12.3.15 (12.x Server Only)

Restrict Tenders based on Profit Center, Check Type, and Items

InfoGenesis POS has been enhanced to restrict the use of tenders based on items, check types, and profit centers. If a tender shares the same restriction as an item, profit center, or check type, the tender cannot be used.

Restrictions will be applied in the following hierarchy:

  • Profit Center

  • Check Type

  • Item

Previously, tender restrictions were supported only for revenue categories.

This enhancement allows properties to:

  • Limit certain tenders (meal plans) to specific profit centres

  • Prevent specific tenders from being used for restricted items (alcohol or tobacco)

  • Control tender usage based on transaction (check type)

For example, if a meal plan tender has alcohol restriction and an alcoholic beverage is added to the check, the meal plan tender cannot be used to pay for that item.

Important Points

  • Users can apply multiple restrictions.

  • Credit Card tenders are not supported.

  • Audit Logging is supported.

  • CCM 1 is not supported.

  • This is applicable at the CCM2 parent enterprise level.

  • Split check is supported.

  • If a tender shares any restriction with an item, the tender is blocked only for that item. During payment, the restricted tender can be used only for unrestricted items, and the remaining restricted items must be paid using unrestricted tenders. The remaining balance for the restricted items will be displayed in the Payment screen.

  • If a user attempts to change to a profit center with restrictions using any of the following function buttons, the message, Operation Not Allowed - Selected profit center has tender restrictions, will be displayed.

    • Set Profit Center (#55)

    • Transfer Check (#6)

    • Transfer Pull (#339)

    • Transfer Profit Ctr (#242)

  • If a user attempts to change the check type with restrictions using the Modify Check Type(#206) function button, the message, Operation Not Allowed - Selected check type has tender restrictions, will be displayed.

  • If Auto Remove Tax checkbox is not enabled, the tender can also be used to pay tax for eligible items (POS Configuration ➜ Financials ➜ Tender ➜ Tax Configuration.

  • The following terminal options are not supported:

    • Terminal Option 490 (Automatically split check when using restricted tenders)

    • Terminal Option 491 (Allow restricted tenders to apply to service charges)

    • Terminal Option 492 (Allow restricted tenders to apply to gratuities and tips)

  • Users must delete all associated items, tenders, check types, and profit centres before deleting the restriction.

  • Restrictions assigned at the product class level are applied to items by default but can be modified at the item level.

  • Users must enable the Exclude Tips checkbox to restrict the tender from paying tip. (POS Configuration ➜ Financials ➜ Tender ➜ Tender Actions). This checkbox is supported only for restricted tenders.

Changes Made in IGCM

To support this, the following changes have been made in IGCM:

  • A new submenu, Restrictions, has been added to the following menus in IGCM:

    • Product Class (POS Configuration ➜ Items ➜ Product Class)

    • Check Type (POS Configuration ➜ Financials ➜ Check Type)

    • Profit Center (POS Configuration ➜ Business ➜ Profit Center)

    • Item (POS Configuration ➜ Items ➜ Item)

    • Tender (POS Configuration ➜ Financials ➜ Tender)

  • A new terminal option, Terminal Option 1515 (Enable Named Restrictions), has been introduced:

    • When enabled, if a tender shares a restriction with an item, check type, or profit centre, the tender cannot be used.

    • When disabled, the existing revenue category–based restriction is applied. This terminal option is disabled by default.

  • The following checkboxes have been added to the Tender Actions submenu under the Tender menu (POS Configuration ➜ Financials ➜ Tender). These checkboxes are supported only for restricted tenders.

    • Exclude Service Charge

      • When enabled, the tender cannot be used to pay service charges.

      • When disabled, the tender can be used to pay service charges. This checkbox is disabled by default.

    • Exclude Gratuity

      • When enabled, the tender cannot be used to pay gratuity.

      • When disabled, the tender can be used to pay gratuity. This checkbox is disabled by default.

Configurations in IGCM

Configure Terminal Option Group

Navigate to POS Configuration ➜ Terminals ➜ Terminal Option Group.

Select the preferred record from the screen and select Edit to modify it.

Navigate to the Terminal Options submenu.

Enable Terminal Option 1515 (Enable Named Restrictions).

Select Save.

Configure Permission Level

Navigate to User Management ➜ Administration ➜ Permission Level.

For Customer IV and SaaS Operations I:

Select Edit.

Navigate to the Permissions submenu.

Enable the following permissions:

  • Restrictions: Main

  • Item: Restriction

  • Product Class: Restriction

  • Check Type: Restriction

  • Profit Center: Restriction

  • Tender: Restriction

Select Save.

Configure Permission Group

Navigate to User Management ➜ Administration ➜ Permission Level.

For POS All Permissions and System POS All Permission:

Select Edit.

Navigate to the Permissions submenu.

