[Philippines] Set up and apply complimentary items to staff or guests

I. Purpose

Help restaurant managers record complimentary items (On the house) for employees, customers, or other recipients who are not on the employee list.

The feature allows restaurants to:

• Record the recipient and the reason for providing complimentary items.
• Select an existing employee or customer, or quickly add a new customer.
• Keep complimentary items separate from sales revenue.
• Control actions through role permissions and manager confirmation.
• Track complimentary items and the employees who recorded them in reports.

II. Instruction steps

1. Set up on the dashboard

a. Set up manager confirmation

1. On the dashboard, go to System settings → General settings.
2. Open the Purchase/Sale tab.
3. Scroll down to Manager’s confirmation and click Edit.
4. Select Add government discounts and complimentary item.
5. Click Save.

b. Update an existing role

1. Go to System settings → Role management.
2. Double-click the role you want to update.
3. Open the Payment tab.
4. Select Mark as complimentary.
5. Click Save.

c. Create a role and assign employees

1. In Role management, click Add.
2. Enter a role name.
3. Open the Payment tab and select Mark as complimentary.
4. Click Save.
5. Click Select to choose the employees you want to assign to this role.
6. Select the employees, then click Select to confirm.

2. Apply on the PC/POS

1. On the POS payment screen, click DC. by items.
2. Select the item, then click Complimentary item.
3. Under Recipient, select the person receiving the complimentary item. Here you can select an employee or a guest.
4. Select the reason, then click OK.
5. Click Save.
6. If manager confirmation is required, enter the manager’s credentials and click Log in.
7. Click Done to complete the action.

3. Apply on the Quick service version

1. On the Quick service version, select the item or items.
2. Click Gov. discount.
3. Under Type, select Complimentary item.
4. Select the recipient and the reason. Here you can select an employee or a guest.
5. Click Done.
6. If manager confirmation is required, enter the manager’s credentials and click OK.
7. Click Check out, then click Done.

4. Check reports

1. On the dashboard, go to Report → Sales → Complimentary item report.
2. Use the View by filter to select the required report view.
3. Click an item to view its details.

Have a nice day!