orders and payment data are saved to the cloud each time the app returns to the PIN screen and will be available to you when you log in to the app again. Start of day Before you start the day s trading, you may need to enter the float. A float is an amount of cash made up of coins and notes kept in the cash drawer to enable you to give change to customers when they pay their bills. If the Float function is enabled, you are prompted to enter the amount at the start of the day after you log in; the register opens only after you have done this. Orders You can take orders from sit-in customers and for take-out (the two types of order may be subject to different rates of tax). For sit-in orders, you can also place the order on a table rather than on an individual customer. If your system has been set up for this, the Tables button is available on the main screen. For more details, see Table-based ordering. 6

7 TAKING A NEW ORDER When you log in, provided any start of day procedures have been completed, the main screen appears. Each business will have organised their screen layout to correspond to the way their menu works. The following example shows a typical layout, with items grouped into menu categories: 1. To display the items in any category, tap the button for that category. The example above shows the Sandwiches items, with the various products that can be chosen. 2. To order an item, tap it, then select any options available for the item. The order appears on the left with its price. If an item is currently on promotion, both the normal full price and the amount being deducted as part of the promotion appear on the screen. If the customer is entitled to a promotion that has not been applied automatically, tap Functions, then Add Promotion, then select the relevant promotion. To order more than one of an item you can use the Qty button. For example, to order six bacon sandwiches: Tap Qty Tap 6 Tap Go Tap Bread Sandwich, t hen Bacon 7

8 Note that you have to select the quantity before you select the item. If you select the item then select the quantity, the quantity will instead be applied to the next item you select. 3. Select whether the order is for sit-in or take-out. Your system will have been set up to default to the most likely option for your business. 4. When the order is complete, tap Save Order. Alternatively, if the customer is going to pay immediately, tap Pay. If you save the order, you can add items to it later as described in Updating a saved order TAKE-OUT ORDERS FOR DELIVERY OR COLLECTION If the order is for take-out, your system may be set up for order delivery or collection. To process an order for customer collection: 1. When the order is complete, tap Save Order. 2. Tap Collection. 3. Enter the customer s name and contact number. 4. Provide an estimate of when the customer has agreed to collect the order by tapping the relevant button (10 Mins, 20 Mins, for example). 5. Tap Save. To process an order for delivery to a customer: 1. When the order is complete, tap Save Order. 2. Tap Delivery. 3. Enter the customer s address, either manually or by using the postcode look-up function. 4. Tap Save. If you need to check the collection/delivery details for an order, tap Saved Orders, select the relevant order, then tap the information button. 8

9 ADDING EXTRA INFORMATION ABOUT AN ITEM For some orders, you may need to add extra information about an item so that the kitchen prepares it and presents it to the customer s liking. For example, steaks can be cooked in various different ways, or customers may or may not want dressing on their salad. If instructions for a particular item have been set up in advance, these appear automatically on your screen when you select the item. Tap the option the customer wants and it will appear on the order printed in the kitchen. If a customer has a particular request that isn t already set up in the app, you can add a message to the order: tap Message at the bottom of the screen, type your message, then tap Send. Your message will appear on the order printed in the kitchen. It is also shown on the saved order so that you can refer back to it if you need to. Note that a message is linked to an entire order, not to an individual item, so your message needs to make it clear which item it refers to. SEARCHING FOR A MENU ITEM If a customer asks for something that you can t find on the main menu, you can search all the products your business sells to try to find it: 1. Tap Functions. 2. Tap Search. 3. Start typing in the product name or SKU (Stock Keeping Unit or unique ID). Any relevant items are listed as you type. 4. To add an item to the order, tap the item on the Search list. 9

