Amigo Pos 7uses the Deliveries screen to assign orders to drivers. The deliveries screen is accessed (after logging in) under the Open Orders button group on the main screen. Note that the Deliveries button position can be adjusted  in Back Office > Configuration > Main Settings >User Interface so that it is visible without pressing the down arrow to scroll, as shown below. The button text can be customized by changing the value under the Button Caption column.

 

The use of the deliveries screen is not mandatory to use the delivery order type. If the delivery screen is not used, delivery orders can be settled normally. In addition to assigning orders to drivers, the deliveries screen offers the ability to consolidate order and customer information (name, address, phone) on a single trip order to simplify information and reduce errors. In addition, the driver can settle multiple orders simultaneously or check-in the orders for settlement at a later time. Review the following sections to customize and use the delivery screen:

 

 

 

 

 

 

Various options are available to customize the behavior of the Deliveries screen. Navigate to Back Office > Configuration > Main SettingsDeliveries and review the settings for the Alerts and Delivery Screen categories. The following settings are available:

 

 

*Local setting must be configured at each POS Station

 

 

A subset of the settings listed above that are specifically related to employee banking are available in Back Office > Configuration > Main Settings >Employee Banking.

 

 

 

To begin a trip order, log in and press the Deliveries button under the Open orders button group. Select the driver to show the available orders. If the Show Driver Delivery Count setting is enabled, the driver's first name and last initial is followed by the current delivery count and the total delivery count for that driver (for the current business day). Drivers that are out on delivery appear in red; available drivers appear in blue.

 

 

Check-In

When a driver returns, the orders can be settled immediately or just checked-in to be settled later. Checked-in orders no longer appear on the order selection screen but are considered open since there is still a balance due. The Check-In & Settle button is used to settle each selected order's entire remaining balance with a single cash transaction (for each order).

 

In some cases it may be necessary to process a transaction or settle a order before the orders are checked in, including scenarios where:

In these scenarios the driver must first process the transaction(s) using the Settle screen and then return to the Deliveries screen to check-in the orders. Note that the balance due shown on the Check-In screen will reflect the payment already applied. If the balance due is zero, a payment type is not displayed. 

Gratuities can be specified for each order by selecting the order and pressing the EDIT SELECTED button. Note that this function is available for cash transactions only, as non-cash gratuities are entering when processing the payment on the settle screen or when capturing a credit card transaction. If gratuities are not tracked, set Driver Check In Edit Disable to Yes so that the EDIT SELECTED button is hidden.

 

 

The green Check-In & Settle button is controlled by the AllowSettle permission. If this permission is set to No for the current user, a manager override is required to complete the check-in. Note that if mandatory time clock is not used and the current user is assigned multiple job types, the user's default job type determines the status of the AllowSettle permission.

When using the green Check-In & Settle button, the order is settled immediately and the driver must deposit funds into the drawer. The total is not included in the amount owed when calculating driver liabilities. If the driver holds the money until the end of the shift, the Check-In Only button should be used.

 

Drivers may periodically deposit cash into the drawer in order to reduce the amount of cash that they carry. The manager must accept the deposit and record it on the manager screen by pressing the Deposits button at the top followed by the Driver Deposit button. Press the New Deposit/End Shift button. Select the driver, enter the deposit amount and press the green Continue button to open the cash drawer.

Accepting a driver deposit does not automatically settle open delivery orders. Rather, a final deposit is used to settle open orders when the End Shift is completed, as described below. Driver deposits are used to temporarily transfer cash to the drawer but must be converted to cash transactions to settle the driver's open delivery orders before the drawer is reset.

To simplify drawer count and eliminate discrepancies, the drivers should use the same POS station to deposit funds throughout the shift and the cash drawer should be reset only after the End Shift is performed, since the funds entered by the driver are used to settle the open delivery orders. In addition, running the End of Day will archive all driver deposits, regardless of whether the driver has made a final deposit. If the cash drawer is changed multiple times throughout the business day and drivers routinely use more than one drawer, deposits should not be used. Rather, the open delivery orders should be settled using the Delivery Check-In or order Settlement screen.

Note: Since all deposits are converted to Cash transactions to settle open delivery orders when the End Shift is run, all drivers deposits must be entered at the same Pos station and the End Shift should be run before the drawer is reset in order to maintain the correct drawer count. If a deposit is attempted at a different Pos station, a warning will sound and a message will appear at the lower right.

 

Forced Deposits

Drivers can be prevented from taking additional delivery orders until a deposit is made on the manager screen after a sales threshold is reached. For example, you may want the driver to carry no more than $200 at any given time. If the driver has reached this limit, a small alert will appear at the bottom right of the screen whenever the driver's name is selected on the Delivery Check-Out screen. To enable this feature, set the value of Delivery Screen Force Deposit to Yes and set the allowable amount by changing the value of the Delivery Screen Force Deposit Amount setting.

 

The final driver deposit for the current business day is used to settle all of the driver's open delivery orders with a separate cash transaction recorded for the remaining balance on each open delivery order. To perform a final driver deposit, log in as manager and navigate to Manager > Deposits > Driver Deposit and press the New Deposit/End Shift button. Select the driver and press the End Driver Shift button. Confirm that the driver has remitted the total shown on the screen and press the Submit button to open the cash drawer. The following actions are then completed:

 

 

 

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