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Services & rewards

These web features appear only when enabled for your business. A general retail shop may not need tables, kitchen work or service staff.

In this moduleUnderstand the workflowField referenceSell a service or use a table/staff workflowUse loyalty, warranties and commission assignmentsManage the business subscriptionCheck a service order before billingReview reward and commission outcomesPractical exampleCommon questions

Understand the workflow

Service and restaurant features are conditional controls around a normal sale, not a reason to invent goods or stock. Tables identify seating, service staff identify responsibility, modifiers change the chosen item/order, and Types of service can define a service/packing charge. Rewards and commission are business rules with eligibility and permissions. Inspect the offered controls for your business before training staff on them.

Field reference

Use this while completing the form. A required field is marked with *; conditional fields appear only when enabled.

Field / controlWhat to enter or understand
Type of service / packing chargeService selection and configured charge behavior. Check the payable after selection.
Table / service staffWhere the order is served and who handles it. Different from the cashier login.
Modifiers / quantity / chargeConfigured additions/options on the item; review their total and kitchen instructions.
Reward points / redemptionCustomer eligibility and permitted redemption, distinct from a generic manual discount.
Warranty / commission agentProduct terms and credited salesperson, distinct from technician or service staff.
Subscription validity / limitsBusiness package access, not user-role permissions.

PROCEDURE 01

Sell a service or use a table/staff workflow

Where to go Web POS; Settings → Types of service; enabled restaurant/service menus

Before you start
Ask the administrator to enable the required controls and assign staff access.

Steps

  1. Create the service product using the appropriate unit/pricing and stock setting. Choose the service type on the web sale where offered.
  2. For a table-based business, select the table and service staff before sending the order. Add modifiers only when configured for the product.
  3. Use the offered kitchen/order status workflow to mark preparation and service. Check the order belongs to the right table/customer.
  4. Review service/packing charges and the final bill, then complete payment through POS.

Check the result
The service order and its charges are recorded through the enabled web workflow.

PROCEDURE 02

Use loyalty, warranties and commission assignments

Where to go Business Settings; Contacts; Products → Warranties; User Management → Sales Commission Agents; Web POS

Before you start
Have the owner approve the rules before offering rewards or commissions.

Steps

  1. Configure reward/loyalty rules and eligibility where enabled. Select the named customer on POS and review the points shown before redemption.
  2. Assign a warranty to the appropriate product through its product settings. Check the printed invoice shows the intended warranty information.
  3. Create commission agents through User Management when the business uses them, then select the intended agent on the web sale.
  4. Check the customer points/history or commission report after completing a sample transaction.

Check the result
Rewards, warranty information and staff assignments follow configured business rules.

PROCEDURE 03

Manage the business subscription

Where to go Settings → Package Subscription

Before you start
Only a business administrator should change package choices.

Steps

  1. Open Package Subscription and review the current package, validity and included modules/limits.
  2. If a required module is missing, compare the package entitlement with your role permissions and installed module availability.
  3. Contact the Compact administrator for activation or renewal and review any payment/terms before accepting a new package.

Check the result
The business understands its permitted modules and validity without using installation-wide Superadmin access.

PROCEDURE 04

Check a service order before billing

Where to go Enabled web POS service/table workflow

Before you start
Configure service types/tables/staff/modifiers before taking orders.

Steps

  1. Select the customer/table and responsible service staff where offered.
  2. Add the intended service/products and configured modifiers, then review quantities/instructions.
  3. Check service/packing charges, discounts and tax in the final total.
  4. Use the offered order/kitchen status flow for preparation and verify the order belongs to the correct table.
  5. Complete the actual payment and check the final bill. Do not treat a kitchen-ready stage as payment confirmation.

Check the result
The service request, charges and payment can each be checked.

PROCEDURE 05

Review reward and commission outcomes

Where to go Web POS; customer history; commission/reward report

Before you start
Use approved rules and a named customer/agent.

Steps

  1. Select the customer and inspect points/eligibility before promising redemption.
  2. Use the explicit reward control where offered; review the final discount/points result.
  3. Select the intended commission agent on the supported sale, following business rules.
  4. Save an approved sample and inspect customer points/history and commission report.
  5. If a native screen does not offer these controls, use the web workflow rather than pretending an arbitrary discount updates points/commission.

Check the result
The agreed rewards and staff credit follow the configured feature.

IN PRACTICE

A practical example

A takeaway order can have a configured packing charge while a dine-in order is tied to a table. Check the service type and resulting charge before payment; the cashier’s login and serving staff can be different people.

Common questions

Why is Tables missing?

The business must enable the feature and the user needs access; general retail businesses may not use it.

Does any discount redeem points?

No. Use the configured reward redemption action and check the resulting points history.