10 DELETING ITEMS FROM AN ORDER To delete an item from an order: 1. Swipe left on the item. 2. The Delete button appears. 3. Tap Delete. 4. To save the order or save changes to a previously saved order, tap Save Order. UPDATING A SAVED ORDER To go back to an order you have already saved, tap Saved Orders. All your saved orders for the current day are listed. To open an order, tap on it. Note that if your system is set up for table-based ordering, you can access a saved order only through the table number (see Updating a saved table-based order). ABANDONING AN ORDER To abandon the order that is currently on your screen, tap Functions, then tap Abandon Order. To abandon a saved order, tap Saved Orders. All your saved orders for the current day are listed. To abandon an order, swipe left on it, then tap Abandon. Your system may be configured to print a copy of any abandoned order on the kitchen printer. This means that if the order has been saved and then abandoned, kitchen staff are alerted. 10

11 Table-based ordering Your system may have been set up so that you can take orders for a table, rather than for an individual customer. If this is the case, the Tables button is available in the app. To take a table-based order: 1. Tap Tables. The table layout for your business appears on the screen. A typical layout is shown below: 2. Tap the relevant table number. 3. Optionally, enter the number of covers (customers) and a lead customer name for the table. 4. Tap Save. Enter the order in the usual way. You then have three choices: If the customer is not going to order anything else and wants to pay immediately, tap Pay and process the payment as described in Payments. If the customer is not going to order anything else but would like a bill before paying, tap Print Bill & Save Table. If the customer is likely to order more items, tape Save & Exit. Customers can split the bill for table-based orders; for further details, see Splitting the bill. 11

12 UPDATING A SAVED TABLE-BASED ORDER To update a table-based order, tap Tables. Your table layout appears on the screen, with any open orders shown in green with the lead customer s name. For example: You can update an order in two ways: To add or delete items, tap the table whose order you need to update. The saved order appears. You can update the order as described in Updating a saved order, Deleting items from an order, or Abandoning an order. You can also prompt the kitchen to start preparing the customer s main course by tapping Mains Away, or send a message to the kitchen by tapping Kitchen Msg. To update information about the order, such as changing the number of covers, long press on the table. A summary of the order information appears, with various editing options: To print the bill, tap Print Bill. To edit the number of covers or the lead customer name, tap Edit. To reprint the order, let the kitchen know they should start pre paring the main course, record wastage, or abandon the order, tap More, then select the relevant option. 12

13 MOVING AND MERGING TABLE ORDERS You can assign an order to a table after taking it. You can also move a table order from one table to another. 1. If the order is not currently on your screen, select it. 2. Tap Functions. 3. Tap Merge/Move to Table. The table layout appears on the screen. 4. Tap the table to which you want to assign the order. This can either be an empty table or a table that already has an open order assigned to it. Note that if the table already has an open order, the new order is merged with the existing order to cre ate a new single order. The updated order appears on the screen. Note that, in some cases, promotions contained in the order are removed when the order is merged to a table. A message notifying you about this appears when the order is merged. You can reinstate a promotion by adding it manually to the updated order. Payments Before accepting payment for an order, select the order and check that any valid promotions have been applied to it. Although some promotions are applied automatically, others, such as staff discounts, must be applied manually. To apply a promotion, tap Functions, then Add Promotion, then select the relevant promotion. To accept payment from a customer: 1. If the order is already on your screen, tap Pay. If the order is not on your screen: a. Tap Saved Orders. A list of all your saved orders appears. b. Tap the order that is being paid for. The details of the order appear. c. Tap Pay. 13