Refer to the following table to enable the required permissions for each menu:

Menu

Add

Edit

Delete

View

Restriction: Main

Enable

Enable

Enable

Enable

Restriction: Basic Details

Disable

Enable

Disable

Enable

Restriction: Applied To

Disable

Disable

Disable

Enable

Product Class: Restrictions

Disable

Enable

Disable

Enable

Item: Restrictions

Disable

Enable

Disable

Enable

Tender: Restrictions

Disable

Enable

Disable

Enable

Check Type: Restrictions

Disable

Enable

Disable

Enable

Profit Center: Restrictions

Disable

Enable

Disable

Enable

Select Save.

Configure Restrictions

Navigate to POS Configuration ➜ Business ➜ Restriction.

Select Add to create a new restriction.

Refer to the following table and fill in the fields:

Field

Description

Basic Details

ID

Enter the preferred ID.

Restriction Name

Enter a unique name.

Maximum Limit: 50 characters.

Note: If the entered name already exists, the Restriction Name already exists. Enter a unique name error will be displayed.

Description

Enter the appropriate description for the restriction.

Maximum Limit: 300 characters.

Select Save.

Configure Tender

Navigate to POS Configuration ➜ Financials ➜ Tender.

Select the preferred record from the screen and select Edit to modify it.

Refer to the following table and fill in the fields:

Field

Description

Tender Actions

Exclude Tip

Enable this checkbox.

Exclude Service Charge

Enable this checkbox.

Exclude Gratuity

Enable this checkbox.

Properties

Restricted

Enable this checkbox.

Restrictions

Select Restriction

Select the configured restriction from the drop-down list.

Select Save.

Configure Profit Center

Navigate to POS Configuration ➜ Business ➜ Profit Center.

Select the preferred record from the screen and select Edit to modify it.

Navigate to the Restrictions submenu.

Select the configured restriction from the Select Restriction drop-down list.

Select Save.

Configure Check Type

Navigate to POS Configuration ➜ Financials ➜ Check Type.

Select the preferred record from the screen and select Edit to modify it.

Navigate to the Restrictions submenu.

Select the configured restriction from the Select Restriction drop-down list.

Select Save.

Configure Product Class

Navigate to POS Configuration ➜ Items ➜ Product Class.

Select the preferred record from the screen and select Edit to modify it.

Navigate to the Restrictions submenu.

Select the configured restriction from the Select Restriction drop-down list.

Select Assign to apply newly added product class restrictions to existing items under that product class.

Select Save.

Configure Item

Navigate to POS Configuration ➜ Items ➜ Item.

Select the preferred record from the screen and select Edit to modify it.

Navigate to the Restrictions submenu.

Select the configured restriction from the Select Restriction drop-down list.

Select Save.

Configure Store Item

Navigate to POS Configuration ➜ Items ➜ Store Item.

Select the preferred record from the screen and select Edit to modify it.

Navigate to the Restrictions submenu.

Select the configured restriction from the Select Restriction drop-down list.

Select Save.

Implementation at POS Terminal

Tender Restriction Flow

Log on to the POS terminal.

Create a new check and add preferred items to the cart.

Navigate to the Tender screen and select the preferred tender method.

  • If a tender has a restriction assigned to the profit centre, the following message is displayed: Cannot Apply Tender. This tender has restrictions and cannot be used for the selected profit center, and the tender will be blocked for the entire check.

  • If a tender has a restriction assigned to the check type, the following message is displayed: Cannot Apply Tender. This tender has restrictions and cannot be used for the selected check type, and the tender is blocked for the entire check.

  • If a tender has a restriction assigned to the item, the following message is displayed: Cannot Apply Tender. There are no remaining items for this restricted tender to apply to, and the tender is blocked only for the item. 

Select Ok.

Select the appropriate payment method from the Tender screen and tender the check.

Tender Restriction Scenarios and Payment Behavior

Refer to the following table for the scenarios and the behaviour:

Scenario

Item

Tender

Exclude Tip

Exclude Service Charge

Exclude Gratuity

Behaviour

1

  • Burger (Restricted)

  • Coke (Restricted)

Restricted

Disabled

Disabled

Disabled

The tender pays only tip, service charge, and gratuity. All items remain unpaid and must be paid using another tender.

2

  • Burger (Restricted)

  • Coke (Not restricted)

Restricted

Disabled

Disabled

Disabled

The tender pays Coke and all charges. Burger remains unpaid and must be paid using another tender.

3

Burger (Restricted)

Not restricted

Disabled

Disabled

Disabled

The tender pays the entire check, including item and all charges.

4

Burger (Restricted)

Restricted

Enabled

Enabled

Enabled

The tender cannot be applied to the check.

5

  • Burger (Restricted)

  • Coke (Not restricted)

Restricted

Enabled

Enabled

Enabled

The tender pays only Coke. Restricted item and all charges are not paid and must be paid using another tender.

Updated Documentation: InfoGenesis Configuration Manager for POS Terminal 12.3.15; Using InfoGenesis POS 12.3.15