POS Operations

The following page outlines the process for managing booking deposits on the Aztec Point of Sale terminal, including creating new bookings, adding deposits to existing bookings, handling redemptions, and processing forfeits

Adding New Bookings

Follow these steps to add a booking deposit:

• Tap New Deposit

• Enter Customer Name | tap OK

• Select Booking Type | tap OK

• Enter Booking Date | tap OK

• Enter Booking Time | tap OK

• Enter Number of Covers | tap OK

• Enter Telephone Number | tap OK

• Enter Booking Reference | tap OK

• Confirm the entered details | tap Yes

• Enter the value for the Take Deposit | tap Enter

  Depending on your organisations configuration it maybe possible to tap Enter immediately without entering a value, alternatively a minimum deposit value maybe enforced

  Bookings can also be added in the booking module in Aztec back office

• The new deposit will be added to the order display with an outstanding balance if a value was entered

• Complete a payment as normal to finalise the new deposit

• Automatically two copies of the 'Acknowledgement of Deposit' will print

  • Customer Copy

  • Retailer Copy

    

Adding Deposits to Existing Bookings

When an existing booking has already been taken it is possible to add additional deposit funds to this booking.

Follow these steps to add deposit to existing bookings:

• Tap Add Deposit

• Select the required Existing Booking by either

  • Filter by Date or Value

  • Search by Name | Booking Reference Code | External Reference

• Tap Yes to confirm

• Enter the Payment Amount for the additional value | tap Enter

  The current balance will be displayed

• Complete a payment as normal to finalise the additional added deposit

• Automatically two copies of the 'Acknowledgement of Deposit' will print

  • Customer Copy

  • Retailer Copy

Redemptions

Follow these steps to redeem a booking deposit:

• Tap Redeem Deposit

• Select the required Existing Booking by

  The 'Date' filter is always applied on redemptions to the current day showing bookings due today

  • Search by Name | Booking Reference Code | External Reference

  • Remove / Change the Date filter

  • Filter by Value

Total Redemption

• Tap Total Redemption

• The full deposit value will be redeemed on to the account

Partial Redemption

• Tap Partial Redemption

• Enter the Amount of Deposit to Redeem | tap Enter

  The remaining balance to redeem will be displayed

• The partial redemption value will be redeemed on to the account

Forfeit

Depending on your organisation’s business processes, if a deposit is not fully redeemed or is non-refundable, it should be forfeited so that it no longer appears in the carried forward balances for bookings.

• Tap Forfeit

• Enter the Amount of Deposit to Forfeit | tap Enter

  The remaining balance to redeem will be displayed

Refunds

Follow these steps to refund a booking deposit:

• Tap Redeem Deposit

• Select the required Existing Booking by

  The 'Date' filter is always applied on redemptions to the current day showing bookings due today

  • Search by Name | Booking Reference Code | External Reference

  • Remove / Change the Date filter

  • Filter by Value

• Complete either Total or Partial Redemption for the value to be refunded

• Complete a payment as normal to refund the deposit

Correcting Mistakes

If a booking deposit has been redeemed incorrectly follow these steps to make the correction:

• Refund the redeemed deposit to 'Cash'

  Or use an alternative payment method that suits your organisations requirements

• Enter a new deposit for the same value, paid to 'Cash'

  Ensure that both the refund and the new deposit are processed at the same time to avoid any cash discrepancies. Using the same payment method for both will help ensure they balance each other out