14 The total payment due appears on the screen, with buttons available for all the payment types your system is set up to accept. Note that: If your system is set up to process gratuities as part of the bill, the Add Service Charge or Add Gratuity button appears on the screen. For details of how to process gratuities, see Service charges and gratuities. If the Voucher button appears, this allows payment by any form of tender other than cash or card; for example, a hand-written credit note. If the customer is using a gift card, when you tap Gift Card you are prompted to either scan the card with your ipad or enter the card number manually. Using a loyalty card is described in Using loyalty cards. Paying using a prepaid deposit is described in Using a deposit to pay a bill. Charging to an account is described in Accounts. 2. Tap the payment type the customer is using, for example Card Payment or Cash. The way you take card payments depends on the type of card reader you are using; please refer to the documentation supplied with the card reader for exact details of how to complete the transaction. If the ipad is attached to an izettle card reader, tap Pay with izettle. When you have taken the card payment, details of the transaction are sent to the back office accounts when your ipad returns to the PIN screen. If you have a non-integrated card reader that you can take to the table, there is no connection to the app; at the end of the day you have to enter the card reader s payments total in the app manually so that they can be reconciled with the back office account totals. If the customer wants to pay with cash or with a voucher: If the customer is paying the exact amount, tap Exact. If the amount offered is more than the bill, enter the amount on the screen. There are also buttons on the screen that allow you to enter typical payment amounts such as

15 3. The figure for any change owing to the customer appears. If the customer has paid with a voucher or gift card with a higher value than the bill, and your business does not offer change for vouchers or gift cards, a zero amount is displayed. 4. If the customer wants a receipt, tap Print Receipt. SPLITTING THE BILL If a group of customers on a table have placed a single order but then decide they would like to pay separately, you can split the original order into two or more orders. Note that this option is available only for table-based ordering. To split a bill: 1. Tap Tables. 2. Tap the relevant table number. The order for that table appears. 3. Tap Functions. 4. Tap Split Order. 5. Tap the items you want to split off to a separate order. 6. Tap Split & Exit. The selected items are moved to a separate order. The original order with its remaining items stays on your screen. 15

16 You can now either take payment for the original order in the usual way, or tap Save & Exit to save the order, or add more items to the original order. Note that the new order is given the original order number and the original order is given a new number. Details of the number of covers and the lead customer name are saved to the new order, not to the original one. SERVICE CHARGES AND GRATUITIES Your system may have been set up to deal with service charges and gratuities in either or both of the following ways. These features are enabled using the Configuration settings: If you can add a preset percentage service charge to the bill, the Add Service Charge button appears on the payment screen, showing the relevant percentage. For example, if the service charge is 10%, the button is Add Service Charge (10%). To add a service charge to a bill, tap Add Service Charge when the payment screen appears. The correct percentage is added to the bill and the new total is displayed. If you can add a gratuity to the bill, the Add Gratuity button appears on the payment screen. (It is dimmed until you enter the gratuity amount.) To add an amount for a gratuity to the bill, enter the amount, then tap Add Gratuity. The amount is added to the bill and the new total is displayed. REPRINTING RECEIPTS You can reprint a receipt for up to one month after it was originally printed: 1. Tap Functions. 2. Tap View Closed Orders. Today s orders appear. To view closed orders for previous days, tap Show for Today, then select the relevant day from the list that appears. 3. Tap the relevant order. 4. Tap Reprint Receipt. 16

17 Refunds You make a refund when the customer is entitled to have their money back and the product or service has been consumed. If the item in question is being returned to the business and can therefore be restocked, you must reverse the transaction instead; this is described in Reversing a transaction. Refunds need to be made within a certain number of days of closing the order; the number of days for your business will have been configured during system setup. To refund an order: 1. Tap Functions. 2. Tap View Closed Orders. 3. Select the order to be refunded. 4. Tap Refund Order to refund the whole order, or Refund Item to refund only certain items on the order. The amount owing to the customer appears and you can print a receipt for it. REVERSING A TRANSACTION You reverse a transaction when the customer is entitled to have their money back and a product is being returned to the business and can therefore be restocked. If the product or service has been consumed, you must make a refund, as described in Refunds. To reverse a transaction: 1. Select the item(s) for which a refund is needed, as if you were entering a new order. 2. Tap Functions. 3. Tap Transaction Reverse. 4. The amount due to the customer is displayed as Change Due. 5. To print a receipt for the amount refunded to the customer, tap Reprint Receipt. 17

18 VOIDING A TRANSACTION When you void a transaction, money is returned back to a customer s credit or debit card. A void transaction cancels the original transaction as if it had never happened. If a charge has already been captured and settled, you should make a refund rather than void the transaction. Voids should be used when an authorisation or charge has been made, but the transaction has not yet been settled. To void a transaction: 1. Tap Functions. 2. Tap View Closed Orders. Today s orders appear. To view closed orders for previous days, tap Show for Today, then select the relevant day from the list that appears. 3. Tap the order containing the item or items you need to void. All the items in the order are listed on the screen. 4. Tap the item or items you need to void. 5. Tap Void Items. 6. To reprint the receipt showing the updates, tap Reprint Receipt. NO SALE Sometimes you may need to open the cash drawer without processing a transaction, for example if you need to make change. To do this: 1. Tap Functions. 2. Tap No Sale. PAYMENT OUT You may need to use cash from the till to buy supplies. For example, you may have run out of milk for the café when there is no delivery until tomorrow. To open the cash drawer to remove money: 1. Tap Functions. 2. Tap Payment Out. 3. Enter the amount you are taking out and the reason for the payment. 4. Tap Confirm. 18

19 Loyalty schemes izettle Pro enables you to set up a loyalty scheme for your business where customers can earn points to be redeemed against purchases. A wide range of options is available, including: Allocating points per pound spent. Allocating points when particular products are purchased. Allowing customers to redeem points so that they get a discount on a transaction. Offering gold customer status to customers who have built up a set number of points. The loyalty scheme options and promotions are set up by the business owner or manager. This version of the user guide assumes that your scheme has already been set up, and describes: How to register customers with the scheme when they are paying for an order. How to process loyalty cards as part of customer transactions. REGISTERING CUSTOMERS FOR YOUR LOYALTY SCHEME If a customer wants to register for the scheme when paying for an order: 1. On the Payments screen, tap Loyalty. 2. If the customer already has a loyalty card, scan it on your ipad. 3. If they do not have a card, tap Create Customer. 4. Enter the customer s details. Ensure that you make the customer aware of any data terms and conditions in accordance with local or national laws. 5. Note that when you have entered and saved the customer details, you cannot edit them using this part of the app. Any changes have to be made through the back office system. 6. Tap Confirm. 19

20 USING LOYALTY CARDS When a customer is paying for an order, they may want to use their loyalty card to earn points or redeem points. 1. Tap Loyalty. 2. Scan the loyalty card with your ipad. Alternatively, you can bring up a list of all loyalty customers for selection by tapping Search. 3. The points available for the current transaction are displayed in red. 4. Add the points to the transaction by tapping Add points to account. 5. If the customer wants to redeem points, tap Redeem Points. The customer s current points total is displayed. Any additional rewards or promotions that the customer is entitled to as a result of reaching that total are also displayed. 6. Select the rewards and promotions the customer wants to redeem, then tap Done. 7. The remaining payment total appears and you can complete the transaction as normal. Deposits Your system may be set up to allow deposits. This enables customers to make payments in advance that can be set against a future bill, or refunded if used, for example, for hiring a venue. CREATING A DEPOSIT 1. Tap Functions. 2. Tap Deposits. 3. Tap Create. 4. Enter the customer s name, an expiry date (the date by which the customer expects the deposit to be used), and the total amount of the deposit they want to pay. This does not have to be the amount they are paying now; they may wish, for example, to record that they intend to pay a deposit of 300 in total, but they may want to pay this in stages. 5. Enter any notes relevant to the deposit. 6. You can now either just save the deposit details or the customer can pay an amount towards it, which can be either the full amount or a partial payment: To save the details without making a payment, tap Save Deposit. 20

21 To make a payment towards the deposit: a. Tap Pay Now. b. Tap Make Payment. c. Enter the amount being paid, then process the payment as normal. USING A DEPOSIT TO PAY A BILL 1. On the Payments screen, tap With Deposit. A list of all deposits appears. 2. Select the customer s deposit. The total of this bill is deducted from the deposit, and any additional amount owing then appears on the payment screen to allow payment by card or cash. If the total of the bill was less than the deposit amount, the difference remains in the deposit. CLOSING A DEPOSIT To close a deposit and refund any amount owing to the customer: 1. Tap Functions. 2. Tap Deposits. All existing deposits are listed. 3. Select the deposit to close. 4. Enter the reason for closing the deposit, then tap Confirm. 5. If there is no money remaining in the deposit, the account is closed. If there is money remaining in the deposit and the expiry date for the deposit has not passed, the amount owing is displayed. To refund this to the customer, press Refund. Refunds have to be made in cash. The deposit is then automatically closed. To close the deposit without making a refund, tap Close. Note that you cannot make a refund without closing the deposit. 21

22 Accounts Your system may be set up to allow customers to charge items to an account and pay for them later. This can be done if the customer, for example, orders some drinks but wants to pay later because she is also going to order food. CREATING A CUSTOMER ACCOUNT 1. When the customer has ordered, tap Pay then To Account. A list of existing accounts appears. 2. Tap Create a new account. 3. Enter the account name, then tap Create. A message appears telling you that the payment is being charged to the new account. ADDING ITEMS TO AN EXISTING ACCOUNT 1. When the customer has ordered, tap Pay then To Account. A list of existing accounts appears. 2. Select the customer s account, then tap Add to confirm that the items should be added to that account. A message appears telling you that the items are being added to their account. PAYING AN ACCOUNT 1. Tap Functions. 2. Tap Accounts. 3. Select the account to be paid. All items ordered are listed. To print a copy for the customer, tap Print Account. 4. Tap Pay, and process the payment as normal. 22

23 Recording wastage Sometimes you may need to remove items from your stock. For example, you may notice that a carton of apple juice has been damaged and therefore cannot be sold. You can also record a customer order as wastage. You must enter the reason for any wastage so that all waste data can be recorded. 1. Select the item to be removed from stock. 2. To record a customer order as wastage, select the order Tap Functions. 3. Tap Waste Items. 4. Enter the reason for the wastage 5. Tap Confirm. Your user ID is recorded and the item is added to the Waste Report. Note that you can also record a table-based order as wastage by long pressing on the table then selecting Waste from the More menu. End of day At the end of your trading day you need to register your total takings and ensure that they are reconciled with the totals recorded in the back office accounts. 1. Tap Functions. 2. Tap Cashup. 3. Enter the total amounts taken today for each payment type: cash, cards, plus any other forms of payment accepted, such as voucher payments. 4. Tap Confirm. 5. To confirm that the amounts you have entered are correct, tap Continue. If an amount you have entered varies by more than 5.00 from the amount entered in the back office accounts, you are asked whether you want to enter a different amount or continue with the amount you originally entered. To enter a different amount, tap Retry, or to continue with the original amount, tap Continue. 6. A message appears telling you that any sales made after this will not be counted as part of this cashup. Tap OK to confirm that you have read the message. 23

24 The information is then added to your back office account and will appear in reports, including the daily cashup report, which is automatically ed to you, and the Z report described in the following section. An example of the daily cashup report: PRINTING THE END-OF-DAY REPORT The end-of-day report is called the Z Report. It provides a summary of register activity that includes the opening and closing amounts and sales totals. After you run and print the Z report, totals are reset for the start of the new trading day. To print the Z report: 1. Tap the settings button. 2. Tap Reports. The report appears on your screen. 3. To print the report, tap Print Z Report (End of day). 24

25 INFORMATION IN THE END-OF-DAY REPORT The Z report includes the following headings and information. By Category Breakdown of the numbers of orders and amounts taken for each of your categories. This enables you to see which categories have generated most sales that day. Refunds by Category Breakdown of refunds and the category that the refund belonged to. By Department Sales breakdown by your departments. The total for departments will be the same as for categories. Refunds by Department Breakdown of refunds and the department that the refund belonged to. The refund total should be the same for both category and department. If a refund is made on the same day as the sale, the value will appear in both By Category/Department and Refunds by Category/Department. TAX SPLIT Gross non taxable: Sales for the day that have not had tax applied. Gross taxable: Sales for the day that are taxable. Products sold, inclusive of tax. Gross taxable refunded: Any refunds you have performed during the day that included tax. This is the tax refund total. TAX BREAKDOWN Breakdown of tax that has been generated that day. These values are the products sold inclusive of tax. This is the breakdown of different tax rates. You can set applicable tax rates on your account. TAX REFUNDED BREAKDOWN Breakdown, by tax rate, of any refunds made that day. OTHERS Some products may be sold using a split payment method; for example, cash and card. Any refunds on these sales are then done through the same split payment method. These refunds are displayed here. They will update and decrease all the methods of payment in the Tender Breakdown section. 25

26 SALES Breakdown of all the sales made on that day. This shows the total value of the sales after refunds have been deducted. Orders: Number of orders that have gone through that terminal. If the customer has exchanged a positive money value in exchange for goods it is considered an order. This includes, for example, deposit payments and gift card purchases. It does not include transaction reversals, payments out, no sale, or an order sent to an account. Covers: Total number of people sitting at tables. This can be input when an order is applied to a table. This allows you to see the number of customers that have used the sit-in tables. Item Sales: Number of items and products sold that day. Item Refunds: Number of items and products refunded that day. Sales: The total value of the sales made that day. This is the income generated before refunds have been deducted. Refunds: Total value of refunds for that day. Total: Total value is Sales minus Refunds. ADJUSTMENTS Adjustments are any transactions made that do not involve products but that do affect the final amount at the end of the day. Because these are technically not sales, they are not included in the Sales total. Gift Card: This value is for gift cards purchased. This is different from paying with a gift card. Paying with a gift card is included in Tender Breakdown. Deposit: These are usually large payments that are paid in advance. Purchases can be paid for with a prepaid deposit. Deposit Refund: When a deposit is refunded, the value that is refunded is the remaining balance. A deposit is a payment in advance; the value refunded may therefore not be the total amount that was originally deposited, because this may already have had previous purchases deducted from it. Service Charge: This is an amount or rate that has been applied to an order. The total service charge value applied to all orders on that day is displayed here. 26

27 Gratuity: Any voluntary, extra money that comes through with a sale as a tip. This is the total value for the day. Cash Paid Out: Any paid out values are displayed here. This is cash only. This value updates the Cash value in the Tender Breakdown. TENDER BREAKDOWN These values are the final totals for each type of tender after all sales and adjustments have been taken into consideration. Gift Card: Purchases that have been made with a gift card. This does not include the purchase of a gift card, which is included in Adjustments. Deposit: The value of all orders that have been paid for with a prepaid deposit. This does not include paying towards a deposit, which is included in Adjustments. Cash: The final amount of cash, with all adjustments taken into consideration. This value should match the value in your till. Card: The final value of card payments, with all adjustments taken into consideration. This value should match the value you received. RECEIPTS This section shows the number of receipts that were printed or ed. These receipt totals should match the number of receipts printed on the day. Any receipts that failed to print are not included in these totals. FOOTER SEQ: Sequence numbers are incremented sequentially per terminal every time a Z Report is printed. Terminal: The terminal number that the Z-Report was printed on. 27

28 Training mode izettle Pro includes a training function that you can use if you are a new employee or if you are an existing employee who needs training on an unfamiliar part of the app. Only managers and senior staff can configure the app so that it enters training mode when you log in. When izettle Pro is in training mode, sales transactions are recorded as training sales, and the identity of the staff member making training transactions is also recorded. All transactions made in training mode are recorded on the Z report. The screens are clearly watermarked showing that the till is in training mode. All receipts are printed with TRAINING at the top. Loyalty points (where applicable) are not given to customers, and stock levels are unaffected by training. Features not available in training mode include: Loyalty registration Card payments Account payment Cashups Floats Settings Note that training mode is not available in all countries. 28